INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 522 filers reported holding INVESCO LTD in Q1 2019. The put-call ratio across all filers is 0.49 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $274,000 | +32.4% | 10,849 | -8.7% | 0.03% | +29.2% |
| Q4 2020 | $207,000 | +16.9% | 11,883 | -23.5% | 0.02% | 0.0% |
| Q3 2020 | $177,000 | -14.1% | 15,530 | -18.7% | 0.02% | -14.3% |
| Q2 2020 | $206,000 | -58.1% | 19,101 | -64.7% | 0.03% | -63.6% |
| Q1 2020 | $492,000 | -77.1% | 54,143 | -54.7% | 0.08% | -69.4% |
| Q4 2019 | $2,149,000 | -11.0% | 119,525 | -16.2% | 0.25% | -13.7% |
| Q3 2019 | $2,415,000 | -2.9% | 142,552 | +17.3% | 0.29% | 0.0% |
| Q2 2019 | $2,487,000 | +12.1% | 121,525 | +5.7% | 0.29% | +12.7% |
| Q1 2019 | $2,219,000 | +8.7% | 114,958 | -5.8% | 0.26% | +5.3% |
| Q4 2018 | $2,042,000 | -52.3% | 121,996 | -34.8% | 0.25% | -50.9% |
| Q3 2018 | $4,279,000 | -45.7% | 187,012 | -37.0% | 0.50% | -48.2% |
| Q2 2018 | $7,887,000 | -26.4% | 296,967 | -11.3% | 0.97% | -27.8% |
| Q1 2018 | $10,716,000 | +32.6% | 334,742 | +51.3% | 1.34% | +32.5% |
| Q4 2017 | $8,083,000 | +6.1% | 221,208 | +1.8% | 1.01% | +5.4% |
| Q3 2017 | $7,616,000 | -19.4% | 217,346 | -19.0% | 0.96% | -21.1% |
| Q2 2017 | $9,446,000 | +13.0% | 268,412 | -1.6% | 1.22% | +15.5% |
| Q1 2017 | $8,356,000 | -7.6% | 272,811 | -8.5% | 1.05% | -15.9% |
| Q4 2016 | $9,042,000 | -8.5% | 298,023 | -5.7% | 1.25% | -8.1% |
| Q3 2016 | $9,883,000 | +26.9% | 316,042 | +3.7% | 1.36% | +23.0% |
| Q2 2016 | $7,785,000 | -14.1% | 304,809 | +3.4% | 1.11% | -11.4% |
| Q1 2016 | $9,066,000 | -3.8% | 294,653 | +4.7% | 1.25% | -4.5% |
| Q4 2015 | $9,420,000 | +10.5% | 281,352 | +3.1% | 1.31% | -3.6% |
| Q3 2015 | $8,526,000 | -1.7% | 273,016 | +18.0% | 1.36% | +9.8% |
| Q2 2015 | $8,671,000 | -0.4% | 231,282 | +5.4% | 1.24% | +1.1% |
| Q1 2015 | $8,708,000 | +8.3% | 219,406 | +7.8% | 1.22% | +4.3% |
| Q4 2014 | $8,041,000 | +2.4% | 203,462 | +2.3% | 1.17% | -11.9% |
| Q3 2014 | $7,851,000 | +8.8% | 198,862 | +4.0% | 1.33% | +18.5% |
| Q2 2014 | $7,217,000 | +22.2% | 191,173 | +19.7% | 1.12% | +15.7% |
| Q1 2014 | $5,907,000 | +5.2% | 159,646 | +3.5% | 0.97% | +9.2% |
| Q4 2013 | $5,614,000 | -35.1% | 154,233 | -43.2% | 0.89% | +11.4% |
| Q3 2013 | $8,654,000 | +98.4% | 271,743 | +98.1% | 0.80% | -2.4% |
| Q2 2013 | $4,361,000 | – | 137,161 | – | 0.82% | – |
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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% |