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 | $274,647 | -14.6% | 18,915 | -1.2% | 0.14% | -10.6% |
| Q2 2023 | $321,678 | -19.4% | 19,136 | -21.3% | 0.16% | -24.9% |
| Q1 2023 | $398,983 | -44.8% | 24,328 | -39.5% | 0.21% | -47.8% |
| Q4 2022 | $723,447 | -48.1% | 40,214 | -60.4% | 0.41% | -53.6% |
| Q3 2022 | $1,393,000 | -17.6% | 101,652 | -3.0% | 0.88% | -11.1% |
| Q2 2022 | $1,690,000 | -34.7% | 104,804 | -6.6% | 0.99% | -30.3% |
| Q1 2022 | $2,587,000 | -6.3% | 112,174 | -6.5% | 1.42% | +2.4% |
| Q4 2021 | $2,761,000 | -4.6% | 119,957 | -0.1% | 1.39% | -13.2% |
| Q3 2021 | $2,895,000 | -10.0% | 120,071 | -0.2% | 1.60% | -9.5% |
| Q2 2021 | $3,216,000 | +18817.6% | 120,297 | +8.5% | 1.76% | +17550.0% |
| Q1 2021 | $17,000 | -99.1% | 110,865 | +6.4% | 0.01% | -99.2% |
| Q4 2020 | $1,815,000 | +58.5% | 104,163 | +3.7% | 1.26% | +21.7% |
| Q3 2020 | $1,145,000 | +43.3% | 100,434 | +35.2% | 1.04% | +27.1% |
| Q2 2020 | $799,000 | +110.8% | 74,301 | +77.9% | 0.81% | +68.9% |
| Q1 2020 | $379,000 | -65.9% | 41,761 | -32.5% | 0.48% | -37.4% |
| Q4 2019 | $1,112,000 | +10.1% | 61,856 | +3.7% | 0.77% | +17.0% |
| Q3 2019 | $1,010,000 | +14.5% | 59,638 | +38.3% | 0.66% | +11.0% |
| Q2 2019 | $882,000 | +151.3% | 43,119 | +137.3% | 0.59% | +120.4% |
| Q1 2019 | $351,000 | +932.4% | 18,171 | +1123.6% | 0.27% | +1581.2% |
| Q3 2018 | $34,000 | – | 1,485 | – | 0.02% | – |
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% |