PINNACLE ASSOCIATES LTD - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 511 filers reported holding INVESCO LTD in Q3 2019. The put-call ratio across all filers is 0.60 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
PINNACLE ASSOCIATES LTD ownership history of INVESCO LTD
ValueSharesWeighting
Q2 2020$725,000
+14.0%
67,371
-3.8%
0.02%
-5.3%
Q1 2020$636,000
-56.3%
70,002
-13.6%
0.02%
-40.6%
Q4 2019$1,457,000
-7.5%
81,013
-12.9%
0.03%
-13.5%
Q3 2019$1,575,000
-40.1%
92,975
-27.6%
0.04%
-40.3%
Q2 2019$2,628,000
+4.7%
128,442
-1.2%
0.06%
+8.8%
Q1 2019$2,510,000
+6.9%
129,981
-7.4%
0.06%
-6.6%
Q4 2018$2,349,000
-50.1%
140,314
-31.9%
0.06%
-37.8%
Q3 2018$4,711,000
-20.4%
205,920
-7.6%
0.10%
-19.7%
Q2 2018$5,918,000
-14.4%
222,820
+3.1%
0.12%
-10.3%
Q1 2018$6,915,000
-10.5%
216,039
+2.2%
0.14%
-8.1%
Q4 2017$7,722,000
+0.1%
211,335
-4.0%
0.15%
+4.2%
Q3 2017$7,714,000
-0.7%
220,152
-0.2%
0.14%
-4.7%
Q2 2017$7,765,000
+20.0%
220,654
+4.5%
0.15%
+20.2%
Q1 2017$6,469,000
+0.1%
211,195
-0.8%
0.12%
-4.6%
Q4 2016$6,461,000
-3.4%
212,955
-0.4%
0.13%
-3.0%
Q3 2016$6,688,000
+21.1%
213,882
-1.1%
0.13%
+12.6%
Q2 2016$5,522,000
-9.1%
216,199
+9.5%
0.12%
-8.5%
Q1 2016$6,076,000
+0.7%
197,466
+9.6%
0.13%
+2.4%
Q4 2015$6,032,000
+20.6%
180,182
+12.5%
0.13%
+14.4%
Q3 2015$5,003,000
-17.1%
160,187
-0.5%
0.11%
-0.9%
Q2 2015$6,033,000
-2.6%
160,935
+3.1%
0.11%
-3.4%
Q1 2015$6,195,000
+3.2%
156,081
+2.8%
0.12%
-1.7%
Q4 2014$6,000,000
+35.7%
151,825
+35.6%
0.12%
+31.1%
Q3 2014$4,421,000
+2.6%
111,979
-1.9%
0.09%
+7.1%
Q2 2014$4,311,000
+1.5%
114,194
-0.5%
0.08%
+1.2%
Q1 2014$4,246,000
+4.6%
114,755
+2.9%
0.08%
+5.1%
Q4 2013$4,058,000
+13.8%
111,474
-0.3%
0.08%
+6.8%
Q3 2013$3,566,000
-16.4%
111,771
-16.6%
0.07%
-22.9%
Q2 2013$4,264,000134,0890.10%
Other shareholders
INVESCO LTD shareholders Q3 2019
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders