INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 486 filers reported holding INVESCO LTD in Q1 2024. The put-call ratio across all filers is 4.30 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $154,436 | -23.0% | 10,323 | -14.6% | 0.08% | -20.2% |
| Q1 2024 | $200,476 | -6.9% | 12,084 | +0.2% | 0.09% | -13.8% |
| Q4 2023 | $215,248 | +24.5% | 12,065 | +0.2% | 0.11% | +14.7% |
| Q3 2023 | $172,859 | -14.6% | 12,046 | 0.0% | 0.10% | -8.7% |
| Q2 2023 | $202,492 | -3.0% | 12,046 | -5.4% | 0.10% | -6.3% |
| Q1 2023 | $208,730 | -12.8% | 12,727 | -4.4% | 0.11% | -11.2% |
| Q4 2022 | $239,486 | +33.8% | 13,312 | +2.0% | 0.12% | +35.9% |
| Q3 2022 | $179,000 | -20.1% | 13,048 | -6.0% | 0.09% | -20.7% |
| Q2 2022 | $224,000 | -26.8% | 13,883 | +4.6% | 0.12% | -25.2% |
| Q1 2022 | $306,000 | +12.9% | 13,273 | +12.8% | 0.16% | +20.2% |
| Q4 2021 | $271,000 | +5.9% | 11,764 | +10.9% | 0.13% | -3.0% |
| Q3 2021 | $256,000 | -4.1% | 10,607 | +6.1% | 0.13% | -7.6% |
| Q2 2021 | $267,000 | +6.0% | 10,000 | 0.0% | 0.14% | -1.4% |
| Q1 2021 | $252,000 | – | 10,000 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 36,739,343 | $419,196,000 | 6.93% |
| Greenwich Investment Management, Inc. | 312,079 | $3,561,000 | 3.94% |
| Insight Folios Inc | 351,205 | $4,007,000 | 3.71% |
| CONTINENTAL ADVISORS LLC | 456,727 | $5,211,000 | 2.76% |
| VALUEWORKS LLC | 260,921 | $2,977,000 | 2.51% |
| Kiltearn Partners LLP | 3,545,977 | $40,460,000 | 2.46% |
| CAZ INVESTMENTS LP | 162,700 | $1,856,000 | 2.41% |
| AMERICAN FINANCIAL GROUP INC | 1,490,000 | $17,000,000 | 2.34% |
| Olstein Capital Management, L.P. | 1,063,000 | $12,129,000 | 2.20% |
| Palouse Capital Management, Inc. | 312,031 | $3,560,000 | 1.99% |