INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 554 filers reported holding INVESCO LTD in Q2 2021. The put-call ratio across all filers is 0.83 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 | $462,215 | +75.1% | 31,833 | +97.8% | 0.01% | +25.0% |
| Q1 2023 | $263,909 | -63.4% | 16,092 | -59.8% | 0.00% | -63.6% |
| Q4 2022 | $720,248 | +88.4% | 40,036 | -28.2% | 0.01% | +175.0% |
| Q3 2022 | $382,382 | -8.1% | 55,770 | +116.3% | 0.00% | -50.0% |
| Q2 2022 | $416,000 | -80.9% | 25,783 | -72.7% | 0.01% | -69.2% |
| Q1 2022 | $2,180,000 | -59.3% | 94,553 | -59.4% | 0.03% | -33.3% |
| Q4 2021 | $5,358,000 | +37.5% | 232,768 | +44.0% | 0.04% | +14.7% |
| Q3 2021 | $3,897,000 | +1639.7% | 161,641 | +1829.4% | 0.03% | +1600.0% |
| Q2 2021 | $224,000 | -46.0% | 8,378 | -65.8% | 0.00% | -81.8% |
| Q3 2019 | $415,000 | -50.9% | 24,477 | -40.8% | 0.01% | -54.2% |
| Q2 2019 | $846,000 | +183.9% | 41,372 | +132.4% | 0.02% | +14.3% |
| Q4 2018 | $298,000 | -40.2% | 17,803 | -18.2% | 0.02% | +16.7% |
| Q3 2018 | $498,000 | +111.0% | 21,752 | +195.1% | 0.02% | 0.0% |
| Q1 2018 | $236,000 | -40.1% | 7,372 | -31.7% | 0.02% | -50.0% |
| Q4 2017 | $394,000 | -57.4% | 10,787 | -59.1% | 0.04% | -51.4% |
| Q3 2017 | $924,000 | +161.0% | 26,363 | +161.8% | 0.07% | +117.6% |
| Q2 2017 | $354,000 | -66.6% | 10,068 | -70.9% | 0.03% | -65.7% |
| Q1 2017 | $1,060,000 | +107.0% | 34,621 | +105.1% | 0.10% | +125.0% |
| Q4 2016 | $512,000 | +32.6% | 16,879 | +11.6% | 0.04% | -10.2% |
| Q2 2016 | $386,000 | -84.5% | 15,123 | -81.3% | 0.05% | -87.8% |
| Q1 2016 | $2,490,000 | +147.8% | 80,913 | +169.4% | 0.40% | +110.5% |
| Q4 2015 | $1,005,000 | +16.2% | 30,032 | +8.4% | 0.19% | -15.1% |
| Q3 2015 | $865,000 | +87.6% | 27,705 | +125.3% | 0.22% | +177.8% |
| Q2 2015 | $461,000 | +57.9% | 12,299 | +67.1% | 0.08% | +138.2% |
| Q1 2015 | $292,000 | +5.4% | 7,360 | +5.0% | 0.03% | -45.2% |
| Q4 2014 | $277,000 | -63.8% | 7,011 | -63.8% | 0.06% | -42.6% |
| Q3 2014 | $765,000 | +21.2% | 19,385 | -2.3% | 0.11% | -6.9% |
| Q2 2013 | $631,000 | – | 19,851 | – | 0.12% | – |
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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% |