INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 495 filers reported holding INVESCO LTD in Q3 2022. The put-call ratio across all filers is 1.48 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 | $2,003,484 | +377.6% | 137,981 | +452.9% | 0.02% | +300.0% |
| Q2 2023 | $419,510 | +6096.6% | 24,956 | -94.0% | 0.01% | -95.2% |
| Q1 2023 | $6,770 | -99.8% | 412,681 | +77.0% | 0.10% | +52.2% |
| Q3 2022 | $3,195,000 | +195.6% | 233,218 | +247.9% | 0.07% | +146.4% |
| Q2 2022 | $1,081,000 | -46.3% | 67,033 | -69.8% | 0.03% | -84.4% |
| Q1 2020 | $2,014,000 | +24.7% | 221,794 | +132.7% | 0.18% | +227.3% |
| Q3 2019 | $1,615,000 | -75.7% | 95,326 | -56.0% | 0.06% | -73.0% |
| Q1 2017 | $6,635,000 | -65.0% | 216,609 | -64.3% | 0.20% | -54.1% |
| Q3 2016 | $18,976,000 | +5514.2% | 606,855 | +4488.3% | 0.44% | +6242.9% |
| Q2 2016 | $338,000 | -80.3% | 13,226 | -71.1% | 0.01% | -86.0% |
| Q2 2015 | $1,718,000 | +92.0% | 45,816 | +102.3% | 0.05% | +61.3% |
| Q4 2014 | $895,000 | +74.5% | 22,647 | +74.2% | 0.03% | +63.2% |
| Q3 2014 | $513,000 | +35.4% | 13,000 | +25.0% | 0.02% | +5.6% |
| Q4 2013 | $379,000 | +3.3% | 10,400 | -9.6% | 0.02% | +20.0% |
| Q3 2013 | $367,000 | +13.3% | 11,500 | +12.7% | 0.02% | -37.5% |
| Q2 2013 | $324,000 | – | 10,200 | – | 0.02% | – |
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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% |