INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 569 filers reported holding INVESCO LTD in Q2 2017. The put-call ratio across all filers is 0.26 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 | $2,258,811 | -28.4% | 155,565 | -17.1% | 0.00% | 0.0% |
| Q2 2023 | $3,153,584 | -59.6% | 187,601 | -60.6% | 0.00% | -50.0% |
| Q1 2023 | $7,814,175 | -15.9% | 476,473 | -7.7% | 0.00% | -33.3% |
| Q4 2022 | $9,291,106 | -8.7% | 516,459 | -30.5% | 0.00% | 0.0% |
| Q3 2022 | $10,176,000 | -19.2% | 742,831 | -4.9% | 0.00% | -25.0% |
| Q2 2022 | $12,596,000 | -34.2% | 780,940 | -6.0% | 0.00% | -20.0% |
| Q1 2022 | $19,156,000 | +1.1% | 830,708 | +1.0% | 0.01% | 0.0% |
| Q4 2021 | $18,939,000 | -46.1% | 822,787 | -43.6% | 0.01% | -37.5% |
| Q3 2021 | $35,156,000 | +30.1% | 1,458,121 | +44.3% | 0.01% | +33.3% |
| Q2 2021 | $27,018,000 | -2.0% | 1,010,775 | -7.5% | 0.01% | 0.0% |
| Q1 2021 | $27,565,000 | +105.9% | 1,093,050 | +42.3% | 0.01% | +100.0% |
| Q4 2020 | $13,388,000 | +63.1% | 768,060 | +6.8% | 0.00% | +50.0% |
| Q3 2020 | $8,208,000 | +9.6% | 719,361 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $7,488,000 | -54.0% | 695,916 | -61.2% | 0.00% | -66.7% |
| Q1 2020 | $16,292,000 | -61.1% | 1,794,285 | -22.9% | 0.01% | -45.5% |
| Q4 2019 | $41,839,000 | +9.3% | 2,326,969 | +3.0% | 0.01% | 0.0% |
| Q3 2019 | $38,279,000 | -34.7% | 2,259,668 | -21.1% | 0.01% | -35.3% |
| Q2 2019 | $58,598,000 | +61.8% | 2,863,997 | +52.7% | 0.02% | +54.5% |
| Q1 2019 | $36,226,000 | +28.5% | 1,876,004 | +11.4% | 0.01% | +22.2% |
| Q4 2018 | $28,198,000 | -54.6% | 1,684,430 | -38.0% | 0.01% | -50.0% |
| Q3 2018 | $62,169,000 | +0.2% | 2,717,150 | +16.3% | 0.02% | 0.0% |
| Q2 2018 | $62,031,000 | +6.0% | 2,335,486 | +27.7% | 0.02% | +5.9% |
| Q1 2018 | $58,541,000 | +4.7% | 1,828,815 | +19.5% | 0.02% | +6.2% |
| Q4 2017 | $55,933,000 | +4.9% | 1,530,732 | +0.6% | 0.02% | -5.9% |
| Q3 2017 | $53,339,000 | +16.6% | 1,522,224 | +17.1% | 0.02% | +13.3% |
| Q2 2017 | $45,754,000 | +34.8% | 1,300,168 | +17.3% | 0.02% | +36.4% |
| Q1 2017 | $33,943,000 | -3.3% | 1,108,150 | -4.2% | 0.01% | -8.3% |
| Q4 2016 | $35,086,000 | +19.7% | 1,156,432 | +23.3% | 0.01% | +9.1% |
| Q3 2016 | $29,316,000 | -0.9% | 937,539 | -19.0% | 0.01% | 0.0% |
| Q2 2016 | $29,568,000 | -34.5% | 1,157,698 | -21.1% | 0.01% | -38.9% |
| Q1 2016 | $45,166,000 | -53.8% | 1,467,827 | -49.7% | 0.02% | -53.8% |
| Q4 2015 | $97,790,000 | +48.9% | 2,920,846 | +38.9% | 0.04% | +39.3% |
| Q3 2015 | $65,689,000 | -18.3% | 2,103,362 | -2.0% | 0.03% | -9.7% |
| Q2 2015 | $80,449,000 | -49.6% | 2,145,901 | -46.6% | 0.03% | 0.0% |
| Q1 2015 | $159,604,000 | +101.9% | 4,021,298 | +101.0% | 0.03% | 0.0% |
| Q4 2014 | $79,063,000 | -2.6% | 2,000,598 | -2.7% | 0.03% | -8.8% |
| Q3 2014 | $81,166,000 | -10.3% | 2,055,869 | -14.2% | 0.03% | -8.1% |
| Q2 2014 | $90,462,000 | +0.7% | 2,396,383 | -1.3% | 0.04% | -2.6% |
| Q1 2014 | $89,793,000 | +8.6% | 2,426,896 | +6.8% | 0.04% | +5.6% |
| Q4 2013 | $82,713,000 | +17.8% | 2,272,341 | +3.2% | 0.04% | +9.1% |
| Q3 2013 | $70,218,000 | +0.7% | 2,201,188 | +0.4% | 0.03% | -8.3% |
| Q2 2013 | $69,707,000 | – | 2,192,020 | – | 0.04% | – |
Download | ||||||
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% |