INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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 | $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. | 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% |