TRIAN FUND MANAGEMENT, L.P. - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 and the average weighting 0.1%.

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
TRIAN FUND MANAGEMENT, L.P. ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$492,810,194
-13.6%
33,940,0960.0%7.50%
-49.0%
Q2 2023$570,533,014
+2.5%
33,940,0960.0%14.70%
-0.9%
Q1 2023$556,617,574
-44.5%
33,940,096
-39.1%
14.84%
-27.9%
Q4 2022$1,003,097,826
+31.3%
55,758,6340.0%20.58%
+2.3%
Q3 2022$763,893,000
-15.1%
55,758,6340.0%20.11%
+1.8%
Q2 2022$899,387,000
-36.0%
55,758,634
+3.2%
19.77%
-16.0%
Q1 2022$1,404,885,000
+18.8%
54,034,034
+18.8%
23.52%
+48.4%
Q4 2021$1,182,320,000
+23.7%
45,473,859
+23.7%
15.85%
+33.4%
Q3 2021$955,650,0000.0%36,755,7750.0%11.88%
+6.3%
Q2 2021$955,650,000
+0.0%
36,755,775
+0.0%
11.17%
-1.1%
Q1 2021$955,280,000
+49.2%
36,741,539
+0.0%
11.30%
+19.2%
Q4 2020$640,367,000
+52.8%
36,739,3430.0%9.48%
+36.8%
Q3 2020$419,196,000
+76.9%
36,739,343
+66.8%
6.93%
+61.6%
Q2 2020$237,010,00022,026,9914.29%
Other shareholders
INVESCO LTD shareholders Q1 2023
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,365,010$195,615,0004.40%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 262,497$6,972,0003.09%
REINHART PARTNERS, LLC. 1,180,242$31,347,0003.01%
Cornerstone Capital, Inc. 582,829$15,480,0002.63%
Algebris (UK) Ltd 777,597$20,653,0002.10%
Signature Wealth Management Group 98,686$2,621,0001.94%
Townsend & Associates, Inc 64,537$1,714,0001.92%
CONTINENTAL ADVISORS LLC 270,000$7,171,0001.79%
Mork Capital Management, LLC 73,400$1,950,0001.72%
ZWJ INVESTMENT COUNSEL INC 739,389$19,638,0001.70%
View complete list of INVESCO LTD shareholders