INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 495 filers reported holding INVESCO LTD in Q3 2022. The put-call ratio across all filers is 1.48 and the average weighting 0.1%.
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 | $162,106 | -55.1% | 11,165 | -48.0% | 0.03% | -49.2% |
| Q2 2023 | $360,675 | -45.0% | 21,456 | -46.3% | 0.06% | -50.4% |
| Q1 2023 | $655,278 | -60.2% | 39,956 | -56.4% | 0.13% | -62.9% |
| Q4 2022 | $1,647,632 | +111.0% | 91,586 | +60.7% | 0.35% | +55.5% |
| Q3 2022 | $781,000 | -4.8% | 57,009 | -36.8% | 0.23% | +46.5% |
| Q1 2020 | $820,000 | -82.8% | 90,275 | -65.9% | 0.16% | -69.5% |
| Q4 2019 | $4,754,000 | +218.4% | 264,428 | +200.0% | 0.51% | +257.7% |
| Q3 2019 | $1,493,000 | -1.8% | 88,136 | +18.5% | 0.14% | +6.0% |
| Q2 2019 | $1,521,000 | -31.4% | 74,362 | -35.2% | 0.13% | -21.2% |
| Q1 2019 | $2,217,000 | +85.8% | 114,795 | +61.1% | 0.17% | +25.9% |
| Q4 2018 | $1,193,000 | -26.7% | 71,279 | +0.3% | 0.14% | +53.4% |
| Q3 2018 | $1,627,000 | +172.1% | 71,099 | +280.3% | 0.09% | +183.9% |
| Q1 2018 | $598,000 | -81.3% | 18,697 | -78.7% | 0.03% | -79.1% |
| Q4 2017 | $3,206,000 | +609.3% | 87,738 | +579.8% | 0.15% | +640.0% |
| Q3 2017 | $452,000 | -20.4% | 12,906 | -20.1% | 0.02% | -20.0% |
| Q2 2017 | $568,000 | +10.5% | 16,155 | -3.7% | 0.02% | +8.7% |
| Q1 2017 | $514,000 | -97.9% | 16,780 | -97.9% | 0.02% | -97.8% |
| Q4 2016 | $24,057,000 | +55.0% | 792,935 | +59.7% | 1.04% | +74.7% |
| Q3 2016 | $15,525,000 | +52.2% | 496,475 | +92.3% | 0.59% | +113.3% |
| Q4 2014 | $10,203,000 | +25.9% | 258,180 | +20.3% | 0.28% | -19.9% |
| Q2 2014 | $8,104,000 | +9.0% | 214,673 | +6.8% | 0.35% | +6.4% |
| Q1 2014 | $7,438,000 | +13.3% | 201,017 | +11.5% | 0.33% | +12.8% |
| Q4 2013 | $6,565,000 | +38.0% | 180,359 | +21.0% | 0.29% | +27.3% |
| Q3 2013 | $4,756,000 | – | 149,090 | – | 0.23% | – |
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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% |