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 | $787 | -16.4% | 54,661 | -3.1% | 0.00% | 0.0% |
| Q2 2023 | $941 | -27.2% | 56,383 | -30.4% | 0.00% | -33.3% |
| Q1 2023 | $1,292 | -12.4% | 81,066 | -0.3% | 0.00% | -25.0% |
| Q4 2022 | $1,475 | -99.9% | 81,273 | +8.4% | 0.00% | +33.3% |
| Q3 2022 | $1,049,000 | -11.4% | 74,965 | +2.9% | 0.00% | 0.0% |
| Q2 2022 | $1,184,000 | -30.1% | 72,829 | +1.1% | 0.00% | -25.0% |
| Q1 2022 | $1,695,000 | +43.4% | 72,040 | +42.0% | 0.00% | +33.3% |
| Q4 2021 | $1,182,000 | -27.0% | 50,718 | -22.7% | 0.00% | -40.0% |
| Q3 2021 | $1,619,000 | +19.0% | 65,630 | +27.1% | 0.01% | +25.0% |
| Q2 2021 | $1,360,000 | +21.9% | 51,635 | +15.0% | 0.00% | 0.0% |
| Q1 2021 | $1,116,000 | +52.5% | 44,892 | +3.6% | 0.00% | +33.3% |
| Q4 2020 | $732,000 | +49.7% | 43,318 | +3.0% | 0.00% | +50.0% |
| Q3 2020 | $489,000 | -68.0% | 42,074 | -71.7% | 0.00% | -80.0% |
| Q2 2020 | $1,527,000 | -4.8% | 148,564 | -12.1% | 0.01% | -16.7% |
| Q1 2020 | $1,604,000 | -50.3% | 169,043 | -5.6% | 0.01% | -40.0% |
| Q4 2019 | $3,227,000 | +3.2% | 179,022 | -2.1% | 0.02% | +5.3% |
| Q3 2019 | $3,126,000 | +135.2% | 182,795 | +188.5% | 0.02% | +171.4% |
| Q2 2019 | $1,329,000 | -20.0% | 63,359 | -5.7% | 0.01% | -30.0% |
| Q1 2019 | $1,661,000 | +77.5% | 67,189 | +24.3% | 0.01% | +66.7% |
| Q4 2018 | $936,000 | -43.6% | 54,039 | -19.6% | 0.01% | -40.0% |
| Q3 2018 | $1,661,000 | +3.1% | 67,189 | +16.3% | 0.01% | 0.0% |
| Q2 2018 | $1,611,000 | -37.3% | 57,762 | -26.0% | 0.01% | -44.4% |
| Q1 2018 | $2,569,000 | +22.6% | 78,054 | +31.8% | 0.02% | +12.5% |
| Q4 2017 | $2,096,000 | 0.0% | 59,235 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $2,096,000 | -5.2% | 59,235 | -1.6% | 0.02% | -11.1% |
| Q2 2017 | $2,211,000 | +28.2% | 60,198 | +11.4% | 0.02% | +12.5% |
| Q1 2017 | $1,724,000 | -71.6% | 54,036 | -73.0% | 0.02% | -75.4% |
| Q4 2016 | $6,069,000 | +6.3% | 200,051 | +6.8% | 0.06% | +3.2% |
| Q3 2016 | $5,710,000 | +25.8% | 187,336 | +2.7% | 0.06% | +21.2% |
| Q2 2016 | $4,540,000 | -15.6% | 182,450 | +6.0% | 0.05% | -18.8% |
| Q1 2016 | $5,379,000 | -8.1% | 172,202 | -1.9% | 0.06% | -4.5% |
| Q4 2015 | $5,856,000 | -2.2% | 175,552 | -8.8% | 0.07% | -8.2% |
| Q3 2015 | $5,990,000 | -12.1% | 192,553 | +6.9% | 0.07% | -9.9% |
| Q2 2015 | $6,813,000 | -8.8% | 180,157 | -4.1% | 0.08% | -12.9% |
| Q1 2015 | $7,473,000 | -21.8% | 187,824 | -20.8% | 0.09% | -22.5% |
| Q4 2014 | $9,553,000 | +34.3% | 237,054 | +32.5% | 0.12% | +25.0% |
| Q3 2014 | $7,114,000 | +940.1% | 178,948 | +881.1% | 0.10% | +860.0% |
| Q2 2014 | $684,000 | -42.0% | 18,240 | -43.1% | 0.01% | -47.4% |
| Q1 2014 | $1,180,000 | +56.1% | 32,067 | +54.7% | 0.02% | +58.3% |
| Q4 2013 | $756,000 | +30.8% | 20,735 | +13.8% | 0.01% | +20.0% |
| Q3 2013 | $578,000 | -83.4% | 18,216 | -83.1% | 0.01% | -85.3% |
| Q2 2013 | $3,485,000 | – | 107,596 | – | 0.07% | – |
Download | ||||||
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% |