INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.
About INVESCO LTD
Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.
The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.
Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.
In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.
Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,046,683 | -16.3% | 140,954 | -3.1% | 0.02% | -11.8% |
| Q2 2023 | $2,446,178 | -0.6% | 145,519 | -3.0% | 0.02% | -5.6% |
| Q1 2023 | $2,461,584 | -10.3% | 150,095 | -1.6% | 0.02% | -14.3% |
| Q4 2022 | $2,744,439 | +30.4% | 152,551 | -0.7% | 0.02% | +23.5% |
| Q3 2022 | $2,105,000 | -14.0% | 153,646 | +1.2% | 0.02% | -5.6% |
| Q2 2022 | $2,449,000 | -29.0% | 151,819 | +1.4% | 0.02% | -18.2% |
| Q1 2022 | $3,451,000 | +43.4% | 149,653 | +43.2% | 0.02% | +37.5% |
| Q4 2021 | $2,406,000 | -21.9% | 104,530 | -18.2% | 0.02% | -27.3% |
| Q3 2021 | $3,080,000 | +2.0% | 127,737 | +13.1% | 0.02% | 0.0% |
| Q2 2021 | $3,020,000 | -25.4% | 112,985 | -29.6% | 0.02% | -33.3% |
| Q1 2021 | $4,046,000 | +115.6% | 160,432 | +49.0% | 0.03% | +94.1% |
| Q4 2020 | $1,877,000 | +94.3% | 107,688 | +27.2% | 0.02% | +70.0% |
| Q3 2020 | $966,000 | +11.0% | 84,663 | +4.7% | 0.01% | -16.7% |
| Q2 2020 | $870,000 | +125.4% | 80,839 | +276.5% | 0.01% | +200.0% |
| Q4 2019 | $386,000 | +22.2% | 21,470 | +117.0% | 0.00% | 0.0% |
| Q2 2018 | $316,000 | -0.3% | 9,896 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $317,000 | -22.5% | 9,896 | -11.6% | 0.00% | -20.0% |
| Q4 2017 | $409,000 | +2.2% | 11,197 | -1.8% | 0.01% | -16.7% |
| Q3 2017 | $400,000 | 0.0% | 11,405 | +0.4% | 0.01% | -14.3% |
| Q2 2017 | $400,000 | +39.4% | 11,359 | +21.1% | 0.01% | +40.0% |
| Q1 2017 | $287,000 | -67.0% | 9,379 | -59.8% | 0.01% | -70.6% |
| Q2 2015 | $870,000 | -1.8% | 23,330 | +4.5% | 0.02% | -26.1% |
| Q1 2015 | $886,000 | +11.9% | 22,317 | +11.2% | 0.02% | +9.5% |
| Q4 2014 | $792,000 | +0.6% | 20,068 | +0.6% | 0.02% | +23.5% |
| Q3 2014 | $787,000 | +3.7% | 19,946 | -0.6% | 0.02% | +6.2% |
| Q2 2014 | $759,000 | – | 20,076 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $556,617,574 | 14.84% |
| CONTINENTAL ADVISORS LLC | 343,071 | $5,626,364 | 3.00% |
| Insight Folios Inc | 371,047 | $6,085,176 | 2.70% |
| Palouse Capital Management, Inc. | 187,305 | $3,071,797 | 2.07% |
| VALUEWORKS LLC | 252,164 | $4,135 | 1.57% |
| Olstein Capital Management, L.P. | 566,000 | $9,282 | 1.45% |
| Poehling Capital Management, INC. | 257,407 | $4,221,475 | 1.42% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $4,018 | 1.25% |
| Point72 Europe (London) LLP | 307,400 | $5,041,360 | 1.10% |
| Mork Capital Management, LLC | 73,400 | $1,203,760 | 0.98% |