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 | $18,905,626 | -22.6% | 1,302,041 | -10.4% | 0.01% | -12.5% |
| Q2 2023 | $24,433,956 | -1.8% | 1,453,537 | -4.2% | 0.01% | -11.1% |
| Q1 2023 | $24,870,946 | -13.0% | 1,516,521 | -4.6% | 0.01% | -18.2% |
| Q4 2022 | $28,592,789 | +27.7% | 1,589,371 | -2.7% | 0.01% | +22.2% |
| Q3 2022 | $22,388,000 | -15.2% | 1,634,161 | -0.1% | 0.01% | 0.0% |
| Q2 2022 | $26,395,000 | -21.4% | 1,636,368 | +12.4% | 0.01% | -10.0% |
| Q1 2022 | $33,572,000 | +2.8% | 1,455,831 | +2.6% | 0.01% | 0.0% |
| Q4 2021 | $32,654,000 | -12.9% | 1,418,531 | -8.8% | 0.01% | -16.7% |
| Q3 2021 | $37,505,000 | -13.9% | 1,555,607 | -4.5% | 0.01% | -20.0% |
| Q2 2021 | $43,560,000 | +11.1% | 1,629,640 | +4.8% | 0.02% | 0.0% |
| Q1 2021 | $39,205,000 | +31.7% | 1,554,522 | -9.0% | 0.02% | +25.0% |
| Q4 2020 | $29,770,000 | +51.7% | 1,707,953 | -0.7% | 0.01% | +33.3% |
| Q3 2020 | $19,620,000 | -31.3% | 1,719,482 | -35.2% | 0.01% | -35.7% |
| Q2 2020 | $28,559,000 | +19.7% | 2,654,152 | +1.1% | 0.01% | 0.0% |
| Q1 2020 | $23,858,000 | -47.6% | 2,624,988 | +3.7% | 0.01% | -36.4% |
| Q4 2019 | $45,493,000 | +8.9% | 2,530,254 | +2.6% | 0.02% | 0.0% |
| Q3 2019 | $41,757,000 | -17.9% | 2,465,228 | -0.9% | 0.02% | -18.5% |
| Q2 2019 | $50,886,000 | +4.4% | 2,487,088 | -1.5% | 0.03% | -3.6% |
| Q1 2019 | $48,754,000 | +37.2% | 2,524,814 | +19.0% | 0.03% | 0.0% |
| Q4 2018 | $35,526,000 | -22.0% | 2,122,240 | +6.6% | 0.03% | -15.2% |
| Q3 2018 | $45,536,000 | -11.0% | 1,990,209 | +3.3% | 0.03% | -15.4% |
| Q2 2018 | $51,154,000 | -21.6% | 1,925,985 | -5.5% | 0.04% | -22.0% |
| Q1 2018 | $65,231,000 | -15.4% | 2,038,275 | -3.4% | 0.05% | -10.7% |
| Q4 2017 | $77,117,000 | +3.0% | 2,110,404 | -1.2% | 0.06% | 0.0% |
| Q3 2017 | $74,874,000 | -0.8% | 2,136,775 | -0.4% | 0.06% | -8.2% |
| Q2 2017 | $75,488,000 | +17.3% | 2,145,134 | +2.1% | 0.06% | +10.9% |
| Q1 2017 | $64,347,000 | +6.4% | 2,100,821 | +5.4% | 0.06% | -1.8% |
| Q4 2016 | $60,453,000 | – | 1,992,609 | – | 0.06% | – |
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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% |