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 | $1,006 | +72.9% | 69,248 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $582 | +2.5% | 34,624 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $568 | -8.8% | 34,624 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $623 | -99.9% | 34,624 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $474,000 | -15.1% | 34,624 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $558,000 | -30.1% | 34,624 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $798,000 | +0.1% | 34,624 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $797,000 | -4.6% | 34,624 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $835,000 | -40.1% | 34,624 | -33.6% | 0.00% | -33.3% |
| Q2 2021 | $1,394,000 | +6.0% | 52,152 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,315,000 | +44.7% | 52,152 | 0.0% | 0.01% | +50.0% |
| Q4 2020 | $909,000 | +52.8% | 52,152 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $595,000 | +6.1% | 52,152 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $561,000 | +3.7% | 52,152 | -12.5% | 0.00% | -25.0% |
| Q1 2020 | $541,000 | -49.5% | 59,588 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $1,071,000 | +6.1% | 59,588 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,009,000 | -17.2% | 59,588 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $1,219,000 | +5.3% | 59,588 | -0.7% | 0.01% | 0.0% |
| Q1 2019 | $1,158,000 | -7.5% | 59,987 | -19.8% | 0.01% | -22.2% |
| Q4 2018 | $1,252,000 | -27.0% | 74,791 | -0.2% | 0.01% | -10.0% |
| Q3 2018 | $1,715,000 | -13.9% | 74,962 | -0.1% | 0.01% | -23.1% |
| Q2 2018 | $1,993,000 | -17.2% | 75,038 | -0.2% | 0.01% | -18.8% |
| Q1 2018 | $2,408,000 | -16.9% | 75,217 | -5.1% | 0.02% | -11.1% |
| Q4 2017 | $2,896,000 | +7.8% | 79,255 | +3.3% | 0.02% | -5.3% |
| Q3 2017 | $2,687,000 | -3.1% | 76,696 | -2.7% | 0.02% | -5.0% |
| Q2 2017 | $2,773,000 | +14.3% | 78,795 | -0.5% | 0.02% | +11.1% |
| Q1 2017 | $2,426,000 | -1.7% | 79,206 | -2.6% | 0.02% | -10.0% |
| Q4 2016 | $2,467,000 | -8.9% | 81,302 | -6.1% | 0.02% | -9.1% |
| Q3 2016 | $2,709,000 | +19.9% | 86,621 | -2.1% | 0.02% | +15.8% |
| Q2 2016 | $2,260,000 | -23.0% | 88,497 | -7.2% | 0.02% | -20.8% |
| Q1 2016 | $2,936,000 | -8.2% | 95,405 | -0.1% | 0.02% | -11.1% |
| Q4 2015 | $3,199,000 | +2.9% | 95,548 | -4.0% | 0.03% | 0.0% |
| Q3 2015 | $3,108,000 | -19.1% | 99,528 | -2.9% | 0.03% | -12.9% |
| Q2 2015 | $3,843,000 | -9.8% | 102,502 | -4.5% | 0.03% | -11.4% |
| Q1 2015 | $4,261,000 | +0.8% | 107,365 | +0.3% | 0.04% | 0.0% |
| Q4 2014 | $4,229,000 | -5.1% | 107,016 | -5.2% | 0.04% | -7.9% |
| Q3 2014 | $4,457,000 | +2.0% | 112,888 | -2.5% | 0.04% | +2.7% |
| Q2 2014 | $4,370,000 | -9.1% | 115,757 | -10.9% | 0.04% | -9.8% |
| Q1 2014 | $4,808,000 | +1.6% | 129,943 | -0.0% | 0.04% | 0.0% |
| Q4 2013 | $4,732,000 | +14.3% | 129,998 | +0.2% | 0.04% | +7.9% |
| Q3 2013 | $4,139,000 | +0.1% | 129,744 | -0.2% | 0.04% | -2.6% |
| Q2 2013 | $4,135,000 | – | 130,039 | – | 0.04% | – |
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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% |