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 | $24,466,984 | -12.9% | 1,685,054 | +0.9% | 0.01% | -11.1% |
| Q2 2023 | $28,086,351 | +26.7% | 1,670,812 | +23.6% | 0.01% | +12.5% |
| Q1 2023 | $22,170,487 | -7.7% | 1,351,859 | +1.3% | 0.01% | -11.1% |
| Q4 2022 | $24,017,189 | +63.2% | 1,335,030 | +24.3% | 0.01% | +50.0% |
| Q3 2022 | $14,712,000 | +11.9% | 1,073,852 | +31.7% | 0.01% | +20.0% |
| Q2 2022 | $13,147,000 | -27.3% | 815,118 | +4.0% | 0.01% | -16.7% |
| Q1 2022 | $18,078,000 | -37.4% | 783,954 | -37.6% | 0.01% | -25.0% |
| Q4 2021 | $28,898,000 | -4.2% | 1,255,337 | +0.4% | 0.01% | -11.1% |
| Q3 2021 | $30,150,000 | -11.7% | 1,250,483 | -2.1% | 0.01% | -18.2% |
| Q2 2021 | $34,139,000 | +0.5% | 1,277,188 | -5.2% | 0.01% | 0.0% |
| Q1 2021 | $33,976,000 | -0.2% | 1,347,189 | -31.0% | 0.01% | -8.3% |
| Q4 2020 | $34,055,000 | +54.5% | 1,953,806 | +1.1% | 0.01% | +50.0% |
| Q3 2020 | $22,048,000 | +20.9% | 1,932,343 | +14.0% | 0.01% | 0.0% |
| Q2 2020 | $18,234,000 | +37.3% | 1,694,587 | +15.8% | 0.01% | +33.3% |
| Q1 2020 | $13,283,000 | -49.0% | 1,462,868 | +1.0% | 0.01% | -33.3% |
| Q4 2019 | $26,038,000 | +16.7% | 1,448,173 | +10.0% | 0.01% | +12.5% |
| Q3 2019 | $22,303,000 | -28.0% | 1,316,593 | -13.0% | 0.01% | -33.3% |
| Q2 2019 | $30,974,000 | +5.3% | 1,513,861 | -0.7% | 0.01% | 0.0% |
| Q1 2019 | $29,428,000 | +5.6% | 1,524,016 | -8.4% | 0.01% | -7.7% |
| Q4 2018 | $27,866,000 | -88.2% | 1,664,619 | -83.8% | 0.01% | -86.0% |
| Q3 2018 | $235,729,000 | -24.3% | 10,302,870 | -12.1% | 0.09% | -31.1% |
| Q2 2018 | $311,316,000 | -49.0% | 11,721,225 | -38.6% | 0.14% | -48.9% |
| Q1 2018 | $610,972,000 | -15.9% | 19,086,932 | -4.0% | 0.26% | -11.4% |
| Q4 2017 | $726,347,000 | +6.5% | 19,878,132 | +2.1% | 0.30% | -5.4% |
| Q3 2017 | $682,224,000 | -2.6% | 19,469,882 | -2.2% | 0.32% | -13.0% |
| Q2 2017 | $700,396,000 | +21.2% | 19,903,276 | +5.5% | 0.36% | +14.9% |
| Q1 2017 | $577,868,000 | +10.1% | 18,866,103 | +9.1% | 0.32% | +8.6% |
| Q4 2016 | $524,705,000 | -1.4% | 17,294,200 | +1.6% | 0.29% | -8.5% |
| Q3 2016 | $532,020,000 | +29.6% | 17,013,712 | +5.9% | 0.32% | +22.9% |
| Q2 2016 | $410,467,000 | -6.9% | 16,071,574 | +12.1% | 0.26% | -12.5% |
| Q1 2016 | $441,064,000 | +4.4% | 14,334,235 | +13.6% | 0.30% | +7.7% |
| Q4 2015 | $422,442,000 | +3.0% | 12,617,734 | -3.9% | 0.27% | -5.8% |
| Q3 2015 | $410,148,000 | -12.1% | 13,133,172 | +5.5% | 0.29% | -6.1% |
| Q2 2015 | $466,677,000 | +0.1% | 12,448,044 | +6.0% | 0.31% | -3.4% |
| Q1 2015 | $466,258,000 | +19.4% | 11,747,497 | +18.9% | 0.32% | +17.6% |
| Q4 2014 | $390,438,000 | – | 9,879,492 | – | 0.27% | – |
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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% |