INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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 | $1,328,101 | -7.3% | 91,467 | +7.3% | 0.01% | 0.0% |
| Q2 2023 | $1,432,515 | -4.8% | 85,218 | -7.1% | 0.01% | -9.1% |
| Q1 2023 | $1,504,848 | -10.1% | 91,759 | -1.3% | 0.01% | -15.4% |
| Q4 2022 | $1,673,286 | +150918.6% | 93,012 | +15.0% | 0.01% | +44.4% |
| Q3 2022 | $1,108 | -99.8% | 80,862 | +146.9% | 0.01% | +125.0% |
| Q2 2022 | $528,000 | -52.2% | 32,749 | -31.6% | 0.00% | -42.9% |
| Q1 2022 | $1,104,000 | -15.8% | 47,895 | -15.9% | 0.01% | 0.0% |
| Q4 2021 | $1,311,000 | -5.6% | 56,945 | -1.1% | 0.01% | -12.5% |
| Q3 2021 | $1,389,000 | -12.4% | 57,595 | -2.9% | 0.01% | -20.0% |
| Q2 2021 | $1,585,000 | +76.1% | 59,315 | +66.2% | 0.01% | +66.7% |
| Q1 2021 | $900,000 | +74.4% | 35,685 | +20.6% | 0.01% | +50.0% |
| Q4 2020 | $516,000 | -0.8% | 29,585 | -35.1% | 0.00% | 0.0% |
| Q3 2020 | $520,000 | +33.0% | 45,605 | +25.6% | 0.00% | 0.0% |
| Q2 2020 | $391,000 | +15.7% | 36,305 | -2.4% | 0.00% | 0.0% |
| Q1 2020 | $338,000 | -71.8% | 37,205 | -44.1% | 0.00% | -42.9% |
| Q4 2019 | $1,197,000 | -5.6% | 66,555 | -11.1% | 0.01% | -12.5% |
| Q3 2019 | $1,268,000 | +18.5% | 74,825 | +43.1% | 0.01% | -11.1% |
| Q2 2019 | $1,070,000 | +66.9% | 52,305 | +57.5% | 0.01% | +50.0% |
| Q1 2019 | $641,000 | +81.6% | 33,205 | +57.3% | 0.01% | +100.0% |
| Q4 2018 | $353,000 | -20.1% | 21,105 | +9.3% | 0.00% | 0.0% |
| Q3 2018 | $442,000 | -26.7% | 19,305 | -15.0% | 0.00% | -25.0% |
| Q2 2018 | $603,000 | -17.1% | 22,705 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $727,000 | -77.6% | 22,705 | -74.5% | 0.01% | -76.2% |
| Q4 2017 | $3,252,000 | +341.8% | 89,005 | +323.7% | 0.02% | +600.0% |
| Q3 2017 | $736,000 | -54.1% | 21,005 | -53.9% | 0.00% | -78.6% |
| Q2 2017 | $1,604,000 | -43.6% | 45,585 | -50.9% | 0.01% | -46.2% |
| Q1 2017 | $2,842,000 | +4.0% | 92,785 | +3.0% | 0.03% | -3.7% |
| Q4 2016 | $2,733,000 | -4.7% | 90,085 | -1.7% | 0.03% | -10.0% |
| Q3 2016 | $2,867,000 | +41.9% | 91,685 | +15.9% | 0.03% | +36.4% |
| Q2 2016 | $2,020,000 | -3.9% | 79,085 | +15.8% | 0.02% | -4.3% |
| Q1 2016 | $2,101,000 | -42.1% | 68,285 | -37.0% | 0.02% | -20.7% |
| Q4 2015 | $3,629,000 | +2.7% | 108,385 | -4.2% | 0.03% | -9.4% |
| Q3 2015 | $3,532,000 | -36.5% | 113,085 | -23.7% | 0.03% | -20.0% |
| Q2 2015 | $5,559,000 | -6.2% | 148,285 | -0.7% | 0.04% | -9.1% |
| Q1 2015 | $5,925,000 | +2.9% | 149,285 | +2.5% | 0.04% | +18.9% |
| Q4 2014 | $5,756,000 | -8.6% | 145,649 | -8.7% | 0.04% | -9.8% |
| Q3 2014 | $6,295,000 | +2.3% | 159,449 | -2.1% | 0.04% | +10.8% |
| Q2 2014 | $6,151,000 | +4.8% | 162,949 | +2.7% | 0.04% | -2.6% |
| Q1 2014 | $5,869,000 | -2.2% | 158,614 | -3.8% | 0.04% | +2.7% |
| Q4 2013 | $6,003,000 | +27.2% | 164,914 | +11.5% | 0.04% | +27.6% |
| Q3 2013 | $4,718,000 | -3.0% | 147,914 | -3.3% | 0.03% | -23.7% |
| Q2 2013 | $4,866,000 | – | 153,014 | – | 0.04% | – |
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% |