INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $492,810,194 | -13.6% | 33,940,096 | 0.0% | 7.50% | -49.0% |
| Q2 2023 | $570,533,014 | +2.5% | 33,940,096 | 0.0% | 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% | 55,758,634 | 0.0% | 20.58% | +2.3% |
| Q3 2022 | $763,893,000 | -15.1% | 55,758,634 | 0.0% | 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 | $955,650,000 | 0.0% | 36,755,775 | 0.0% | 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% | 36,739,343 | 0.0% | 9.48% | +36.8% |
| Q3 2020 | $419,196,000 | +76.9% | 36,739,343 | +66.8% | 6.93% | +61.6% |
| Q2 2020 | $237,010,000 | – | 22,026,991 | – | 4.29% | – |
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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% |