INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 562 filers reported holding INVESCO LTD in Q4 2021. The put-call ratio across all filers is 1.23 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,588,707 | +113.3% | 106,197 | +136.6% | 0.02% | +100.0% |
| Q1 2024 | $744,692 | -28.4% | 44,888 | -23.0% | 0.01% | -33.3% |
| Q4 2023 | $1,039,715 | +1.6% | 58,280 | -17.3% | 0.01% | -14.3% |
| Q3 2023 | $1,023,137 | -6.0% | 70,464 | +8.8% | 0.01% | 0.0% |
| Q2 2023 | $1,088,750 | +2.7% | 64,768 | +0.1% | 0.01% | -12.5% |
| Q1 2023 | $1,060,621 | -3.3% | 64,672 | +6.1% | 0.02% | -11.1% |
| Q4 2022 | $1,096,598 | +48.6% | 60,956 | +13.2% | 0.02% | +28.6% |
| Q3 2022 | $738,000 | +16.6% | 53,848 | +37.3% | 0.01% | +7.7% |
| Q2 2022 | $633,000 | +25.1% | 39,213 | +78.7% | 0.01% | +62.5% |
| Q1 2022 | $506,000 | -0.4% | 21,938 | -0.6% | 0.01% | 0.0% |
| Q4 2021 | $508,000 | +19.5% | 22,060 | +25.2% | 0.01% | 0.0% |
| Q3 2021 | $425,000 | -22.3% | 17,626 | -13.9% | 0.01% | -20.0% |
| Q2 2021 | $547,000 | +34.4% | 20,470 | +26.8% | 0.01% | +11.1% |
| Q1 2021 | $407,000 | +42.3% | 16,144 | -1.5% | 0.01% | +50.0% |
| Q4 2020 | $286,000 | +65.3% | 16,393 | +8.2% | 0.01% | +50.0% |
| Q3 2020 | $173,000 | +6.1% | 15,154 | -0.2% | 0.00% | 0.0% |
| Q2 2020 | $163,000 | – | 15,178 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
| Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
| Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
| CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
| Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
| VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
| Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
| Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
| Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
| AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |