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 | $1,223,150 | +10.8% | 84,239 | +28.3% | 0.01% | 0.0% |
| Q2 2023 | $1,103,509 | +33.4% | 65,646 | +30.1% | 0.01% | +25.0% |
| Q1 2023 | $827,249 | -74.7% | 50,442 | -72.2% | 0.00% | -83.3% |
| Q4 2022 | $3,267,794 | +30.7% | 181,645 | -0.5% | 0.02% | +60.0% |
| Q3 2022 | $2,501,000 | +2.3% | 182,554 | +20.5% | 0.02% | +25.0% |
| Q2 2022 | $2,444,000 | -43.0% | 151,518 | -18.6% | 0.01% | +9.1% |
| Q1 2022 | $4,290,000 | -58.1% | 186,088 | -58.2% | 0.01% | -35.3% |
| Q4 2021 | $10,250,000 | +14.3% | 445,293 | +19.8% | 0.02% | 0.0% |
| Q3 2021 | $8,964,000 | +35.7% | 371,824 | +50.4% | 0.02% | +13.3% |
| Q2 2021 | $6,608,000 | +51.6% | 247,200 | +43.1% | 0.02% | +15.4% |
| Q1 2021 | $4,358,000 | +65.7% | 172,800 | +14.5% | 0.01% | +62.5% |
| Q4 2020 | $2,630,000 | +31.4% | 150,884 | -13.9% | 0.01% | -27.3% |
| Q3 2020 | $2,001,000 | +31.0% | 175,332 | +23.6% | 0.01% | +10.0% |
| Q2 2020 | $1,527,000 | +50.3% | 141,840 | +26.8% | 0.01% | -41.2% |
| Q1 2020 | $1,016,000 | -50.6% | 111,852 | -2.1% | 0.02% | +54.5% |
| Q4 2019 | $2,055,000 | +23.5% | 114,289 | +16.3% | 0.01% | 0.0% |
| Q3 2019 | $1,664,000 | +7.3% | 98,246 | +29.6% | 0.01% | -8.3% |
| Q2 2019 | $1,551,000 | +50.1% | 75,833 | +41.7% | 0.01% | +20.0% |
| Q1 2019 | $1,033,000 | +126.5% | 53,526 | +96.8% | 0.01% | +66.7% |
| Q4 2018 | $456,000 | +31.4% | 27,200 | +78.9% | 0.01% | +100.0% |
| Q3 2018 | $347,000 | -56.5% | 15,202 | -30.4% | 0.00% | -87.0% |
| Q4 2017 | $798,000 | -63.6% | 21,856 | -69.8% | 0.02% | -66.2% |
| Q4 2016 | $2,195,000 | -55.8% | 72,379 | -62.8% | 0.07% | -28.4% |
| Q2 2016 | $4,971,000 | – | 194,649 | – | 0.10% | – |
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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% |