INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 500 filers reported holding INVESCO LTD in Q4 2022. The put-call ratio across all filers is 1.42 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 | $12,240,592 | -4.8% | 843,016 | +10.3% | 0.03% | -23.1% |
| Q2 2023 | $12,852,707 | -13.3% | 764,587 | -15.5% | 0.04% | -35.0% |
| Q1 2023 | $14,832,226 | -14.5% | 904,404 | -6.2% | 0.06% | -13.0% |
| Q4 2022 | $17,341,173 | -20.5% | 963,934 | -39.4% | 0.07% | -37.3% |
| Q3 2022 | $21,806,000 | +100.2% | 1,591,647 | +135.7% | 0.11% | +80.3% |
| Q2 2022 | $10,892,000 | +22.8% | 675,236 | +75.5% | 0.06% | +60.5% |
| Q1 2022 | $8,870,000 | +27.0% | 384,662 | +26.8% | 0.04% | +111.1% |
| Q4 2021 | $6,983,000 | +1.8% | 303,351 | +6.6% | 0.02% | -10.0% |
| Q3 2021 | $6,862,000 | -48.1% | 284,611 | -42.5% | 0.02% | -60.0% |
| Q2 2021 | $13,228,000 | +4525.2% | 494,864 | +4258.1% | 0.05% | +2400.0% |
| Q1 2021 | $286,000 | +63.4% | 11,355 | +13.2% | 0.00% | +100.0% |
| Q4 2020 | $175,000 | -98.1% | 10,035 | -99.0% | 0.00% | -99.6% |
| Q1 2020 | $9,091,000 | +128.6% | 1,001,225 | +352.6% | 0.23% | +870.8% |
| Q4 2019 | $3,977,000 | -36.9% | 221,214 | -40.5% | 0.02% | -57.1% |
| Q3 2019 | $6,301,000 | +22.4% | 371,950 | +47.9% | 0.06% | +12.0% |
| Q2 2019 | $5,146,000 | -71.2% | 251,526 | -67.8% | 0.05% | -76.6% |
| Q3 2018 | $17,870,000 | +85.8% | 781,031 | +115.7% | 0.21% | +68.5% |
| Q2 2018 | $9,619,000 | -52.6% | 362,153 | -42.9% | 0.13% | -60.7% |
| Q1 2018 | $20,313,000 | +656.5% | 634,588 | +763.7% | 0.32% | +587.2% |
| Q4 2017 | $2,685,000 | +19.7% | 73,469 | +14.7% | 0.05% | +9.3% |
| Q3 2017 | $2,244,000 | +28.5% | 64,030 | +29.1% | 0.04% | +26.5% |
| Q2 2017 | $1,746,000 | -60.7% | 49,607 | -65.8% | 0.03% | -72.1% |
| Q1 2017 | $4,438,000 | +391.5% | 144,887 | +387.0% | 0.12% | +229.7% |
| Q4 2016 | $903,000 | +236.9% | 29,751 | +247.6% | 0.04% | +105.6% |
| Q3 2016 | $268,000 | -81.1% | 8,560 | -84.5% | 0.02% | -79.5% |
| Q2 2016 | $1,415,000 | -40.0% | 55,387 | -27.7% | 0.09% | -51.9% |
| Q1 2016 | $2,357,000 | +150.7% | 76,600 | +172.7% | 0.18% | +77.7% |
| Q4 2015 | $940,000 | -70.0% | 28,085 | -72.0% | 0.10% | -86.8% |
| Q3 2015 | $3,130,000 | +29.7% | 100,230 | +55.7% | 0.78% | -0.3% |
| Q2 2015 | $2,413,000 | +333.2% | 64,358 | +356.4% | 0.78% | +45.3% |
| Q4 2014 | $557,000 | – | 14,100 | – | 0.54% | – |
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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% |