INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $170,314 | -28.5% | 11,729 | -17.2% | 0.04% | -26.9% |
| Q2 2023 | $238,233 | +31.8% | 14,172 | +28.6% | 0.05% | +26.8% |
| Q1 2023 | $180,728 | -9.3% | 11,020 | -0.5% | 0.04% | -22.6% |
| Q4 2022 | $199,185 | +31.0% | 11,072 | 0.0% | 0.05% | +23.3% |
| Q3 2022 | $152,000 | -16.9% | 11,072 | -2.6% | 0.04% | -15.7% |
| Q2 2022 | $183,000 | -1.6% | 11,364 | +40.9% | 0.05% | +70.0% |
| Q4 2021 | $186,000 | -30.1% | 8,064 | -23.5% | 0.03% | -78.3% |
| Q1 2021 | $266,000 | +44.6% | 10,540 | 0.0% | 0.14% | +36.6% |
| Q4 2020 | $184,000 | +53.3% | 10,540 | 0.0% | 0.10% | +55.4% |
| Q3 2020 | $120,000 | -44.4% | 10,540 | -47.5% | 0.06% | -30.9% |
| Q2 2020 | $216,000 | -19.1% | 20,088 | +35.3% | 0.09% | -32.9% |
| Q4 2019 | $267,000 | +1.1% | 14,847 | -4.9% | 0.14% | -4.8% |
| Q3 2019 | $264,000 | -19.5% | 15,604 | -2.6% | 0.15% | -21.0% |
| Q2 2019 | $328,000 | +4.1% | 16,020 | -1.9% | 0.19% | -2.6% |
| Q1 2019 | $315,000 | +14.1% | 16,335 | -0.9% | 0.19% | +43.6% |
| Q4 2018 | $276,000 | +13.6% | 16,481 | +117.3% | 0.13% | +24.3% |
| Q1 2018 | $243,000 | -19.0% | 7,585 | -7.7% | 0.11% | -9.3% |
| Q4 2017 | $300,000 | – | 8,219 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |