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 | $1,021,380 | -15.4% | 70,343 | -2.1% | 0.23% | -10.2% |
| Q2 2023 | $1,207,632 | +7.6% | 71,840 | +5.0% | 0.26% | +2.4% |
| Q1 2023 | $1,122,309 | -11.8% | 68,433 | -3.2% | 0.25% | -15.8% |
| Q4 2022 | $1,272,175 | +30.2% | 70,716 | -0.8% | 0.30% | +22.2% |
| Q3 2022 | $977,000 | -21.5% | 71,282 | -7.6% | 0.24% | -12.3% |
| Q2 2022 | $1,244,000 | -26.7% | 77,111 | +4.8% | 0.28% | -10.9% |
| Q1 2022 | $1,696,000 | -2.5% | 73,548 | -2.6% | 0.31% | +7.2% |
| Q4 2021 | $1,739,000 | -16.8% | 75,533 | -12.9% | 0.29% | -21.4% |
| Q3 2021 | $2,090,000 | -8.4% | 86,690 | +1.6% | 0.37% | -7.5% |
| Q2 2021 | $2,281,000 | -37.1% | 85,330 | -40.7% | 0.40% | -43.0% |
| Q1 2021 | $3,628,000 | +30.9% | 143,835 | -9.5% | 0.70% | +24.8% |
| Q4 2020 | $2,771,000 | +52.1% | 159,001 | -0.4% | 0.56% | +36.8% |
| Q3 2020 | $1,822,000 | -0.1% | 159,642 | -5.8% | 0.41% | -8.9% |
| Q2 2020 | $1,823,000 | +27.7% | 169,457 | +7.7% | 0.45% | 0.0% |
| Q1 2020 | $1,428,000 | -53.5% | 157,306 | -8.0% | 0.45% | -42.7% |
| Q4 2019 | $3,074,000 | +14.7% | 170,993 | +8.1% | 0.79% | -0.1% |
| Q3 2019 | $2,679,000 | +62.8% | 158,143 | +96.6% | 0.79% | +73.3% |
| Q2 2019 | $1,646,000 | +92.7% | 80,435 | +82.0% | 0.45% | +85.3% |
| Q1 2019 | $854,000 | +36.6% | 44,206 | +18.3% | 0.24% | +11.4% |
| Q4 2018 | $625,000 | – | 37,360 | – | 0.22% | – |
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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% |