INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $877,000 | -4.9% | 38,049 | -5.1% | 0.09% | -2.2% |
| Q4 2021 | $922,000 | -15.0% | 40,073 | -11.0% | 0.09% | -23.1% |
| Q3 2021 | $1,085,000 | -2.3% | 45,042 | +8.4% | 0.12% | -5.6% |
| Q2 2021 | $1,111,000 | -9.0% | 41,566 | -14.2% | 0.12% | -18.4% |
| Q1 2021 | $1,221,000 | +37.3% | 48,438 | -5.0% | 0.15% | +23.6% |
| Q4 2020 | $889,000 | +48.4% | 51,013 | -2.9% | 0.12% | +26.8% |
| Q3 2020 | $599,000 | +4.7% | 52,529 | -1.2% | 0.10% | -5.8% |
| Q2 2020 | $572,000 | +34.0% | 53,162 | +12.9% | 0.10% | +8.4% |
| Q1 2020 | $427,000 | -39.6% | 47,068 | +19.6% | 0.10% | -26.4% |
| Q4 2019 | $707,000 | +9.1% | 39,358 | +2.8% | 0.13% | +2.4% |
| Q3 2019 | $648,000 | -9.5% | 38,282 | +9.3% | 0.13% | -0.8% |
| Q2 2019 | $716,000 | +54.3% | 35,030 | +45.7% | 0.13% | +42.7% |
| Q1 2019 | $464,000 | +128.6% | 24,044 | +98.2% | 0.09% | +85.4% |
| Q4 2018 | $203,000 | -39.0% | 12,129 | -16.9% | 0.05% | -23.8% |
| Q3 2018 | $333,000 | +7.1% | 14,596 | +24.4% | 0.06% | -1.6% |
| Q2 2018 | $311,000 | -6.3% | 11,736 | +13.0% | 0.06% | -13.5% |
| Q1 2018 | $332,000 | +22.1% | 10,388 | +39.2% | 0.07% | +21.3% |
| Q4 2017 | $272,000 | – | 7,460 | – | 0.06% | – |
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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% |