INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 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 | $8,932,689 | -16.1% | 615,199 | -2.9% | 0.01% | -18.2% |
| Q2 2023 | $10,649,454 | -3.5% | 633,519 | -5.8% | 0.01% | 0.0% |
| Q1 2023 | $11,032,443 | -9.5% | 672,710 | -0.7% | 0.01% | -15.4% |
| Q4 2022 | $12,191,534 | +55.9% | 677,684 | +18.7% | 0.01% | +44.4% |
| Q3 2022 | $7,818,000 | -35.8% | 570,689 | -24.4% | 0.01% | -30.8% |
| Q2 2022 | $12,181,000 | -20.0% | 755,175 | +14.4% | 0.01% | 0.0% |
| Q1 2022 | $15,221,000 | +28.1% | 660,103 | +27.9% | 0.01% | +116.7% |
| Q4 2021 | $11,881,000 | -6.9% | 516,111 | -2.5% | 0.01% | -14.3% |
| Q3 2021 | $12,765,000 | -22.7% | 529,436 | -15.0% | 0.01% | -22.2% |
| Q2 2021 | $16,523,000 | -0.2% | 623,019 | -5.1% | 0.01% | 0.0% |
| Q1 2021 | $16,555,000 | +41.7% | 656,409 | -2.0% | 0.01% | +50.0% |
| Q4 2020 | $11,680,000 | +36.7% | 670,085 | -10.5% | 0.01% | +20.0% |
| Q3 2020 | $8,545,000 | -28.9% | 748,980 | -33.0% | 0.01% | -44.4% |
| Q2 2020 | $12,026,000 | +29.5% | 1,117,655 | +9.3% | 0.01% | +12.5% |
| Q1 2020 | $9,287,000 | -55.1% | 1,022,777 | -11.2% | 0.01% | -46.7% |
| Q4 2019 | $20,704,000 | +14.5% | 1,151,433 | +7.9% | 0.02% | 0.0% |
| Q3 2019 | $18,076,000 | +34.6% | 1,067,045 | +62.6% | 0.02% | +25.0% |
| Q2 2019 | $13,426,000 | -5.1% | 656,225 | -10.5% | 0.01% | -7.7% |
| Q1 2019 | $14,152,000 | -1.2% | 732,919 | -14.3% | 0.01% | -13.3% |
| Q4 2018 | $14,321,000 | -41.9% | 855,567 | -20.6% | 0.02% | -31.8% |
| Q3 2018 | $24,664,000 | -16.7% | 1,077,977 | -3.3% | 0.02% | -24.1% |
| Q2 2018 | $29,619,000 | -30.9% | 1,115,183 | -16.7% | 0.03% | -27.5% |
| Q1 2018 | $42,848,000 | +0.3% | 1,338,601 | +14.5% | 0.04% | +5.3% |
| Q4 2017 | $42,728,000 | +5.0% | 1,169,366 | +0.7% | 0.04% | -5.0% |
| Q3 2017 | $40,677,000 | +1.3% | 1,160,839 | +1.7% | 0.04% | +2.6% |
| Q2 2017 | $40,166,000 | -35.3% | 1,141,431 | -43.6% | 0.04% | -30.4% |
| Q1 2017 | $62,043,000 | -41.7% | 2,025,549 | -42.2% | 0.06% | -47.2% |
| Q4 2016 | $106,359,000 | -30.2% | 3,505,615 | -28.0% | 0.11% | -26.4% |
| Q3 2016 | $152,285,000 | +44.8% | 4,870,011 | +18.3% | 0.14% | +24.1% |
| Q2 2016 | $105,142,000 | -11.3% | 4,116,785 | +6.8% | 0.12% | -18.9% |
| Q1 2016 | $118,583,000 | -24.8% | 3,853,871 | -18.2% | 0.14% | -21.0% |
| Q4 2015 | $157,780,000 | +17.5% | 4,712,717 | +9.6% | 0.18% | +12.4% |
| Q3 2015 | $134,296,000 | +4.2% | 4,300,210 | +25.1% | 0.16% | +27.8% |
| Q2 2015 | $128,921,000 | -14.9% | 3,438,768 | -10.0% | 0.13% | -17.6% |
| Q1 2015 | $151,568,000 | +39.1% | 3,818,769 | +38.5% | 0.15% | +57.7% |
| Q4 2014 | $108,952,000 | +14.7% | 2,756,901 | +14.6% | 0.10% | +26.0% |
| Q3 2014 | $94,967,000 | +22.9% | 2,405,445 | +17.5% | 0.08% | +22.2% |
| Q2 2014 | $77,288,000 | +13.3% | 2,047,345 | +11.1% | 0.06% | -6.0% |
| Q1 2014 | $68,206,000 | +10.5% | 1,843,388 | +8.7% | 0.07% | +19.6% |
| Q4 2013 | $61,717,000 | +46.3% | 1,695,502 | +28.2% | 0.06% | +33.3% |
| Q3 2013 | $42,178,000 | -8.8% | 1,322,190 | -9.1% | 0.04% | -10.6% |
| Q2 2013 | $46,253,000 | +7.7% | 1,454,506 | -1.9% | 0.05% | +9.3% |
| Q1 2013 | $42,944,000 | – | 1,482,861 | – | 0.04% | – |
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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% |