INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 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 | $1,474,695 | +76.5% | 101,563 | +104.3% | 0.10% | +87.0% |
| Q2 2023 | $835,507 | -0.4% | 49,703 | -2.8% | 0.05% | -12.9% |
| Q1 2023 | $838,909 | +89050.8% | 51,153 | -2.2% | 0.06% | -6.1% |
| Q4 2022 | $941 | -99.9% | 52,303 | -1.8% | 0.07% | +17.9% |
| Q3 2022 | $730,000 | -5.1% | 53,238 | +11.6% | 0.06% | +1.8% |
| Q2 2022 | $769,000 | -30.3% | 47,688 | -0.4% | 0.06% | -16.7% |
| Q1 2022 | $1,104,000 | -37.1% | 47,888 | -37.2% | 0.07% | -33.3% |
| Q4 2021 | $1,756,000 | -2.7% | 76,305 | +2.0% | 0.10% | -9.2% |
| Q3 2021 | $1,804,000 | -14.4% | 74,805 | -5.1% | 0.11% | -13.5% |
| Q2 2021 | $2,107,000 | +4.7% | 78,821 | -1.2% | 0.13% | +1.6% |
| Q1 2021 | $2,012,000 | +42.0% | 79,804 | -1.8% | 0.12% | +36.3% |
| Q4 2020 | $1,417,000 | +57.3% | 81,299 | +3.0% | 0.09% | +42.2% |
| Q3 2020 | $901,000 | -4.0% | 78,943 | -9.5% | 0.06% | -12.3% |
| Q2 2020 | $939,000 | -13.5% | 87,271 | -27.0% | 0.07% | -28.4% |
| Q1 2020 | $1,086,000 | -41.9% | 119,621 | +15.1% | 0.10% | -21.5% |
| Q4 2019 | $1,869,000 | +7.7% | 103,926 | +1.4% | 0.13% | +0.8% |
| Q3 2019 | $1,736,000 | -17.9% | 102,482 | -0.9% | 0.13% | -18.4% |
| Q2 2019 | $2,115,000 | +3.9% | 103,392 | -1.9% | 0.16% | +1.9% |
| Q1 2019 | $2,036,000 | +22.5% | 105,442 | +6.2% | 0.16% | +9.9% |
| Q4 2018 | $1,662,000 | -51.6% | 99,302 | -33.8% | 0.14% | -42.9% |
| Q3 2018 | $3,435,000 | -15.6% | 150,113 | -2.0% | 0.25% | -20.3% |
| Q2 2018 | $4,068,000 | -16.1% | 153,146 | +1.1% | 0.31% | -18.2% |
| Q1 2018 | $4,851,000 | -9.6% | 151,545 | +3.2% | 0.38% | -7.3% |
| Q4 2017 | $5,368,000 | -7.8% | 146,899 | -11.6% | 0.41% | -11.7% |
| Q3 2017 | $5,823,000 | +11.0% | 166,195 | +11.5% | 0.46% | +9.7% |
| Q2 2017 | $5,247,000 | +22.1% | 149,115 | +6.3% | 0.42% | +19.2% |
| Q1 2017 | $4,299,000 | +4.9% | 140,341 | +3.9% | 0.35% | +2.3% |
| Q4 2016 | $4,099,000 | -10.9% | 135,108 | -8.2% | 0.35% | -10.8% |
| Q3 2016 | $4,600,000 | +32.5% | 147,113 | +8.2% | 0.39% | +29.3% |
| Q2 2016 | $3,473,000 | -3.3% | 135,973 | +16.5% | 0.30% | -2.3% |
| Q1 2016 | $3,592,000 | -29.7% | 116,738 | -23.5% | 0.31% | -25.5% |
| Q4 2015 | $5,110,000 | +11.7% | 152,620 | +4.2% | 0.41% | +7.3% |
| Q3 2015 | $4,573,000 | -16.7% | 146,410 | +0.0% | 0.38% | -9.0% |
| Q2 2015 | $5,488,000 | +66.1% | 146,378 | +75.8% | 0.42% | -34.7% |
| Q1 2015 | $3,305,000 | +4.7% | 83,280 | +4.2% | 0.65% | +9.5% |
| Q4 2014 | $3,157,000 | +10.5% | 79,885 | +10.4% | 0.59% | +5.5% |
| Q3 2014 | $2,856,000 | +7.3% | 72,350 | +2.6% | 0.56% | +12.7% |
| Q2 2014 | $2,661,000 | – | 70,497 | – | 0.50% | – |
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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% |