INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 511 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,332,340 | -23.3% | 229,500 | -11.1% | 0.20% | +78.2% |
| Q2 2023 | $4,342,023 | +80.8% | 258,300 | +76.4% | 0.11% | +77.4% |
| Q1 2023 | $2,400,960 | +201831.0% | 146,400 | +121.5% | 0.06% | +72.2% |
| Q4 2022 | $1,189 | -100.0% | 66,100 | -70.8% | 0.04% | -64.7% |
| Q3 2022 | $3,099,000 | -42.5% | 226,200 | -32.3% | 0.10% | -33.8% |
| Q2 2022 | $5,387,000 | -52.4% | 334,000 | -32.1% | 0.15% | -33.3% |
| Q4 2021 | $11,321,000 | +8.3% | 491,800 | +13.4% | 0.23% | +7.4% |
| Q3 2021 | $10,454,000 | -6.1% | 433,600 | +4.1% | 0.22% | -5.3% |
| Q2 2021 | $11,130,000 | -7.7% | 416,400 | -12.9% | 0.23% | -14.7% |
| Q1 2021 | $12,058,000 | +36.5% | 478,100 | -5.6% | 0.27% | +36.4% |
| Q4 2020 | $8,832,000 | +52.2% | 506,700 | -0.4% | 0.20% | +24.2% |
| Q3 2020 | $5,804,000 | +35.7% | 508,700 | +28.0% | 0.16% | +26.6% |
| Q2 2020 | $4,277,000 | +42.3% | 397,500 | +20.1% | 0.12% | +13.8% |
| Q1 2020 | $3,005,000 | -38.1% | 331,000 | +22.5% | 0.11% | -21.6% |
| Q4 2019 | $4,856,000 | -5.7% | 270,100 | -11.1% | 0.14% | -9.2% |
| Q3 2019 | $5,148,000 | -5.0% | 303,900 | +14.7% | 0.15% | -1.9% |
| Q2 2019 | $5,420,000 | +8.3% | 264,900 | +2.2% | 0.16% | +6.8% |
| Q1 2019 | $5,003,000 | -6.1% | 259,100 | +11.2% | 0.15% | +6.6% |
| Q3 2018 | $5,329,000 | -22.9% | 232,900 | -10.5% | 0.14% | -26.7% |
| Q2 2018 | $6,908,000 | +11.4% | 260,100 | +34.3% | 0.19% | +16.1% |
| Q1 2018 | $6,200,000 | +76.4% | 193,700 | +101.4% | 0.16% | +101.2% |
| Q4 2017 | $3,515,000 | +19.8% | 96,200 | +14.9% | 0.08% | +15.9% |
| Q3 2017 | $2,933,000 | +77.0% | 83,700 | +77.7% | 0.07% | +68.3% |
| Q2 2017 | $1,657,000 | -0.7% | 47,100 | -13.6% | 0.04% | +5.1% |
| Q1 2017 | $1,669,000 | -54.2% | 54,500 | -54.6% | 0.04% | -61.0% |
| Q4 2016 | $3,641,000 | +12.9% | 120,000 | -5.0% | 0.10% | +22.0% |
| Q2 2016 | $3,226,000 | -15.6% | 126,300 | +1.7% | 0.08% | -18.0% |
| Q1 2016 | $3,822,000 | +0.7% | 124,200 | +9.5% | 0.10% | -7.4% |
| Q4 2015 | $3,797,000 | -6.6% | 113,400 | -12.9% | 0.11% | -9.2% |
| Q3 2015 | $4,066,000 | -2.2% | 130,200 | +17.4% | 0.12% | -0.8% |
| Q2 2015 | $4,158,000 | +28.7% | 110,900 | +36.2% | 0.12% | +31.9% |
| Q1 2015 | $3,231,000 | -49.8% | 81,400 | -50.0% | 0.09% | -38.9% |
| Q4 2014 | $6,430,000 | +33.2% | 162,700 | +33.0% | 0.15% | +31.9% |
| Q3 2014 | $4,828,000 | +16.3% | 122,300 | +11.2% | 0.11% | +24.2% |
| Q2 2014 | $4,152,000 | -61.2% | 110,000 | -62.0% | 0.09% | -63.2% |
| Q1 2014 | $10,697,000 | +30.1% | 289,100 | +28.0% | 0.25% | +27.3% |
| Q4 2013 | $8,219,000 | -9.2% | 225,800 | -20.4% | 0.19% | -16.0% |
| Q3 2013 | $9,053,000 | +22.2% | 283,800 | +21.9% | 0.23% | +19.7% |
| Q2 2013 | $7,406,000 | – | 232,900 | – | 0.19% | – |
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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% |