INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 510 filers reported holding INVESCO LTD in Q2 2022. The put-call ratio across all filers is 2.67 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 | $247,945 | -12.5% | 17,076 | +1.3% | 0.17% | -9.2% |
| Q2 2023 | $283,442 | +3.8% | 16,861 | +1.3% | 0.18% | -14.8% |
| Q1 2023 | $272,991 | -7.9% | 16,646 | +1.1% | 0.22% | -19.7% |
| Q4 2022 | $296,320 | +32.9% | 16,471 | +1.1% | 0.27% | +31.2% |
| Q3 2022 | $223,000 | -14.2% | 16,299 | +1.1% | 0.20% | -11.6% |
| Q2 2022 | $260,000 | -29.3% | 16,115 | +1.0% | 0.23% | -8.7% |
| Q1 2022 | $368,000 | +1.1% | 15,957 | +0.8% | 0.25% | +11.4% |
| Q4 2021 | $364,000 | -4.0% | 15,824 | +0.8% | 0.23% | -13.0% |
| Q3 2021 | $379,000 | -9.1% | 15,706 | +0.7% | 0.26% | -12.7% |
| Q2 2021 | $417,000 | +6.6% | 15,602 | +0.6% | 0.30% | -8.8% |
| Q1 2021 | $391,000 | +45.4% | 15,512 | +0.6% | 0.33% | +37.1% |
| Q4 2020 | $269,000 | – | 15,413 | – | 0.24% | – |
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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% |