INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,140,118 | -22.3% | 354,003 | -10.0% | 2.51% | -9.3% |
| Q2 2023 | $6,613,293 | +8.7% | 393,414 | +6.0% | 2.77% | +2.8% |
| Q1 2023 | $6,085,176 | -4.0% | 371,047 | +5.3% | 2.70% | -5.8% |
| Q4 2022 | $6,336,684 | +56.9% | 352,234 | +19.5% | 2.86% | +39.3% |
| Q3 2022 | $4,038,000 | -9.5% | 294,778 | +6.6% | 2.06% | -3.1% |
| Q2 2022 | $4,461,000 | -23.0% | 276,581 | +10.2% | 2.12% | -17.8% |
| Q1 2022 | $5,794,000 | +8.5% | 251,021 | +8.2% | 2.58% | +3.2% |
| Q4 2021 | $5,339,000 | -4.4% | 231,912 | +0.1% | 2.50% | -18.6% |
| Q3 2021 | $5,585,000 | -32.1% | 231,638 | -24.7% | 3.07% | -36.4% |
| Q2 2021 | $8,222,000 | -0.5% | 307,585 | -6.1% | 4.83% | -14.6% |
| Q1 2021 | $8,261,000 | +34.2% | 327,542 | -7.2% | 5.66% | +23.7% |
| Q4 2020 | $6,155,000 | +53.6% | 353,124 | +0.5% | 4.57% | +23.2% |
| Q3 2020 | $4,007,000 | +13.4% | 351,205 | +7.0% | 3.71% | +9.4% |
| Q2 2020 | $3,533,000 | +97.2% | 328,355 | +66.4% | 3.39% | +65.5% |
| Q1 2020 | $1,792,000 | -38.7% | 197,356 | +21.3% | 2.05% | -21.0% |
| Q4 2019 | $2,925,000 | – | 162,676 | – | 2.60% | – |
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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% |