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 | $1,955,336 | -12.8% | 134,665 | +1.0% | 0.01% | -14.3% |
| Q2 2023 | $2,242,135 | +22.2% | 133,381 | +19.2% | 0.01% | +16.7% |
| Q1 2023 | $1,834,881 | +14.1% | 111,883 | +25.2% | 0.01% | 0.0% |
| Q4 2022 | $1,607,550 | -25.6% | 89,358 | -43.3% | 0.01% | -25.0% |
| Q3 2022 | $2,160,000 | -4.4% | 157,636 | +12.5% | 0.01% | +14.3% |
| Q2 2022 | $2,260,000 | -39.3% | 140,090 | -13.3% | 0.01% | -12.5% |
| Q1 2022 | $3,725,000 | +0.2% | 161,507 | +0.0% | 0.01% | +14.3% |
| Q4 2021 | $3,716,000 | +11.3% | 161,440 | +16.5% | 0.01% | -22.2% |
| Q3 2021 | $3,340,000 | -8.4% | 138,535 | +1.6% | 0.01% | -18.2% |
| Q2 2021 | $3,646,000 | +8.9% | 136,404 | +2.8% | 0.01% | 0.0% |
| Q1 2021 | $3,348,000 | +45.9% | 132,743 | +0.9% | 0.01% | +22.2% |
| Q4 2020 | $2,294,000 | +15.7% | 131,591 | -24.3% | 0.01% | 0.0% |
| Q3 2020 | $1,982,000 | -0.2% | 173,739 | -5.8% | 0.01% | -18.2% |
| Q2 2020 | $1,985,000 | +4.8% | 184,443 | -11.6% | 0.01% | -21.4% |
| Q1 2020 | $1,894,000 | -56.8% | 208,543 | -14.5% | 0.01% | -30.0% |
| Q4 2019 | $4,383,000 | +180.6% | 243,792 | +164.4% | 0.02% | +122.2% |
| Q3 2019 | $1,562,000 | -20.5% | 92,214 | -4.0% | 0.01% | -25.0% |
| Q2 2019 | $1,965,000 | +1.6% | 96,048 | -4.1% | 0.01% | 0.0% |
| Q1 2019 | $1,934,000 | -41.3% | 100,138 | -49.1% | 0.01% | -47.8% |
| Q4 2018 | $3,294,000 | -26.7% | 196,757 | +0.1% | 0.02% | -25.8% |
| Q3 2018 | $4,496,000 | -20.0% | 196,522 | -7.1% | 0.03% | -18.4% |
| Q2 2018 | $5,618,000 | -12.7% | 211,513 | +5.2% | 0.04% | -9.5% |
| Q1 2018 | $6,435,000 | +10.1% | 201,032 | +25.7% | 0.04% | +2.4% |
| Q4 2017 | $5,845,000 | +23.1% | 159,956 | +18.0% | 0.04% | -6.8% |
| Q3 2017 | $4,750,000 | +11.1% | 135,572 | +11.5% | 0.04% | +2.3% |
| Q2 2017 | $4,277,000 | +14.7% | 121,541 | -0.2% | 0.04% | +10.3% |
| Q1 2017 | $3,729,000 | +3.2% | 121,746 | +2.3% | 0.04% | -2.5% |
| Q4 2016 | $3,612,000 | +12.3% | 119,054 | +15.8% | 0.04% | -11.1% |
| Q3 2016 | $3,216,000 | -3.8% | 102,833 | -21.4% | 0.04% | +4.7% |
| Q2 2016 | $3,343,000 | -20.2% | 130,878 | -3.8% | 0.04% | -25.9% |
| Q1 2016 | $4,187,000 | -25.2% | 136,088 | -18.6% | 0.06% | -14.7% |
| Q4 2015 | $5,597,000 | +10.4% | 167,178 | +3.0% | 0.07% | -4.2% |
| Q3 2015 | $5,068,000 | -14.6% | 162,295 | +2.5% | 0.07% | -13.4% |
| Q2 2015 | $5,934,000 | -2.3% | 158,289 | +3.4% | 0.08% | +13.9% |
| Q1 2015 | $6,075,000 | -7.9% | 153,053 | -8.3% | 0.07% | -6.5% |
| Q4 2014 | $6,593,000 | +9.2% | 166,837 | +9.1% | 0.08% | -3.8% |
| Q3 2014 | $6,039,000 | -1.7% | 152,969 | -6.0% | 0.08% | 0.0% |
| Q2 2014 | $6,141,000 | -1.6% | 162,671 | -3.6% | 0.08% | +2.6% |
| Q1 2014 | $6,243,000 | +6.1% | 168,732 | +4.4% | 0.08% | -11.4% |
| Q4 2013 | $5,882,000 | +64.3% | 161,597 | +44.0% | 0.09% | +3.5% |
| Q3 2013 | $3,581,000 | -20.5% | 112,258 | -20.8% | 0.08% | -3.4% |
| Q2 2013 | $4,507,000 | – | 141,745 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |