INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 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 | $3,848 | -0.1% | 265 | +15.7% | 0.00% | – |
| Q2 2023 | $3,850 | +611.6% | 229 | +593.9% | 0.00% | – |
| Q1 2023 | $541 | -46.3% | 33 | -41.1% | 0.00% | – |
| Q4 2022 | $1,007 | – | 56 | +69.7% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 33 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 33 | -48.4% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | -50.0% | 64 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | -50.0% | 64 | -60.0% | 0.00% | – |
| Q2 2021 | $4,000 | -66.7% | 160 | -65.0% | 0.00% | – |
| Q1 2021 | $12,000 | +140.0% | 457 | -1.9% | 0.00% | – |
| Q4 2020 | $5,000 | -37.5% | 466 | -30.3% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 669 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 669 | -0.7% | 0.00% | – |
| Q1 2020 | $6,000 | -53.8% | 674 | -8.9% | 0.00% | -100.0% |
| Q4 2019 | $13,000 | -13.3% | 740 | -17.8% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | -50.0% | 900 | -38.7% | 0.00% | -50.0% |
| Q2 2019 | $30,000 | +15.4% | 1,469 | +9.1% | 0.00% | 0.0% |
| Q1 2019 | $26,000 | -21.2% | 1,347 | -30.7% | 0.00% | 0.0% |
| Q4 2018 | $33,000 | -99.6% | 1,943 | -99.5% | 0.00% | -99.5% |
| Q3 2018 | $8,351,000 | +4.5% | 365,005 | +21.3% | 0.43% | +0.2% |
| Q2 2018 | $7,992,000 | +1.0% | 300,899 | +21.7% | 0.43% | -0.2% |
| Q1 2018 | $7,912,000 | -3.7% | 247,166 | +9.9% | 0.43% | -9.9% |
| Q4 2017 | $8,217,000 | +10.1% | 224,876 | +5.6% | 0.48% | -0.4% |
| Q3 2017 | $7,463,000 | +3.5% | 212,989 | +3.9% | 0.48% | -5.7% |
| Q2 2017 | $7,212,000 | +22.2% | 204,943 | +6.4% | 0.51% | +12.2% |
| Q1 2017 | $5,902,000 | +590100.0% | 192,703 | +917533.3% | 0.45% | – |
| Q1 2016 | $1,000 | -50.0% | 21 | -59.6% | 0.00% | – |
| Q4 2015 | $2,000 | – | 52 | – | 0.00% | – |
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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% |