INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 561 filers reported holding INVESCO LTD in Q4 2021. The put-call ratio across all filers is 1.23 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 | $1,472,851 | -15.9% | 101,436 | -2.6% | 0.01% | -12.5% |
| Q2 2023 | $1,750,442 | -20.6% | 104,131 | -22.5% | 0.01% | -20.0% |
| Q1 2023 | $2,204,570 | -15.9% | 134,425 | -7.7% | 0.01% | -9.1% |
| Q4 2022 | $2,621,179 | +26.6% | 145,702 | -3.6% | 0.01% | +10.0% |
| Q3 2022 | $2,070,000 | -76.2% | 151,093 | -72.0% | 0.01% | -73.0% |
| Q2 2022 | $8,710,000 | -25.5% | 539,975 | +6.5% | 0.04% | -14.0% |
| Q1 2022 | $11,693,000 | +7.0% | 507,063 | +6.8% | 0.04% | +13.2% |
| Q4 2021 | $10,927,000 | -2.9% | 474,670 | +1.7% | 0.04% | -9.5% |
| Q3 2021 | $11,252,000 | +204.1% | 466,697 | +237.2% | 0.04% | +223.1% |
| Q2 2021 | $3,700,000 | +4.5% | 138,415 | -1.4% | 0.01% | 0.0% |
| Q1 2021 | $3,541,000 | +34.3% | 140,406 | -7.2% | 0.01% | +30.0% |
| Q4 2020 | $2,637,000 | +52.3% | 151,271 | -0.3% | 0.01% | +25.0% |
| Q3 2020 | $1,732,000 | +0.1% | 151,755 | -5.7% | 0.01% | 0.0% |
| Q2 2020 | $1,731,000 | +16.5% | 160,895 | -1.7% | 0.01% | 0.0% |
| Q1 2020 | $1,486,000 | -49.5% | 163,613 | +0.0% | 0.01% | -38.5% |
| Q4 2019 | $2,941,000 | +2.9% | 163,574 | -3.0% | 0.01% | -7.1% |
| Q3 2019 | $2,858,000 | -89.4% | 168,698 | -87.2% | 0.01% | -88.9% |
| Q2 2019 | $27,013,000 | +6.1% | 1,320,292 | +0.1% | 0.13% | +1.6% |
| Q1 2019 | $25,458,000 | +15.0% | 1,318,382 | -0.3% | 0.12% | +1.6% |
| Q4 2018 | $22,146,000 | -17.8% | 1,322,957 | +12.4% | 0.12% | -3.9% |
| Q3 2018 | $26,931,000 | -14.0% | 1,177,066 | -0.2% | 0.13% | -17.5% |
| Q2 2018 | $31,333,000 | +11.0% | 1,179,706 | +33.7% | 0.15% | +10.0% |
| Q1 2018 | $28,236,000 | -12.7% | 882,100 | -0.3% | 0.14% | -10.3% |
| Q4 2017 | $32,333,000 | -20.5% | 884,875 | -23.7% | 0.16% | -26.4% |
| Q3 2017 | $40,646,000 | -0.4% | 1,159,987 | +0.0% | 0.21% | -3.6% |
| Q2 2017 | $40,816,000 | +23.3% | 1,159,868 | +7.3% | 0.22% | +20.2% |
| Q1 2017 | $33,116,000 | +0.6% | 1,081,173 | -0.4% | 0.18% | -4.2% |
| Q4 2016 | $32,931,000 | -3.7% | 1,085,396 | -0.7% | 0.19% | -4.0% |
| Q3 2016 | $34,191,000 | +0.9% | 1,093,425 | -17.6% | 0.20% | +0.5% |
| Q2 2016 | $33,900,000 | -6.8% | 1,327,328 | +12.3% | 0.20% | -7.9% |
| Q1 2016 | $36,364,000 | -8.6% | 1,181,794 | -0.6% | 0.22% | -8.1% |
| Q4 2015 | $39,788,000 | +24.5% | 1,188,405 | +16.1% | 0.23% | +21.9% |
| Q3 2015 | $31,963,000 | -17.1% | 1,023,456 | -0.5% | 0.19% | -8.6% |
| Q2 2015 | $38,565,000 | -5.7% | 1,028,685 | -0.2% | 0.21% | -5.0% |
| Q1 2015 | $40,899,000 | -0.8% | 1,030,473 | -1.2% | 0.22% | +0.9% |
| Q4 2014 | $41,222,000 | +0.1% | 1,043,068 | -0.0% | 0.22% | -4.8% |
| Q3 2014 | $41,192,000 | +4.5% | 1,043,372 | -0.1% | 0.23% | +4.5% |
| Q2 2014 | $39,427,000 | -6.1% | 1,044,417 | -8.0% | 0.22% | -9.5% |
| Q1 2014 | $41,985,000 | +28.3% | 1,134,732 | +26.2% | 0.24% | +25.3% |
| Q4 2013 | $32,719,000 | +14.1% | 898,880 | +0.0% | 0.19% | +6.6% |
| Q3 2013 | $28,665,000 | +0.6% | 898,583 | +0.3% | 0.18% | -4.7% |
| Q2 2013 | $28,480,000 | +4.9% | 895,595 | -4.5% | 0.19% | +2.1% |
| Q1 2013 | $27,162,000 | – | 937,916 | – | 0.19% | – |
Download | ||||||
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% |