INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 554 filers reported holding INVESCO LTD in Q2 2021. The put-call ratio across all filers is 0.83 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 | $1,422,234 | -15.6% | 97,950 | -2.3% | 0.01% | -14.3% |
| Q2 2023 | $1,685,606 | +0.8% | 100,274 | -1.6% | 0.01% | -12.5% |
| Q1 2023 | $1,671,996 | -11.1% | 101,951 | -2.5% | 0.01% | -11.1% |
| Q4 2022 | $1,880,459 | +25.5% | 104,528 | -4.4% | 0.01% | +12.5% |
| Q3 2022 | $1,498,000 | -25.1% | 109,360 | -11.8% | 0.01% | -20.0% |
| Q2 2022 | $2,000,000 | -35.7% | 124,009 | -8.0% | 0.01% | -28.6% |
| Q1 2022 | $3,110,000 | -5.4% | 134,839 | -5.6% | 0.01% | 0.0% |
| Q4 2021 | $3,287,000 | -8.6% | 142,784 | -4.3% | 0.01% | -17.6% |
| Q3 2021 | $3,598,000 | -18.6% | 149,237 | -9.8% | 0.02% | -19.0% |
| Q2 2021 | $4,422,000 | +9.8% | 165,425 | +3.6% | 0.02% | -4.5% |
| Q1 2021 | $4,027,000 | +47.2% | 159,667 | +1.7% | 0.02% | +37.5% |
| Q4 2020 | $2,735,000 | +74.0% | 156,930 | +13.9% | 0.02% | +45.5% |
| Q3 2020 | $1,572,000 | +52.3% | 137,735 | +43.5% | 0.01% | +37.5% |
| Q2 2020 | $1,032,000 | -54.2% | 95,953 | -61.3% | 0.01% | -60.0% |
| Q1 2020 | $2,251,000 | +25.0% | 247,887 | +147.5% | 0.02% | +53.8% |
| Q4 2019 | $1,801,000 | -6.2% | 100,157 | -11.6% | 0.01% | -18.8% |
| Q3 2019 | $1,920,000 | -26.9% | 113,347 | -11.7% | 0.02% | -30.4% |
| Q2 2019 | $2,625,000 | +36.6% | 128,304 | +28.9% | 0.02% | +27.8% |
| Q1 2019 | $1,921,000 | +4.7% | 99,500 | -9.2% | 0.02% | -10.0% |
| Q4 2018 | $1,835,000 | – | 109,622 | – | 0.02% | – |
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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% |