INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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 | $1,088,056 | -13.6% | 74,935 | 0.0% | 0.38% | -12.5% |
| Q2 2023 | $1,259,657 | +2.5% | 74,935 | 0.0% | 0.44% | -1.1% |
| Q1 2023 | $1,228,934 | -8.8% | 74,935 | 0.0% | 0.44% | -6.5% |
| Q4 2022 | $1,348,081 | +31.3% | 74,935 | 0.0% | 0.48% | +22.1% |
| Q3 2022 | $1,027,000 | -15.1% | 74,935 | 0.0% | 0.39% | -9.1% |
| Q2 2022 | $1,209,000 | -23.9% | 74,935 | +8.8% | 0.43% | -13.7% |
| Q1 2022 | $1,588,000 | +36.8% | 68,885 | +36.5% | 0.50% | +27.5% |
| Q4 2021 | $1,161,000 | -4.5% | 50,450 | 0.0% | 0.39% | +17.5% |
| Q3 2021 | $1,216,000 | -8.2% | 50,450 | +1.9% | 0.33% | +7.5% |
| Q2 2021 | $1,324,000 | -4.1% | 49,520 | -9.5% | 0.31% | -11.5% |
| Q1 2021 | $1,380,000 | +71.4% | 54,725 | +18.5% | 0.35% | +45.6% |
| Q4 2020 | $805,000 | +49.4% | 46,175 | -2.2% | 0.24% | +31.3% |
| Q3 2020 | $539,000 | +0.6% | 47,215 | -5.2% | 0.18% | -4.2% |
| Q2 2020 | $536,000 | +48.1% | 49,815 | +24.9% | 0.19% | +23.4% |
| Q1 2020 | $362,000 | -22.6% | 39,895 | +53.2% | 0.15% | +21.3% |
| Q4 2019 | $468,000 | +56.5% | 26,035 | +47.6% | 0.13% | +49.4% |
| Q3 2019 | $299,000 | – | 17,635 | – | 0.08% | – |
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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% |