INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 536 filers reported holding INVESCO LTD in Q4 2018. The put-call ratio across all filers is 0.89 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 | $594,793 | -56.1% | 40,964 | -49.1% | 0.00% | -71.4% |
Q2 2023 | $1,353,874 | -22.1% | 80,540 | -24.0% | 0.01% | +75.0% |
Q1 2023 | $1,738,974 | -21.0% | 106,035 | -13.3% | 0.00% | -20.0% |
Q4 2022 | $2,200,717 | +22.3% | 122,330 | -6.8% | 0.01% | 0.0% |
Q3 2022 | $1,799,000 | -18.1% | 131,324 | -3.6% | 0.01% | -16.7% |
Q2 2022 | $2,196,000 | -33.0% | 136,160 | -4.2% | 0.01% | -14.3% |
Q1 2022 | $3,276,000 | -0.4% | 142,066 | -0.6% | 0.01% | 0.0% |
Q4 2021 | $3,290,000 | -7.8% | 142,907 | -3.4% | 0.01% | -22.2% |
Q3 2021 | $3,568,000 | -3.7% | 148,002 | +6.8% | 0.01% | -10.0% |
Q2 2021 | $3,706,000 | +13.1% | 138,638 | +6.7% | 0.01% | -9.1% |
Q1 2021 | $3,278,000 | +50.6% | 129,979 | +4.0% | 0.01% | +57.1% |
Q4 2020 | $2,177,000 | +58.7% | 124,920 | +3.9% | 0.01% | +40.0% |
Q3 2020 | $1,372,000 | -56.5% | 120,205 | -59.0% | 0.01% | -64.3% |
Q2 2020 | $3,153,000 | -18.9% | 293,009 | -31.5% | 0.01% | -36.4% |
Q1 2020 | $3,886,000 | -50.3% | 427,979 | -1.6% | 0.02% | -38.9% |
Q4 2019 | $7,821,000 | +4221.0% | 435,004 | +3982.2% | 0.04% | +3500.0% |
Q3 2019 | $181,000 | -71.6% | 10,656 | -61.8% | 0.00% | -66.7% |
Q3 2018 | $638,000 | -40.7% | 27,890 | -31.1% | 0.00% | -50.0% |
Q2 2018 | $1,075,000 | -27.3% | 40,466 | -12.4% | 0.01% | -40.0% |
Q1 2018 | $1,479,000 | -6.7% | 46,198 | +6.4% | 0.01% | 0.0% |
Q4 2017 | $1,586,000 | +22.5% | 43,416 | +17.5% | 0.01% | +11.1% |
Q3 2017 | $1,295,000 | +64.1% | 36,959 | +64.8% | 0.01% | +50.0% |
Q2 2017 | $789,000 | -20.0% | 22,425 | -30.4% | 0.01% | -25.0% |
Q1 2017 | $986,000 | -13.4% | 32,211 | -14.3% | 0.01% | -20.0% |
Q4 2016 | $1,139,000 | -27.1% | 37,565 | -24.8% | 0.01% | -33.3% |
Q3 2016 | $1,562,000 | +22.8% | 49,971 | +0.3% | 0.02% | +25.0% |
Q2 2016 | $1,272,000 | +15.2% | 49,823 | +38.8% | 0.01% | +9.1% |
Q1 2016 | $1,104,000 | -6.0% | 35,897 | +2.4% | 0.01% | -8.3% |
Q4 2015 | $1,174,000 | -12.6% | 35,072 | -18.4% | 0.01% | -29.4% |
Q3 2015 | $1,343,000 | -16.4% | 42,993 | +0.4% | 0.02% | -5.6% |
Q2 2015 | $1,606,000 | +3.9% | 42,820 | +10.0% | 0.02% | 0.0% |
Q1 2015 | $1,545,000 | +33.8% | 38,932 | +33.3% | 0.02% | +28.6% |
Q4 2014 | $1,155,000 | -0.7% | 29,214 | -0.8% | 0.01% | -6.7% |
Q3 2014 | $1,163,000 | +3.7% | 29,456 | -0.9% | 0.02% | -21.1% |
Q2 2014 | $1,122,000 | +4.5% | 29,722 | +2.5% | 0.02% | -5.0% |
Q1 2014 | $1,074,000 | +306.8% | 29,009 | +300.5% | 0.02% | +300.0% |
Q4 2013 | $264,000 | +2.7% | 7,244 | -10.1% | 0.01% | -16.7% |
Q3 2013 | $257,000 | +8.0% | 8,056 | +7.8% | 0.01% | 0.0% |
Q2 2013 | $238,000 | – | 7,476 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |