INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2017. The put-call ratio across all filers is 0.49 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,276 | -6.0% | 219 | +4.3% | 0.00% | – |
| Q1 2024 | $3,484 | -58.3% | 210 | -57.5% | 0.00% | – |
| Q4 2023 | $8,363 | +84.4% | 494 | +48.8% | 0.00% | – |
| Q3 2023 | $4,535 | -26.1% | 332 | -9.0% | 0.00% | – |
| Q2 2023 | $6,136 | -15.5% | 365 | -17.2% | 0.00% | – |
| Q1 2023 | $7,259 | +10.0% | 441 | +20.2% | 0.00% | – |
| Q4 2022 | $6,602 | +10.0% | 367 | -1.9% | 0.00% | – |
| Q3 2022 | $6,000 | -72.7% | 374 | -73.0% | 0.00% | -100.0% |
| Q2 2022 | $22,000 | -15.4% | 1,384 | -1.4% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | -18.8% | 1,403 | +5.9% | 0.00% | -33.3% |
| Q3 2021 | $32,000 | -22.0% | 1,325 | -13.7% | 0.00% | -25.0% |
| Q2 2021 | $41,000 | +24.2% | 1,535 | +15.8% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | -17.5% | 1,325 | -41.8% | 0.00% | -20.0% |
| Q4 2020 | $40,000 | +53.8% | 2,275 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $26,000 | +8.3% | 2,275 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +100.0% | 2,275 | +67.8% | 0.00% | +100.0% |
| Q1 2020 | $12,000 | -62.5% | 1,356 | -24.0% | 0.00% | -60.0% |
| Q4 2019 | $32,000 | +18.5% | 1,785 | +10.9% | 0.01% | +25.0% |
| Q3 2019 | $27,000 | -44.9% | 1,610 | -32.2% | 0.00% | -55.6% |
| Q2 2019 | $49,000 | +19.5% | 2,373 | +12.6% | 0.01% | -10.0% |
| Q1 2019 | $41,000 | +2.5% | 2,107 | -12.7% | 0.01% | 0.0% |
| Q4 2018 | $40,000 | -37.5% | 2,413 | -14.0% | 0.01% | -28.6% |
| Q3 2018 | $64,000 | -14.7% | 2,807 | -0.1% | 0.01% | -26.3% |
| Q2 2018 | $75,000 | -16.7% | 2,810 | +0.4% | 0.02% | -24.0% |
| Q1 2018 | $90,000 | -11.8% | 2,798 | 0.0% | 0.02% | -10.7% |
| Q4 2017 | $102,000 | +5.2% | 2,798 | +0.0% | 0.03% | -30.0% |
| Q3 2017 | $97,000 | 0.0% | 2,797 | +0.0% | 0.04% | -13.0% |
| Q2 2017 | $97,000 | +12.8% | 2,796 | -0.9% | 0.05% | -4.2% |
| Q1 2017 | $86,000 | +3.6% | 2,822 | +8.3% | 0.05% | -14.3% |
| Q4 2016 | $83,000 | – | 2,605 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
| Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
| Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
| CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
| Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
| VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
| Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
| Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
| Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
| AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |