INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,578,234 | +24.3% | 198,350 | 0.0% | 0.30% | +13.9% |
| Q3 2023 | $2,878,059 | -6.6% | 198,350 | +8.2% | 0.27% | -1.8% |
| Q2 2023 | $3,082,114 | -36.5% | 183,350 | -38.1% | 0.27% | -37.7% |
| Q1 2023 | $4,854,908 | -5.4% | 296,031 | -48.1% | 0.44% | -8.8% |
| Q4 2022 | $5,134,637 | +31.5% | 570,262 | +100.0% | 0.48% | +22.0% |
| Q3 2022 | $3,906,000 | -18.0% | 285,131 | -3.5% | 0.39% | -11.9% |
| Q2 2022 | $4,764,000 | -27.1% | 295,356 | +5.1% | 0.44% | -12.4% |
| Q1 2022 | $6,535,000 | +5.5% | 281,131 | +4.5% | 0.51% | +6.5% |
| Q4 2021 | $6,193,000 | -4.5% | 269,031 | 0.0% | 0.48% | -11.4% |
| Q3 2021 | $6,486,000 | -12.1% | 269,031 | 0.0% | 0.54% | -9.6% |
| Q2 2021 | $7,377,000 | +12.9% | 269,031 | +3.9% | 0.59% | +5.5% |
| Q1 2021 | $6,533,000 | +104.5% | 259,031 | +40.6% | 0.56% | +79.9% |
| Q4 2020 | $3,194,000 | – | 184,213 | – | 0.31% | – |
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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% |