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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $369,000 | +60.4% | 20,500 | +50.7% | 0.07% | +21.7% |
| Q3 2019 | $230,000 | +283.3% | 13,600 | +277.8% | 0.06% | +215.8% |
| Q4 2018 | $60,000 | -86.0% | 3,600 | -73.5% | 0.02% | -82.1% |
| Q1 2018 | $428,000 | +678.2% | 13,600 | +806.7% | 0.11% | +783.3% |
| Q4 2017 | $55,000 | -66.7% | 1,500 | -68.2% | 0.01% | -67.6% |
| Q3 2017 | $165,000 | -88.4% | 4,721 | -88.3% | 0.04% | -82.3% |
| Q2 2017 | $1,422,000 | -12.9% | 40,400 | -24.2% | 0.21% | +11.2% |
| Q1 2017 | $1,633,000 | +116.3% | 53,300 | +114.1% | 0.19% | +97.9% |
| Q4 2016 | $755,000 | -57.3% | 24,900 | -47.2% | 0.10% | -59.9% |
| Q2 2015 | $1,770,000 | +44.4% | 47,203 | +52.8% | 0.24% | +6.8% |
| Q1 2015 | $1,226,000 | +96.5% | 30,900 | +95.6% | 0.22% | +4.7% |
| Q4 2014 | $624,000 | – | 15,800 | – | 0.21% | – |
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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% |