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 | $909,170 | -17.7% | 62,615 | -4.7% | 0.01% | -15.4% |
| Q2 2023 | $1,104,888 | +3.8% | 65,728 | +1.3% | 0.01% | 0.0% |
| Q1 2023 | $1,064,426 | -8.7% | 64,904 | +0.2% | 0.01% | -13.3% |
| Q4 2022 | $1,165,662 | +35.5% | 64,795 | +3.2% | 0.02% | +25.0% |
| Q3 2022 | $860,000 | +16.1% | 62,807 | +36.8% | 0.01% | +33.3% |
| Q2 2022 | $741,000 | -29.4% | 45,918 | +0.8% | 0.01% | -18.2% |
| Q1 2022 | $1,050,000 | +1.3% | 45,546 | +1.1% | 0.01% | 0.0% |
| Q4 2021 | $1,037,000 | -4.1% | 45,065 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $1,081,000 | -18.2% | 44,849 | -9.2% | 0.01% | -15.4% |
| Q2 2021 | $1,321,000 | +7.4% | 49,415 | +1.3% | 0.01% | 0.0% |
| Q1 2021 | $1,230,000 | +49.3% | 48,775 | +3.1% | 0.01% | +44.4% |
| Q4 2020 | $824,000 | +46.9% | 47,297 | -3.8% | 0.01% | +28.6% |
| Q3 2020 | $561,000 | +2.4% | 49,188 | -3.4% | 0.01% | -12.5% |
| Q2 2020 | $548,000 | +18.6% | 50,908 | +0.1% | 0.01% | 0.0% |
| Q1 2020 | $462,000 | -49.6% | 50,865 | -0.3% | 0.01% | -33.3% |
| Q4 2019 | $917,000 | +5.3% | 51,006 | -0.8% | 0.01% | 0.0% |
| Q3 2019 | $871,000 | -19.9% | 51,427 | -3.2% | 0.01% | -20.0% |
| Q2 2019 | $1,087,000 | – | 53,148 | – | 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% |