INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 556 filers reported holding INVESCO LTD in Q4 2016. The put-call ratio across all filers is 0.19 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $267 | -99.8% | 15,889 | +34.8% | 0.02% | -7.4% |
| Q3 2022 | $161,000 | -44.1% | 11,790 | -34.1% | 0.03% | -38.6% |
| Q2 2022 | $288,000 | -45.0% | 17,884 | -61.1% | 0.04% | -4.3% |
| Q3 2020 | $524,000 | +208.2% | 45,941 | +189.9% | 0.05% | +170.6% |
| Q2 2020 | $170,000 | -84.8% | 15,848 | -71.1% | 0.02% | -61.4% |
| Q2 2019 | $1,121,000 | -71.7% | 54,837 | -76.8% | 0.04% | -78.4% |
| Q4 2018 | $3,962,000 | +1725.8% | 236,700 | +2391.6% | 0.20% | +2450.0% |
| Q3 2018 | $217,000 | -97.4% | 9,500 | -95.8% | 0.01% | -93.4% |
| Q4 2017 | $8,309,000 | +1606.2% | 227,400 | +1536.0% | 0.12% | +1933.3% |
| Q3 2017 | $487,000 | -97.0% | 13,900 | -97.0% | 0.01% | -97.5% |
| Q2 2017 | $16,180,000 | +155.6% | 459,800 | +127.2% | 0.24% | +16.3% |
| Q3 2016 | $6,329,000 | +386.5% | 202,400 | +378.5% | 0.21% | +231.7% |
| Q1 2016 | $1,301,000 | +69.2% | 42,300 | +118.0% | 0.06% | -14.9% |
| Q1 2015 | $769,000 | -41.2% | 19,400 | -41.4% | 0.07% | -63.4% |
| Q4 2014 | $1,308,000 | +73.2% | 33,100 | +65.5% | 0.20% | +49.6% |
| Q2 2014 | $755,000 | -73.1% | 20,000 | -73.6% | 0.14% | +0.7% |
| Q1 2014 | $2,804,000 | +2.4% | 75,800 | +0.8% | 0.13% | -49.2% |
| Q4 2013 | $2,737,000 | – | 75,200 | – | 0.26% | – |
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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% |