INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,216,585 | +31.2% | 74,182 | +43.9% | 0.03% | +11.5% |
| Q4 2022 | $927,384 | -61.0% | 51,550 | -70.3% | 0.03% | -63.4% |
| Q3 2022 | $2,379,000 | -26.7% | 173,677 | -13.7% | 0.07% | -31.7% |
| Q2 2022 | $3,247,000 | +1.4% | 201,293 | +44.9% | 0.10% | +5.1% |
| Q1 2022 | $3,203,000 | -38.8% | 138,881 | -38.9% | 0.10% | -41.4% |
| Q4 2021 | $5,232,000 | +40.5% | 227,298 | +47.1% | 0.17% | +11.9% |
| Q3 2021 | $3,724,000 | -37.0% | 154,475 | -30.2% | 0.15% | -39.8% |
| Q2 2021 | $5,913,000 | -1.0% | 221,218 | -6.6% | 0.25% | -5.6% |
| Q1 2021 | $5,974,000 | -39.6% | 236,856 | -58.3% | 0.27% | -18.7% |
| Q4 2020 | $9,897,000 | +51.8% | 567,842 | -0.6% | 0.33% | +56.5% |
| Q3 2020 | $6,520,000 | -1.5% | 571,472 | -7.1% | 0.21% | +5.6% |
| Q2 2020 | $6,619,000 | +1.7% | 615,151 | -14.2% | 0.20% | +9.4% |
| Q1 2020 | $6,511,000 | +89.9% | 717,029 | +276.0% | 0.18% | +187.3% |
| Q4 2019 | $3,429,000 | -2.6% | 190,711 | -8.2% | 0.06% | +1.6% |
| Q3 2019 | $3,520,000 | -1.0% | 207,814 | +19.6% | 0.06% | +8.8% |
| Q2 2019 | $3,556,000 | +19.4% | 173,826 | +12.7% | 0.06% | +29.5% |
| Q1 2019 | $2,978,000 | +14.6% | 154,237 | -0.6% | 0.04% | +10.0% |
| Q4 2018 | $2,599,000 | +90.3% | 155,239 | +160.1% | 0.04% | +110.5% |
| Q3 2018 | $1,366,000 | -42.7% | 59,692 | -33.4% | 0.02% | -44.1% |
| Q2 2018 | $2,382,000 | -10.5% | 89,675 | +7.8% | 0.03% | -8.1% |
| Q1 2018 | $2,662,000 | +19.6% | 83,177 | +36.6% | 0.04% | +15.6% |
| Q4 2017 | $2,226,000 | +16.4% | 60,913 | +11.6% | 0.03% | +14.3% |
| Q3 2017 | $1,913,000 | +142.5% | 54,601 | +116.4% | 0.03% | +180.0% |
| Q3 2016 | $789,000 | +34.4% | 25,236 | +9.9% | 0.01% | +42.9% |
| Q2 2016 | $587,000 | +21.8% | 22,964 | +46.6% | 0.01% | +40.0% |
| Q1 2016 | $482,000 | -89.1% | 15,662 | -88.1% | 0.01% | -89.6% |
| Q4 2015 | $4,412,000 | -51.8% | 131,780 | -55.0% | 0.05% | -46.1% |
| Q3 2015 | $9,146,000 | +23.6% | 292,869 | +48.3% | 0.09% | +43.5% |
| Q2 2015 | $7,402,000 | +12.6% | 197,441 | +19.2% | 0.06% | +24.0% |
| Q1 2015 | $6,575,000 | +190.8% | 165,650 | +189.5% | 0.05% | +177.8% |
| Q4 2014 | $2,261,000 | +90.3% | 57,215 | +90.2% | 0.02% | +50.0% |
| Q3 2014 | $1,188,000 | -35.3% | 30,079 | -38.2% | 0.01% | -47.8% |
| Q2 2014 | $1,837,000 | +1.0% | 48,667 | -1.0% | 0.02% | -14.8% |
| Q1 2014 | $1,819,000 | +13.3% | 49,157 | +11.5% | 0.03% | -28.9% |
| Q4 2013 | $1,605,000 | +12.6% | 44,082 | -1.4% | 0.04% | -17.4% |
| Q3 2013 | $1,426,000 | – | 44,692 | – | 0.05% | – |
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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% |