INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 523 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $16,801 | -9.8% | 1,123 | 0.0% | 0.00% | – |
Q1 2024 | $18,631 | +4.4% | 1,123 | +12.3% | 0.00% | – |
Q4 2023 | $17,840 | +22.9% | 1,000 | 0.0% | 0.00% | – |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |