INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 532 filers reported holding INVESCO LTD in Q2 2016. The put-call ratio across all filers is 0.30 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 | $2,595,929 | -9.2% | 178,783 | +5.1% | 0.02% | -6.2% |
| Q2 2023 | $2,859,213 | -3.5% | 170,090 | -5.8% | 0.02% | -20.0% |
| Q1 2023 | $2,961,381 | -16.8% | 180,572 | -8.8% | 0.02% | -33.3% |
| Q4 2022 | $3,560,131 | +41.1% | 197,895 | +7.4% | 0.03% | +11.1% |
| Q3 2022 | $2,524,000 | +9.2% | 184,266 | +28.6% | 0.03% | +28.6% |
| Q2 2022 | $2,311,000 | -48.7% | 143,269 | -26.6% | 0.02% | -22.2% |
| Q1 2022 | $4,501,000 | -9.0% | 195,170 | -9.2% | 0.03% | +3.8% |
| Q4 2021 | $4,948,000 | +10.2% | 214,942 | +15.4% | 0.03% | -16.1% |
| Q3 2021 | $4,491,000 | -26.3% | 186,273 | -18.3% | 0.03% | -18.4% |
| Q2 2021 | $6,097,000 | +9.3% | 228,084 | +3.2% | 0.04% | 0.0% |
| Q1 2021 | $5,576,000 | +96.8% | 221,076 | +36.0% | 0.04% | +35.7% |
| Q4 2020 | $2,833,000 | +75.7% | 162,508 | +15.0% | 0.03% | +47.4% |
| Q3 2020 | $1,612,000 | +39.6% | 141,292 | +31.6% | 0.02% | +18.8% |
| Q2 2020 | $1,155,000 | +743.1% | 107,388 | +611.1% | 0.02% | +166.7% |
| Q1 2020 | $137,000 | -87.8% | 15,102 | -75.9% | 0.01% | -64.7% |
| Q4 2019 | $1,125,000 | +11.5% | 62,543 | +5.0% | 0.02% | +6.2% |
| Q3 2019 | $1,009,000 | -77.7% | 59,579 | -73.1% | 0.02% | -80.0% |
| Q2 2019 | $4,529,000 | -1.0% | 221,351 | -6.6% | 0.08% | +8.1% |
| Q1 2019 | $4,576,000 | +287.8% | 236,972 | +236.3% | 0.07% | +184.6% |
| Q4 2018 | $1,180,000 | -46.0% | 70,468 | -26.2% | 0.03% | -23.5% |
| Q3 2018 | $2,185,000 | -22.6% | 95,508 | -10.2% | 0.03% | -19.0% |
| Q2 2018 | $2,824,000 | -14.0% | 106,313 | +3.7% | 0.04% | -14.3% |
| Q1 2018 | $3,282,000 | +2.4% | 102,526 | +16.9% | 0.05% | -10.9% |
| Q4 2017 | $3,206,000 | +36.4% | 87,735 | +30.7% | 0.06% | +3.8% |
| Q3 2017 | $2,351,000 | +12.1% | 67,107 | +12.6% | 0.05% | -11.7% |
| Q2 2017 | $2,097,000 | -8.3% | 59,586 | -20.2% | 0.06% | +20.0% |
| Q1 2017 | $2,286,000 | +264.0% | 74,625 | +260.5% | 0.05% | +72.4% |
| Q4 2016 | $628,000 | -83.0% | 20,701 | -82.5% | 0.03% | -78.5% |
| Q3 2016 | $3,690,000 | +226.0% | 118,010 | +166.1% | 0.14% | +75.3% |
| Q2 2016 | $1,132,000 | -35.3% | 44,342 | -22.0% | 0.08% | -18.9% |
| Q1 2016 | $1,749,000 | +37.5% | 56,844 | +49.2% | 0.10% | -37.9% |
| Q4 2015 | $1,272,000 | -0.7% | 38,106 | -7.1% | 0.15% | +51.5% |
| Q3 2015 | $1,281,000 | +69.9% | 41,034 | +104.1% | 0.10% | +98.0% |
| Q2 2015 | $754,000 | -23.3% | 20,100 | -18.9% | 0.05% | -31.1% |
| Q1 2015 | $983,000 | +93.9% | 24,770 | +92.9% | 0.07% | -35.7% |
| Q4 2014 | $507,000 | -17.2% | 12,838 | -17.2% | 0.12% | +74.2% |
| Q3 2014 | $612,000 | -23.2% | 15,500 | -26.6% | 0.07% | -56.9% |
| Q2 2014 | $797,000 | +149.8% | 21,123 | +140.8% | 0.15% | +101.3% |
| Q4 2013 | $319,000 | -23.5% | 8,772 | -33.0% | 0.08% | -6.2% |
| Q3 2013 | $417,000 | -29.2% | 13,083 | -29.4% | 0.08% | 0.0% |
| Q2 2013 | $589,000 | – | 18,521 | – | 0.08% | – |
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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% |