INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 510 filers reported holding INVESCO LTD in Q2 2022. The put-call ratio across all filers is 2.67 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 | $531 | -33.9% | 36,584 | -23.4% | 0.00% | -50.0% |
| Q2 2023 | $803 | -76.4% | 47,760 | -77.0% | 0.00% | -76.5% |
| Q1 2023 | $3,405 | +423.0% | 207,641 | +473.5% | 0.02% | +466.7% |
| Q4 2022 | $651 | -99.9% | 36,204 | -3.0% | 0.00% | 0.0% |
| Q3 2022 | $512,000 | -6.7% | 37,338 | +9.6% | 0.00% | 0.0% |
| Q2 2022 | $549,000 | -51.3% | 34,055 | -30.3% | 0.00% | -40.0% |
| Q1 2022 | $1,127,000 | -8.1% | 48,854 | -8.4% | 0.01% | 0.0% |
| Q4 2021 | $1,227,000 | -12.9% | 53,305 | -8.7% | 0.01% | -28.6% |
| Q3 2021 | $1,408,000 | -32.8% | 58,408 | -25.5% | 0.01% | -30.0% |
| Q2 2021 | $2,096,000 | -81.9% | 78,427 | -82.9% | 0.01% | -84.1% |
| Q1 2021 | $11,550,000 | +818.9% | 457,985 | +535.1% | 0.06% | +800.0% |
| Q4 2020 | $1,257,000 | +84.3% | 72,110 | +20.6% | 0.01% | +40.0% |
| Q3 2020 | $682,000 | +124.3% | 59,806 | +111.9% | 0.01% | +150.0% |
| Q2 2020 | $304,000 | +17.4% | 28,223 | -1.0% | 0.00% | 0.0% |
| Q1 2020 | $259,000 | -72.4% | 28,503 | -45.4% | 0.00% | -71.4% |
| Q4 2019 | $938,000 | +26.9% | 52,170 | +19.5% | 0.01% | +16.7% |
| Q3 2019 | $739,000 | +29.2% | 43,650 | +56.3% | 0.01% | +20.0% |
| Q2 2019 | $572,000 | -6.1% | 27,933 | -11.4% | 0.01% | -16.7% |
| Q1 2019 | $609,000 | +23.0% | 31,533 | +6.7% | 0.01% | +20.0% |
| Q4 2018 | $495,000 | -25.0% | 29,551 | +2.4% | 0.01% | -16.7% |
| Q3 2018 | $660,000 | +9.8% | 28,853 | +27.5% | 0.01% | 0.0% |
| Q2 2018 | $601,000 | -20.6% | 22,629 | -4.3% | 0.01% | -33.3% |
| Q1 2018 | $757,000 | +30.1% | 23,647 | +48.6% | 0.01% | +28.6% |
| Q4 2017 | $582,000 | +16.2% | 15,915 | +11.2% | 0.01% | 0.0% |
| Q3 2017 | $501,000 | +9.9% | 14,311 | +10.5% | 0.01% | 0.0% |
| Q2 2017 | $456,000 | +13.2% | 12,955 | -1.6% | 0.01% | 0.0% |
| Q1 2017 | $403,000 | +13.2% | 13,162 | +12.2% | 0.01% | 0.0% |
| Q4 2016 | $356,000 | +2.6% | 11,728 | +5.7% | 0.01% | +16.7% |
| Q3 2016 | $347,000 | -21.8% | 11,098 | -36.1% | 0.01% | -33.3% |
| Q2 2016 | $444,000 | -3.9% | 17,373 | +15.7% | 0.01% | -10.0% |
| Q1 2016 | $462,000 | +3.1% | 15,019 | +12.2% | 0.01% | -9.1% |
| Q4 2015 | $448,000 | +4.9% | 13,380 | -2.0% | 0.01% | -8.3% |
| Q3 2015 | $427,000 | +0.5% | 13,658 | +20.6% | 0.01% | 0.0% |
| Q2 2015 | $425,000 | +1.9% | 11,328 | +7.9% | 0.01% | 0.0% |
| Q1 2015 | $417,000 | -5.0% | 10,503 | -5.5% | 0.01% | -14.3% |
| Q4 2014 | $439,000 | -4.4% | 11,110 | -4.3% | 0.01% | 0.0% |
| Q3 2014 | $459,000 | +4.8% | 11,614 | +0.0% | 0.01% | -6.7% |
| Q2 2014 | $438,000 | +16.8% | 11,611 | +14.5% | 0.02% | +7.1% |
| Q1 2014 | $375,000 | – | 10,137 | – | 0.01% | – |
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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% |