INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 480 filers reported holding INVESCO LTD in Q2 2023. The put-call ratio across all filers is 2.36 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,553,508 | -52.0% | 170,689 | -46.8% | 0.01% | -58.3% |
Q1 2024 | $5,323,664 | -37.5% | 320,896 | -32.8% | 0.01% | -42.9% |
Q4 2023 | $8,518,796 | -52.6% | 477,511 | -61.5% | 0.02% | -56.2% |
Q3 2023 | $17,986,287 | -26.9% | 1,238,725 | -15.3% | 0.05% | -25.0% |
Q2 2023 | $24,592,193 | +168.7% | 1,462,950 | +162.1% | 0.06% | +156.0% |
Q1 2023 | $9,152,758 | +15.1% | 558,095 | +26.2% | 0.02% | +8.7% |
Q4 2022 | $7,954,981 | +59.5% | 442,189 | +21.4% | 0.02% | +43.8% |
Q3 2022 | $4,989,000 | +23.7% | 364,184 | +45.7% | 0.02% | +23.1% |
Q2 2022 | $4,033,000 | -22.8% | 250,008 | +10.4% | 0.01% | +8.3% |
Q1 2022 | $5,221,000 | -12.9% | 226,375 | -13.0% | 0.01% | -7.7% |
Q4 2021 | $5,992,000 | -73.0% | 260,327 | -71.7% | 0.01% | -73.5% |
Q3 2021 | $22,158,000 | -32.5% | 919,041 | -25.1% | 0.05% | -32.9% |
Q2 2021 | $32,823,000 | +62.0% | 1,227,820 | +52.9% | 0.07% | +46.0% |
Q1 2021 | $20,257,000 | +89.0% | 803,242 | +30.6% | 0.05% | +78.6% |
Q4 2020 | $10,720,000 | +53.9% | 615,092 | +0.8% | 0.03% | +27.3% |
Q3 2020 | $6,964,000 | +120.8% | 610,254 | +108.2% | 0.02% | +100.0% |
Q2 2020 | $3,154,000 | +783.5% | 293,109 | +643.5% | 0.01% | +1000.0% |
Q1 2020 | $357,000 | -49.6% | 39,425 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $709,000 | +13.3% | 39,425 | +6.7% | 0.00% | 0.0% |
Q3 2019 | $626,000 | -31.4% | 36,966 | -17.4% | 0.00% | -33.3% |
Q2 2019 | $913,000 | -97.4% | 44,747 | -97.5% | 0.00% | -97.7% |
Q1 2019 | $35,155,000 | +339.7% | 1,820,673 | +278.7% | 0.13% | +258.3% |
Q4 2018 | $7,995,000 | -5.6% | 480,742 | +29.9% | 0.04% | +5.9% |
Q3 2018 | $8,468,000 | +181.3% | 370,035 | +226.6% | 0.03% | +142.9% |
Q2 2018 | $3,010,000 | -71.2% | 113,282 | -65.4% | 0.01% | -71.4% |
Q1 2018 | $10,468,000 | +4.8% | 327,054 | +19.7% | 0.05% | -5.8% |
Q4 2017 | $9,987,000 | +169.6% | 273,295 | +158.4% | 0.05% | +126.1% |
Q3 2017 | $3,705,000 | +58.9% | 105,764 | +59.7% | 0.02% | +53.3% |
Q2 2017 | $2,331,000 | +174.6% | 66,216 | +138.9% | 0.02% | +150.0% |
Q1 2017 | $849,000 | +6.9% | 27,719 | +5.7% | 0.01% | 0.0% |
Q4 2016 | $794,000 | -73.7% | 26,229 | -72.8% | 0.01% | -72.7% |
Q3 2016 | $3,015,000 | +37.7% | 96,398 | +12.4% | 0.02% | +29.4% |
Q2 2016 | $2,190,000 | -2.9% | 85,768 | +17.1% | 0.02% | -5.6% |
Q1 2016 | $2,255,000 | -8.1% | 73,268 | 0.0% | 0.02% | -14.3% |
Q4 2015 | $2,453,000 | +16.5% | 73,268 | +8.7% | 0.02% | +31.2% |
Q3 2015 | $2,105,000 | -16.7% | 67,411 | 0.0% | 0.02% | -15.8% |
Q2 2015 | $2,528,000 | +220.0% | 67,411 | +238.6% | 0.02% | +216.7% |
Q1 2015 | $790,000 | +7.5% | 19,911 | +7.1% | 0.01% | +20.0% |
Q4 2014 | $735,000 | +137.1% | 18,591 | +136.9% | 0.01% | +150.0% |
Q3 2014 | $310,000 | +4.7% | 7,848 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $296,000 | +63.5% | 7,848 | +59.8% | 0.00% | +100.0% |
Q1 2014 | $181,000 | +1.1% | 4,911 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $179,000 | +110.6% | 4,911 | +84.5% | 0.00% | 0.0% |
Q3 2013 | $85,000 | 0.0% | 2,662 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $85,000 | – | 2,662 | – | 0.00% | – |
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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% |