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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418 | -11.4% | 28,760 | +2.3% | 0.01% | -7.1% |
| Q2 2023 | $472 | +5.1% | 28,108 | +2.7% | 0.01% | 0.0% |
| Q1 2023 | $449 | -3.6% | 27,361 | +5.6% | 0.01% | -12.5% |
| Q4 2022 | $466 | -99.9% | 25,913 | +1.8% | 0.02% | +23.1% |
| Q3 2022 | $349,000 | -20.3% | 25,448 | -6.4% | 0.01% | -13.3% |
| Q2 2022 | $438,000 | -66.4% | 27,184 | -51.8% | 0.02% | -60.5% |
| Q1 2022 | $1,302,000 | +119.6% | 56,455 | +119.3% | 0.04% | +137.5% |
| Q4 2021 | $593,000 | +2.1% | 25,739 | +6.8% | 0.02% | -15.8% |
| Q3 2021 | $581,000 | -22.8% | 24,101 | -14.4% | 0.02% | -24.0% |
| Q2 2021 | $753,000 | +6.1% | 28,167 | 0.0% | 0.02% | +4.2% |
| Q1 2021 | $710,000 | +46.7% | 28,167 | +1.5% | 0.02% | +50.0% |
| Q4 2020 | $484,000 | – | 27,748 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |