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 | $2,489 | -14.4% | 171,423 | -0.9% | 0.05% | -11.5% |
| Q2 2023 | $2,908 | -21.3% | 172,974 | -23.3% | 0.06% | -43.0% |
| Q1 2023 | $3,697 | +2.2% | 225,451 | +5.1% | 0.11% | -11.6% |
| Q4 2022 | $3,617 | -99.9% | 214,556 | 0.0% | 0.12% | +16.3% |
| Q3 2022 | $2,939,000 | -14.1% | 214,556 | +1.2% | 0.10% | -6.3% |
| Q2 2022 | $3,421,000 | -30.8% | 212,076 | -1.1% | 0.11% | -14.0% |
| Q1 2022 | $4,947,000 | +12.5% | 214,500 | +12.3% | 0.13% | -38.3% |
| Q4 2021 | $4,398,000 | -6.9% | 191,010 | -2.6% | 0.21% | +45.1% |
| Q3 2021 | $4,726,000 | -9.1% | 196,048 | +0.8% | 0.14% | -18.6% |
| Q2 2021 | $5,199,000 | -24.9% | 194,497 | -29.1% | 0.18% | -26.6% |
| Q1 2021 | $6,923,000 | +46.4% | 274,473 | +1.2% | 0.24% | +40.9% |
| Q4 2020 | $4,729,000 | +53.3% | 271,300 | +0.4% | 0.17% | +32.6% |
| Q3 2020 | $3,084,000 | +6.6% | 270,259 | +0.5% | 0.13% | +31.6% |
| Q2 2020 | $2,892,000 | +18.5% | 268,801 | 0.0% | 0.10% | -12.5% |
| Q1 2020 | $2,440,000 | +63.3% | 268,801 | +223.5% | 0.11% | +93.1% |
| Q4 2019 | $1,494,000 | -27.2% | 83,089 | -7.4% | 0.06% | -25.6% |
| Q3 2018 | $2,053,000 | +41.4% | 89,760 | +64.1% | 0.08% | +52.9% |
| Q2 2018 | $1,452,000 | -17.0% | 54,694 | 0.0% | 0.05% | -13.6% |
| Q1 2018 | $1,750,000 | +31.1% | 54,694 | +49.7% | 0.06% | +31.1% |
| Q4 2017 | $1,335,000 | +159.2% | 36,540 | +148.3% | 0.04% | +55.2% |
| Q3 2017 | $515,000 | -42.6% | 14,715 | -42.3% | 0.03% | -46.3% |
| Q2 2017 | $897,000 | -75.8% | 25,517 | -78.9% | 0.05% | -69.0% |
| Q1 2017 | $3,707,000 | – | 121,028 | – | 0.17% | – |
Download | ||||||
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% |