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 | $223,710 | +66.9% | 15,407 | +93.2% | 0.01% | +75.0% |
| Q2 2023 | $134,043 | +135297.0% | 7,974 | +31.2% | 0.00% | +33.3% |
| Q1 2023 | $99 | -46.2% | 6,077 | -40.6% | 0.00% | -62.5% |
| Q4 2022 | $184 | -100.0% | 10,224 | -63.7% | 0.01% | +33.3% |
| Q3 2022 | $386,000 | +100.0% | 28,134 | +134.5% | 0.01% | +50.0% |
| Q2 2022 | $193,000 | -86.3% | 11,995 | -80.4% | 0.00% | -71.4% |
| Q1 2022 | $1,412,000 | +69.3% | 61,237 | +69.0% | 0.01% | 0.0% |
| Q4 2021 | $834,000 | +3.0% | 36,231 | +7.9% | 0.01% | -33.3% |
| Q3 2021 | $810,000 | +253.7% | 33,592 | +292.8% | 0.02% | +250.0% |
| Q2 2021 | $229,000 | -75.1% | 8,552 | -76.6% | 0.01% | -62.5% |
| Q1 2021 | $921,000 | +112.7% | 36,508 | +47.3% | 0.02% | +23.1% |
| Q4 2020 | $433,000 | +132.8% | 24,789 | +51.5% | 0.01% | +550.0% |
| Q3 2020 | $186,000 | +151.4% | 16,364 | +138.5% | 0.00% | -33.3% |
| Q2 2020 | $74,000 | -43.9% | 6,860 | -6.2% | 0.00% | -72.7% |
| Q4 2019 | $132,000 | -80.5% | 7,310 | -81.7% | 0.01% | -76.1% |
| Q3 2019 | $676,000 | +1831.4% | 39,866 | +2191.1% | 0.05% | +2200.0% |
| Q2 2019 | $35,000 | -89.3% | 1,740 | -89.7% | 0.00% | -90.0% |
| Q1 2019 | $326,000 | +145.1% | 16,845 | +112.0% | 0.02% | +100.0% |
| Q4 2018 | $133,000 | -18.4% | 7,945 | +11.6% | 0.01% | -16.7% |
| Q3 2018 | $163,000 | -80.2% | 7,119 | -77.0% | 0.01% | -73.9% |
| Q2 2018 | $822,000 | +996.0% | 30,957 | +1423.5% | 0.05% | +360.0% |
| Q4 2017 | $75,000 | +2400.0% | 2,032 | +2108.7% | 0.01% | – |
| Q3 2017 | $3,000 | -78.6% | 92 | -80.3% | 0.00% | -100.0% |
| Q1 2017 | $14,000 | -96.9% | 466 | -96.8% | 0.00% | -98.0% |
| Q4 2016 | $448,000 | +137.0% | 14,752 | +144.2% | 0.05% | +157.9% |
| Q3 2016 | $189,000 | -14.1% | 6,042 | -29.7% | 0.02% | -9.5% |
| Q2 2016 | $220,000 | +423.8% | 8,596 | +526.1% | 0.02% | +250.0% |
| Q1 2016 | $42,000 | +500.0% | 1,373 | +586.5% | 0.01% | +500.0% |
| Q4 2015 | $7,000 | -94.7% | 200 | -94.3% | 0.00% | -91.7% |
| Q2 2015 | $131,000 | +138.2% | 3,504 | +152.1% | 0.01% | +140.0% |
| Q4 2014 | $55,000 | -85.3% | 1,390 | -85.4% | 0.01% | -88.1% |
| Q3 2014 | $375,000 | +837.5% | 9,494 | +800.8% | 0.04% | +740.0% |
| Q2 2014 | $40,000 | – | 1,054 | – | 0.01% | – |
| Q1 2014 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2013 | $349,000 | – | 9,593 | – | 0.06% | – |
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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% |