INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 510 filers reported holding INVESCO LTD in Q2 2022. The put-call ratio across all filers is 2.67 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 | $596,525 | -73.3% | 41,083 | -69.1% | 0.06% | -73.2% |
Q2 2023 | $2,231,830 | +9.6% | 132,768 | +6.9% | 0.21% | -11.8% |
Q1 2023 | $2,035,962 | +120.8% | 124,144 | +142.3% | 0.24% | +35.4% |
Q4 2022 | $921,898 | -3.4% | 51,245 | -26.4% | 0.18% | -11.6% |
Q3 2022 | $954,000 | +19.2% | 69,665 | +40.5% | 0.20% | -35.3% |
Q2 2022 | $800,000 | -12.3% | 49,567 | +45.2% | 0.31% | +106.8% |
Q2 2021 | $912,000 | +39.0% | 34,129 | -9.4% | 0.15% | -60.2% |
Q4 2020 | $656,000 | +378.8% | 37,664 | +212.7% | 0.37% | +365.0% |
Q3 2020 | $137,000 | -71.3% | 12,046 | -72.9% | 0.08% | -24.5% |
Q2 2020 | $478,000 | -57.9% | 44,430 | -24.4% | 0.11% | -82.4% |
Q1 2019 | $1,135,000 | -48.3% | 58,772 | -38.8% | 0.60% | +19.2% |
Q3 2018 | $2,196,000 | +35.8% | 95,981 | +90.0% | 0.51% | +30.1% |
Q1 2018 | $1,617,000 | +291.5% | 50,509 | +271.3% | 0.39% | -32.7% |
Q4 2016 | $413,000 | – | 13,605 | – | 0.58% | – |
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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% |