INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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 | $272,600 | -15.2% | 18,774 | -1.9% | 0.01% | -14.3% |
| Q2 2023 | $321,569 | +1.1% | 19,129 | -1.4% | 0.01% | -12.5% |
| Q1 2023 | $318,014 | -11.0% | 19,391 | -2.3% | 0.01% | -11.1% |
| Q4 2022 | $357,191 | +9.9% | 19,855 | -16.2% | 0.01% | 0.0% |
| Q3 2022 | $325,000 | -16.5% | 23,705 | -1.8% | 0.01% | -10.0% |
| Q2 2022 | $389,000 | -29.9% | 24,134 | +0.4% | 0.01% | -16.7% |
| Q1 2022 | $555,000 | +10.6% | 24,049 | +10.3% | 0.01% | +9.1% |
| Q4 2021 | $502,000 | -19.4% | 21,801 | -15.7% | 0.01% | -31.2% |
| Q3 2021 | $623,000 | -15.7% | 25,846 | -6.5% | 0.02% | -11.1% |
| Q2 2021 | $739,000 | -74.2% | 27,655 | -75.6% | 0.02% | -77.2% |
| Q1 2021 | $2,859,000 | +68.0% | 113,379 | +16.1% | 0.08% | +54.9% |
| Q4 2020 | $1,702,000 | +36.1% | 97,644 | -11.0% | 0.05% | +24.4% |
| Q3 2020 | $1,251,000 | -27.9% | 109,671 | -32.0% | 0.04% | -33.9% |
| Q2 2020 | $1,736,000 | +219.1% | 161,317 | +169.1% | 0.06% | +148.0% |
| Q1 2020 | $544,000 | -60.0% | 59,951 | -20.8% | 0.02% | -52.8% |
| Q4 2019 | $1,360,000 | +4.6% | 75,652 | -1.4% | 0.05% | -5.4% |
| Q3 2019 | $1,300,000 | -18.2% | 76,751 | -1.2% | 0.06% | -18.8% |
| Q2 2019 | $1,589,000 | -0.1% | 77,655 | -5.7% | 0.07% | -4.2% |
| Q1 2019 | $1,590,000 | +11.3% | 82,328 | -3.6% | 0.07% | -2.7% |
| Q4 2018 | $1,429,000 | -38.4% | 85,365 | -15.8% | 0.07% | -28.8% |
| Q3 2018 | $2,319,000 | -13.2% | 101,356 | +0.8% | 0.10% | -12.6% |
| Q2 2018 | $2,671,000 | -26.2% | 100,548 | -11.1% | 0.12% | -21.7% |
| Q1 2018 | $3,619,000 | -2.8% | 113,065 | +11.0% | 0.15% | -9.0% |
| Q4 2017 | $3,724,000 | +3.4% | 101,905 | -0.8% | 0.17% | -1.8% |
| Q3 2017 | $3,600,000 | -3.4% | 102,749 | -2.9% | 0.17% | -11.5% |
| Q2 2017 | $3,725,000 | +13.4% | 105,843 | -1.3% | 0.19% | +3.2% |
| Q1 2017 | $3,286,000 | +2.1% | 107,276 | +1.2% | 0.19% | -7.0% |
| Q4 2016 | $3,217,000 | -5.4% | 106,017 | -2.6% | 0.20% | -12.7% |
| Q3 2016 | $3,402,000 | +1405.3% | 108,796 | +1380.2% | 0.23% | +1105.3% |
| Q1 2016 | $226,000 | -68.8% | 7,350 | -66.0% | 0.02% | -68.3% |
| Q4 2015 | $724,000 | +9.2% | 21,627 | +1.8% | 0.06% | -27.7% |
| Q3 2015 | $663,000 | -1.3% | 21,240 | +18.5% | 0.08% | -3.5% |
| Q2 2015 | $672,000 | +5.3% | 17,927 | +11.8% | 0.09% | +13.2% |
| Q1 2015 | $638,000 | – | 16,035 | – | 0.08% | – |
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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% |