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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,321,083 | -11.4% | 90,984 | +2.6% | 0.00% | 0.0% |
| Q2 2023 | $1,490,507 | -32.2% | 88,669 | -33.9% | 0.00% | -33.3% |
| Q1 2023 | $2,198,524 | -7.7% | 134,058 | +1.3% | 0.00% | -25.0% |
| Q4 2022 | $2,381,748 | +14.4% | 132,393 | -12.9% | 0.00% | +33.3% |
| Q3 2022 | $2,082,000 | -35.8% | 151,948 | -24.4% | 0.00% | -40.0% |
| Q2 2022 | $3,244,000 | -27.1% | 201,109 | +4.2% | 0.01% | -16.7% |
| Q1 2022 | $4,450,000 | +0.3% | 192,965 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $4,435,000 | -10.3% | 192,663 | -6.0% | 0.01% | -14.3% |
| Q3 2021 | $4,943,000 | +25.4% | 205,003 | +39.0% | 0.01% | +16.7% |
| Q2 2021 | $3,941,000 | +12.2% | 147,465 | +5.9% | 0.01% | 0.0% |
| Q1 2021 | $3,511,000 | +92.4% | 139,202 | +33.0% | 0.01% | +100.0% |
| Q4 2020 | $1,825,000 | +43.9% | 104,696 | -5.7% | 0.00% | 0.0% |
| Q3 2020 | $1,268,000 | -50.1% | 111,062 | -53.0% | 0.00% | -50.0% |
| Q2 2020 | $2,542,000 | -55.1% | 236,259 | -61.7% | 0.01% | -62.5% |
| Q1 2020 | $5,656,000 | -63.2% | 617,213 | -27.9% | 0.02% | -50.0% |
| Q4 2019 | $15,388,000 | +0.5% | 856,422 | -5.3% | 0.03% | -17.9% |
| Q3 2019 | $15,305,000 | -8.3% | 904,216 | +10.3% | 0.04% | -9.3% |
| Q2 2019 | $16,698,000 | +13.8% | 819,721 | +8.2% | 0.04% | +4.9% |
| Q1 2019 | $14,667,000 | -0.9% | 757,836 | -14.0% | 0.04% | -14.6% |
| Q4 2018 | $14,806,000 | -49.9% | 881,313 | -31.7% | 0.05% | -43.5% |
| Q3 2018 | $29,575,000 | -28.6% | 1,290,255 | -16.2% | 0.08% | -33.1% |
| Q2 2018 | $41,412,000 | -16.9% | 1,538,846 | -1.2% | 0.13% | -19.1% |
| Q1 2018 | $49,847,000 | -22.4% | 1,557,032 | -11.4% | 0.16% | -23.0% |
| Q4 2017 | $64,265,000 | +28.6% | 1,757,670 | +23.3% | 0.20% | +17.9% |
| Q3 2017 | $49,955,000 | -0.4% | 1,425,072 | +0.1% | 0.17% | -6.5% |
| Q2 2017 | $50,141,000 | +17.4% | 1,424,204 | +2.2% | 0.18% | +12.1% |
| Q1 2017 | $42,712,000 | +5.4% | 1,393,889 | +4.3% | 0.16% | -4.1% |
| Q4 2016 | $40,535,000 | -1.3% | 1,335,823 | +1.8% | 0.17% | -7.0% |
| Q3 2016 | $41,051,000 | +50.4% | 1,312,061 | +22.6% | 0.18% | +46.8% |
| Q2 2016 | $27,298,000 | -16.2% | 1,070,498 | +1.2% | 0.13% | -27.2% |
| Q1 2016 | $32,558,000 | -3.6% | 1,058,064 | +4.9% | 0.17% | -1.7% |
| Q4 2015 | $33,758,000 | -2.2% | 1,008,521 | -8.8% | 0.18% | -9.3% |
| Q3 2015 | $34,516,000 | -59.5% | 1,106,053 | -51.4% | 0.19% | -13.0% |
| Q2 2015 | $85,175,000 | +100.4% | 2,274,062 | +112.6% | 0.22% | -4.3% |
| Q1 2015 | $42,495,000 | +98.0% | 1,069,801 | +97.3% | 0.23% | +95.8% |
| Q4 2014 | $21,461,000 | +628.5% | 542,287 | +626.4% | 0.12% | +357.7% |
| Q3 2014 | $2,946,000 | +27.6% | 74,652 | +22.0% | 0.03% | +23.8% |
| Q2 2014 | $2,309,000 | +8.3% | 61,174 | +6.2% | 0.02% | +5.0% |
| Q1 2014 | $2,132,000 | – | 57,611 | – | 0.02% | – |
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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% |