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 | $180,686 | -22.5% | 12,444 | -10.2% | 0.01% | -28.6% |
| Q2 2023 | $233,003 | +3.5% | 13,861 | +1.0% | 0.01% | 0.0% |
| Q1 2023 | $225,024 | +86781.9% | 13,721 | -4.8% | 0.01% | -12.5% |
| Q4 2022 | $259 | -99.9% | 14,413 | -50.0% | 0.01% | +14.3% |
| Q3 2022 | $198,198 | -26.3% | 28,826 | +73.2% | 0.01% | -22.2% |
| Q2 2022 | $269,000 | -60.7% | 16,640 | -44.0% | 0.01% | -64.0% |
| Q1 2022 | $685,000 | -11.8% | 29,697 | -12.0% | 0.02% | -10.7% |
| Q4 2021 | $777,000 | -16.3% | 33,739 | -12.4% | 0.03% | -20.0% |
| Q3 2021 | $928,000 | -18.7% | 38,511 | -9.8% | 0.04% | -18.6% |
| Q2 2021 | $1,141,000 | -28.8% | 42,685 | -32.8% | 0.04% | -32.8% |
| Q1 2021 | $1,602,000 | -11.7% | 63,499 | -39.0% | 0.06% | -15.8% |
| Q4 2020 | $1,814,000 | +21.5% | 104,055 | -20.5% | 0.08% | +5.6% |
| Q3 2020 | $1,493,000 | +17.1% | 130,817 | +10.3% | 0.07% | +10.8% |
| Q2 2020 | $1,275,000 | +28.9% | 118,576 | +8.9% | 0.06% | +6.6% |
| Q1 2020 | $989,000 | -45.6% | 108,892 | +7.7% | 0.06% | -31.5% |
| Q4 2019 | $1,818,000 | +5.6% | 101,103 | -0.5% | 0.09% | +2.3% |
| Q3 2019 | $1,721,000 | -7.0% | 101,587 | +12.3% | 0.09% | -7.4% |
| Q2 2019 | $1,851,000 | +43.7% | 90,483 | +35.6% | 0.09% | +40.3% |
| Q1 2019 | $1,288,000 | +92.8% | 66,704 | +67.2% | 0.07% | +81.1% |
| Q4 2018 | $668,000 | +178.3% | 39,905 | +341.7% | 0.04% | +208.3% |
| Q2 2018 | $240,000 | -5.9% | 9,035 | +13.4% | 0.01% | -7.7% |
| Q1 2018 | $255,000 | -7.3% | 7,966 | +6.2% | 0.01% | -7.1% |
| Q4 2017 | $275,000 | +3.4% | 7,503 | -1.3% | 0.01% | 0.0% |
| Q3 2017 | $266,000 | +3.9% | 7,603 | -10.0% | 0.01% | -6.7% |
| Q4 2016 | $256,000 | -2.7% | 8,452 | +0.6% | 0.02% | 0.0% |
| Q3 2016 | $263,000 | +11.4% | 8,398 | -9.1% | 0.02% | +15.4% |
| Q2 2016 | $236,000 | -39.6% | 9,241 | -27.3% | 0.01% | -43.5% |
| Q1 2016 | $391,000 | -3.9% | 12,704 | +4.6% | 0.02% | -4.2% |
| Q4 2015 | $407,000 | -15.6% | 12,147 | -21.2% | 0.02% | -17.2% |
| Q3 2015 | $482,000 | -11.2% | 15,423 | +6.6% | 0.03% | -6.5% |
| Q2 2015 | $543,000 | +123.5% | 14,472 | +136.7% | 0.03% | +138.5% |
| Q1 2015 | $243,000 | – | 6,113 | – | 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% |