INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | $1,051,443 | -14.1% | 72,413 | -0.6% | 0.12% | -10.8% |
| Q2 2023 | $1,224,582 | -10.7% | 72,848 | -12.9% | 0.13% | -16.7% |
| Q1 2023 | $1,370,932 | -14.6% | 83,593 | -6.3% | 0.16% | -17.9% |
| Q4 2022 | $1,605,040 | +22.8% | 89,218 | -6.5% | 0.19% | +13.1% |
| Q3 2022 | $1,307,000 | -82.8% | 95,378 | -79.7% | 0.17% | -81.7% |
| Q2 2022 | $7,579,000 | -43.0% | 469,883 | -18.5% | 0.92% | -36.1% |
| Q1 2022 | $13,299,000 | +8.5% | 576,701 | +8.3% | 1.44% | +6.1% |
| Q4 2021 | $12,256,000 | -1.3% | 532,410 | +3.4% | 1.35% | -10.3% |
| Q3 2021 | $12,417,000 | -54.4% | 515,031 | -50.9% | 1.51% | -12.3% |
| Q2 2021 | $27,205,000 | +101.5% | 1,047,993 | +95.8% | 1.72% | -3.7% |
| Q1 2021 | $13,501,000 | -14.6% | 535,313 | -40.9% | 1.79% | -25.3% |
| Q4 2020 | $15,800,000 | +52.1% | 906,469 | -0.4% | 2.39% | +28.4% |
| Q3 2020 | $10,386,000 | +3.8% | 910,260 | -2.1% | 1.86% | +0.5% |
| Q2 2020 | $10,007,000 | +119.5% | 930,028 | +85.2% | 1.86% | +92.6% |
| Q1 2020 | $4,559,000 | -47.5% | 502,098 | +3.9% | 0.96% | -32.1% |
| Q4 2019 | $8,687,000 | +10.4% | 483,140 | +4.0% | 1.42% | +4.5% |
| Q3 2019 | $7,866,000 | -15.2% | 464,363 | +2.4% | 1.36% | -17.7% |
| Q2 2019 | $9,274,000 | +3.8% | 453,283 | -2.1% | 1.65% | -0.8% |
| Q1 2019 | $8,936,000 | +25.2% | 462,777 | +8.6% | 1.66% | -0.2% |
| Q4 2018 | $7,136,000 | +500.2% | 426,290 | +720.5% | 1.66% | +596.7% |
| Q3 2018 | $1,189,000 | -9.9% | 51,955 | +4.6% | 0.24% | -16.7% |
| Q2 2018 | $1,319,000 | – | 49,655 | – | 0.29% | – |
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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% |