INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,861,703 | -5.2% | 197,087 | +9.7% | 0.01% | -11.1% |
| Q2 2023 | $3,019,076 | +34.7% | 179,600 | +31.4% | 0.01% | +80.0% |
| Q1 2023 | $2,240,962 | -80.7% | 136,644 | -78.8% | 0.01% | -84.8% |
| Q4 2022 | $11,621,990 | +35.8% | 646,025 | +3.4% | 0.03% | +26.9% |
| Q3 2022 | $8,557,000 | -17.5% | 624,593 | -2.9% | 0.03% | -23.5% |
| Q2 2022 | $10,377,000 | -40.8% | 643,337 | -15.3% | 0.03% | -39.3% |
| Q1 2022 | $17,522,000 | +292.6% | 759,869 | +291.9% | 0.06% | +273.3% |
| Q4 2021 | $4,463,000 | +140.2% | 193,903 | +151.6% | 0.02% | +114.3% |
| Q3 2021 | $1,858,000 | -47.4% | 77,061 | -41.7% | 0.01% | -50.0% |
| Q2 2021 | $3,532,000 | -15.8% | 132,147 | -20.5% | 0.01% | -26.3% |
| Q1 2021 | $4,193,000 | -25.7% | 166,224 | -48.7% | 0.02% | -24.0% |
| Q4 2020 | $5,646,000 | +443.4% | 323,900 | +255.5% | 0.02% | +316.7% |
| Q3 2020 | $1,039,000 | -2.1% | 91,100 | -7.6% | 0.01% | -14.3% |
| Q2 2020 | $1,061,000 | -30.7% | 98,600 | -41.6% | 0.01% | -36.4% |
| Q1 2020 | $1,532,000 | +61.8% | 168,800 | +220.6% | 0.01% | +57.1% |
| Q4 2019 | $947,000 | -47.0% | 52,645 | -50.1% | 0.01% | -53.3% |
| Q3 2019 | $1,787,000 | -28.8% | 105,548 | -13.9% | 0.02% | -31.8% |
| Q2 2019 | $2,510,000 | -3.3% | 122,637 | -8.8% | 0.02% | +10.0% |
| Q1 2019 | $2,596,000 | +24.0% | 134,489 | +7.5% | 0.02% | +25.0% |
| Q4 2018 | $2,094,000 | +85.6% | 125,075 | +153.7% | 0.02% | +166.7% |
| Q3 2018 | $1,128,000 | +234.7% | 49,300 | +288.2% | 0.01% | +200.0% |
| Q2 2018 | $337,000 | -82.0% | 12,700 | -78.3% | 0.00% | -81.8% |
| Q1 2018 | $1,876,000 | -75.5% | 58,600 | -72.1% | 0.01% | -71.1% |
| Q4 2017 | $7,672,000 | -46.1% | 209,874 | -48.3% | 0.04% | -45.7% |
| Q3 2017 | $14,230,000 | +3.7% | 406,000 | +4.1% | 0.07% | -16.7% |
| Q2 2017 | $13,725,000 | +146.4% | 390,000 | +114.4% | 0.08% | +115.4% |
| Q1 2017 | $5,571,000 | -16.3% | 181,900 | -17.1% | 0.04% | -17.0% |
| Q4 2016 | $6,657,000 | +23.0% | 219,531 | +26.8% | 0.05% | +30.6% |
| Q3 2016 | $5,412,000 | +48.2% | 173,100 | +21.1% | 0.04% | +44.0% |
| Q2 2016 | $3,653,000 | -40.6% | 142,976 | -28.4% | 0.02% | -53.7% |
| Q1 2016 | $6,145,000 | -5.5% | 199,800 | +2.8% | 0.05% | -14.3% |
| Q4 2015 | $6,505,000 | +109.1% | 194,300 | +95.0% | 0.06% | +117.2% |
| Q3 2015 | $3,111,000 | -30.7% | 99,652 | -16.8% | 0.03% | -35.6% |
| Q2 2015 | $4,486,000 | +326.8% | 119,720 | +351.8% | 0.04% | +350.0% |
| Q1 2015 | $1,051,000 | -58.5% | 26,500 | -58.7% | 0.01% | -58.3% |
| Q4 2014 | $2,534,000 | +84.7% | 64,135 | +84.5% | 0.02% | +50.0% |
| Q3 2014 | $1,372,000 | -60.5% | 34,767 | -62.2% | 0.02% | -66.0% |
| Q2 2014 | $3,470,000 | +23.0% | 91,900 | +20.6% | 0.05% | +14.6% |
| Q1 2014 | $2,822,000 | -11.5% | 76,200 | -13.0% | 0.04% | +36.7% |
| Q4 2013 | $3,188,000 | +1286.1% | 87,627 | +1116.9% | 0.03% | +900.0% |
| Q3 2013 | $230,000 | -86.2% | 7,201 | -86.2% | 0.00% | -80.0% |
| Q2 2013 | $1,663,000 | – | 52,265 | – | 0.02% | – |
Download | ||||||
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% |