INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 536 filers reported holding INVESCO LTD in Q4 2018. The put-call ratio across all filers is 0.89 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $939,243 | -1.3% | 62,788 | +9.4% | 0.00% | 0.0% |
Q1 2024 | $951,891 | -0.4% | 57,377 | +7.1% | 0.00% | 0.0% |
Q4 2023 | $956,025 | +9.7% | 53,589 | -10.7% | 0.00% | 0.0% |
Q3 2023 | $871,290 | +32.8% | 60,006 | +53.8% | 0.00% | 0.0% |
Q2 2023 | $655,915 | +69309.0% | 39,020 | -32.3% | 0.00% | -33.3% |
Q1 2023 | $945 | -33.5% | 57,646 | -27.0% | 0.00% | -40.0% |
Q4 2022 | $1,421 | -99.8% | 79,015 | +32.8% | 0.01% | +66.7% |
Q3 2022 | $815,000 | +6.8% | 59,518 | +25.9% | 0.00% | 0.0% |
Q2 2022 | $763,000 | -37.3% | 47,277 | -10.3% | 0.00% | -40.0% |
Q1 2022 | $1,216,000 | +67.3% | 52,729 | +67.0% | 0.01% | +66.7% |
Q4 2021 | $727,000 | -12.3% | 31,573 | -8.1% | 0.00% | -25.0% |
Q3 2021 | $829,000 | +149.7% | 34,367 | +177.0% | 0.00% | +100.0% |
Q2 2021 | $332,000 | -1.2% | 12,406 | -7.0% | 0.00% | 0.0% |
Q1 2021 | $336,000 | +31.8% | 13,341 | -40.3% | 0.00% | 0.0% |
Q3 2020 | $255,000 | -11.8% | 22,331 | +38.7% | 0.00% | -33.3% |
Q4 2019 | $289,000 | +33.2% | 16,098 | +51.7% | 0.00% | 0.0% |
Q2 2019 | $217,000 | -39.4% | 10,612 | -42.8% | 0.00% | -40.0% |
Q1 2019 | $358,000 | -37.8% | 18,541 | -46.1% | 0.01% | -50.0% |
Q4 2018 | $576,000 | -82.0% | 34,417 | -75.4% | 0.01% | -87.8% |
Q3 2018 | $3,195,000 | -19.0% | 139,644 | -6.0% | 0.08% | -26.8% |
Q2 2018 | $3,944,000 | +4.6% | 148,488 | +26.1% | 0.11% | -17.0% |
Q1 2018 | $3,769,000 | +31.9% | 117,731 | +50.6% | 0.14% | +21.6% |
Q4 2017 | $2,857,000 | +37.6% | 78,174 | +31.8% | 0.11% | +18.1% |
Q3 2017 | $2,077,000 | +0.9% | 59,292 | +1.4% | 0.09% | -3.1% |
Q2 2017 | $2,059,000 | +18.8% | 58,495 | +3.4% | 0.10% | +29.3% |
Q1 2017 | $1,733,000 | -79.3% | 56,592 | -78.8% | 0.08% | -79.8% |
Q3 2015 | $8,354,000 | -13.0% | 267,496 | +4.4% | 0.37% | -16.6% |
Q2 2015 | $9,602,000 | – | 256,121 | – | 0.44% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |