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 | $36 | -99.9% | 2,507 | +12.0% | 0.02% | +13.3% |
| Q3 2022 | $31,000 | -13.9% | 2,238 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $36,000 | -52.0% | 2,238 | -31.1% | 0.02% | -20.0% |
| Q4 2021 | $75,000 | -3.8% | 3,246 | 0.0% | 0.02% | -13.0% |
| Q3 2021 | $78,000 | -21.2% | 3,246 | -12.7% | 0.02% | -8.0% |
| Q2 2021 | $99,000 | +5.3% | 3,720 | +0.3% | 0.02% | -3.8% |
| Q1 2021 | $94,000 | -74.9% | 3,708 | -82.7% | 0.03% | +36.8% |
| Q4 2020 | $374,000 | +52.7% | 21,452 | 0.0% | 0.02% | +35.7% |
| Q3 2020 | $245,000 | +6.1% | 21,452 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $231,000 | -49.8% | 21,452 | -9.9% | 0.01% | -56.2% |
| Q1 2019 | $460,000 | +6.0% | 23,804 | -8.2% | 0.03% | +3.2% |
| Q4 2018 | $434,000 | -28.7% | 25,918 | -2.6% | 0.03% | -16.2% |
| Q3 2018 | $609,000 | -13.7% | 26,597 | 0.0% | 0.04% | -19.6% |
| Q2 2018 | $706,000 | -21.6% | 26,597 | +3.4% | 0.05% | +35.3% |
| Q3 2017 | $901,000 | -0.4% | 25,726 | 0.0% | 0.03% | -5.6% |
| Q2 2017 | $905,000 | +15.9% | 25,726 | +0.9% | 0.04% | +12.5% |
| Q1 2017 | $781,000 | -12.5% | 25,497 | -13.4% | 0.03% | -15.8% |
| Q4 2016 | $893,000 | -14.1% | 29,441 | -11.4% | 0.04% | -15.6% |
| Q3 2016 | $1,040,000 | +64.8% | 33,246 | +34.7% | 0.04% | +60.7% |
| Q2 2016 | $631,000 | -30.5% | 24,689 | -16.3% | 0.03% | -31.7% |
| Q1 2016 | $908,000 | -15.1% | 29,499 | -7.6% | 0.04% | -16.3% |
| Q4 2015 | $1,069,000 | +71.9% | 31,926 | +60.4% | 0.05% | +58.1% |
| Q3 2015 | $622,000 | -16.6% | 19,906 | 0.0% | 0.03% | -11.4% |
| Q2 2015 | $746,000 | -5.6% | 19,906 | 0.0% | 0.04% | -5.4% |
| Q1 2015 | $790,000 | +0.4% | 19,906 | 0.0% | 0.04% | -2.6% |
| Q4 2014 | $787,000 | +0.1% | 19,906 | 0.0% | 0.04% | -5.0% |
| Q3 2014 | $786,000 | -6.9% | 19,906 | -11.0% | 0.04% | -9.1% |
| Q2 2014 | $844,000 | -5.0% | 22,360 | -6.8% | 0.04% | -6.4% |
| Q1 2014 | $888,000 | +1.6% | 24,000 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $874,000 | +46.4% | 24,000 | +28.3% | 0.05% | +34.3% |
| Q3 2013 | $597,000 | +60.5% | 18,700 | +59.8% | 0.04% | +59.1% |
| Q2 2013 | $372,000 | – | 11,700 | – | 0.02% | – |
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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% |