INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 465 filers reported holding INVESCO LTD in Q2 2024. The put-call ratio across all filers is 1.58 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 | $5,310 | +3.3% | 355 | +14.5% | 0.00% | – |
Q1 2024 | $5,139 | -3.3% | 310 | +4.0% | 0.00% | – |
Q4 2023 | $5,313 | +100.2% | 298 | +62.8% | 0.00% | – |
Q3 2023 | $2,654 | -99.4% | 183 | -99.1% | 0.00% | -100.0% |
Q2 2023 | $445,983 | +55.3% | 20,032 | +93.3% | 0.01% | -23.1% |
Q1 2023 | $287,265 | +64165.1% | 10,363 | -35.4% | 0.01% | +8.3% |
Q4 2022 | $447 | -99.9% | 16,041 | -18.6% | 0.01% | -14.3% |
Q3 2022 | $548,000 | +14.9% | 19,701 | +15.0% | 0.01% | -6.7% |
Q2 2022 | $477,000 | -37.4% | 17,134 | -37.3% | 0.02% | +66.7% |
Q1 2022 | $762,000 | +228.4% | 27,321 | +172.3% | 0.01% | +80.0% |
Q4 2021 | $232,000 | -13.1% | 10,034 | -9.1% | 0.01% | 0.0% |
Q3 2021 | $267,000 | -23.9% | 11,037 | -16.0% | 0.01% | -28.6% |
Q2 2021 | $351,000 | -91.6% | 13,142 | -92.0% | 0.01% | -91.4% |
Q1 2021 | $4,162,000 | +9359.1% | 165,118 | +6147.4% | 0.08% | +3950.0% |
Q4 2020 | $44,000 | +41.9% | 2,643 | -8.1% | 0.00% | 0.0% |
Q3 2020 | $31,000 | +10.7% | 2,877 | +2.1% | 0.00% | 0.0% |
Q2 2020 | $28,000 | -24.3% | 2,818 | -28.1% | 0.00% | -50.0% |
Q1 2020 | $37,000 | -73.4% | 3,922 | -50.1% | 0.00% | -60.0% |
Q4 2019 | $139,000 | +8.6% | 7,862 | +6.0% | 0.01% | +11.1% |
Q3 2019 | $128,000 | +652.9% | 7,419 | +722.5% | 0.01% | +350.0% |
Q1 2019 | $17,000 | -85.7% | 902 | -87.5% | 0.00% | -71.4% |
Q4 2018 | $119,000 | -26.5% | 7,206 | +1.8% | 0.01% | 0.0% |
Q3 2018 | $162,000 | +8.0% | 7,080 | +25.5% | 0.01% | +16.7% |
Q2 2018 | $150,000 | -77.9% | 5,642 | -69.7% | 0.01% | -80.6% |
Q1 2018 | $680,000 | 0.0% | 18,614 | 0.0% | 0.03% | 0.0% |
Q4 2017 | $680,000 | -4.8% | 18,614 | -8.7% | 0.03% | +10.7% |
Q3 2017 | $714,000 | +13.0% | 20,383 | +13.5% | 0.03% | +3.7% |
Q2 2017 | $632,000 | +422.3% | 17,965 | +354.8% | 0.03% | +440.0% |
Q1 2017 | $121,000 | +7.1% | 3,950 | +5.9% | 0.01% | 0.0% |
Q4 2016 | $113,000 | +3.7% | 3,729 | +6.7% | 0.01% | -16.7% |
Q3 2016 | $109,000 | +60.3% | 3,494 | +31.6% | 0.01% | +50.0% |
Q2 2016 | $68,000 | +300.0% | 2,655 | +194.3% | 0.00% | +100.0% |
Q1 2016 | $17,000 | -56.4% | 902 | -23.0% | 0.00% | -33.3% |
Q4 2015 | $39,000 | – | 1,172 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,739,343 | $419,196,000 | 6.93% |
Greenwich Investment Management, Inc. | 312,079 | $3,561,000 | 3.94% |
Insight Folios Inc | 351,205 | $4,007,000 | 3.71% |
CONTINENTAL ADVISORS LLC | 456,727 | $5,211,000 | 2.76% |
VALUEWORKS LLC | 260,921 | $2,977,000 | 2.51% |
Kiltearn Partners LLP | 3,545,977 | $40,460,000 | 2.46% |
CAZ INVESTMENTS LP | 162,700 | $1,856,000 | 2.41% |
AMERICAN FINANCIAL GROUP INC | 1,490,000 | $17,000,000 | 2.34% |
Olstein Capital Management, L.P. | 1,063,000 | $12,129,000 | 2.20% |
Palouse Capital Management, Inc. | 312,031 | $3,560,000 | 1.99% |