INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 | $353,040 | -22.5% | 24,314 | -10.2% | 0.00% | -100.0% |
| Q2 2023 | $455,298 | +15.4% | 27,085 | +12.5% | 0.00% | 0.0% |
| Q1 2023 | $394,705 | +31.0% | 24,067 | +43.8% | 0.00% | – |
| Q4 2022 | $301,192 | +96.9% | 16,742 | +49.9% | 0.00% | – |
| Q3 2022 | $153,000 | +665.0% | 11,171 | +823.2% | 0.00% | – |
| Q2 2022 | $20,000 | -90.6% | 1,210 | -86.9% | 0.00% | – |
| Q1 2022 | $213,000 | +4.9% | 9,236 | +4.7% | 0.00% | – |
| Q4 2021 | $203,000 | -14.3% | 8,821 | -10.2% | 0.00% | – |
| Q3 2021 | $237,000 | -14.7% | 9,818 | -10.9% | 0.00% | -100.0% |
| Q1 2021 | $278,000 | -1.8% | 11,013 | -32.2% | 0.00% | 0.0% |
| Q4 2020 | $283,000 | +141.9% | 16,239 | +58.5% | 0.00% | – |
| Q3 2020 | $117,000 | +6.4% | 10,243 | -15.4% | 0.00% | – |
| Q1 2020 | $110,000 | -45.0% | 12,105 | +8.7% | 0.00% | -100.0% |
| Q4 2019 | $200,000 | -17.0% | 11,140 | -21.7% | 0.00% | 0.0% |
| Q3 2019 | $241,000 | -34.0% | 14,223 | -20.2% | 0.00% | 0.0% |
| Q2 2019 | $365,000 | -9.9% | 17,821 | -15.1% | 0.00% | 0.0% |
| Q1 2019 | $405,000 | -6.2% | 20,995 | -18.6% | 0.00% | -50.0% |
| Q4 2018 | $432,000 | -42.3% | 25,794 | -35.8% | 0.00% | -33.3% |
| Q3 2018 | $749,000 | -29.0% | 40,151 | +1.1% | 0.00% | -25.0% |
| Q2 2018 | $1,055,000 | -18.8% | 39,712 | -2.2% | 0.00% | -20.0% |
| Q1 2018 | $1,300,000 | -12.0% | 40,603 | +0.5% | 0.01% | -16.7% |
| Q4 2017 | $1,477,000 | +9.4% | 40,413 | +4.9% | 0.01% | 0.0% |
| Q3 2017 | $1,350,000 | -1.0% | 38,520 | -0.6% | 0.01% | -14.3% |
| Q2 2017 | $1,364,000 | 0.0% | 38,759 | -13.0% | 0.01% | 0.0% |
| Q1 2017 | $1,364,000 | +8.9% | 44,536 | +7.9% | 0.01% | -12.5% |
| Q4 2016 | $1,252,000 | -33.8% | 41,266 | -31.7% | 0.01% | -33.3% |
| Q3 2016 | $1,890,000 | +321.9% | 60,437 | +244.8% | 0.01% | +300.0% |
| Q2 2016 | $448,000 | +144.8% | 17,529 | +194.5% | 0.00% | +200.0% |
| Q1 2016 | $183,000 | -14.5% | 5,953 | -6.9% | 0.00% | -50.0% |
| Q4 2015 | $214,000 | +3.4% | 6,397 | -3.3% | 0.00% | 0.0% |
| Q3 2015 | $207,000 | -18.8% | 6,617 | +2.8% | 0.00% | 0.0% |
| Q1 2015 | $255,000 | -1.2% | 6,434 | -1.4% | 0.00% | -33.3% |
| Q4 2014 | $258,000 | -12.2% | 6,528 | -12.4% | 0.00% | 0.0% |
| Q3 2014 | $294,000 | +32.4% | 7,451 | +26.7% | 0.00% | 0.0% |
| Q2 2014 | $222,000 | -82.2% | 5,880 | -82.5% | 0.00% | -84.2% |
| Q1 2014 | $1,246,000 | +545.6% | 33,685 | +536.6% | 0.02% | +533.3% |
| Q4 2013 | $193,000 | +19.1% | 5,291 | +4.1% | 0.00% | 0.0% |
| Q3 2013 | $162,000 | +33.9% | 5,081 | +33.3% | 0.00% | 0.0% |
| Q2 2013 | $121,000 | – | 3,811 | – | 0.00% | – |
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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% |