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 | $3,445,698 | -25.4% | 237,307 | -13.6% | 0.01% | -47.1% |
Q2 2023 | $4,618,379 | +330.0% | 274,740 | +312.7% | 0.02% | -43.3% |
Q2 2022 | $1,074,000 | +79.3% | 66,573 | +156.0% | 0.03% | +57.9% |
Q4 2021 | $599,000 | +160.4% | 26,003 | +201.6% | 0.02% | +137.5% |
Q2 2021 | $230,000 | -23.1% | 8,622 | -67.1% | 0.01% | -75.8% |
Q3 2020 | $299,000 | +64.3% | 26,171 | +30.9% | 0.03% | -17.5% |
Q1 2020 | $182,000 | -84.8% | 20,000 | -69.9% | 0.04% | -48.7% |
Q4 2019 | $1,196,000 | +41.2% | 66,500 | +33.0% | 0.08% | +56.0% |
Q3 2019 | $847,000 | -17.8% | 50,000 | -0.8% | 0.05% | -55.8% |
Q2 2019 | $1,031,000 | – | 50,400 | – | 0.11% | – |
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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% |