INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | $1,187,068 | +225.5% | 81,754 | +276.8% | 0.08% | +233.3% |
| Q2 2023 | $364,727 | -79.9% | 21,697 | -80.4% | 0.02% | -81.4% |
| Q1 2023 | $1,818,957 | -38.8% | 110,912 | -48.9% | 0.13% | -42.7% |
| Q3 2022 | $2,974,000 | +146.8% | 217,129 | +190.6% | 0.22% | +102.7% |
| Q2 2022 | $1,205,000 | -67.2% | 74,715 | -53.2% | 0.11% | -62.8% |
| Q4 2021 | $3,678,000 | +213.8% | 159,794 | +228.6% | 0.30% | +246.5% |
| Q3 2021 | $1,172,000 | +544.0% | 48,628 | +612.2% | 0.09% | +514.3% |
| Q2 2021 | $182,000 | -52.4% | 6,828 | -68.9% | 0.01% | -65.0% |
| Q4 2020 | $382,000 | -50.4% | 21,971 | -67.5% | 0.04% | -54.5% |
| Q3 2020 | $770,000 | -63.6% | 67,566 | -42.5% | 0.09% | -58.1% |
| Q4 2019 | $2,113,000 | -17.9% | 117,559 | -22.7% | 0.21% | -17.3% |
| Q3 2019 | $2,575,000 | +13.4% | 152,063 | +144.7% | 0.25% | +21.0% |
| Q4 2017 | $2,270,000 | -44.3% | 62,134 | -46.6% | 0.21% | -46.3% |
| Q3 2017 | $4,077,000 | +19.3% | 116,364 | +4.3% | 0.39% | +9.2% |
| Q1 2017 | $3,418,000 | +480.3% | 111,611 | +474.2% | 0.36% | +450.8% |
| Q4 2016 | $589,000 | +91.2% | 19,438 | +94.0% | 0.06% | +32.7% |
| Q1 2016 | $308,000 | -92.4% | 10,018 | -92.3% | 0.05% | -93.1% |
| Q3 2015 | $4,052,000 | -24.7% | 129,775 | -9.6% | 0.71% | -26.8% |
| Q2 2015 | $5,382,000 | +254.1% | 143,572 | +274.9% | 0.96% | +156.6% |
| Q1 2015 | $1,520,000 | -26.5% | 38,297 | -26.9% | 0.38% | -43.3% |
| Q4 2014 | $2,069,000 | +52.5% | 52,366 | +52.3% | 0.66% | +254.5% |
| Q3 2014 | $1,357,000 | – | 34,387 | – | 0.19% | – |
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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% |