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 | $90 | -48.0% | 6,207 | -39.8% | 0.00% | 0.0% |
| Q2 2023 | $173 | +7.5% | 10,305 | +4.8% | 0.00% | 0.0% |
| Q1 2023 | $161 | +11.8% | 9,837 | +22.5% | 0.00% | 0.0% |
| Q4 2022 | $144 | -99.8% | 8,032 | +35.0% | 0.00% | 0.0% |
| Q3 2022 | $82,000 | -25.5% | 5,949 | -12.9% | 0.00% | 0.0% |
| Q2 2022 | $110,000 | -12.0% | 6,834 | +26.1% | 0.00% | 0.0% |
| Q1 2022 | $125,000 | -8.1% | 5,421 | -8.4% | 0.00% | 0.0% |
| Q4 2021 | $136,000 | -18.1% | 5,921 | -4.6% | 0.00% | 0.0% |
| Q2 2021 | $166,000 | 0.0% | 6,205 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $166,000 | 0.0% | 6,205 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $166,000 | 0.0% | 6,205 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $166,000 | 0.0% | 6,205 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $166,000 | 0.0% | 6,205 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $166,000 | 0.0% | 6,205 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $166,000 | 0.0% | 6,205 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $166,000 | 0.0% | 6,205 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $166,000 | 0.0% | 6,205 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $166,000 | -99.3% | 6,205 | -99.6% | 0.00% | -99.8% |
| Q4 2018 | $24,121,000 | +68817.1% | 1,440,943 | +94886.4% | 0.60% | +60100.0% |
| Q3 2018 | $35,000 | -22.2% | 1,517 | -9.8% | 0.00% | 0.0% |
| Q2 2018 | $45,000 | -30.8% | 1,682 | -17.3% | 0.00% | -66.7% |
| Q1 2018 | $65,000 | -99.7% | 2,034 | -99.7% | 0.00% | -99.7% |
| Q4 2017 | $23,449,000 | -2.2% | 641,722 | -6.2% | 1.04% | -8.2% |
| Q3 2017 | $23,982,000 | -4.9% | 684,412 | -4.5% | 1.13% | -12.3% |
| Q2 2017 | $25,225,000 | +15.0% | 716,824 | +0.1% | 1.29% | +4.3% |
| Q1 2017 | $21,926,000 | +2.7% | 715,849 | +1.8% | 1.24% | -5.2% |
| Q4 2016 | $21,344,000 | +8.3% | 703,489 | +11.7% | 1.31% | -3.8% |
| Q3 2016 | $19,702,000 | +47.3% | 630,063 | +20.3% | 1.36% | +39.5% |
| Q2 2016 | $13,373,000 | +192.3% | 523,599 | +252.1% | 0.98% | +142.5% |
| Q1 2016 | $4,575,000 | -9.1% | 148,700 | -1.1% | 0.40% | -18.3% |
| Q4 2015 | $5,034,000 | +13.9% | 150,350 | +6.3% | 0.49% | +10.6% |
| Q3 2015 | $4,419,000 | -10.6% | 141,500 | +7.3% | 0.44% | -6.1% |
| Q2 2015 | $4,945,000 | +10.3% | 131,900 | +16.7% | 0.47% | +4.4% |
| Q1 2015 | $4,485,000 | -16.8% | 113,000 | -17.2% | 0.45% | -30.6% |
| Q4 2014 | $5,391,000 | +17.6% | 136,400 | +17.5% | 0.65% | -1.8% |
| Q3 2014 | $4,584,000 | +53.1% | 116,100 | +46.4% | 0.67% | +24.3% |
| Q2 2014 | $2,994,000 | +156.3% | 79,300 | +147.2% | 0.54% | +194.5% |
| Q4 2013 | $1,168,000 | +579.1% | 32,082 | +494.1% | 0.18% | +304.4% |
| Q3 2013 | $172,000 | – | 5,400 | – | 0.04% | – |
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% |