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 2018 | $8,503,000 | -84.1% | 371,612 | -81.6% | 0.07% | -83.9% |
| Q2 2018 | $53,586,000 | -22.1% | 2,017,558 | -6.1% | 0.44% | -22.2% |
| Q1 2018 | $68,762,000 | -12.8% | 2,148,162 | -0.4% | 0.56% | -12.0% |
| Q4 2017 | $78,812,000 | -4.1% | 2,156,855 | -8.0% | 0.64% | -2.8% |
| Q3 2017 | $82,158,000 | +25.0% | 2,344,695 | +25.5% | 0.65% | +19.6% |
| Q2 2017 | $65,747,000 | +76.2% | 1,868,363 | +53.4% | 0.55% | +75.6% |
| Q1 2017 | $37,314,000 | +238.1% | 1,218,211 | +234.8% | 0.31% | +274.7% |
| Q4 2016 | $11,038,000 | +222.0% | 363,817 | +231.9% | 0.08% | +219.2% |
| Q3 2016 | $3,428,000 | +22.3% | 109,608 | -0.2% | 0.03% | +23.8% |
| Q2 2016 | $2,804,000 | -23.8% | 109,808 | -8.2% | 0.02% | -22.2% |
| Q1 2016 | $3,680,000 | -20.4% | 119,596 | -13.4% | 0.03% | -18.2% |
| Q4 2015 | $4,621,000 | -1.7% | 138,034 | -8.3% | 0.03% | -2.9% |
| Q3 2015 | $4,699,000 | -13.9% | 150,448 | +3.3% | 0.03% | -2.9% |
| Q2 2015 | $5,460,000 | -45.7% | 145,631 | -42.5% | 0.04% | -27.1% |
| Q1 2015 | $10,053,000 | -15.1% | 253,280 | -15.5% | 0.05% | -4.0% |
| Q4 2014 | $11,844,000 | -22.7% | 299,694 | -22.8% | 0.05% | -19.4% |
| Q3 2014 | $15,328,000 | +2.6% | 388,223 | -1.9% | 0.06% | 0.0% |
| Q2 2014 | $14,936,000 | +0.0% | 395,670 | -2.0% | 0.06% | 0.0% |
| Q1 2014 | $14,935,000 | +0.2% | 403,664 | -1.4% | 0.06% | -1.6% |
| Q4 2013 | $14,906,000 | +9.6% | 409,497 | -3.9% | 0.06% | 0.0% |
| Q3 2013 | $13,597,000 | -49.7% | 426,270 | -49.9% | 0.06% | -6.0% |
| Q2 2013 | $27,048,000 | – | 850,612 | – | 0.07% | – |
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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% |