INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | $2,316 | -15.0% | 159,510 | -1.6% | 0.01% | -7.1% |
| Q2 2023 | $2,725 | +1.8% | 162,090 | -0.7% | 0.01% | -6.7% |
| Q1 2023 | $2,677 | -8.2% | 163,250 | +0.7% | 0.02% | -16.7% |
| Q4 2022 | $2,916 | -99.9% | 162,090 | -2.4% | 0.02% | +20.0% |
| Q3 2022 | $2,276,000 | -14.1% | 166,160 | +1.2% | 0.02% | -11.8% |
| Q2 2022 | $2,649,000 | -11.0% | 164,230 | +27.2% | 0.02% | +6.2% |
| Q1 2022 | $2,978,000 | +7.0% | 129,155 | +6.8% | 0.02% | +6.7% |
| Q4 2021 | $2,784,000 | -3.9% | 120,935 | +0.7% | 0.02% | -11.8% |
| Q3 2021 | $2,896,000 | -6.7% | 120,135 | +3.5% | 0.02% | -5.6% |
| Q2 2021 | $3,103,000 | -11.0% | 116,086 | -16.1% | 0.02% | -18.2% |
| Q1 2021 | $3,488,000 | +44.4% | 138,296 | -0.2% | 0.02% | +37.5% |
| Q4 2020 | $2,416,000 | +53.1% | 138,636 | +0.2% | 0.02% | +33.3% |
| Q3 2020 | $1,578,000 | +5.9% | 138,306 | -0.1% | 0.01% | 0.0% |
| Q2 2020 | $1,490,000 | -0.1% | 138,436 | -15.8% | 0.01% | -7.7% |
| Q1 2020 | $1,492,000 | -16.1% | 164,341 | +66.2% | 0.01% | -13.3% |
| Q4 2019 | $1,778,000 | +3.3% | 98,881 | -2.7% | 0.02% | -6.2% |
| Q3 2019 | $1,722,000 | -58.2% | 101,631 | -49.6% | 0.02% | -36.0% |
| Q2 2019 | $4,122,000 | +3.5% | 201,456 | -2.3% | 0.02% | -3.8% |
| Q1 2019 | $3,982,000 | +16.1% | 206,196 | +0.7% | 0.03% | +4.0% |
| Q4 2018 | $3,429,000 | -23.0% | 204,824 | +5.2% | 0.02% | -10.7% |
| Q3 2018 | $4,454,000 | +30.5% | 194,658 | +51.4% | 0.03% | -20.0% |
| Q2 2018 | $3,414,000 | +48.2% | 128,556 | +78.6% | 0.04% | -41.7% |
| Q1 2018 | $2,304,000 | – | 71,980 | – | 0.06% | – |
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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% |