INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 514 filers reported holding INVESCO LTD in Q2 2022. The put-call ratio across all filers is 2.67 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 | $4,668 | -11.5% | 312 | -1.9% | 0.00% | – |
| Q1 2024 | $5,276 | +9.9% | 318 | +18.2% | 0.00% | – |
| Q4 2023 | $4,799 | -61.5% | 269 | -68.7% | 0.00% | -100.0% |
| Q3 2023 | $12,473 | -8.5% | 859 | +5.9% | 0.00% | 0.0% |
| Q2 2023 | $13,633 | +5.0% | 811 | +2.4% | 0.00% | 0.0% |
| Q1 2023 | $12,989 | -16.9% | 792 | -8.9% | 0.00% | -50.0% |
| Q4 2022 | $15,633 | +30.3% | 869 | -3.0% | 0.00% | +100.0% |
| Q3 2022 | $12,000 | +33.3% | 896 | +57.5% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -52.6% | 569 | -30.5% | 0.00% | -50.0% |
| Q1 2022 | $19,000 | +35.7% | 819 | +36.0% | 0.00% | +100.0% |
| Q4 2021 | $14,000 | +16.7% | 602 | +20.4% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -7.7% | 500 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $13,000 | 0.0% | 500 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $13,000 | -50.0% | 500 | -66.7% | 0.00% | -40.0% |
| Q4 2020 | $26,000 | +52.9% | 1,500 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $17,000 | +6.2% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | +33.3% | 1,500 | +15.4% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | +1100.0% | 1,300 | +1900.0% | 0.00% | – |
| Q3 2018 | $1,000 | -50.0% | 65 | +8.3% | 0.00% | -100.0% |
| Q1 2016 | $2,000 | -80.0% | 60 | -80.0% | 0.00% | -66.7% |
| Q4 2015 | $10,000 | +11.1% | 300 | 0.0% | 0.00% | -25.0% |
| Q3 2015 | $9,000 | -18.2% | 300 | 0.0% | 0.00% | -33.3% |
| Q2 2015 | $11,000 | -8.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $12,000 | -70.0% | 300 | -70.0% | 0.01% | 0.0% |
| Q4 2014 | $40,000 | +233.3% | 1,000 | +233.3% | 0.01% | +200.0% |
| Q3 2014 | $12,000 | +9.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $11,000 | – | 300 | – | 0.00% | – |
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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% |