INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 | $16,111,392 | +11.2% | 1,109,600 | +28.7% | 0.04% | +10.8% |
| Q2 2023 | $14,490,220 | -50.1% | 862,000 | -51.3% | 0.04% | -50.7% |
| Q1 2023 | $29,032,920 | -30.2% | 1,770,300 | -23.5% | 0.08% | -35.3% |
| Q4 2022 | $41,616,267 | +2.5% | 2,313,300 | -21.9% | 0.12% | -1.7% |
| Q3 2022 | $40,594,000 | -21.8% | 2,963,100 | -8.0% | 0.12% | -19.7% |
| Q2 2022 | $51,932,000 | -33.8% | 3,219,600 | -5.3% | 0.15% | -29.3% |
| Q1 2022 | $78,404,000 | -1.9% | 3,400,000 | -2.1% | 0.21% | +4.0% |
| Q4 2021 | $79,907,000 | +64.6% | 3,471,200 | +72.4% | 0.20% | +58.7% |
| Q3 2021 | $48,558,000 | +574.3% | 2,014,000 | +647.6% | 0.13% | +563.2% |
| Q2 2021 | $7,201,000 | +2471.8% | 269,400 | +2327.0% | 0.02% | +1800.0% |
| Q1 2021 | $280,000 | -28.9% | 11,100 | -69.7% | 0.00% | 0.0% |
| Q2 2020 | $394,000 | +125.1% | 36,600 | +89.6% | 0.00% | 0.0% |
| Q1 2020 | $175,000 | -95.2% | 19,300 | -89.1% | 0.00% | -88.9% |
| Q2 2019 | $3,636,000 | -76.2% | 177,734 | -77.5% | 0.01% | -76.3% |
| Q1 2019 | $15,268,000 | -26.5% | 790,688 | -36.3% | 0.04% | -33.3% |
| Q4 2018 | $20,774,000 | +40.9% | 1,240,988 | +92.5% | 0.06% | +58.3% |
| Q3 2018 | $14,748,000 | -14.8% | 644,588 | -1.2% | 0.04% | -23.4% |
| Q2 2018 | $17,319,000 | +44.6% | 652,088 | +74.3% | 0.05% | +46.9% |
| Q1 2018 | $11,975,000 | +3119.1% | 374,088 | +3571.8% | 0.03% | +3100.0% |
| Q4 2017 | $372,000 | -97.2% | 10,188 | -97.3% | 0.00% | -97.7% |
| Q2 2017 | $13,252,000 | -74.4% | 376,588 | -77.7% | 0.04% | -74.1% |
| Q1 2017 | $51,835,000 | +77.6% | 1,692,288 | +75.9% | 0.17% | +51.8% |
| Q4 2016 | $29,194,000 | +1694.3% | 962,238 | +1749.2% | 0.11% | +1500.0% |
| Q3 2016 | $1,627,000 | -94.8% | 52,034 | -95.8% | 0.01% | -95.6% |
| Q2 2016 | $31,373,000 | +37.0% | 1,228,406 | +65.1% | 0.16% | +24.2% |
| Q1 2016 | $22,896,000 | -38.5% | 744,106 | -33.1% | 0.13% | -42.3% |
| Q4 2015 | $37,255,000 | +29.3% | 1,112,763 | +20.8% | 0.22% | +22.0% |
| Q3 2015 | $28,815,000 | -6.3% | 921,157 | +12.3% | 0.18% | -23.2% |
| Q2 2015 | $30,757,000 | +2482.5% | 820,393 | +2634.1% | 0.24% | +2533.3% |
| Q1 2015 | $1,191,000 | -73.2% | 30,006 | -73.3% | 0.01% | -75.0% |
| Q4 2014 | $4,446,000 | +624.1% | 112,506 | +577.5% | 0.04% | +500.0% |
| Q1 2014 | $614,000 | -75.5% | 16,606 | -75.9% | 0.01% | -75.0% |
| Q4 2013 | $2,511,000 | +84.8% | 69,006 | +62.0% | 0.02% | +50.0% |
| Q3 2013 | $1,359,000 | +100.4% | 42,606 | +100.0% | 0.02% | +60.0% |
| Q2 2013 | $678,000 | – | 21,306 | – | 0.01% | – |
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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% |