INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 495 filers reported holding INVESCO LTD in Q3 2022. The put-call ratio across all filers is 1.48 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 | $1,082,844 | +116.6% | 74,576 | +140.7% | 0.03% | +22.7% |
Q2 2022 | $500,000 | -78.5% | 30,983 | -69.3% | 0.02% | -84.6% |
Q4 2021 | $2,321,000 | +10.7% | 100,811 | +28.6% | 0.14% | -19.2% |
Q2 2021 | $2,096,000 | +1104.6% | 78,401 | +309.3% | 0.18% | +1261.5% |
Q1 2020 | $174,000 | -24.7% | 19,153 | +48.9% | 0.01% | -7.1% |
Q4 2019 | $231,000 | 0.0% | 12,859 | +13.8% | 0.01% | -33.3% |
Q2 2019 | $231,000 | -85.0% | 11,303 | -85.8% | 0.02% | -80.9% |
Q1 2019 | $1,542,000 | +225.3% | 79,865 | +182.0% | 0.11% | +266.7% |
Q4 2018 | $474,000 | -55.8% | 28,316 | -39.6% | 0.03% | -63.0% |
Q3 2018 | $1,073,000 | -46.5% | 46,903 | -25.1% | 0.08% | -42.1% |
Q1 2018 | $2,005,000 | +37.0% | 62,635 | +56.3% | 0.14% | -13.0% |
Q4 2017 | $1,464,000 | +231.2% | 40,072 | +218.7% | 0.16% | +33.1% |
Q2 2017 | $442,000 | -77.2% | 12,572 | -80.2% | 0.12% | -51.4% |
Q1 2017 | $1,942,000 | +45.8% | 63,400 | +44.4% | 0.25% | +18.0% |
Q4 2016 | $1,332,000 | +18.0% | 43,900 | +21.3% | 0.21% | +117.5% |
Q3 2015 | $1,129,000 | -50.7% | 36,200 | -40.8% | 0.10% | -62.3% |
Q2 2015 | $2,290,000 | +112.2% | 61,100 | +124.6% | 0.26% | +133.6% |
Q1 2015 | $1,079,000 | -39.6% | 27,200 | -39.8% | 0.11% | -65.2% |
Q4 2014 | $1,786,000 | – | 45,200 | – | 0.32% | – |
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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% |