INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 561 filers reported holding INVESCO LTD in Q4 2021. The put-call ratio across all filers is 1.23 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 2021 | $11,206,000 | -37.9% | 464,798 | -31.2% | 0.03% | -38.6% |
| Q2 2021 | $18,052,000 | -29.1% | 675,348 | -33.1% | 0.04% | -32.3% |
| Q1 2021 | $25,452,000 | +34.2% | 1,009,218 | -7.2% | 0.06% | +30.0% |
| Q4 2020 | $18,959,000 | +51.7% | 1,087,718 | -0.7% | 0.05% | +25.0% |
| Q3 2020 | $12,496,000 | -28.6% | 1,095,138 | -32.7% | 0.04% | -34.4% |
| Q2 2020 | $17,507,000 | +221.2% | 1,627,068 | +171.1% | 0.06% | +154.2% |
| Q1 2020 | $5,450,000 | -63.8% | 600,215 | -18.3% | 0.02% | -51.0% |
| Q2 2019 | $15,037,000 | +210.7% | 734,941 | +154.2% | 0.05% | +172.2% |
| Q4 2018 | $4,840,000 | -30.5% | 289,100 | -5.0% | 0.02% | -5.3% |
| Q3 2018 | $6,965,000 | -74.3% | 304,400 | -70.1% | 0.02% | -75.9% |
| Q2 2018 | $27,065,000 | -57.8% | 1,019,000 | -49.2% | 0.08% | -58.6% |
| Q1 2018 | $64,190,000 | -56.4% | 2,005,300 | -50.2% | 0.19% | -54.3% |
| Q4 2017 | $147,070,000 | +2.5% | 4,024,899 | -1.7% | 0.42% | -0.2% |
| Q3 2017 | $143,538,000 | -3.8% | 4,096,391 | -3.4% | 0.42% | -5.4% |
| Q2 2017 | $149,201,000 | +3.5% | 4,239,882 | -9.9% | 0.44% | +2.8% |
| Q1 2017 | $144,124,000 | -4.4% | 4,705,336 | -5.3% | 0.43% | -5.9% |
| Q4 2016 | $150,730,000 | -4.3% | 4,968,035 | -1.4% | 0.46% | -4.8% |
| Q3 2016 | $157,572,000 | +24.2% | 5,039,064 | +1.4% | 0.48% | +21.2% |
| Q2 2016 | $126,882,000 | +18.0% | 4,967,980 | +42.1% | 0.40% | +17.5% |
| Q1 2016 | $107,543,000 | +10.1% | 3,495,050 | +19.8% | 0.34% | +15.0% |
| Q4 2015 | $97,656,000 | -18.9% | 2,916,842 | -24.3% | 0.29% | -19.0% |
| Q3 2015 | $120,388,000 | -20.7% | 3,854,886 | -4.8% | 0.36% | -9.2% |
| Q2 2015 | $151,775,000 | -9.4% | 4,048,403 | -4.1% | 0.40% | -5.7% |
| Q1 2015 | $167,510,000 | +9.1% | 4,220,447 | +8.7% | 0.42% | +9.0% |
| Q4 2014 | $153,496,000 | +3.6% | 3,884,000 | +3.5% | 0.39% | +4.9% |
| Q3 2014 | $148,113,000 | -71.7% | 3,751,592 | -73.0% | 0.37% | -37.9% |
| Q2 2014 | $523,688,000 | +87.5% | 13,872,586 | +83.8% | 0.60% | -6.1% |
| Q1 2014 | $279,305,000 | +36.7% | 7,548,791 | +34.5% | 0.64% | +39.8% |
| Q4 2013 | $204,300,000 | +85.0% | 5,612,636 | +62.1% | 0.46% | +79.1% |
| Q3 2013 | $110,450,000 | +19.2% | 3,462,380 | +18.8% | 0.25% | +18.1% |
| Q2 2013 | $92,679,000 | – | 2,914,425 | – | 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% |