INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 and the average weighting 0.1%.
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 | $522,300 | -10.8% | 35,971 | +3.2% | 0.00% | -25.0% |
| Q2 2023 | $585,850 | -12.4% | 34,851 | -14.5% | 0.00% | -20.0% |
| Q1 2023 | $668,601 | -1.0% | 40,768 | +8.6% | 0.01% | 0.0% |
| Q4 2022 | $675,316 | +61.2% | 37,538 | +22.7% | 0.01% | 0.0% |
| Q3 2022 | $419,000 | -15.4% | 30,587 | -0.5% | 0.01% | -16.7% |
| Q2 2022 | $495,000 | -28.3% | 30,731 | +2.6% | 0.01% | -25.0% |
| Q1 2022 | $690,000 | +4.7% | 29,943 | +4.5% | 0.01% | 0.0% |
| Q4 2021 | $659,000 | -5.7% | 28,641 | -1.1% | 0.01% | -11.1% |
| Q3 2021 | $699,000 | -18.0% | 28,974 | -9.2% | 0.01% | -25.0% |
| Q2 2021 | $852,000 | -5.2% | 31,893 | -10.5% | 0.01% | -36.8% |
| Q1 2021 | $899,000 | -4.1% | 35,643 | -33.7% | 0.02% | -13.6% |
| Q4 2020 | $937,000 | -10.3% | 53,763 | -41.3% | 0.02% | -18.5% |
| Q3 2020 | $1,045,000 | +18.5% | 91,619 | +11.8% | 0.03% | +17.4% |
| Q2 2020 | $882,000 | +42.9% | 81,952 | +20.6% | 0.02% | +15.0% |
| Q1 2020 | $617,000 | -32.0% | 67,946 | +34.5% | 0.02% | -16.7% |
| Q4 2019 | $908,000 | +316.5% | 50,532 | +289.0% | 0.02% | +242.9% |
| Q3 2019 | $218,000 | – | 12,990 | – | 0.01% | – |
Download | ||||||
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% |