INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 552 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $245 | +9.9% | 16,394 | +22.1% | 0.00% | 0.0% |
Q1 2024 | $223 | +14.4% | 13,429 | +22.8% | 0.00% | 0.0% |
Q4 2023 | $195 | -98.6% | 10,936 | -98.9% | 0.00% | -97.7% |
Q3 2023 | $14,030 | -12.3% | 966,285 | +1.6% | 0.04% | -12.2% |
Q2 2023 | $15,989 | +5.6% | 951,172 | +3.0% | 0.05% | -5.8% |
Q1 2023 | $15,142 | -7.0% | 923,299 | +2.0% | 0.05% | -10.3% |
Q4 2022 | $16,289 | -99.8% | 905,435 | +16.9% | 0.06% | +38.1% |
Q3 2022 | $10,613,000 | -14.5% | 774,638 | +0.7% | 0.04% | -10.6% |
Q2 2022 | $12,408,000 | -32.6% | 769,235 | -3.7% | 0.05% | -26.6% |
Q1 2022 | $18,415,000 | -36.5% | 798,576 | -36.6% | 0.06% | -34.0% |
Q4 2021 | $29,009,000 | +501.1% | 1,260,181 | +529.6% | 0.10% | +438.9% |
Q3 2021 | $4,826,000 | -27.1% | 200,155 | -19.2% | 0.02% | -25.0% |
Q2 2021 | $6,619,000 | +23.8% | 247,610 | +16.8% | 0.02% | +9.1% |
Q1 2021 | $5,346,000 | +48.7% | 211,956 | +2.8% | 0.02% | +29.4% |
Q4 2020 | $3,594,000 | +77.7% | 206,182 | +16.4% | 0.02% | +54.5% |
Q3 2020 | $2,022,000 | -81.7% | 177,187 | -82.7% | 0.01% | -85.3% |
Q2 2020 | $11,048,000 | +803.4% | 1,026,744 | +662.4% | 0.08% | +650.0% |
Q1 2020 | $1,223,000 | -45.1% | 134,676 | +8.6% | 0.01% | -33.3% |
Q4 2019 | $2,229,000 | +23.4% | 123,964 | +16.2% | 0.02% | +7.1% |
Q3 2019 | $1,806,000 | +117.6% | 106,636 | +163.0% | 0.01% | +100.0% |
Q2 2019 | $830,000 | +51.7% | 40,543 | +43.1% | 0.01% | +40.0% |
Q1 2019 | $547,000 | -63.3% | 28,333 | -68.6% | 0.01% | -64.3% |
Q4 2018 | $1,492,000 | -32.2% | 90,168 | -6.2% | 0.01% | -17.6% |
Q3 2018 | $2,200,000 | -80.4% | 96,148 | -77.2% | 0.02% | -81.9% |
Q2 2018 | $11,222,000 | -20.6% | 422,494 | -4.3% | 0.09% | -21.0% |
Q1 2018 | $14,128,000 | +534.4% | 441,385 | +624.1% | 0.12% | +526.3% |
Q4 2017 | $2,227,000 | +46.2% | 60,959 | +40.3% | 0.02% | +46.2% |
Q3 2017 | $1,523,000 | +129.0% | 43,463 | +130.0% | 0.01% | +116.7% |
Q2 2017 | $665,000 | +30.9% | 18,901 | +13.9% | 0.01% | +20.0% |
Q1 2017 | $508,000 | -12.1% | 16,598 | -12.9% | 0.01% | -16.7% |
Q4 2016 | $578,000 | -47.4% | 19,049 | -45.7% | 0.01% | -33.3% |
Q3 2016 | $1,098,000 | +22.3% | 35,107 | -0.1% | 0.01% | +12.5% |
Q2 2016 | $898,000 | -23.6% | 35,159 | -7.9% | 0.01% | -20.0% |
Q1 2016 | $1,175,000 | +0.6% | 38,184 | +9.5% | 0.01% | 0.0% |
Q4 2015 | $1,168,000 | +48.8% | 34,876 | +38.7% | 0.01% | +42.9% |
Q3 2015 | $785,000 | -63.6% | 25,146 | -56.3% | 0.01% | -58.8% |
Q2 2015 | $2,158,000 | +68.3% | 57,559 | +78.2% | 0.02% | +70.0% |
Q1 2015 | $1,282,000 | +93.4% | 32,305 | +92.6% | 0.01% | +100.0% |
Q4 2014 | $663,000 | +110.5% | 16,769 | +110.0% | 0.01% | +66.7% |
Q3 2014 | $315,000 | -11.5% | 7,985 | -15.4% | 0.00% | 0.0% |
Q2 2014 | $356,000 | +5.0% | 9,441 | +3.2% | 0.00% | 0.0% |
Q1 2014 | $339,000 | +57.7% | 9,152 | +54.9% | 0.00% | +50.0% |
Q4 2013 | $215,000 | – | 5,907 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |