INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 492 filers reported holding INVESCO LTD in Q4 2023. The put-call ratio across all filers is 1.00 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 | $25,439 | -13.6% | 1,752 | 0.0% | 0.01% | -16.7% |
Q2 2023 | $29,451 | +0.6% | 1,752 | -1.8% | 0.01% | 0.0% |
Q1 2023 | $29,274 | +46366.7% | 1,785 | -48.7% | 0.01% | -57.1% |
Q4 2022 | $63 | -100.0% | 3,482 | -66.6% | 0.01% | -70.2% |
Q1 2022 | $240,000 | +1.7% | 10,417 | +1.5% | 0.05% | +4.4% |
Q4 2021 | $236,000 | -4.5% | 10,267 | 0.0% | 0.04% | -13.5% |
Q3 2021 | $247,000 | -9.9% | 10,267 | 0.0% | 0.05% | -11.9% |
Q2 2021 | $274,000 | +5.8% | 10,267 | -0.1% | 0.06% | -3.3% |
Q1 2021 | $259,000 | +44.7% | 10,275 | 0.0% | 0.06% | +32.6% |
Q4 2020 | $179,000 | +53.0% | 10,275 | -0.1% | 0.05% | +27.8% |
Q3 2020 | $117,000 | +5.4% | 10,281 | 0.0% | 0.04% | -2.7% |
Q2 2020 | $111,000 | -36.9% | 10,281 | -47.1% | 0.04% | -46.4% |
Q1 2020 | $176,000 | -49.1% | 19,435 | +1.1% | 0.07% | -33.7% |
Q4 2019 | $346,000 | +10.2% | 19,228 | +3.7% | 0.10% | +3.0% |
Q3 2019 | $314,000 | -5.7% | 18,544 | +14.1% | 0.10% | -17.2% |
Q2 2019 | $333,000 | +42.3% | 16,250 | +34.0% | 0.12% | +35.6% |
Q1 2019 | $234,000 | +7.3% | 12,128 | +27.4% | 0.09% | +1.1% |
Q3 2018 | $218,000 | -30.4% | 9,520 | -19.2% | 0.09% | -33.1% |
Q2 2018 | $313,000 | -33.5% | 11,780 | -19.9% | 0.13% | -36.1% |
Q1 2018 | $471,000 | -18.4% | 14,715 | -6.8% | 0.21% | -17.5% |
Q4 2017 | $577,000 | +4.7% | 15,795 | +0.4% | 0.25% | -6.0% |
Q3 2017 | $551,000 | -0.9% | 15,735 | -0.4% | 0.27% | -24.7% |
Q2 2017 | $556,000 | +139.7% | 15,802 | +108.7% | 0.36% | +87.4% |
Q1 2017 | $232,000 | +127.5% | 7,570 | +124.6% | 0.19% | +143.6% |
Q4 2016 | $102,000 | +1600.0% | 3,370 | +1431.8% | 0.08% | +1460.0% |
Q2 2016 | $6,000 | – | 220 | – | 0.01% | – |
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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% |