INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 510 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,379 | -11.6% | 159,001 | -2.0% | 0.01% | -16.7% |
Q1 2024 | $2,691 | -6.4% | 162,190 | +0.7% | 0.01% | -14.3% |
Q4 2023 | $2,874 | +24.1% | 161,080 | +1.0% | 0.01% | +7.7% |
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. | 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% |