INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | $951,249 | -13.6% | 65,513 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $1,101,274 | +2.5% | 65,513 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $1,074,413 | -7.7% | 65,513 | +1.3% | 0.02% | -20.0% |
| Q4 2022 | $1,163,917 | +22.6% | 64,698 | -6.6% | 0.02% | +17.6% |
| Q3 2022 | $949,000 | -13.3% | 69,289 | +2.1% | 0.02% | -10.5% |
| Q2 2022 | $1,094,000 | -30.8% | 67,854 | -1.1% | 0.02% | -24.0% |
| Q1 2022 | $1,581,000 | +26.1% | 68,580 | +25.9% | 0.02% | +8.7% |
| Q4 2021 | $1,254,000 | -4.6% | 54,480 | -0.0% | 0.02% | -14.8% |
| Q3 2021 | $1,314,000 | +25.3% | 54,497 | +31.1% | 0.03% | -3.6% |
| Q1 2021 | $1,049,000 | +55.6% | 41,578 | +7.6% | 0.03% | +33.3% |
| Q4 2020 | $674,000 | +109.3% | 38,645 | +36.8% | 0.02% | +50.0% |
| Q3 2020 | $322,000 | +0.6% | 28,254 | -4.9% | 0.01% | -12.5% |
| Q2 2020 | $320,000 | -26.6% | 29,713 | -34.8% | 0.02% | -20.0% |
| Q1 2020 | $436,000 | -49.9% | 45,565 | -5.9% | 0.02% | -35.5% |
| Q4 2019 | $870,000 | +6.1% | 48,403 | -0.1% | 0.03% | +3.3% |
| Q3 2019 | $820,000 | +63.7% | 48,434 | +97.8% | 0.03% | +7.1% |
| Q2 2019 | $501,000 | +5.9% | 24,488 | 0.0% | 0.03% | -6.7% |
| Q1 2019 | $473,000 | +15.4% | 24,488 | 0.0% | 0.03% | -9.1% |
| Q4 2018 | $410,000 | -19.0% | 24,488 | +10.6% | 0.03% | -13.2% |
| Q3 2018 | $506,000 | +2.4% | 22,132 | +19.0% | 0.04% | -19.1% |
| Q2 2018 | $494,000 | +21.7% | 18,604 | +46.8% | 0.05% | -19.0% |
| Q1 2018 | $406,000 | -6.7% | 12,672 | +6.5% | 0.06% | -15.9% |
| Q4 2017 | $435,000 | +4.3% | 11,898 | 0.0% | 0.07% | -1.4% |
| Q3 2017 | $417,000 | +1.7% | 11,898 | +2.1% | 0.07% | -5.4% |
| Q2 2017 | $410,000 | +53.0% | 11,653 | +33.0% | 0.07% | +8.8% |
| Q1 2017 | $268,000 | – | 8,759 | – | 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% |