INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 522 filers reported holding INVESCO LTD in Q1 2019. The put-call ratio across all filers is 0.49 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 | $1,361,235 | -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. | 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% |