INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 470 filers reported holding INVESCO LTD in Q4 2013. The put-call ratio across all filers is 0.84 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 | $256,394 | -12.3% | 17,658 | +1.5% | 0.00% | – |
| Q2 2023 | $292,393 | -94.8% | 17,394 | -94.9% | 0.00% | -100.0% |
| Q4 2018 | $5,656,000 | -89.3% | 337,920 | -85.4% | 0.02% | -86.8% |
| Q3 2018 | $53,023,000 | -55.1% | 2,317,458 | -47.9% | 0.11% | -15.6% |
| Q2 2018 | $118,082,000 | +58.7% | 4,445,844 | +91.3% | 0.14% | -22.0% |
| Q1 2018 | $74,398,000 | -57.5% | 2,324,222 | -51.5% | 0.17% | -11.3% |
| Q4 2017 | $175,030,000 | +111.0% | 4,790,130 | +102.4% | 0.20% | +1.6% |
| Q3 2017 | $82,944,000 | -51.8% | 2,367,109 | -51.6% | 0.19% | -52.2% |
| Q2 2017 | $172,089,000 | +410.5% | 4,890,281 | +344.4% | 0.40% | +408.9% |
| Q1 2017 | $33,708,000 | +7.8% | 1,100,492 | +6.7% | 0.08% | +5.3% |
| Q4 2016 | $31,280,000 | -3.9% | 1,030,980 | -0.9% | 0.08% | -3.8% |
| Q3 2016 | $32,534,000 | +24.0% | 1,040,416 | +1.3% | 0.08% | +21.9% |
| Q2 2016 | $26,233,000 | -17.1% | 1,027,144 | -0.1% | 0.06% | -14.7% |
| Q1 2016 | $31,650,000 | -8.3% | 1,028,598 | -0.2% | 0.08% | -3.8% |
| Q4 2015 | $34,523,000 | +10.7% | 1,031,171 | +3.2% | 0.08% | +11.4% |
| Q3 2015 | $31,194,000 | -14.6% | 998,843 | +2.5% | 0.07% | -4.1% |
| Q2 2015 | $36,546,000 | -6.3% | 974,816 | -0.8% | 0.07% | -6.4% |
| Q1 2015 | $39,019,000 | +2.6% | 983,106 | +2.1% | 0.08% | 0.0% |
| Q4 2014 | $38,044,000 | -0.9% | 962,658 | -1.0% | 0.08% | -3.7% |
| Q3 2014 | $38,383,000 | +3.3% | 972,202 | -1.2% | 0.08% | +1.2% |
| Q2 2014 | $37,157,000 | +4.5% | 984,300 | +2.4% | 0.08% | 0.0% |
| Q1 2014 | $35,558,000 | -5.1% | 961,028 | -6.6% | 0.08% | -11.1% |
| Q4 2013 | $37,450,000 | +8.4% | 1,028,872 | -5.0% | 0.09% | -2.2% |
| Q3 2013 | $34,543,000 | -0.3% | 1,082,844 | -0.6% | 0.09% | -8.9% |
| Q2 2013 | $34,656,000 | – | 1,089,821 | – | 0.10% | – |
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% |