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 | $269,506 | -19.7% | 18,561 | -7.0% | 0.01% | -12.5% |
| Q2 2023 | $335,628 | -29.1% | 19,966 | -24.1% | 0.02% | -23.8% |
| Q4 2022 | $473,209 | +44.7% | 26,304 | +29.7% | 0.02% | +50.0% |
| Q2 2022 | $327,100 | -32.6% | 20,279 | -3.7% | 0.01% | -17.6% |
| Q1 2022 | $485,667 | -45.7% | 21,061 | -45.8% | 0.02% | +41.7% |
| Q4 2021 | $894,373 | -7.3% | 38,852 | -2.9% | 0.01% | -14.3% |
| Q3 2021 | $964,328 | -17.8% | 39,997 | -14.0% | 0.01% | -22.2% |
| Q1 2021 | $1,172,831 | +37.8% | 46,504 | -4.7% | 0.02% | +38.5% |
| Q4 2020 | $850,933 | +47.4% | 48,820 | -9.0% | 0.01% | +30.0% |
| Q2 2020 | $577,242 | -41.8% | 53,647 | -8.4% | 0.01% | -41.2% |
| Q3 2019 | $992,413 | -20.0% | 58,584 | -3.3% | 0.02% | -19.0% |
| Q2 2019 | $1,240,142 | +13.9% | 60,613 | +7.5% | 0.02% | +5.0% |
| Q1 2019 | $1,088,891 | +9.1% | 56,390 | -5.4% | 0.02% | 0.0% |
| Q4 2018 | $997,989 | -86.4% | 59,617 | -74.6% | 0.02% | -62.3% |
| Q3 2015 | $7,333,000 | -18.5% | 234,809 | -2.2% | 0.05% | -15.9% |
| Q2 2015 | $9,002,000 | -5.7% | 240,118 | -0.1% | 0.06% | -10.0% |
| Q1 2015 | $9,542,000 | -1.2% | 240,414 | -1.6% | 0.07% | +4.5% |
| Q4 2014 | $9,659,000 | +0.1% | 244,405 | +0.0% | 0.07% | -2.9% |
| Q3 2014 | $9,645,000 | +3.0% | 244,310 | -1.5% | 0.07% | +6.2% |
| Q2 2014 | $9,360,000 | -1.9% | 248,009 | -3.9% | 0.06% | -1.5% |
| Q1 2014 | $9,546,000 | -2.2% | 257,997 | -3.8% | 0.07% | -4.3% |
| Q4 2013 | $9,758,000 | +11.0% | 268,068 | -2.8% | 0.07% | +3.0% |
| Q3 2013 | $8,794,000 | -0.6% | 275,668 | -0.9% | 0.07% | -5.6% |
| Q2 2013 | $8,848,000 | – | 278,230 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |