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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $70,891 | +12.0% | 4,323 | +22.8% | 0.00% | 0.0% |
| Q4 2022 | $63,307 | -92.4% | 3,519 | -88.7% | 0.00% | -92.3% |
| Q2 2021 | $830,000 | -4.7% | 31,065 | -10.0% | 0.03% | -18.8% |
| Q1 2021 | $871,000 | +312.8% | 34,535 | +184.4% | 0.03% | +300.0% |
| Q4 2020 | $211,000 | +17.2% | 12,144 | -23.0% | 0.01% | 0.0% |
| Q3 2020 | $180,000 | +150.0% | 15,777 | +98.9% | 0.01% | +60.0% |
| Q1 2020 | $72,000 | -39.0% | 7,931 | +21.0% | 0.01% | -16.7% |
| Q4 2019 | $118,000 | +38.8% | 6,552 | +56.4% | 0.01% | +20.0% |
| Q3 2019 | $85,000 | 0.0% | 4,190 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $85,000 | +136.1% | 4,190 | +129.0% | 0.01% | +66.7% |
| Q1 2019 | $36,000 | -89.6% | 1,830 | -91.2% | 0.00% | -90.0% |
| Q4 2018 | $347,000 | +1827.8% | 20,749 | +2626.5% | 0.03% | +2900.0% |
| Q3 2018 | $18,000 | -5.3% | 761 | +3.4% | 0.00% | 0.0% |
| Q2 2018 | $19,000 | +18.8% | 736 | +49.3% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | -44.8% | 493 | -38.3% | 0.00% | -66.7% |
| Q4 2017 | $29,000 | -14.7% | 799 | -16.5% | 0.00% | -25.0% |
| Q3 2017 | $34,000 | +25.9% | 957 | +26.9% | 0.00% | 0.0% |
| Q2 2017 | $27,000 | +17.4% | 754 | 0.0% | 0.00% | +33.3% |
| Q1 2017 | $23,000 | +21.1% | 754 | +23.0% | 0.00% | -25.0% |
| Q3 2016 | $19,000 | +90.0% | 613 | +51.4% | 0.00% | +100.0% |
| Q2 2016 | $10,000 | +25.0% | 405 | +52.8% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | +14.3% | 265 | +21.0% | 0.00% | 0.0% |
| Q4 2015 | $7,000 | -36.4% | 219 | -38.1% | 0.00% | -33.3% |
| Q3 2015 | $11,000 | -15.4% | 354 | 0.0% | 0.00% | -25.0% |
| Q2 2015 | $13,000 | 0.0% | 354 | +12.4% | 0.00% | 0.0% |
| Q1 2015 | $13,000 | +18.2% | 315 | 0.0% | 0.00% | +33.3% |
| Q4 2014 | $11,000 | 0.0% | 315 | 0.0% | 0.00% | -50.0% |
| Q4 2013 | $11,000 | – | 315 | – | 0.01% | – |
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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% |