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 2023 | $560,864 | -11.2% | 38,627 | +2.8% | 0.01% | 0.0% |
| Q2 2023 | $631,636 | +2.3% | 37,575 | -0.2% | 0.01% | -16.7% |
| Q1 2023 | $617,246 | -10.5% | 37,637 | -1.8% | 0.01% | -14.3% |
| Q4 2022 | $689,521 | +23.1% | 38,328 | -6.3% | 0.01% | +16.7% |
| Q3 2022 | $560,000 | -12.8% | 40,889 | +2.7% | 0.01% | 0.0% |
| Q2 2022 | $642,000 | -29.8% | 39,798 | +0.4% | 0.01% | -25.0% |
| Q1 2022 | $914,000 | +1.9% | 39,652 | +1.7% | 0.01% | +14.3% |
| Q4 2021 | $897,000 | -8.1% | 38,987 | -3.7% | 0.01% | -12.5% |
| Q3 2021 | $976,000 | -15.4% | 40,482 | -6.1% | 0.01% | -20.0% |
| Q2 2021 | $1,153,000 | +4.9% | 43,117 | -1.1% | 0.01% | -9.1% |
| Q1 2021 | $1,099,000 | +40.9% | 43,582 | -2.7% | 0.01% | -8.3% |
| Q4 2020 | $780,000 | +31.3% | 44,778 | -14.0% | 0.01% | +20.0% |
| Q3 2020 | $594,000 | +11.7% | 52,051 | +5.3% | 0.01% | 0.0% |
| Q2 2020 | $532,000 | +52.0% | 49,433 | +28.1% | 0.01% | +11.1% |
| Q1 2020 | $350,000 | -49.6% | 38,597 | -0.1% | 0.01% | -40.0% |
| Q4 2019 | $694,000 | +18.0% | 38,621 | +11.3% | 0.02% | +7.1% |
| Q3 2019 | $588,000 | -13.0% | 34,690 | +4.9% | 0.01% | -17.6% |
| Q2 2019 | $676,000 | +1.0% | 33,056 | -4.5% | 0.02% | -5.6% |
| Q1 2019 | $669,000 | -58.2% | 34,625 | -63.8% | 0.02% | -63.3% |
| Q4 2018 | $1,601,000 | -25.8% | 95,636 | +1.4% | 0.05% | -15.5% |
| Q3 2018 | $2,158,000 | -0.6% | 94,308 | +15.4% | 0.06% | -9.4% |
| Q2 2018 | $2,171,000 | -14.7% | 81,751 | +2.8% | 0.06% | -20.0% |
| Q1 2018 | $2,546,000 | -14.8% | 79,553 | -2.7% | 0.08% | -12.1% |
| Q4 2017 | $2,989,000 | – | 81,769 | – | 0.09% | – |
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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% |