INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | $763,799 | -13.5% | 52,604 | +0.1% | 0.01% | -12.5% |
| Q2 2023 | $882,779 | +65.1% | 52,528 | +61.2% | 0.01% | +60.0% |
| Q1 2023 | $534,562 | +79924.3% | 32,595 | -12.2% | 0.01% | – |
| Q4 2022 | $668 | -99.9% | 37,124 | -27.1% | 0.00% | -100.0% |
| Q3 2022 | $697,000 | -32.4% | 50,903 | -20.4% | 0.01% | -11.1% |
| Q2 2022 | $1,031,000 | +215.3% | 63,922 | +349.9% | 0.01% | +350.0% |
| Q4 2021 | $327,000 | -71.5% | 14,208 | -66.9% | 0.00% | -80.0% |
| Q2 2021 | $1,146,000 | -68.9% | 42,866 | -70.7% | 0.01% | -71.4% |
| Q1 2021 | $3,685,000 | +1742.5% | 146,113 | +1173.4% | 0.04% | +1650.0% |
| Q4 2020 | $200,000 | -41.3% | 11,474 | -61.6% | 0.00% | -50.0% |
| Q3 2020 | $341,000 | -7.3% | 29,883 | -12.6% | 0.00% | -20.0% |
| Q2 2020 | $368,000 | +14.6% | 34,205 | -3.1% | 0.01% | -16.7% |
| Q1 2020 | $321,000 | +40.8% | 35,304 | +177.9% | 0.01% | +50.0% |
| Q4 2019 | $228,000 | +7.0% | 12,705 | +15.6% | 0.00% | 0.0% |
| Q1 2019 | $213,000 | -76.6% | 10,993 | -72.4% | 0.00% | -78.9% |
| Q3 2018 | $910,000 | +46.3% | 39,764 | +70.9% | 0.02% | +90.0% |
| Q2 2018 | $622,000 | -1.6% | 23,269 | +17.8% | 0.01% | -60.0% |
| Q1 2018 | $632,000 | +55.3% | 19,747 | +78.5% | 0.02% | +47.1% |
| Q4 2017 | $407,000 | -37.0% | 11,061 | -38.8% | 0.02% | +6.2% |
| Q3 2017 | $646,000 | +2.7% | 18,083 | +4.9% | 0.02% | -5.9% |
| Q2 2017 | $629,000 | +27.8% | 17,242 | +6.3% | 0.02% | +21.4% |
| Q1 2017 | $492,000 | +4.9% | 16,227 | +7.5% | 0.01% | -6.7% |
| Q4 2016 | $469,000 | +45.2% | 15,097 | +17.8% | 0.02% | +15.4% |
| Q2 2016 | $323,000 | -0.6% | 12,818 | +32.3% | 0.01% | -18.8% |
| Q4 2015 | $325,000 | +60.9% | 9,690 | +49.5% | 0.02% | +45.5% |
| Q3 2015 | $202,000 | +0.5% | 6,481 | +28.0% | 0.01% | -8.3% |
| Q1 2015 | $201,000 | -29.0% | 5,063 | -29.2% | 0.01% | -33.3% |
| Q4 2014 | $283,000 | -6.0% | 7,153 | -6.3% | 0.02% | -14.3% |
| Q3 2014 | $301,000 | – | 7,635 | – | 0.02% | – |
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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% |