INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 516 filers reported holding INVESCO LTD in Q3 2016. The put-call ratio across all filers is 0.28 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,124,202 | +48.8% | 66,877 | +45.1% | 0.01% | +42.9% |
| Q1 2023 | $755,696 | +2.4% | 46,079 | +12.4% | 0.01% | 0.0% |
| Q4 2022 | $737,716 | +46.4% | 41,007 | +11.4% | 0.01% | +40.0% |
| Q3 2022 | $504,000 | -97.4% | 36,800 | -97.9% | 0.01% | -98.3% |
| Q3 2020 | $19,531,000 | -4.2% | 1,711,779 | -9.6% | 0.29% | +5.5% |
| Q2 2020 | $20,377,000 | +11.5% | 1,893,742 | -5.9% | 0.27% | -3.5% |
| Q1 2020 | $18,275,000 | -48.4% | 2,012,638 | +2.1% | 0.28% | +2.5% |
| Q4 2019 | $35,440,000 | +5.0% | 1,971,085 | -1.1% | 0.28% | +4.9% |
| Q3 2019 | $33,763,000 | -3.9% | 1,993,098 | +16.0% | 0.26% | +1.2% |
| Q2 2019 | $35,145,000 | -9.6% | 1,717,727 | -14.7% | 0.26% | -5.5% |
| Q1 2019 | $38,867,000 | +0.6% | 2,012,793 | -12.8% | 0.28% | -8.3% |
| Q4 2018 | $38,634,000 | -15.2% | 2,307,865 | +16.0% | 0.30% | +0.3% |
| Q3 2018 | $45,537,000 | +1.9% | 1,990,270 | +18.2% | 0.30% | +2.4% |
| Q2 2018 | $44,704,000 | -2.4% | 1,683,121 | +17.6% | 0.29% | -20.0% |
| Q1 2018 | $45,822,000 | -3.0% | 1,431,486 | +10.8% | 0.36% | +11.6% |
| Q4 2017 | $47,225,000 | -5.7% | 1,292,428 | -9.6% | 0.33% | -7.9% |
| Q3 2017 | $50,091,000 | +4.4% | 1,429,528 | +4.9% | 0.36% | +6.0% |
| Q2 2017 | $47,977,000 | +7.0% | 1,363,361 | -8.0% | 0.34% | +8.4% |
| Q1 2017 | $44,847,000 | +28.1% | 1,481,729 | +28.4% | 0.31% | +19.8% |
| Q4 2016 | $35,003,000 | +11.6% | 1,153,705 | +15.0% | 0.26% | +0.8% |
| Q3 2016 | $31,377,000 | +32.8% | 1,003,417 | +8.5% | 0.26% | +22.5% |
| Q2 2016 | $23,630,000 | +5.5% | 925,205 | +27.1% | 0.21% | -9.5% |
| Q1 2016 | $22,404,000 | +7.7% | 728,103 | +17.2% | 0.23% | +13.8% |
| Q4 2015 | $20,798,000 | +25.8% | 621,208 | +48.3% | 0.20% | +58.6% |
| Q3 2014 | $16,535,000 | +12.0% | 418,819 | +7.1% | 0.13% | +0.8% |
| Q2 2014 | $14,764,000 | +24.4% | 391,111 | +22.0% | 0.13% | +9.5% |
| Q1 2014 | $11,865,000 | +24.3% | 320,683 | +11.7% | 0.12% | +19.6% |
| Q4 2013 | $9,547,000 | – | 287,137 | – | 0.10% | – |
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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% |