INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 487 filers reported holding INVESCO LTD in Q2 2014. The put-call ratio across all filers is 0.23 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $357,520 | +61.0% | 21,800 | +34.3% | 0.00% | +50.0% |
| Q3 2022 | $222,000 | -21.6% | 16,230 | +31.9% | 0.00% | 0.0% |
| Q4 2021 | $283,000 | -72.6% | 12,303 | -71.3% | 0.00% | -71.4% |
| Q3 2021 | $1,033,000 | +92.0% | 42,839 | +113.0% | 0.01% | +75.0% |
| Q2 2021 | $538,000 | +113.5% | 20,116 | +101.2% | 0.00% | +100.0% |
| Q1 2021 | $252,000 | -79.9% | 9,997 | -86.1% | 0.00% | -84.6% |
| Q4 2020 | $1,253,000 | -93.4% | 71,887 | -89.9% | 0.01% | -97.2% |
| Q2 2018 | $18,917,000 | -7.3% | 712,253 | +11.7% | 0.46% | -22.5% |
| Q1 2018 | $20,408,000 | +267.5% | 637,543 | +251.7% | 0.60% | +218.2% |
| Q1 2017 | $5,553,000 | +0.1% | 181,283 | +0.6% | 0.19% | -35.1% |
| Q1 2016 | $5,547,000 | -63.0% | 180,257 | -59.7% | 0.29% | -55.2% |
| Q4 2015 | $14,988,000 | +9.9% | 447,663 | +2.5% | 0.64% | +28.1% |
| Q3 2015 | $13,634,000 | -51.9% | 436,562 | -42.3% | 0.50% | -59.9% |
| Q2 2015 | $28,362,000 | +221.9% | 756,521 | +240.8% | 1.25% | +144.8% |
| Q1 2015 | $8,810,000 | +305.8% | 221,966 | +304.0% | 0.51% | +281.3% |
| Q4 2014 | $2,171,000 | -75.2% | 54,941 | -76.3% | 0.13% | -76.5% |
| Q2 2014 | $8,751,000 | +2.1% | 231,817 | +0.1% | 0.57% | -14.6% |
| Q1 2014 | $8,568,000 | +4.0% | 231,568 | +2.3% | 0.67% | -17.2% |
| Q4 2013 | $8,240,000 | – | 226,384 | – | 0.81% | – |
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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% |