INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | $346 | -7.0% | 23,814 | +7.7% | 0.02% | -6.2% |
| Q2 2023 | $372 | +7.8% | 22,114 | +5.2% | 0.02% | -5.9% |
| Q1 2023 | $345 | -11.8% | 21,014 | -3.2% | 0.02% | -19.0% |
| Q4 2022 | $391 | -99.8% | 21,714 | +26.1% | 0.02% | +61.5% |
| Q3 2022 | $236,000 | -22.6% | 17,214 | -9.0% | 0.01% | -13.3% |
| Q2 2022 | $305,000 | -33.3% | 18,914 | -4.5% | 0.02% | -11.8% |
| Q1 2022 | $457,000 | -4.6% | 19,814 | -4.8% | 0.02% | +6.2% |
| Q4 2021 | $479,000 | -19.6% | 20,814 | -15.8% | 0.02% | -23.8% |
| Q3 2021 | $596,000 | -11.2% | 24,714 | -1.6% | 0.02% | -8.7% |
| Q2 2021 | $671,000 | +10.4% | 25,114 | +4.1% | 0.02% | -4.2% |
| Q1 2021 | $608,000 | +44.8% | 24,114 | 0.0% | 0.02% | +33.3% |
| Q4 2020 | $420,000 | +52.7% | 24,114 | 0.0% | 0.02% | +38.5% |
| Q3 2020 | $275,000 | +2.2% | 24,114 | -3.6% | 0.01% | 0.0% |
| Q2 2020 | $269,000 | +26.3% | 25,014 | +6.8% | 0.01% | 0.0% |
| Q1 2020 | $213,000 | -61.7% | 23,414 | -24.3% | 0.01% | -43.5% |
| Q4 2019 | $556,000 | +6.1% | 30,914 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $524,000 | -21.2% | 30,914 | -4.9% | 0.02% | -17.2% |
| Q2 2019 | $665,000 | +0.3% | 32,514 | -5.2% | 0.03% | +3.6% |
| Q1 2019 | $663,000 | +13.1% | 34,314 | -2.0% | 0.03% | 0.0% |
| Q4 2018 | $586,000 | -30.1% | 35,014 | -4.4% | 0.03% | -12.5% |
| Q3 2018 | $838,000 | -15.9% | 36,614 | -2.4% | 0.03% | -17.9% |
| Q2 2018 | $996,000 | -19.8% | 37,514 | -3.3% | 0.04% | -17.0% |
| Q1 2018 | $1,242,000 | -13.1% | 38,814 | -0.8% | 0.05% | -13.0% |
| Q4 2017 | $1,429,000 | +7.8% | 39,114 | +3.4% | 0.05% | -14.3% |
| Q3 2017 | $1,325,000 | +0.8% | 37,814 | 0.0% | 0.06% | -1.6% |
| Q2 2017 | $1,315,000 | +4.9% | 37,814 | -7.6% | 0.06% | +10.3% |
| Q1 2017 | $1,253,000 | -5.7% | 40,914 | -6.6% | 0.06% | -6.5% |
| Q4 2016 | $1,329,000 | +0.7% | 43,814 | +3.8% | 0.06% | -6.1% |
| Q3 2016 | $1,320,000 | +6.3% | 42,214 | -13.2% | 0.07% | +17.9% |
| Q2 2016 | $1,242,000 | -14.0% | 48,614 | +3.6% | 0.06% | -18.8% |
| Q1 2016 | $1,444,000 | -53.0% | 46,914 | -50.6% | 0.07% | -6.8% |
| Q4 2015 | $3,072,000 | +102.8% | 95,028 | +95.9% | 0.07% | 0.0% |
| Q3 2015 | $1,515,000 | -11.0% | 48,514 | +6.8% | 0.07% | -10.8% |
| Q2 2015 | $1,703,000 | -14.2% | 45,414 | -9.2% | 0.08% | -4.6% |
| Q1 2015 | $1,985,000 | -4.2% | 50,014 | -4.6% | 0.09% | -1.1% |
| Q4 2014 | $2,071,000 | -9.2% | 52,414 | -9.3% | 0.09% | -5.4% |
| Q3 2014 | $2,282,000 | +4.2% | 57,814 | -0.3% | 0.09% | +3.3% |
| Q2 2014 | $2,190,000 | +2.0% | 58,014 | 0.0% | 0.09% | -1.1% |
| Q1 2014 | $2,147,000 | – | 58,014 | – | 0.09% | – |
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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% |