INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 451 filers reported holding INVESCO LTD in Q3 2020. The put-call ratio across all filers is 1.00 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 | $353 | -6.9% | 24,408 | +7.5% | 0.01% | 0.0% |
Q2 2023 | $379 | +13.5% | 22,706 | +9.4% | 0.01% | +25.0% |
Q1 2023 | $334 | -7.5% | 20,757 | +7.0% | 0.00% | -20.0% |
Q4 2022 | $361 | -99.9% | 19,394 | -3.6% | 0.01% | +25.0% |
Q3 2022 | $305,000 | -2.2% | 20,108 | +6.8% | 0.00% | 0.0% |
Q2 2022 | $312,000 | -12.8% | 18,822 | +22.9% | 0.00% | 0.0% |
Q1 2022 | $358,000 | +7.8% | 15,311 | +6.1% | 0.00% | 0.0% |
Q4 2021 | $332,000 | +0.6% | 14,429 | +7.7% | 0.00% | 0.0% |
Q3 2021 | $330,000 | +13.8% | 13,399 | +22.5% | 0.00% | +33.3% |
Q2 2021 | $290,000 | +33.6% | 10,941 | +25.3% | 0.00% | 0.0% |
Q1 2021 | $217,000 | +47.6% | 8,731 | -32.2% | 0.00% | +50.0% |
Q3 2020 | $147,000 | +6.5% | 12,880 | -2.7% | 0.00% | 0.0% |
Q2 2020 | $138,000 | +0.7% | 13,241 | -7.9% | 0.00% | 0.0% |
Q1 2020 | $137,000 | -47.7% | 14,371 | -1.5% | 0.00% | -50.0% |
Q4 2019 | $262,000 | -11.5% | 14,589 | -16.4% | 0.00% | -20.0% |
Q3 2019 | $296,000 | -25.1% | 17,446 | -9.6% | 0.01% | -16.7% |
Q2 2019 | $395,000 | +1.8% | 19,295 | -4.0% | 0.01% | -14.3% |
Q1 2019 | $388,000 | +2.6% | 20,100 | -11.1% | 0.01% | 0.0% |
Q4 2018 | $378,000 | -30.1% | 22,602 | -4.4% | 0.01% | -30.0% |
Q3 2018 | $541,000 | -18.6% | 23,638 | -5.6% | 0.01% | -16.7% |
Q2 2018 | $665,000 | -11.7% | 25,051 | +6.5% | 0.01% | -20.0% |
Q1 2018 | $753,000 | -4.8% | 23,515 | +8.6% | 0.02% | -6.2% |
Q4 2017 | $791,000 | +22.3% | 21,657 | +17.2% | 0.02% | +14.3% |
Q3 2017 | $647,000 | +15.9% | 18,472 | +16.5% | 0.01% | +7.7% |
Q2 2017 | $558,000 | +38.1% | 15,862 | +20.1% | 0.01% | +30.0% |
Q1 2017 | $404,000 | +29.9% | 13,203 | +32.7% | 0.01% | +11.1% |
Q3 2016 | $311,000 | +14.3% | 9,949 | -7.4% | 0.01% | 0.0% |
Q2 2016 | $272,000 | +9.7% | 10,740 | +33.2% | 0.01% | 0.0% |
Q1 2016 | $248,000 | +11.2% | 8,065 | +21.3% | 0.01% | 0.0% |
Q4 2015 | $223,000 | +8.8% | 6,650 | +1.4% | 0.01% | 0.0% |
Q3 2015 | $205,000 | -14.2% | 6,559 | +8.3% | 0.01% | -25.0% |
Q3 2014 | $239,000 | +7.7% | 6,054 | +2.8% | 0.01% | -7.7% |
Q2 2014 | $222,000 | – | 5,889 | – | 0.01% | – |
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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% |