INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | $3,326,721 | -39.1% | 229,113 | -29.5% | 0.00% | -33.3% |
| Q2 2023 | $5,462,207 | +590.8% | 324,938 | +573.9% | 0.00% | – |
| Q1 2023 | $790,727 | -1.3% | 48,215 | +8.3% | 0.00% | – |
| Q4 2022 | $800,897 | +47.2% | 44,519 | +12.2% | 0.00% | – |
| Q3 2022 | $544,000 | -12.1% | 39,671 | +3.3% | 0.00% | – |
| Q2 2022 | $619,000 | -33.0% | 38,401 | -4.2% | 0.00% | – |
| Q1 2022 | $924,000 | -59.9% | 40,088 | -60.0% | 0.00% | -100.0% |
| Q4 2021 | $2,306,000 | -78.7% | 100,131 | -77.6% | 0.00% | -75.0% |
| Q3 2021 | $10,801,000 | -5.9% | 447,996 | +4.3% | 0.00% | 0.0% |
| Q2 2021 | $11,483,000 | +14.2% | 429,608 | +7.7% | 0.00% | 0.0% |
| Q1 2021 | $10,059,000 | +71.1% | 398,835 | +18.2% | 0.00% | +100.0% |
| Q4 2020 | $5,880,000 | +60.0% | 337,313 | +4.7% | 0.00% | 0.0% |
| Q3 2020 | $3,675,000 | +173.8% | 322,019 | +152.5% | 0.00% | +100.0% |
| Q2 2020 | $1,342,000 | -42.4% | 127,512 | -50.3% | 0.00% | -50.0% |
| Q1 2020 | $2,331,000 | -44.2% | 256,687 | +10.5% | 0.00% | 0.0% |
| Q4 2019 | $4,176,000 | +20.6% | 232,265 | +13.7% | 0.00% | 0.0% |
| Q3 2019 | $3,462,000 | +84.8% | 204,347 | +123.2% | 0.00% | +100.0% |
| Q2 2019 | $1,873,000 | +113.3% | 91,550 | +101.5% | 0.00% | – |
| Q1 2019 | $878,000 | +95.5% | 45,439 | +69.5% | 0.00% | – |
| Q4 2018 | $449,000 | -33.6% | 26,812 | -9.2% | 0.00% | – |
| Q3 2018 | $676,000 | -33.6% | 29,538 | -22.9% | 0.00% | -100.0% |
| Q2 2018 | $1,018,000 | -54.2% | 38,316 | -44.8% | 0.00% | 0.0% |
| Q1 2018 | $2,221,000 | -14.6% | 69,364 | -2.5% | 0.00% | 0.0% |
| Q4 2017 | $2,600,000 | +4.3% | 71,164 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,493,000 | -0.4% | 71,164 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,504,000 | +0.9% | 71,164 | -12.2% | 0.00% | 0.0% |
| Q1 2017 | $2,482,000 | +1.0% | 81,025 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,458,000 | -24.8% | 81,025 | -22.5% | 0.00% | -50.0% |
| Q3 2016 | $3,269,000 | -15.3% | 104,525 | -30.9% | 0.00% | 0.0% |
| Q2 2016 | $3,861,000 | +95.5% | 151,175 | +135.6% | 0.00% | +100.0% |
| Q1 2016 | $1,975,000 | -8.1% | 64,175 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,148,000 | +65.6% | 64,175 | +54.6% | 0.00% | 0.0% |
| Q3 2015 | $1,297,000 | -16.6% | 41,515 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $1,556,000 | -7.9% | 41,515 | -2.5% | 0.00% | 0.0% |
| Q1 2015 | $1,689,000 | +1.0% | 42,565 | +0.6% | 0.00% | 0.0% |
| Q4 2014 | $1,672,000 | -3.5% | 42,305 | -3.6% | 0.00% | 0.0% |
| Q3 2014 | $1,733,000 | -78.6% | 43,895 | -79.5% | 0.00% | -75.0% |
| Q2 2014 | $8,096,000 | -19.6% | 214,480 | -21.2% | 0.00% | -20.0% |
| Q1 2014 | $10,073,000 | -1.5% | 272,252 | -3.1% | 0.01% | 0.0% |
| Q4 2013 | $10,230,000 | +12.5% | 281,055 | -1.4% | 0.01% | 0.0% |
| Q3 2013 | $9,093,000 | -7.6% | 285,057 | -7.9% | 0.01% | -16.7% |
| Q2 2013 | $9,841,000 | – | 309,456 | – | 0.01% | – |
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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% |