INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 552 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,271 | -0.6% | 419,211 | +10.2% | 0.01% | 0.0% |
Q1 2024 | $6,309 | -21.7% | 380,292 | -15.8% | 0.01% | -27.8% |
Q4 2023 | $8,059 | +22.9% | 451,739 | +0.0% | 0.02% | +12.5% |
Q3 2023 | $6,559 | -5.7% | 451,721 | +9.1% | 0.02% | 0.0% |
Q2 2023 | $6,958 | +1.2% | 413,910 | -1.3% | 0.02% | 0.0% |
Q1 2023 | $6,874 | -9.4% | 419,158 | -0.6% | 0.02% | -15.8% |
Q4 2022 | $7,585 | -99.9% | 421,640 | +0.1% | 0.02% | +26.7% |
Q3 2022 | $5,773,000 | -10.8% | 421,381 | +5.0% | 0.02% | -6.2% |
Q2 2022 | $6,473,000 | -35.4% | 401,316 | -7.7% | 0.02% | -20.0% |
Q1 2022 | $10,022,000 | +0.2% | 434,618 | +0.1% | 0.02% | +5.3% |
Q4 2021 | $9,998,000 | -14.6% | 434,318 | -10.6% | 0.02% | -24.0% |
Q3 2021 | $11,708,000 | -14.2% | 485,604 | -4.9% | 0.02% | -13.8% |
Q2 2021 | $13,650,000 | +16.5% | 510,663 | +9.9% | 0.03% | +16.0% |
Q1 2021 | $11,716,000 | +43.7% | 464,547 | -0.7% | 0.02% | +38.9% |
Q4 2020 | $8,151,000 | +52.5% | 467,647 | -0.1% | 0.02% | +38.5% |
Q3 2020 | $5,344,000 | +10.1% | 468,338 | +3.8% | 0.01% | +8.3% |
Q2 2020 | $4,854,000 | +23.0% | 451,124 | +3.8% | 0.01% | 0.0% |
Q1 2020 | $3,947,000 | -47.4% | 434,670 | +4.2% | 0.01% | -29.4% |
Q4 2019 | $7,499,000 | +6.7% | 417,070 | +0.5% | 0.02% | -5.6% |
Q3 2019 | $7,030,000 | -37.9% | 414,978 | -25.0% | 0.02% | -37.9% |
Q2 2019 | $11,325,000 | +4.9% | 553,530 | -1.0% | 0.03% | +7.4% |
Q1 2019 | $10,796,000 | +7.8% | 559,112 | -6.5% | 0.03% | -3.6% |
Q4 2018 | $10,012,000 | -27.5% | 598,097 | -0.9% | 0.03% | -12.5% |
Q3 2018 | $13,807,000 | -21.5% | 603,467 | -8.9% | 0.03% | -25.6% |
Q2 2018 | $17,593,000 | -19.9% | 662,401 | -3.5% | 0.04% | -20.4% |
Q1 2018 | $21,975,000 | -8.7% | 686,503 | +4.2% | 0.05% | -5.3% |
Q4 2017 | $24,069,000 | +4.3% | 658,699 | +0.0% | 0.06% | -1.7% |
Q3 2017 | $23,080,000 | -0.9% | 658,685 | -0.5% | 0.06% | -1.7% |
Q2 2017 | $23,288,000 | +12.9% | 661,785 | -1.7% | 0.06% | +11.3% |
Q1 2017 | $20,620,000 | -3.4% | 673,181 | -4.3% | 0.05% | -5.4% |
Q4 2016 | $21,335,000 | -6.0% | 703,206 | -3.1% | 0.06% | -6.7% |
Q3 2016 | $22,696,000 | +11.9% | 725,801 | -8.6% | 0.06% | +13.2% |
Q2 2016 | $20,286,000 | -17.0% | 794,300 | +0.0% | 0.05% | -18.5% |
Q1 2016 | $24,438,000 | -8.2% | 794,220 | -0.1% | 0.06% | -8.5% |
Q4 2015 | $26,614,000 | +2.2% | 794,920 | -4.6% | 0.07% | -2.7% |
Q3 2015 | $26,036,000 | -17.1% | 833,677 | -0.5% | 0.07% | -11.0% |
Q2 2015 | $31,400,000 | -6.0% | 837,563 | -0.4% | 0.08% | -3.5% |
Q1 2015 | $33,388,000 | -50.8% | 841,224 | -51.0% | 0.08% | -1.2% |
Q4 2014 | $67,878,000 | +99.7% | 1,717,550 | +99.5% | 0.09% | -3.4% |
Q3 2014 | $33,990,000 | +3.9% | 860,949 | -0.7% | 0.09% | +4.7% |
Q2 2014 | $32,720,000 | -6.9% | 866,749 | -8.7% | 0.08% | -7.6% |
Q1 2014 | $35,141,000 | -2.8% | 949,758 | -4.4% | 0.09% | -2.1% |
Q4 2013 | $36,158,000 | +10.4% | 993,338 | -3.2% | 0.09% | +4.4% |
Q3 2013 | $32,742,000 | -0.9% | 1,026,387 | -1.2% | 0.09% | -3.2% |
Q2 2013 | $33,049,000 | – | 1,039,288 | – | 0.09% | – |
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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% |