INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 513 filers reported holding INVESCO LTD in Q3 2019. The put-call ratio across all filers is 0.60 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,324,488 | +266.6% | 355,915 | +255.8% | 0.01% | +300.0% |
| Q3 2023 | $1,452,421 | -38.3% | 100,029 | -28.6% | 0.00% | -50.0% |
| Q2 2023 | $2,355,064 | -30.0% | 140,099 | -31.7% | 0.00% | -33.3% |
| Q1 2023 | $3,364,395 | -6.8% | 205,146 | +2.2% | 0.01% | -14.3% |
| Q4 2022 | $3,609,657 | +26.0% | 200,648 | -4.1% | 0.01% | +16.7% |
| Q3 2022 | $2,865,000 | +6.3% | 209,188 | +25.2% | 0.01% | +100.0% |
| Q2 2022 | $2,694,000 | -45.6% | 167,027 | -22.3% | 0.00% | -25.0% |
| Q1 2022 | $4,956,000 | -76.2% | 214,884 | -76.2% | 0.00% | -71.4% |
| Q4 2021 | $20,790,000 | -9.6% | 903,093 | -5.3% | 0.01% | -22.2% |
| Q3 2021 | $23,000,000 | +110.0% | 953,986 | +132.9% | 0.02% | +100.0% |
| Q2 2021 | $10,949,778 | +334.6% | 409,657 | +310.1% | 0.01% | +350.0% |
| Q1 2021 | $2,519,467 | +15.8% | 99,903 | -20.0% | 0.00% | 0.0% |
| Q4 2020 | $2,176,096 | +107.0% | 124,858 | +35.5% | 0.00% | +100.0% |
| Q3 2020 | $1,051,386 | +38.2% | 92,146 | +30.2% | 0.00% | 0.0% |
| Q2 2020 | $760,916 | -44.7% | 70,759 | -53.3% | 0.00% | -50.0% |
| Q1 2020 | $1,376,159 | -90.1% | 151,576 | -80.4% | 0.00% | -84.6% |
| Q4 2019 | $13,909,100 | +129.6% | 773,589 | +116.3% | 0.01% | +116.7% |
| Q3 2019 | $6,058,820 | +456.4% | 357,664 | +572.0% | 0.01% | +500.0% |
| Q2 2019 | $1,089,000 | +27.1% | 53,226 | +19.9% | 0.00% | 0.0% |
| Q1 2019 | $857,000 | +5.9% | 44,383 | -8.1% | 0.00% | 0.0% |
| Q4 2018 | $809,000 | -46.4% | 48,285 | -26.8% | 0.00% | 0.0% |
| Q3 2018 | $1,509,000 | -25.4% | 65,926 | -13.4% | 0.00% | -50.0% |
| Q2 2018 | $2,022,000 | -89.2% | 76,140 | -87.0% | 0.00% | -88.9% |
| Q1 2018 | $18,796,000 | +14.3% | 587,205 | +30.5% | 0.02% | +38.5% |
| Q4 2017 | $16,443,972 | +13.7% | 450,016 | +9.1% | 0.01% | +8.3% |
| Q3 2017 | $14,459,000 | +86.2% | 412,638 | +87.0% | 0.01% | +71.4% |
| Q2 2017 | $7,764,000 | +26.9% | 220,619 | +10.5% | 0.01% | +16.7% |
| Q1 2017 | $6,117,000 | +659.9% | 199,706 | +670.8% | 0.01% | +500.0% |
| Q3 2016 | $805,000 | -67.8% | 25,909 | -73.5% | 0.00% | -66.7% |
| Q2 2016 | $2,499,000 | -5.0% | 97,822 | +14.4% | 0.00% | 0.0% |
| Q1 2016 | $2,631,000 | -61.1% | 85,510 | -57.6% | 0.00% | -62.5% |
| Q4 2015 | $6,760,000 | +2358.2% | 201,893 | +2193.2% | 0.01% | – |
| Q3 2015 | $275,000 | -15.6% | 8,804 | +1.4% | 0.00% | – |
| Q2 2015 | $326,000 | -60.9% | 8,684 | -58.6% | 0.00% | -100.0% |
| Q1 2015 | $834,000 | +0.6% | 21,000 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $829,000 | -17.5% | 21,000 | -17.5% | 0.00% | 0.0% |
| Q3 2014 | $1,005,000 | +4.5% | 25,454 | -0.1% | 0.00% | 0.0% |
| Q2 2014 | $962,000 | -14.3% | 25,471 | -16.1% | 0.00% | 0.0% |
| Q1 2014 | $1,123,000 | +38.5% | 30,342 | +36.2% | 0.00% | 0.0% |
| Q4 2013 | $811,000 | -17.6% | 22,284 | -27.8% | 0.00% | 0.0% |
| Q3 2013 | $984,000 | +0.3% | 30,861 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $981,000 | – | 30,861 | – | 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% |