INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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 | $5,619,385 | -17.9% | 387,010 | -5.0% | 0.05% | -14.0% |
| Q2 2023 | $6,846,999 | -50.2% | 407,317 | -51.4% | 0.06% | +1.8% |
| Q1 2023 | $13,755,894 | +80.0% | 838,774 | +97.4% | 0.06% | -6.7% |
| Q4 2022 | $7,643,663 | +354.4% | 424,884 | +246.1% | 0.06% | +275.0% |
| Q3 2022 | $1,682,000 | +62.8% | 122,757 | +91.6% | 0.02% | +77.8% |
| Q2 2022 | $1,033,000 | -30.1% | 64,069 | -0.0% | 0.01% | -18.2% |
| Q1 2022 | $1,478,000 | -88.9% | 64,072 | -88.9% | 0.01% | -88.4% |
| Q4 2021 | $13,288,000 | +0.7% | 577,220 | +5.4% | 0.10% | -5.0% |
| Q3 2021 | $13,202,000 | +85.9% | 547,553 | +106.1% | 0.10% | +88.7% |
| Q2 2021 | $7,101,000 | -1.0% | 265,669 | -6.6% | 0.05% | -1.9% |
| Q1 2021 | $7,171,000 | +39.1% | 284,341 | -3.9% | 0.05% | +25.6% |
| Q4 2020 | $5,156,000 | +46.9% | 295,840 | -3.9% | 0.04% | +22.9% |
| Q3 2020 | $3,511,000 | +58416.7% | 307,700 | +64004.2% | 0.04% | – |
| Q2 2020 | $6,000 | +200.0% | 480 | +303.4% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 119 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | +50.0% | 119 | +26.6% | 0.00% | – |
| Q3 2019 | $2,000 | -77.8% | 94 | -77.0% | 0.00% | – |
| Q2 2019 | $9,000 | -100.0% | 409 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $58,838,000 | +9.7% | 3,046,998 | -4.9% | 0.41% | +2.5% |
| Q4 2018 | $53,631,000 | -15.8% | 3,203,726 | +15.0% | 0.40% | 0.0% |
| Q3 2018 | $63,724,000 | +23.2% | 2,785,101 | +43.0% | 0.40% | +20.3% |
| Q2 2018 | $51,725,000 | +338.1% | 1,947,464 | +428.0% | 0.33% | +345.9% |
| Q1 2018 | $11,807,000 | -12.2% | 368,845 | +0.2% | 0.07% | -7.5% |
| Q4 2017 | $13,450,000 | +7.4% | 368,067 | +2.9% | 0.08% | +1.3% |
| Q3 2017 | $12,529,000 | -18.8% | 357,561 | -18.4% | 0.08% | -19.4% |
| Q2 2017 | $15,429,000 | +26.2% | 438,440 | +9.8% | 0.10% | +27.3% |
| Q1 2017 | $12,227,000 | +6.6% | 399,166 | +5.6% | 0.08% | +5.5% |
| Q4 2016 | $11,468,000 | -4.6% | 377,975 | -1.7% | 0.07% | -7.6% |
| Q3 2016 | $12,020,000 | +17.6% | 384,393 | -3.9% | 0.08% | +14.5% |
| Q2 2016 | $10,220,000 | -18.9% | 400,145 | -2.3% | 0.07% | -15.9% |
| Q1 2016 | $12,605,000 | -9.1% | 409,631 | -1.1% | 0.08% | -6.8% |
| Q4 2015 | $13,865,000 | +7.5% | 414,115 | +0.2% | 0.09% | +4.8% |
| Q3 2015 | $12,902,000 | -0.1% | 413,117 | +19.9% | 0.08% | +3.7% |
| Q2 2015 | $12,917,000 | -8.2% | 344,545 | -2.8% | 0.08% | -11.0% |
| Q1 2015 | $14,071,000 | +2.6% | 354,515 | +2.1% | 0.09% | -1.1% |
| Q4 2014 | $13,718,000 | +15.8% | 347,103 | +15.7% | 0.09% | +5.7% |
| Q3 2014 | $11,842,000 | +26.6% | 299,931 | +21.0% | 0.09% | +19.2% |
| Q2 2014 | $9,357,000 | +17.8% | 247,851 | +15.5% | 0.07% | +5.8% |
| Q1 2014 | $7,940,000 | +3.3% | 214,583 | +1.6% | 0.07% | -2.8% |
| Q4 2013 | $7,687,000 | +15.4% | 211,165 | +1.2% | 0.07% | +7.6% |
| Q3 2013 | $6,659,000 | +60436.4% | 208,715 | +64120.0% | 0.07% | – |
| Q2 2013 | $11,000 | – | 325 | – | 0.00% | – |
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% |