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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,891 | -13.6% | 819 | +0.1% | 0.00% | – |
| Q2 2023 | $13,759 | -69.4% | 818 | -70.1% | 0.00% | -100.0% |
| Q1 2023 | $44,905 | -8.8% | 2,738 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $49,251 | +33.1% | 2,737 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $37,000 | -14.0% | 2,737 | +2.0% | 0.00% | -50.0% |
| Q2 2022 | $43,000 | +152.9% | 2,684 | +264.2% | 0.00% | +100.0% |
| Q1 2022 | $17,000 | -74.2% | 737 | -74.3% | 0.00% | -50.0% |
| Q4 2021 | $66,000 | -15.4% | 2,873 | -12.7% | 0.00% | -33.3% |
| Q3 2021 | $78,000 | +90.2% | 3,290 | +110.0% | 0.00% | +50.0% |
| Q2 2021 | $41,000 | +7.9% | 1,567 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $38,000 | +3700.0% | 1,567 | +2601.7% | 0.00% | – |
| Q4 2020 | $1,000 | -75.0% | 58 | -85.7% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 406 | +0.5% | 0.00% | – |
| Q2 2020 | $4,000 | -81.0% | 404 | -82.9% | 0.00% | -100.0% |
| Q1 2020 | $21,000 | -60.4% | 2,367 | -21.1% | 0.00% | -50.0% |
| Q4 2019 | $53,000 | +47.2% | 2,999 | +38.2% | 0.00% | +33.3% |
| Q3 2019 | $36,000 | -18.2% | 2,170 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $44,000 | +29.4% | 2,170 | +22.0% | 0.00% | 0.0% |
| Q1 2019 | $34,000 | 0.0% | 1,778 | -14.1% | 0.00% | 0.0% |
| Q4 2018 | $34,000 | -27.7% | 2,071 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $47,000 | -25.4% | 2,071 | -12.6% | 0.00% | -20.0% |
| Q2 2018 | $63,000 | +96.9% | 2,370 | +137.0% | 0.01% | +66.7% |
| Q1 2018 | $32,000 | -13.5% | 1,000 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $37,000 | +54.2% | 1,000 | +28.0% | 0.00% | +33.3% |
| Q4 2016 | $24,000 | 0.0% | 781 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $24,000 | +20.0% | 781 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $20,000 | -16.7% | 781 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $24,000 | -17.2% | 781 | -10.5% | 0.00% | -40.0% |
| Q4 2015 | $29,000 | -19.4% | 873 | -25.6% | 0.01% | -16.7% |
| Q3 2015 | $36,000 | +5.9% | 1,173 | +29.0% | 0.01% | +20.0% |
| Q2 2015 | $34,000 | -2.9% | 909 | +2.9% | 0.01% | 0.0% |
| Q1 2015 | $35,000 | +12.9% | 883 | +12.2% | 0.01% | 0.0% |
| Q4 2014 | $31,000 | -13.9% | 787 | -14.7% | 0.01% | -16.7% |
| Q3 2014 | $36,000 | +20.0% | 923 | +17.3% | 0.01% | +50.0% |
| Q2 2014 | $30,000 | +25.0% | 787 | +19.8% | 0.00% | +33.3% |
| Q1 2014 | $24,000 | +9.1% | 657 | +11.2% | 0.00% | 0.0% |
| Q4 2013 | $22,000 | +120.0% | 591 | +85.8% | 0.00% | +50.0% |
| Q3 2013 | $10,000 | +900.0% | 318 | +457.9% | 0.00% | +100.0% |
| Q2 2012 | $1,000 | -92.9% | 57 | -89.1% | 0.00% | -91.7% |
| Q1 2012 | $14,000 | – | 523 | – | 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% |