INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 7 filers reported holding INVESCO LTD in Q4 2023. The put-call ratio across all filers is - 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 | $325,132 | -36.7% | 22,392 | -26.7% | 0.00% | -33.3% |
Q2 2023 | $513,377 | +2.1% | 30,540 | -0.4% | 0.01% | 0.0% |
Q1 2023 | $502,890 | -5.2% | 30,664 | +4.0% | 0.01% | -14.3% |
Q4 2022 | $530,471 | +176.3% | 29,487 | +109.9% | 0.01% | +133.3% |
Q3 2022 | $192,000 | -2.0% | 14,051 | +15.6% | 0.00% | -25.0% |
Q2 2022 | $196,000 | -28.2% | 12,152 | +2.5% | 0.00% | 0.0% |
Q1 2022 | $273,000 | -82.0% | 11,853 | -81.1% | 0.00% | -81.0% |
Q3 2021 | $1,515,000 | +105.6% | 62,848 | +127.9% | 0.02% | +200.0% |
Q2 2021 | $737,000 | -94.0% | 27,579 | -94.3% | 0.01% | -91.8% |
Q1 2021 | $12,267,000 | -85.3% | 486,379 | -89.8% | 0.08% | -80.8% |
Q4 2020 | $83,348,000 | -7.5% | 4,781,879 | -39.4% | 0.44% | -1.3% |
Q3 2020 | $90,074,000 | +29.0% | 7,894,321 | +21.7% | 0.45% | +33.6% |
Q2 2020 | $69,821,000 | +59.0% | 6,488,974 | +34.2% | 0.34% | +43.6% |
Q1 2020 | $43,899,000 | +536.8% | 4,834,701 | +2027.6% | 0.23% | +875.0% |
Q4 2016 | $6,894,000 | -5.0% | 227,238 | -2.1% | 0.02% | -11.1% |
Q3 2016 | $7,255,000 | +20.9% | 232,012 | -1.2% | 0.03% | +12.5% |
Q2 2016 | $6,000,000 | -30.7% | 234,928 | -16.6% | 0.02% | -31.4% |
Q1 2016 | $8,664,000 | -13.5% | 281,574 | -5.9% | 0.04% | -14.6% |
Q4 2015 | $10,021,000 | +3.6% | 299,298 | -3.4% | 0.04% | 0.0% |
Q3 2015 | $9,675,000 | -24.2% | 309,797 | -9.0% | 0.04% | -16.3% |
Q2 2015 | $12,766,000 | – | 340,524 | – | 0.05% | – |
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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% |