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 | $166,530 | -26.5% | 11,469 | -14.9% | 0.00% | 0.0% |
Q2 2023 | $226,616 | -0.1% | 13,481 | -2.5% | 0.00% | 0.0% |
Q1 2023 | $226,763 | -3.5% | 13,827 | +5.9% | 0.00% | 0.0% |
Q4 2022 | $234,949 | +58.7% | 13,060 | +20.8% | 0.00% | 0.0% |
Q3 2022 | $148,000 | -25.3% | 10,811 | -12.1% | 0.00% | 0.0% |
Q2 2022 | $198,000 | -13.5% | 12,306 | +23.7% | 0.00% | 0.0% |
Q1 2022 | $229,000 | +25.1% | 9,946 | +25.2% | 0.00% | 0.0% |
Q4 2021 | $183,000 | -7.6% | 7,943 | -3.4% | 0.00% | 0.0% |
Q3 2021 | $198,000 | -0.5% | 8,224 | +10.7% | 0.00% | 0.0% |
Q2 2021 | $199,000 | +4.2% | 7,432 | -2.1% | 0.00% | 0.0% |
Q1 2021 | $191,000 | +48.1% | 7,591 | +2.8% | 0.00% | 0.0% |
Q4 2020 | $129,000 | +51.8% | 7,387 | -1.0% | 0.00% | – |
Q3 2020 | $85,000 | +49.1% | 7,458 | +41.5% | 0.00% | – |
Q2 2020 | $57,000 | -71.2% | 5,271 | -75.9% | 0.00% | -100.0% |
Q1 2020 | $198,000 | -33.8% | 21,843 | +31.4% | 0.00% | -50.0% |
Q4 2019 | $299,000 | -1.6% | 16,619 | -7.3% | 0.00% | 0.0% |
Q3 2019 | $304,000 | -17.4% | 17,933 | -0.4% | 0.00% | 0.0% |
Q2 2019 | $368,000 | +54.0% | 18,002 | +45.6% | 0.00% | 0.0% |
Q1 2019 | $239,000 | +25.8% | 12,367 | +9.1% | 0.00% | +100.0% |
Q4 2018 | $190,000 | -48.5% | 11,333 | -29.7% | 0.00% | -50.0% |
Q3 2018 | $369,000 | -48.5% | 16,128 | -40.3% | 0.00% | -60.0% |
Q2 2018 | $717,000 | +14.2% | 27,005 | +37.6% | 0.01% | +25.0% |
Q1 2018 | $628,000 | +25.3% | 19,619 | +43.1% | 0.00% | +33.3% |
Q4 2017 | $501,000 | +6.6% | 13,714 | +2.2% | 0.00% | 0.0% |
Q3 2017 | $470,000 | +37.4% | 13,417 | +38.1% | 0.00% | 0.0% |
Q2 2017 | $342,000 | +23.0% | 9,712 | +6.9% | 0.00% | +50.0% |
Q1 2017 | $278,000 | -49.6% | 9,082 | -50.1% | 0.00% | -50.0% |
Q4 2016 | $552,000 | -19.4% | 18,194 | -16.9% | 0.00% | -33.3% |
Q3 2016 | $685,000 | +22.5% | 21,905 | +0.1% | 0.01% | +20.0% |
Q2 2016 | $559,000 | -38.9% | 21,887 | -26.4% | 0.01% | -37.5% |
Q1 2016 | $915,000 | -14.8% | 29,734 | -7.3% | 0.01% | -11.1% |
Q4 2015 | $1,074,000 | -37.9% | 32,066 | -42.1% | 0.01% | -43.8% |
Q3 2015 | $1,729,000 | -30.0% | 55,349 | -16.0% | 0.02% | -27.3% |
Q2 2015 | $2,470,000 | -8.8% | 65,873 | -3.4% | 0.02% | -4.3% |
Q1 2015 | $2,707,000 | -66.9% | 68,200 | -67.0% | 0.02% | -67.1% |
Q4 2014 | $8,167,000 | +2.9% | 206,659 | +2.8% | 0.07% | -2.8% |
Q3 2014 | $7,934,000 | +19.5% | 200,950 | +14.3% | 0.07% | +20.0% |
Q2 2014 | $6,637,000 | +9.8% | 175,804 | +7.6% | 0.06% | +5.3% |
Q1 2014 | $6,046,000 | +2.6% | 163,403 | +0.9% | 0.06% | 0.0% |
Q4 2013 | $5,893,000 | +19.5% | 161,896 | +4.7% | 0.06% | +11.8% |
Q3 2013 | $4,933,000 | -11.3% | 154,654 | -11.6% | 0.05% | -13.6% |
Q2 2013 | $5,564,000 | – | 174,973 | – | 0.06% | – |
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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% |