INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 500 filers reported holding INVESCO LTD in Q4 2022. The put-call ratio across all filers is 1.42 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 | $297,250 | -51.7% | 18,125 | -47.1% | 0.01% | -54.5% |
| Q4 2022 | $615,834 | +101.9% | 34,232 | +54.0% | 0.02% | +83.3% |
| Q3 2022 | $305,000 | -28.1% | 22,227 | -15.5% | 0.01% | -25.0% |
| Q2 2022 | $424,000 | -43.5% | 26,305 | -19.2% | 0.02% | -36.0% |
| Q1 2022 | $751,000 | +83.2% | 32,566 | +91.5% | 0.02% | +56.2% |
| Q3 2021 | $410,000 | +3627.3% | 17,007 | +1543.2% | 0.02% | +1500.0% |
| Q2 2020 | $11,000 | +1000.0% | 1,035 | +1492.3% | 0.00% | – |
| Q1 2020 | $1,000 | -83.3% | 65 | -81.1% | 0.00% | – |
| Q4 2019 | $6,000 | 0.0% | 344 | +2.7% | 0.00% | – |
| Q3 2019 | $6,000 | -14.3% | 335 | 0.0% | 0.00% | – |
| Q2 2019 | $7,000 | +16.7% | 335 | 0.0% | 0.00% | – |
| Q1 2019 | $6,000 | 0.0% | 335 | 0.0% | 0.00% | – |
| Q4 2018 | $6,000 | -60.0% | 335 | -16.2% | 0.00% | -100.0% |
| Q4 2017 | $15,000 | +7.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | -56.2% | 400 | -55.6% | 0.00% | -66.7% |
| Q2 2017 | $32,000 | +14.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $28,000 | +100.0% | 900 | +89.5% | 0.00% | +200.0% |
| Q4 2016 | $14,000 | +7.7% | 475 | +18.8% | 0.00% | -50.0% |
| Q3 2016 | $13,000 | +62.5% | 400 | +21.2% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | -20.0% | 330 | 0.0% | 0.00% | -33.3% |
| Q1 2016 | $10,000 | -9.1% | 330 | 0.0% | 0.00% | +50.0% |
| Q4 2015 | $11,000 | +37.5% | 330 | +26.9% | 0.00% | +100.0% |
| Q3 2015 | $8,000 | – | 260 | – | 0.00% | – |
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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% |