INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.
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 | $2,207,620 | +3.0% | 152,040 | +19.3% | 0.00% | 0.0% |
| Q2 2023 | $2,142,350 | +116.5% | 127,445 | +111.2% | 0.00% | – |
| Q1 2023 | $989,707 | +27.7% | 60,348 | +40.1% | 0.00% | – |
| Q4 2022 | $775,171 | -85.0% | 43,089 | -88.6% | 0.00% | -100.0% |
| Q3 2022 | $5,168,000 | +2071.4% | 377,199 | +2450.9% | 0.00% | – |
| Q2 2022 | $238,000 | -97.7% | 14,787 | -96.7% | 0.00% | -100.0% |
| Q1 2022 | $10,190,000 | +18.9% | 441,857 | +18.7% | 0.00% | +50.0% |
| Q4 2021 | $8,572,000 | +2.6% | 372,362 | +7.5% | 0.00% | 0.0% |
| Q3 2021 | $8,354,000 | -28.5% | 346,502 | -20.7% | 0.00% | -60.0% |
| Q2 2021 | $11,680,000 | -21.8% | 436,972 | -26.3% | 0.01% | -28.6% |
| Q1 2021 | $14,945,000 | +77.4% | 592,569 | +22.6% | 0.01% | +75.0% |
| Q4 2020 | $8,425,000 | +0.4% | 483,360 | -34.3% | 0.00% | -20.0% |
| Q3 2020 | $8,389,000 | +196.5% | 735,269 | +179.7% | 0.01% | +150.0% |
| Q2 2020 | $2,829,000 | +310.6% | 262,910 | +246.7% | 0.00% | +100.0% |
| Q1 2020 | $689,000 | -76.7% | 75,829 | -53.9% | 0.00% | -75.0% |
| Q4 2019 | $2,955,000 | +567.0% | 164,366 | +528.2% | 0.00% | +300.0% |
| Q3 2019 | $443,000 | -59.0% | 26,163 | -50.4% | 0.00% | -50.0% |
| Q2 2019 | $1,080,000 | +7.9% | 52,799 | +1.8% | 0.00% | 0.0% |
| Q1 2019 | $1,001,000 | -63.7% | 51,862 | -68.6% | 0.00% | -66.7% |
| Q4 2018 | $2,761,000 | +1036.2% | 164,959 | +1451.8% | 0.01% | – |
| Q3 2018 | $243,000 | +7.5% | 10,630 | +71.7% | 0.00% | -100.0% |
| Q4 2017 | $226,000 | -64.0% | 6,190 | -65.4% | 0.00% | -50.0% |
| Q3 2017 | $627,000 | +139.3% | 17,900 | +140.8% | 0.00% | +100.0% |
| Q2 2017 | $262,000 | -77.9% | 7,434 | -80.8% | 0.00% | -80.0% |
| Q1 2017 | $1,185,000 | +70.0% | 38,700 | +73.5% | 0.01% | +66.7% |
| Q3 2016 | $697,000 | -56.8% | 22,300 | -64.7% | 0.00% | -62.5% |
| Q2 2016 | $1,614,000 | +63.4% | 63,200 | +96.9% | 0.01% | +33.3% |
| Q1 2016 | $988,000 | +129.2% | 32,100 | +179.1% | 0.01% | +100.0% |
| Q2 2015 | $431,000 | +111.3% | 11,500 | +124.0% | 0.00% | +50.0% |
| Q1 2015 | $204,000 | -23.9% | 5,133 | -24.5% | 0.00% | -33.3% |
| Q3 2014 | $268,000 | -21.4% | 6,798 | -24.7% | 0.00% | -25.0% |
| Q2 2014 | $341,000 | – | 9,025 | – | 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% |