INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 473 filers reported holding INVESCO LTD in Q2 2023. The put-call ratio across all filers is 2.36 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 | $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% | – |
Download | ||||||
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% |