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 | $862,399 | +7.6% | 57,647 | +19.3% | 0.00% | 0.0% |
Q1 2024 | $801,479 | -7.6% | 48,311 | -0.6% | 0.00% | 0.0% |
Q4 2023 | $866,953 | +5.1% | 48,596 | -19.9% | 0.00% | 0.0% |
Q3 2023 | $824,949 | -45.2% | 60,658 | -31.0% | 0.00% | -50.0% |
Q2 2023 | $1,505,213 | -43.6% | 87,870 | -46.0% | 0.00% | -50.0% |
Q1 2023 | $2,668,264 | +245.6% | 162,699 | +188.9% | 0.00% | +300.0% |
Q3 2022 | $772,000 | +142.8% | 56,317 | +185.7% | 0.00% | 0.0% |
Q2 2022 | $318,000 | -5.1% | 19,710 | +35.6% | 0.00% | – |
Q1 2022 | $335,000 | +40.8% | 14,536 | +40.3% | 0.00% | – |
Q4 2021 | $238,000 | +9.2% | 10,360 | +14.8% | 0.00% | – |
Q3 2021 | $218,000 | 0.0% | 9,026 | +10.9% | 0.00% | – |
Q2 2021 | $218,000 | -32.5% | 8,137 | -56.1% | 0.00% | -100.0% |
Q4 2020 | $323,000 | +51.6% | 18,519 | -0.9% | 0.00% | 0.0% |
Q3 2020 | $213,000 | -97.6% | 18,682 | -97.7% | 0.00% | -95.8% |
Q2 2020 | $8,875,000 | +167.4% | 824,804 | +316.0% | 0.02% | +166.7% |
Q4 2018 | $3,319,000 | +848.3% | 198,264 | +1347.3% | 0.01% | +350.0% |
Q2 2016 | $350,000 | -16.5% | 13,699 | +0.5% | 0.00% | -50.0% |
Q1 2016 | $419,000 | -8.7% | 13,628 | -0.6% | 0.00% | +33.3% |
Q4 2015 | $459,000 | +6.2% | 13,714 | -0.8% | 0.00% | 0.0% |
Q3 2015 | $432,000 | +14.9% | 13,819 | +37.7% | 0.00% | +50.0% |
Q2 2015 | $376,000 | -4.3% | 10,039 | +1.3% | 0.00% | 0.0% |
Q1 2015 | $393,000 | -9.0% | 9,910 | -9.4% | 0.00% | 0.0% |
Q4 2014 | $432,000 | 0.0% | 10,935 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $432,000 | -66.5% | 10,935 | -68.0% | 0.00% | -66.7% |
Q2 2014 | $1,288,000 | +2.1% | 34,119 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $1,262,000 | +50.6% | 34,119 | +48.2% | 0.01% | +50.0% |
Q4 2013 | $838,000 | +27.4% | 23,024 | +11.6% | 0.00% | +33.3% |
Q3 2013 | $658,000 | +9.5% | 20,632 | +9.1% | 0.00% | 0.0% |
Q2 2013 | $601,000 | – | 18,915 | – | 0.00% | – |
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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% |