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 | $193,843 | -18.4% | 13,350 | -5.5% | 0.00% | -25.0% |
| Q2 2023 | $237,457 | -44.2% | 14,126 | -45.5% | 0.00% | -42.9% |
| Q1 2023 | $425,208 | -1.6% | 25,927 | +7.9% | 0.01% | -12.5% |
| Q4 2022 | $432,118 | +16.5% | 24,020 | -11.3% | 0.01% | -20.0% |
| Q3 2022 | $371,000 | -20.2% | 27,066 | -6.2% | 0.01% | -9.1% |
| Q2 2022 | $465,000 | -27.5% | 28,842 | +3.7% | 0.01% | -15.4% |
| Q1 2022 | $641,000 | +8.5% | 27,812 | +8.3% | 0.01% | +8.3% |
| Q4 2021 | $591,000 | -42.3% | 25,692 | -39.6% | 0.01% | -40.0% |
| Q3 2021 | $1,025,000 | +48.8% | 42,525 | +65.1% | 0.02% | +25.0% |
| Q2 2021 | $689,000 | -8.4% | 25,763 | -13.6% | 0.02% | -23.8% |
| Q1 2021 | $752,000 | -15.0% | 29,812 | -41.3% | 0.02% | -25.0% |
| Q4 2020 | $885,000 | +50.5% | 50,784 | -1.5% | 0.03% | +27.3% |
| Q3 2020 | $588,000 | -0.7% | 51,558 | -6.3% | 0.02% | -12.0% |
| Q2 2020 | $592,000 | +48.0% | 55,005 | +24.9% | 0.02% | +19.0% |
| Q1 2020 | $400,000 | -28.2% | 44,027 | +62.7% | 0.02% | -16.0% |
| Q2 2019 | $557,000 | -62.9% | 27,064 | -65.0% | 0.02% | -66.7% |
| Q1 2019 | $1,500,000 | +485.9% | 77,375 | +710.5% | 0.08% | +400.0% |
| Q2 2018 | $256,000 | -11.4% | 9,546 | +4.9% | 0.02% | -11.8% |
| Q1 2018 | $289,000 | – | 9,100 | – | 0.02% | – |
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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% |