INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 500 filers reported holding INVESCO LTD in Q4 2022. The put-call ratio across all filers is 1.42 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787,742 | +100.0% | 54,252 | +131.6% | 0.00% | – |
| Q2 2023 | $393,846 | -19.9% | 23,429 | -21.9% | 0.00% | – |
| Q1 2023 | $491,956 | +38.3% | 29,997 | +51.8% | 0.00% | – |
| Q4 2022 | $355,605 | -26.7% | 19,767 | -43.8% | 0.00% | -100.0% |
| Q3 2022 | $485,000 | +9.7% | 35,196 | +29.1% | 0.00% | – |
| Q2 2022 | $442,000 | -39.9% | 27,269 | -14.1% | 0.00% | -100.0% |
| Q1 2022 | $735,000 | +65.2% | 31,748 | +41.5% | 0.00% | – |
| Q4 2021 | $445,000 | +83.9% | 22,442 | +114.3% | 0.00% | – |
| Q1 2021 | $242,000 | +132.7% | 10,473 | -8.4% | 0.00% | – |
| Q1 2020 | $104,000 | -78.7% | 11,429 | -57.9% | 0.00% | -100.0% |
| Q4 2019 | $489,000 | +27.7% | 27,177 | +20.4% | 0.00% | – |
| Q3 2019 | $383,000 | -59.4% | 22,565 | -51.0% | 0.00% | -100.0% |
| Q2 2019 | $943,000 | +11.2% | 46,066 | +4.9% | 0.00% | 0.0% |
| Q1 2019 | $848,000 | +280.3% | 43,917 | +229.8% | 0.00% | – |
| Q4 2018 | $223,000 | -73.5% | 13,316 | -63.9% | 0.00% | -100.0% |
| Q3 2018 | $843,000 | -3.1% | 36,837 | +12.3% | 0.00% | 0.0% |
| Q2 2018 | $870,000 | -52.3% | 32,792 | -42.4% | 0.00% | -50.0% |
| Q1 2018 | $1,823,000 | -9.4% | 56,944 | +3.4% | 0.00% | 0.0% |
| Q4 2017 | $2,012,000 | +8.0% | 55,056 | +3.5% | 0.00% | 0.0% |
| Q3 2017 | $1,863,000 | +12.6% | 53,172 | +13.1% | 0.00% | 0.0% |
| Q2 2017 | $1,654,000 | +1.2% | 47,014 | -11.9% | 0.00% | 0.0% |
| Q1 2017 | $1,635,000 | +7.9% | 53,363 | +6.9% | 0.00% | 0.0% |
| Q4 2016 | $1,515,000 | -18.5% | 49,922 | -16.1% | 0.00% | -33.3% |
| Q3 2016 | $1,860,000 | +16.0% | 59,474 | -5.2% | 0.00% | +50.0% |
| Q2 2016 | $1,603,000 | -32.9% | 62,756 | -19.2% | 0.00% | -33.3% |
| Q1 2016 | $2,389,000 | -96.1% | 77,652 | -95.8% | 0.00% | -96.2% |
| Q4 2015 | $61,214,000 | -24.2% | 1,828,372 | -29.3% | 0.08% | -23.1% |
| Q3 2015 | $80,736,000 | -36.3% | 2,585,212 | -23.6% | 0.10% | -26.2% |
| Q2 2015 | $126,827,000 | -9.3% | 3,382,943 | -3.9% | 0.14% | -5.4% |
| Q1 2015 | $139,763,000 | -48.1% | 3,521,369 | -48.3% | 0.15% | -46.8% |
| Q4 2014 | $269,263,000 | -7.0% | 6,813,336 | -7.1% | 0.28% | -5.7% |
| Q3 2014 | $289,494,000 | +4.9% | 7,332,690 | +0.3% | 0.30% | +10.4% |
| Q2 2014 | $275,947,000 | +10.9% | 7,309,865 | +8.7% | 0.27% | +6.3% |
| Q1 2014 | $248,858,000 | +4.9% | 6,725,911 | +3.2% | 0.25% | +3.7% |
| Q4 2013 | $237,192,000 | +81.6% | 6,516,269 | +44.4% | 0.24% | +212.8% |
| Q3 2013 | $130,586,000 | +290.0% | 4,511,630 | +328.5% | 0.08% | +95.0% |
| Q2 2013 | $33,485,000 | – | 1,053,000 | – | 0.04% | – |
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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% |