INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 | $42,048,783 | -18.3% | 2,895,922 | -5.4% | 0.01% | -18.2% |
| Q2 2023 | $51,447,610 | +0.0% | 3,060,536 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $51,431,775 | -9.4% | 3,136,085 | -0.7% | 0.01% | -15.4% |
| Q4 2022 | $56,793,675 | +13.0% | 3,156,958 | -13.9% | 0.01% | +8.3% |
| Q3 2022 | $50,246,000 | -13.8% | 3,667,667 | +1.5% | 0.01% | -7.7% |
| Q2 2022 | $58,298,000 | -27.0% | 3,614,324 | +4.4% | 0.01% | -13.3% |
| Q1 2022 | $79,825,000 | -3.7% | 3,461,633 | -3.9% | 0.02% | 0.0% |
| Q4 2021 | $82,929,000 | -11.1% | 3,602,448 | -6.9% | 0.02% | -16.7% |
| Q3 2021 | $93,248,000 | +8.6% | 3,867,639 | +20.4% | 0.02% | +5.9% |
| Q2 2021 | $85,891,000 | -43.2% | 3,213,301 | -46.4% | 0.02% | -45.2% |
| Q1 2021 | $151,291,000 | +44.4% | 5,998,836 | -0.2% | 0.03% | +34.8% |
| Q4 2020 | $104,786,000 | +3.5% | 6,011,841 | -32.2% | 0.02% | -8.0% |
| Q3 2020 | $101,244,000 | -20.7% | 8,873,186 | -25.2% | 0.02% | -26.5% |
| Q2 2020 | $127,620,000 | +19.0% | 11,860,411 | +0.4% | 0.03% | -5.6% |
| Q1 2020 | $107,274,000 | -31.9% | 11,814,228 | +34.8% | 0.04% | -12.2% |
| Q4 2019 | $157,621,000 | +54.6% | 8,766,512 | +45.7% | 0.04% | +46.4% |
| Q3 2019 | $101,954,000 | -10.5% | 6,018,562 | +8.1% | 0.03% | -9.7% |
| Q2 2019 | $113,934,000 | +4.8% | 5,568,605 | -1.1% | 0.03% | +3.3% |
| Q1 2019 | $108,699,000 | +16.0% | 5,629,243 | +0.6% | 0.03% | +3.4% |
| Q4 2018 | $93,687,000 | -63.0% | 5,596,519 | -49.4% | 0.03% | -55.4% |
| Q3 2018 | $253,013,000 | -5.3% | 11,058,312 | +10.0% | 0.06% | -11.0% |
| Q2 2018 | $267,114,000 | -17.5% | 10,056,969 | -0.6% | 0.07% | -18.9% |
| Q1 2018 | $323,808,000 | -5.2% | 10,115,814 | +8.2% | 0.09% | 0.0% |
| Q4 2017 | $341,604,000 | +4.0% | 9,348,750 | -0.3% | 0.09% | 0.0% |
| Q3 2017 | $328,466,000 | +0.5% | 9,374,021 | +1.0% | 0.09% | -2.2% |
| Q2 2017 | $326,764,000 | +13.9% | 9,285,691 | -0.9% | 0.09% | +16.5% |
| Q1 2017 | $286,901,000 | -2.2% | 9,366,696 | -3.1% | 0.08% | -6.0% |
| Q4 2016 | $293,304,000 | -1.5% | 9,667,269 | +1.5% | 0.08% | -5.6% |
| Q3 2016 | $297,805,000 | +31.0% | 9,523,670 | +7.0% | 0.09% | +29.0% |
| Q2 2016 | $227,372,000 | -19.8% | 8,902,575 | -3.4% | 0.07% | -19.8% |
| Q1 2016 | $283,517,000 | -9.2% | 9,214,125 | -1.2% | 0.09% | -8.5% |
| Q4 2015 | $312,376,000 | -11.0% | 9,330,192 | -17.0% | 0.09% | -12.1% |
| Q3 2015 | $350,853,000 | -16.3% | 11,234,499 | +0.5% | 0.11% | -7.0% |
| Q2 2015 | $419,001,000 | -19.8% | 11,176,370 | -15.1% | 0.12% | -15.4% |
| Q1 2015 | $522,770,000 | -14.4% | 13,171,279 | -14.7% | 0.14% | -15.0% |
| Q4 2014 | $610,560,000 | -1.9% | 15,449,370 | -2.0% | 0.16% | -5.3% |
| Q3 2014 | $622,548,000 | -45.7% | 15,768,693 | -48.1% | 0.17% | +9.7% |
| Q2 2014 | $1,146,380,000 | +85.0% | 30,367,746 | +81.3% | 0.15% | -8.9% |
| Q1 2014 | $619,811,000 | +4.4% | 16,751,606 | +2.7% | 0.17% | +2.4% |
| Q4 2013 | $593,567,000 | -6.3% | 16,306,773 | -17.9% | 0.16% | +73.7% |
| Q3 2013 | $633,672,000 | +41.4% | 19,864,078 | +40.9% | 0.10% | -32.6% |
| Q2 2013 | $448,189,000 | – | 14,093,952 | – | 0.14% | – |
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% |