INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 565 filers reported holding INVESCO LTD in Q3 2018. The put-call ratio across all filers is 0.92 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,412,194 | -8.1% | 94,398 | +1.9% | 0.01% | -18.2% |
Q1 2024 | $1,537,246 | -8.4% | 92,661 | -1.5% | 0.01% | -15.4% |
Q4 2023 | $1,677,977 | +23.3% | 94,057 | +0.3% | 0.01% | +8.3% |
Q3 2023 | $1,361,235 | -13.7% | 93,749 | -0.1% | 0.01% | -7.7% |
Q2 2023 | $1,577,686 | -3.0% | 93,854 | -5.4% | 0.01% | -13.3% |
Q1 2023 | $1,626,290 | -6.4% | 99,164 | +2.7% | 0.02% | -11.8% |
Q4 2022 | $1,737,492 | +35.3% | 96,581 | +3.1% | 0.02% | +30.8% |
Q3 2022 | $1,284,000 | -17.5% | 93,701 | -2.8% | 0.01% | -13.3% |
Q2 2022 | $1,556,000 | -29.9% | 96,444 | +0.2% | 0.02% | -16.7% |
Q1 2022 | $2,220,000 | +2.4% | 96,285 | +2.2% | 0.02% | +5.9% |
Q4 2021 | $2,169,000 | -7.4% | 94,216 | -3.0% | 0.02% | -10.5% |
Q3 2021 | $2,342,000 | -20.6% | 97,125 | -11.9% | 0.02% | -20.8% |
Q2 2021 | $2,948,000 | +3.8% | 110,292 | -2.0% | 0.02% | -4.0% |
Q1 2021 | $2,839,000 | +45.5% | 112,572 | +0.6% | 0.02% | +38.9% |
Q4 2020 | $1,951,000 | +44.1% | 111,917 | -5.7% | 0.02% | +38.5% |
Q3 2020 | $1,354,000 | +40.0% | 118,689 | +32.1% | 0.01% | -7.1% |
Q2 2020 | $967,000 | +20.0% | 89,870 | +1.2% | 0.01% | 0.0% |
Q1 2020 | $806,000 | -35.9% | 88,786 | +27.0% | 0.01% | -6.7% |
Q4 2019 | $1,257,000 | +3.1% | 69,888 | -2.8% | 0.02% | 0.0% |
Q3 2019 | $1,219,000 | -21.8% | 71,933 | -5.6% | 0.02% | -16.7% |
Q2 2019 | $1,559,000 | -39.1% | 76,188 | -42.6% | 0.02% | -40.0% |
Q1 2019 | $2,562,000 | +13.2% | 132,657 | -1.9% | 0.03% | +3.4% |
Q4 2018 | $2,264,000 | -2.8% | 135,259 | +32.8% | 0.03% | +31.8% |
Q3 2018 | $2,330,000 | -41.0% | 101,831 | -31.5% | 0.02% | -45.0% |
Q2 2018 | $3,947,000 | -23.9% | 148,592 | -8.3% | 0.04% | -23.1% |
Q1 2018 | $5,187,000 | -14.0% | 162,049 | -1.8% | 0.05% | -11.9% |
Q4 2017 | $6,031,000 | +9.4% | 165,049 | +4.9% | 0.06% | -10.6% |
Q3 2017 | $5,511,000 | +18.2% | 157,272 | +18.7% | 0.07% | +1.5% |
Q2 2017 | $4,662,000 | +13.7% | 132,481 | -1.0% | 0.06% | +12.1% |
Q1 2017 | $4,101,000 | +0.1% | 133,881 | -0.8% | 0.06% | -3.3% |
Q4 2016 | $4,095,000 | -1.8% | 134,981 | +1.3% | 0.06% | -4.8% |
Q3 2016 | $4,168,000 | +12.2% | 133,281 | -8.4% | 0.06% | +21.2% |
Q2 2016 | $3,716,000 | -23.3% | 145,481 | -7.6% | 0.05% | -17.5% |
Q1 2016 | $4,843,000 | -8.4% | 157,381 | -0.3% | 0.06% | -10.0% |
Q4 2015 | $5,286,000 | +0.1% | 157,881 | -6.6% | 0.07% | -5.4% |
Q3 2015 | $5,280,000 | -25.6% | 169,081 | -5.8% | 0.07% | -11.9% |
Q4 2014 | $7,093,000 | +2.1% | 179,489 | +2.0% | 0.08% | -2.3% |
Q3 2014 | $6,948,000 | +1.4% | 175,989 | -3.0% | 0.09% | +3.6% |
Q2 2014 | $6,851,000 | +5.0% | 181,489 | +2.9% | 0.08% | 0.0% |
Q1 2014 | $6,522,000 | -6.7% | 176,289 | -8.2% | 0.08% | -3.5% |
Q4 2013 | $6,992,000 | +68.1% | 192,089 | +47.3% | 0.09% | +62.3% |
Q3 2013 | $4,159,000 | +1.7% | 130,389 | +1.4% | 0.05% | -5.4% |
Q2 2013 | $4,089,000 | +8.7% | 128,589 | -1.0% | 0.06% | +3.7% |
Q1 2013 | $3,761,000 | – | 129,889 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |