INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 492 filers reported holding INVESCO LTD in Q4 2023. The put-call ratio across all filers is 1.00 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 | $7,959,148 | -10.8% | 532,029 | -1.1% | 0.02% | -12.5% |
| Q1 2024 | $8,927,761 | +0.1% | 538,142 | +7.7% | 0.02% | -17.2% |
| Q4 2023 | $8,914,717 | +359.5% | 499,704 | +274.0% | 0.03% | +222.2% |
| Q3 2023 | $1,940,013 | -15.4% | 133,610 | -2.0% | 0.01% | 0.0% |
| Q2 2023 | $2,292,324 | +240.5% | 136,369 | +1829.1% | 0.01% | +350.0% |
| Q1 2023 | $673,147 | +298.3% | 7,069 | -32.5% | 0.00% | 0.0% |
| Q2 2022 | $169,000 | -68.4% | 10,472 | -67.2% | 0.00% | -94.4% |
| Q4 2018 | $534,000 | -48.4% | 31,920 | -29.4% | 0.04% | -50.0% |
| Q3 2018 | $1,034,000 | -16.9% | 45,208 | -3.5% | 0.07% | -21.7% |
| Q2 2018 | $1,245,000 | -13.1% | 46,858 | +4.7% | 0.09% | -16.4% |
| Q1 2018 | $1,432,000 | -56.4% | 44,749 | -50.3% | 0.11% | -50.2% |
| Q4 2017 | $3,288,000 | +14.3% | 89,992 | +9.7% | 0.22% | +8.3% |
| Q3 2017 | $2,876,000 | +37.2% | 82,068 | +37.8% | 0.20% | +15.9% |
| Q2 2017 | $2,096,000 | +16.3% | 59,552 | +1.2% | 0.18% | +16.6% |
| Q1 2017 | $1,803,000 | – | 58,874 | – | 0.15% | – |
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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% |