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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $142,000 | -63.2% | 15,700 | -26.8% | 0.08% | -52.7% |
| Q4 2019 | $386,000 | -4.5% | 21,450 | -10.1% | 0.17% | -9.6% |
| Q3 2019 | $404,000 | -43.5% | 23,850 | -31.7% | 0.19% | -33.7% |
| Q2 2019 | $715,000 | -46.4% | 34,925 | -49.4% | 0.28% | -42.1% |
| Q1 2019 | $1,334,000 | +8.7% | 69,090 | -5.7% | 0.49% | -0.6% |
| Q4 2018 | $1,227,000 | -45.4% | 73,240 | -25.5% | 0.49% | -36.5% |
| Q3 2018 | $2,249,000 | +70.8% | 98,290 | +98.1% | 0.77% | +63.6% |
| Q2 2018 | $1,317,000 | +96.6% | 49,615 | +126.0% | 0.47% | +92.7% |
| Q1 2018 | $670,000 | -4.4% | 21,950 | +18.5% | 0.24% | -1.6% |
| Q4 2017 | $701,000 | -7.2% | 18,525 | -13.9% | 0.25% | -12.3% |
| Q3 2017 | $755,000 | +2.0% | 21,525 | +2.4% | 0.28% | +0.4% |
| Q2 2017 | $740,000 | -18.2% | 21,025 | -28.8% | 0.28% | -22.5% |
| Q1 2017 | $905,000 | +7.9% | 29,550 | +6.9% | 0.36% | +3.4% |
| Q4 2016 | $839,000 | +12.5% | 27,650 | +15.9% | 0.35% | +10.3% |
| Q3 2016 | $746,000 | -7.7% | 23,850 | -24.6% | 0.32% | -13.0% |
| Q2 2016 | $808,000 | +70.8% | 31,650 | +105.9% | 0.37% | +81.3% |
| Q1 2016 | $473,000 | -8.3% | 15,375 | -0.2% | 0.20% | -6.9% |
| Q4 2015 | $516,000 | – | 15,400 | – | 0.22% | – |
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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% |