INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 519 filers reported holding INVESCO LTD in Q1 2016. The put-call ratio across all filers is 0.17 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $18,250,470 | -29.4% | 1,218,482 | -21.8% | 0.01% | -35.3% |
Q1 2024 | $25,843,819 | +55.3% | 1,557,795 | +67.6% | 0.02% | +13.3% |
Q4 2023 | $16,639,665 | +52.5% | 929,376 | +24.1% | 0.02% | +36.4% |
Q3 2023 | $10,911,870 | +72.6% | 749,137 | +99.6% | 0.01% | +83.3% |
Q2 2023 | $6,320,671 | -19.2% | 375,359 | -21.8% | 0.01% | -33.3% |
Q1 2023 | $7,821,765 | +106.6% | 479,885 | +125.9% | 0.01% | +125.0% |
Q4 2022 | $3,785,535 | +14.1% | 212,425 | -10.7% | 0.00% | -20.0% |
Q3 2022 | $3,319,000 | -5.3% | 237,911 | +10.7% | 0.01% | 0.0% |
Q2 2022 | $3,503,000 | -60.4% | 214,844 | -43.8% | 0.01% | -54.5% |
Q1 2022 | $8,852,000 | -44.4% | 382,136 | -44.6% | 0.01% | -21.4% |
Q4 2021 | $15,933,000 | -37.7% | 689,434 | -34.6% | 0.01% | -46.2% |
Q3 2021 | $25,569,000 | -0.1% | 1,053,427 | +9.6% | 0.03% | -3.7% |
Q2 2021 | $25,590,000 | -11.2% | 960,999 | -15.8% | 0.03% | -20.6% |
Q1 2021 | $28,833,000 | +28.2% | 1,141,592 | -12.0% | 0.03% | +13.3% |
Q4 2020 | $22,496,000 | +371.6% | 1,297,834 | +212.9% | 0.03% | +275.0% |
Q3 2020 | $4,770,000 | +17.9% | 414,798 | +10.3% | 0.01% | 0.0% |
Q2 2020 | $4,045,000 | +10.7% | 375,919 | -4.8% | 0.01% | 0.0% |
Q1 2020 | $3,654,000 | -48.0% | 394,738 | +0.7% | 0.01% | -33.3% |
Q4 2019 | $7,023,000 | +38.2% | 392,048 | +30.7% | 0.01% | +33.3% |
Q3 2019 | $5,082,000 | -53.7% | 300,045 | -44.1% | 0.01% | -57.1% |
Q2 2019 | $10,987,000 | +9.5% | 537,025 | +3.3% | 0.02% | +16.7% |
Q1 2019 | $10,033,000 | -46.0% | 519,623 | -53.2% | 0.02% | -47.1% |
Q4 2018 | $18,571,000 | -2.4% | 1,109,403 | +33.4% | 0.03% | +9.7% |
Q3 2018 | $19,033,000 | -5.0% | 831,873 | +10.3% | 0.03% | -11.4% |
Q2 2018 | $20,036,000 | -19.0% | 754,358 | -2.4% | 0.04% | -5.4% |
Q1 2018 | $24,740,000 | -5.4% | 772,834 | +8.0% | 0.04% | -2.6% |
Q4 2017 | $26,145,000 | +71.1% | 715,487 | +64.0% | 0.04% | +58.3% |
Q3 2017 | $15,282,000 | +13.0% | 436,146 | +13.5% | 0.02% | -4.0% |
Q2 2017 | $13,518,000 | +70.5% | 384,155 | +48.4% | 0.02% | +47.1% |
Q1 2017 | $7,930,000 | +9.9% | 258,901 | +9.0% | 0.02% | 0.0% |
Q4 2016 | $7,215,000 | +8.8% | 237,465 | +11.6% | 0.02% | 0.0% |
Q3 2016 | $6,634,000 | +6.6% | 212,835 | -13.0% | 0.02% | 0.0% |
Q2 2016 | $6,222,000 | -3.1% | 244,527 | +17.2% | 0.02% | -5.6% |
Q1 2016 | $6,421,000 | -32.4% | 208,615 | -26.5% | 0.02% | -21.7% |
Q4 2015 | $9,504,000 | -4.6% | 283,967 | -11.1% | 0.02% | -8.0% |
Q3 2015 | $9,959,000 | -34.1% | 319,442 | -20.8% | 0.02% | -16.7% |
Q2 2015 | $15,121,000 | -21.3% | 403,428 | -16.6% | 0.03% | -18.9% |
Q1 2015 | $19,219,000 | +6.4% | 483,878 | +6.0% | 0.04% | 0.0% |
Q4 2014 | $18,057,000 | +16.5% | 456,438 | +16.3% | 0.04% | +15.6% |
Q3 2014 | $15,497,000 | +38.4% | 392,386 | +32.3% | 0.03% | +33.3% |
Q2 2014 | $11,201,000 | -5.6% | 296,688 | -7.5% | 0.02% | -14.3% |
Q1 2014 | $11,869,000 | -23.3% | 320,831 | -24.6% | 0.03% | -30.0% |
Q4 2013 | $15,478,000 | +10.9% | 425,224 | -2.8% | 0.04% | +5.3% |
Q3 2013 | $13,953,000 | +8.8% | 437,384 | +8.4% | 0.04% | -2.6% |
Q2 2013 | $12,830,000 | +28.8% | 403,428 | +17.3% | 0.04% | +8.3% |
Q1 2013 | $9,962,000 | +119.2% | 344,012 | +97.5% | 0.04% | +100.0% |
Q4 2012 | $4,545,000 | +51.0% | 174,215 | +44.7% | 0.02% | +50.0% |
Q3 2012 | $3,010,000 | +13.7% | 120,403 | +2.8% | 0.01% | 0.0% |
Q2 2012 | $2,647,000 | -17.0% | 117,147 | -2.0% | 0.01% | -14.3% |
Q1 2012 | $3,190,000 | – | 119,593 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |