INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 516 filers reported holding INVESCO LTD in Q3 2016. The put-call ratio across all filers is 0.28 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 | $450 | -5.3% | 30,993 | +9.7% | 0.00% | 0.0% |
| Q2 2023 | $475 | +6.3% | 28,247 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $447 | -1.5% | 27,244 | +7.9% | 0.00% | 0.0% |
| Q4 2022 | $454 | -99.9% | 25,249 | +3.7% | 0.00% | 0.0% |
| Q3 2022 | $334,000 | -6.4% | 24,355 | +10.0% | 0.00% | 0.0% |
| Q2 2022 | $357,000 | -28.3% | 22,143 | +2.5% | 0.00% | 0.0% |
| Q1 2022 | $498,000 | +3.1% | 21,596 | +3.0% | 0.00% | 0.0% |
| Q4 2021 | $483,000 | -1.6% | 20,971 | +3.0% | 0.00% | 0.0% |
| Q3 2021 | $491,000 | -65.1% | 20,353 | -61.3% | 0.00% | -66.7% |
| Q2 2021 | $1,405,000 | +5.2% | 52,553 | -0.8% | 0.01% | -10.0% |
| Q1 2021 | $1,336,000 | +343.9% | 52,968 | +207.0% | 0.01% | +400.0% |
| Q4 2020 | $301,000 | +52.8% | 17,254 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $197,000 | +515.6% | 17,254 | +4.5% | 0.00% | +100.0% |
| Q2 2020 | $32,000 | -78.7% | 16,514 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $150,000 | -45.1% | 16,514 | +6.8% | 0.00% | 0.0% |
| Q4 2019 | $273,000 | +4.2% | 15,464 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $262,000 | -17.1% | 15,464 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $316,000 | +5.7% | 15,464 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $299,000 | -11.0% | 15,464 | +5.5% | 0.00% | 0.0% |
| Q3 2018 | $336,000 | -11.3% | 14,664 | +2.7% | 0.00% | 0.0% |
| Q2 2018 | $379,000 | -13.5% | 14,284 | +4.4% | 0.00% | -25.0% |
| Q1 2018 | $438,000 | +0.5% | 13,684 | +14.8% | 0.00% | +33.3% |
| Q4 2017 | $436,000 | -27.1% | 11,923 | -30.2% | 0.00% | -25.0% |
| Q3 2017 | $598,000 | +45.1% | 17,079 | +46.0% | 0.00% | +33.3% |
| Q2 2017 | $412,000 | +25.2% | 11,700 | +8.8% | 0.00% | +50.0% |
| Q1 2017 | $329,000 | +0.9% | 10,750 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $326,000 | -2.1% | 10,750 | +0.9% | 0.00% | 0.0% |
| Q3 2016 | $333,000 | +27.1% | 10,650 | +3.9% | 0.00% | 0.0% |
| Q2 2016 | $262,000 | -90.4% | 10,250 | -88.5% | 0.00% | -88.2% |
| Q1 2016 | $2,736,000 | -66.7% | 88,900 | -63.8% | 0.02% | -68.5% |
| Q4 2015 | $8,213,000 | +35.2% | 245,301 | +26.2% | 0.05% | +25.6% |
| Q3 2015 | $6,073,000 | +1.6% | 194,450 | +22.0% | 0.04% | +2.4% |
| Q2 2015 | $5,975,000 | -73.3% | 159,380 | -71.7% | 0.04% | -72.0% |
| Q1 2015 | $22,372,000 | +137.8% | 563,680 | +136.8% | 0.15% | +127.3% |
| Q4 2014 | $9,408,000 | +3.9% | 238,050 | +3.8% | 0.07% | -4.3% |
| Q3 2014 | $9,051,000 | +29.2% | 229,250 | +23.6% | 0.07% | +32.7% |
| Q2 2014 | $7,005,000 | +1470.6% | 185,550 | +1439.8% | 0.05% | +1633.3% |
| Q1 2014 | $446,000 | -2.4% | 12,050 | -4.0% | 0.00% | -25.0% |
| Q4 2013 | $457,000 | +4.1% | 12,550 | -8.7% | 0.00% | +33.3% |
| Q3 2013 | $439,000 | +0.5% | 13,750 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $437,000 | – | 13,750 | – | 0.00% | – |
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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% |