INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 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 | $484,969 | -4.4% | 33,400 | +10.7% | 0.00% | 0.0% |
| Q2 2023 | $507,224 | -0.8% | 30,174 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $511,064 | +16.9% | 31,162 | +28.2% | 0.00% | 0.0% |
| Q4 2022 | $437,317 | +33.7% | 24,309 | +1.9% | 0.00% | 0.0% |
| Q3 2022 | $327,000 | -0.9% | 23,847 | +16.6% | 0.00% | 0.0% |
| Q2 2022 | $330,000 | -6.2% | 20,445 | +34.0% | 0.00% | 0.0% |
| Q1 2022 | $352,000 | +2.3% | 15,262 | +2.2% | 0.00% | 0.0% |
| Q4 2021 | $344,000 | +12.4% | 14,933 | +17.8% | 0.00% | -33.3% |
| Q3 2021 | $306,000 | -11.6% | 12,675 | -2.2% | 0.00% | 0.0% |
| Q2 2021 | $346,000 | +6.5% | 12,961 | +0.5% | 0.00% | -25.0% |
| Q1 2021 | $325,000 | +525.0% | 12,897 | +329.6% | 0.00% | +300.0% |
| Q4 2020 | $52,000 | +126.1% | 3,002 | +50.0% | 0.00% | – |
| Q3 2020 | $23,000 | +53.3% | 2,002 | +35.7% | 0.00% | – |
| Q2 2020 | $15,000 | -66.7% | 1,475 | -44.7% | 0.00% | -100.0% |
| Q3 2019 | $45,000 | +18.4% | 2,669 | +45.3% | 0.00% | +100.0% |
| Q2 2019 | $38,000 | +375.0% | 1,837 | +333.3% | 0.00% | – |
| Q1 2019 | $8,000 | 0.0% | 424 | -6.6% | 0.00% | – |
| Q4 2018 | $8,000 | -33.3% | 454 | -16.4% | 0.00% | -100.0% |
| Q3 2018 | $12,000 | -7.7% | 543 | +12.9% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | – | 481 | – | 0.00% | – |
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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% |