INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.
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 | $437,901 | -12.6% | 30,158 | +1.2% | 0.02% | -9.1% |
| Q2 2023 | $501,059 | +5.9% | 29,807 | +3.3% | 0.02% | +10.0% |
| Q1 2023 | $473,009 | -7.7% | 28,842 | +1.2% | 0.02% | -16.7% |
| Q4 2022 | $512,625 | +22.9% | 28,495 | -6.5% | 0.02% | 0.0% |
| Q3 2022 | $417,000 | -37.8% | 30,467 | -26.7% | 0.02% | -41.5% |
| Q2 2022 | $670,000 | -36.2% | 41,567 | -8.7% | 0.04% | -35.9% |
| Q1 2022 | $1,050,000 | -0.7% | 45,522 | -0.9% | 0.06% | +1.6% |
| Q4 2021 | $1,057,000 | -4.5% | 45,920 | 0.0% | 0.06% | -12.5% |
| Q3 2021 | $1,107,000 | -12.8% | 45,920 | -3.2% | 0.07% | -15.3% |
| Q2 2021 | $1,269,000 | +10.9% | 47,458 | +4.7% | 0.08% | +2.4% |
| Q1 2021 | $1,144,000 | +5347.6% | 45,346 | +3601.7% | 0.08% | +2666.7% |
| Q3 2019 | $21,000 | +110.0% | 1,225 | +145.0% | 0.00% | +50.0% |
| Q2 2019 | $10,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +25.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -50.0% | 500 | -30.6% | 0.00% | -33.3% |
| Q3 2018 | $16,000 | +1500.0% | 720 | +3689.5% | 0.00% | – |
| Q2 2018 | $1,000 | – | 19 | – | 0.00% | – |
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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% |