INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | $2,409 | -13.6% | 165,925 | 0.0% | 0.02% | -11.5% |
| Q2 2023 | $2,789 | +0.7% | 165,925 | -1.8% | 0.03% | -10.3% |
| Q1 2023 | $2,770 | -8.9% | 168,925 | 0.0% | 0.03% | -14.7% |
| Q4 2022 | $3,039 | -99.9% | 168,925 | -12.0% | 0.03% | +21.4% |
| Q3 2022 | $2,629,000 | -19.7% | 191,925 | -5.5% | 0.03% | -9.7% |
| Q2 2022 | $3,276,000 | -48.2% | 203,125 | -26.0% | 0.03% | -26.2% |
| Q1 2022 | $6,328,000 | -5.4% | 274,425 | -5.5% | 0.04% | +7.7% |
| Q4 2021 | $6,688,000 | -4.5% | 290,525 | 0.0% | 0.04% | -9.3% |
| Q3 2021 | $7,005,000 | +8.6% | 290,525 | +1.5% | 0.04% | -14.0% |
| Q2 2021 | $6,451,000 | +12.6% | 286,225 | -12.9% | 0.05% | +25.0% |
| Q4 2020 | $5,729,000 | -23.6% | 328,725 | -50.0% | 0.04% | -32.2% |
| Q3 2020 | $7,502,000 | +112.1% | 657,450 | +100.0% | 0.06% | +96.7% |
| Q2 2020 | $3,537,000 | +15.7% | 328,725 | -2.4% | 0.03% | -11.8% |
| Q1 2020 | $3,057,000 | -52.6% | 336,725 | -6.1% | 0.03% | -38.2% |
| Q4 2019 | $6,450,000 | +9.9% | 358,725 | +3.6% | 0.06% | +1.9% |
| Q3 2019 | $5,868,000 | +40.0% | 346,425 | +69.1% | 0.05% | +10.2% |
| Q2 2019 | $4,192,000 | -2.4% | 204,912 | -7.8% | 0.05% | -2.0% |
| Q1 2019 | $4,293,000 | +31.9% | 222,312 | 0.0% | 0.05% | +2.0% |
| Q4 2018 | $3,255,000 | +124.8% | 222,312 | +251.3% | 0.05% | +44.1% |
| Q3 2018 | $1,448,000 | -13.9% | 63,287 | 0.0% | 0.03% | -19.0% |
| Q2 2018 | $1,681,000 | -17.0% | 63,287 | 0.0% | 0.04% | -20.8% |
| Q1 2018 | $2,026,000 | +5.2% | 63,287 | 0.0% | 0.05% | -13.1% |
| Q4 2017 | $1,926,000 | -18.1% | 63,287 | -5.7% | 0.06% | -1.6% |
| Q3 2017 | $2,351,000 | +1.7% | 67,087 | +2.1% | 0.06% | -3.1% |
| Q2 2017 | $2,312,000 | +641.0% | 65,687 | +502.9% | 0.06% | +6.7% |
| Q1 2017 | $312,000 | +2.0% | 10,895 | +2.6% | 0.06% | -3.2% |
| Q4 2016 | $306,000 | -7.8% | 10,624 | 0.0% | 0.06% | -6.1% |
| Q3 2016 | $332,000 | +36.1% | 10,624 | 0.0% | 0.07% | +17.9% |
| Q2 2016 | $244,000 | -15.0% | 10,624 | 0.0% | 0.06% | -16.4% |
| Q1 2016 | $287,000 | – | 10,624 | – | 0.07% | – |
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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% |