INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 451 filers reported holding INVESCO LTD in Q3 2020. The put-call ratio across all filers is 1.00 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 2023 | $170,591 | -2.1% | 10,149 | -4.5% | 0.00% | 0.0% |
| Q1 2023 | $174,244 | -6.3% | 10,624 | +2.7% | 0.00% | 0.0% |
| Q4 2022 | $186,047 | +31.9% | 10,342 | +0.2% | 0.00% | 0.0% |
| Q3 2022 | $141,000 | -14.5% | 10,323 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $165,000 | -30.4% | 10,302 | +0.2% | 0.00% | -33.3% |
| Q1 2022 | $237,000 | +0.4% | 10,283 | +0.1% | 0.00% | +50.0% |
| Q4 2021 | $236,000 | -4.8% | 10,268 | +0.1% | 0.00% | -33.3% |
| Q3 2021 | $248,000 | -11.7% | 10,255 | -2.5% | 0.00% | 0.0% |
| Q2 2021 | $281,000 | +6.4% | 10,522 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $264,000 | +10.9% | 10,439 | -24.7% | 0.00% | 0.0% |
| Q4 2020 | $238,000 | +48.8% | 13,865 | -2.0% | 0.00% | +50.0% |
| Q3 2020 | $160,000 | -17.9% | 14,147 | -21.6% | 0.00% | -33.3% |
| Q2 2020 | $195,000 | -28.8% | 18,038 | -39.9% | 0.00% | -25.0% |
| Q1 2020 | $274,000 | +26.9% | 30,006 | +147.6% | 0.00% | +33.3% |
| Q4 2019 | $216,000 | -8.5% | 12,119 | -12.1% | 0.00% | -25.0% |
| Q3 2019 | $236,000 | +19.2% | 13,792 | +41.9% | 0.00% | +33.3% |
| Q2 2019 | $198,000 | -10.0% | 9,721 | -14.0% | 0.00% | -25.0% |
| Q1 2019 | $220,000 | +5.3% | 11,305 | -9.3% | 0.00% | 0.0% |
| Q4 2018 | $209,000 | -37.0% | 12,466 | -13.8% | 0.00% | -20.0% |
| Q3 2018 | $332,000 | -32.8% | 14,463 | -22.7% | 0.01% | -37.5% |
| Q2 2018 | $494,000 | -8.0% | 18,699 | +11.2% | 0.01% | -11.1% |
| Q1 2018 | $537,000 | -16.0% | 16,812 | -4.2% | 0.01% | -18.2% |
| Q4 2017 | $639,000 | +17.5% | 17,553 | +13.3% | 0.01% | +10.0% |
| Q3 2017 | $544,000 | +3.4% | 15,492 | +3.6% | 0.01% | -9.1% |
| Q2 2017 | $526,000 | +24.9% | 14,954 | +8.6% | 0.01% | +22.2% |
| Q1 2017 | $421,000 | +17.3% | 13,776 | +16.2% | 0.01% | +12.5% |
| Q4 2016 | $359,000 | -0.3% | 11,853 | +3.0% | 0.01% | 0.0% |
| Q3 2016 | $360,000 | +33.3% | 11,506 | +8.6% | 0.01% | +33.3% |
| Q2 2016 | $270,000 | -4.3% | 10,597 | +15.8% | 0.01% | -14.3% |
| Q1 2016 | $282,000 | +147.4% | 9,152 | +172.7% | 0.01% | +133.3% |
| Q4 2015 | $114,000 | +137.5% | 3,356 | +115.7% | 0.00% | +200.0% |
| Q3 2015 | $48,000 | 0.0% | 1,556 | +20.7% | 0.00% | 0.0% |
| Q2 2015 | $48,000 | +54.8% | 1,289 | +68.7% | 0.00% | 0.0% |
| Q1 2015 | $31,000 | -6.1% | 764 | -7.5% | 0.00% | 0.0% |
| Q4 2014 | $33,000 | 0.0% | 826 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $33,000 | +10.0% | 826 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $30,000 | 0.0% | 826 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $30,000 | +11.1% | 826 | +12.2% | 0.00% | 0.0% |
| Q4 2013 | $27,000 | +58.8% | 736 | +29.8% | 0.00% | 0.0% |
| Q3 2013 | $17,000 | 0.0% | 567 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $17,000 | – | 567 | – | 0.00% | – |
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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% |