INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,520 | -13.6% | 1,000 | 0.0% | 0.00% | – |
| Q2 2023 | $16,810 | +2.5% | 1,000 | 0.0% | 0.00% | – |
| Q1 2023 | $16,400 | -8.8% | 1,000 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $17,990 | -0.1% | 1,000 | -25.9% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -18.2% | 1,350 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -29.0% | 1,350 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | +82.4% | 1,350 | +96.2% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | +183.3% | 688 | +182.0% | 0.00% | – |
| Q1 2021 | $6,000 | – | 244 | +662.5% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 32 | -96.3% | 0.00% | -100.0% |
| Q3 2018 | $19,000 | -42.4% | 862 | -31.4% | 0.00% | -50.0% |
| Q2 2018 | $33,000 | +65.0% | 1,257 | +98.9% | 0.00% | +100.0% |
| Q1 2018 | $20,000 | -13.0% | 632 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $23,000 | -58.2% | 632 | -60.0% | 0.00% | -75.0% |
| Q3 2017 | $55,000 | -12.7% | 1,580 | -12.1% | 0.00% | 0.0% |
| Q2 2017 | $63,000 | -10.0% | 1,798 | -21.8% | 0.00% | -20.0% |
| Q1 2017 | $70,000 | -23.9% | 2,298 | -24.0% | 0.01% | -16.7% |
| Q4 2016 | $92,000 | -50.5% | 3,023 | -49.1% | 0.01% | -57.1% |
| Q3 2016 | $186,000 | +22.4% | 5,934 | 0.0% | 0.01% | +27.3% |
| Q2 2016 | $152,000 | -19.1% | 5,934 | -2.9% | 0.01% | -26.7% |
| Q1 2016 | $188,000 | +22.9% | 6,109 | +33.6% | 0.02% | +15.4% |
| Q4 2015 | $153,000 | +15.9% | 4,571 | +8.2% | 0.01% | +18.2% |
| Q3 2015 | $132,000 | -16.5% | 4,225 | 0.0% | 0.01% | -8.3% |
| Q2 2015 | $158,000 | -6.0% | 4,225 | 0.0% | 0.01% | -14.3% |
| Q1 2015 | $168,000 | +0.6% | 4,225 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $167,000 | -0.6% | 4,225 | -0.6% | 0.01% | +7.7% |
| Q3 2014 | $168,000 | +5.0% | 4,250 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $160,000 | +1.9% | 4,250 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $157,000 | +1.3% | 4,250 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $155,000 | +20.2% | 4,250 | +4.9% | 0.01% | +8.3% |
| Q3 2013 | $129,000 | +290.9% | 4,050 | +285.7% | 0.01% | +300.0% |
| Q2 2013 | $33,000 | – | 1,050 | – | 0.00% | – |
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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% |