INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 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 | $86,306,053 | +12.9% | 5,943,943 | +30.7% | 0.02% | +13.3% |
| Q2 2023 | $76,467,346 | +1.7% | 4,548,920 | -0.8% | 0.02% | 0.0% |
| Q1 2023 | $75,225,815 | -6.6% | 4,586,940 | +2.4% | 0.02% | -11.8% |
| Q4 2022 | $80,548,606 | +32.0% | 4,477,410 | +0.5% | 0.02% | +21.4% |
| Q3 2022 | $61,034,000 | +8.1% | 4,455,038 | +27.2% | 0.01% | +16.7% |
| Q2 2022 | $56,486,000 | -29.3% | 3,501,891 | +1.1% | 0.01% | -14.3% |
| Q1 2022 | $79,856,000 | -6.5% | 3,462,972 | -6.7% | 0.01% | 0.0% |
| Q4 2021 | $85,429,000 | -12.7% | 3,711,060 | -8.6% | 0.01% | -17.6% |
| Q3 2021 | $97,851,000 | -11.1% | 4,058,504 | -1.5% | 0.02% | -10.5% |
| Q2 2021 | $110,112,000 | +1.2% | 4,119,438 | -4.5% | 0.02% | -5.0% |
| Q1 2021 | $108,783,000 | +44.6% | 4,313,398 | -0.1% | 0.02% | +33.3% |
| Q4 2020 | $75,227,000 | +50.4% | 4,315,947 | -1.6% | 0.02% | +36.4% |
| Q3 2020 | $50,029,000 | +8.5% | 4,384,629 | +2.4% | 0.01% | 0.0% |
| Q2 2020 | $46,093,000 | +21.2% | 4,283,673 | +2.2% | 0.01% | 0.0% |
| Q1 2020 | $38,045,000 | -48.3% | 4,189,975 | +2.4% | 0.01% | -31.2% |
| Q4 2019 | $73,596,000 | +2.4% | 4,093,223 | -3.6% | 0.02% | -5.9% |
| Q3 2019 | $71,906,000 | -22.0% | 4,244,785 | -5.8% | 0.02% | -22.7% |
| Q2 2019 | $92,203,000 | +7.8% | 4,506,496 | +1.8% | 0.02% | +4.8% |
| Q1 2019 | $85,493,000 | +15.2% | 4,427,400 | -0.1% | 0.02% | 0.0% |
| Q4 2018 | $74,212,000 | -23.5% | 4,433,265 | +4.5% | 0.02% | -12.5% |
| Q3 2018 | $97,036,000 | -16.9% | 4,241,115 | -3.5% | 0.02% | -20.0% |
| Q2 2018 | $116,710,000 | -18.8% | 4,394,213 | -2.1% | 0.03% | -18.9% |
| Q1 2018 | $143,742,000 | -13.6% | 4,490,522 | -1.4% | 0.04% | -11.9% |
| Q4 2017 | $166,432,000 | +2.0% | 4,554,798 | -2.2% | 0.04% | -2.3% |
| Q3 2017 | $163,234,000 | +4.3% | 4,658,463 | +4.8% | 0.04% | -2.3% |
| Q2 2017 | $156,460,000 | +11.3% | 4,446,153 | -3.1% | 0.04% | +7.3% |
| Q1 2017 | $140,516,000 | +1.9% | 4,587,544 | +0.9% | 0.04% | -2.4% |
| Q4 2016 | $137,909,000 | -11.9% | 4,545,441 | -9.2% | 0.04% | -14.3% |
| Q3 2016 | $156,573,000 | +21.9% | 5,007,169 | -0.5% | 0.05% | +16.7% |
| Q2 2016 | $128,470,000 | -17.7% | 5,030,136 | -0.7% | 0.04% | -19.2% |
| Q1 2016 | $156,141,000 | -9.4% | 5,067,424 | -1.6% | 0.05% | -8.8% |
| Q4 2015 | $172,392,000 | -0.2% | 5,149,099 | -6.9% | 0.06% | -1.7% |
| Q3 2015 | $172,671,000 | -12.3% | 5,529,040 | +5.3% | 0.06% | -1.7% |
| Q2 2015 | $196,879,000 | -15.3% | 5,251,511 | -10.3% | 0.06% | -15.7% |
| Q1 2015 | $232,382,000 | -3.0% | 5,854,929 | -3.4% | 0.07% | -2.8% |
| Q4 2014 | $239,600,000 | -0.2% | 6,062,747 | -0.3% | 0.07% | -4.0% |
| Q3 2014 | $240,077,000 | +3.0% | 6,080,977 | -1.5% | 0.08% | +2.7% |
| Q2 2014 | $233,054,000 | -5.9% | 6,173,622 | -7.8% | 0.07% | -6.4% |
| Q1 2014 | $247,644,000 | +9.1% | 6,693,100 | +7.4% | 0.08% | +6.8% |
| Q4 2013 | $226,918,000 | +14.2% | 6,234,010 | +0.0% | 0.07% | +4.3% |
| Q3 2013 | $198,771,000 | -3.4% | 6,231,050 | -3.7% | 0.07% | -6.7% |
| Q2 2013 | $205,675,000 | – | 6,467,753 | – | 0.08% | – |
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% |