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 | $4,435 | -19.2% | 305,448 | -6.5% | 0.10% | -11.4% |
| Q2 2023 | $5,490 | +0.0% | 326,619 | -2.4% | 0.11% | -2.6% |
| Q1 2023 | $5,489 | -7.6% | 334,719 | +1.4% | 0.12% | -12.0% |
| Q4 2022 | $5,941 | -99.9% | 330,219 | -0.2% | 0.13% | +22.0% |
| Q3 2022 | $4,532,000 | -15.1% | 330,819 | 0.0% | 0.11% | -9.9% |
| Q2 2022 | $5,336,000 | -33.5% | 330,819 | -5.0% | 0.12% | -23.9% |
| Q1 2022 | $8,028,000 | -23.9% | 348,119 | -24.1% | 0.16% | -9.7% |
| Q4 2021 | $10,551,000 | -4.5% | 458,362 | 0.0% | 0.18% | -11.1% |
| Q3 2021 | $11,051,000 | -9.8% | 458,362 | 0.0% | 0.20% | -8.3% |
| Q2 2021 | $12,252,000 | -21.8% | 458,362 | -26.2% | 0.22% | -17.2% |
| Q1 2021 | $15,669,000 | -4.3% | 621,312 | -33.9% | 0.26% | -13.6% |
| Q4 2020 | $16,377,000 | +18.3% | 939,582 | -22.5% | 0.30% | -0.7% |
| Q3 2020 | $13,839,000 | +5.3% | 1,212,872 | -0.7% | 0.30% | -0.3% |
| Q2 2020 | $13,146,000 | +38.8% | 1,221,752 | +17.2% | 0.30% | +18.7% |
| Q1 2020 | $9,468,000 | -26.1% | 1,042,695 | +46.3% | 0.26% | -4.1% |
| Q4 2019 | $12,818,000 | -3.1% | 712,885 | -8.7% | 0.27% | +3.5% |
| Q3 2019 | $13,229,000 | -9.3% | 780,909 | +9.5% | 0.26% | -14.5% |
| Q2 2019 | $14,587,000 | +2.2% | 712,969 | -3.5% | 0.30% | +0.3% |
| Q1 2019 | $14,274,000 | +124.4% | 739,195 | +129.5% | 0.30% | +308.1% |
| Q4 2018 | $6,360,000 | +76.3% | 322,100 | +104.2% | 0.07% | -6.3% |
| Q3 2018 | $3,608,000 | -10.7% | 157,700 | +3.7% | 0.08% | -10.2% |
| Q2 2018 | $4,040,000 | +25.0% | 152,100 | +50.6% | 0.09% | +18.9% |
| Q1 2018 | $3,233,000 | -12.4% | 101,000 | 0.0% | 0.07% | -9.8% |
| Q4 2017 | $3,691,000 | -50.3% | 101,000 | -52.4% | 0.08% | -45.7% |
| Q3 2017 | $7,432,000 | -0.1% | 212,100 | +0.4% | 0.15% | -3.8% |
| Q2 2017 | $7,436,000 | +18.8% | 211,300 | +3.4% | 0.16% | +23.6% |
| Q1 2017 | $6,261,000 | +4.4% | 204,400 | +3.4% | 0.13% | 0.0% |
| Q4 2016 | $5,995,000 | +4.4% | 197,600 | +7.6% | 0.13% | +6.7% |
| Q3 2016 | $5,741,000 | +32.5% | 183,600 | +8.3% | 0.12% | +25.3% |
| Q2 2016 | $4,332,000 | -2.9% | 169,600 | +17.0% | 0.10% | -2.1% |
| Q1 2016 | $4,462,000 | +9.6% | 145,000 | +19.2% | 0.10% | +9.0% |
| Q4 2015 | $4,071,000 | +174.5% | 121,600 | +156.0% | 0.09% | +161.8% |
| Q3 2015 | $1,483,000 | +28.8% | 47,500 | +54.7% | 0.03% | +47.8% |
| Q2 2015 | $1,151,000 | +98.8% | 30,700 | +110.3% | 0.02% | +109.1% |
| Q1 2015 | $579,000 | – | 14,600 | – | 0.01% | – |
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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% |