INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | $14,266,926 | +143.5% | 908,143 | +161.6% | 0.01% | +150.0% |
| Q2 2023 | $5,859,301 | -4.6% | 347,115 | +9.3% | 0.00% | 0.0% |
| Q4 2022 | $6,139,735 | -16.3% | 317,463 | -23.6% | 0.00% | -33.3% |
| Q3 2022 | $7,337,000 | +138.6% | 415,678 | +136.4% | 0.00% | +200.0% |
| Q2 2022 | $3,075,000 | -27.4% | 175,817 | -2.7% | 0.00% | -50.0% |
| Q1 2022 | $4,237,000 | -77.8% | 180,685 | -77.9% | 0.00% | -80.0% |
| Q4 2021 | $19,079,000 | +125.8% | 817,414 | +138.6% | 0.01% | +150.0% |
| Q3 2021 | $8,450,000 | -49.8% | 342,537 | -45.6% | 0.00% | -50.0% |
| Q2 2021 | $16,847,000 | +46.2% | 629,996 | +41.5% | 0.01% | 0.0% |
| Q1 2021 | $11,523,000 | +78.6% | 445,244 | +30.7% | 0.01% | +100.0% |
| Q4 2020 | $6,451,000 | +93.7% | 340,560 | +21.1% | 0.00% | +33.3% |
| Q3 2020 | $3,331,000 | +40.6% | 281,244 | +19.1% | 0.00% | +50.0% |
| Q2 2020 | $2,369,000 | -52.1% | 236,078 | -60.8% | 0.00% | -66.7% |
| Q1 2020 | $4,945,000 | -62.6% | 601,685 | -18.1% | 0.01% | -40.0% |
| Q4 2019 | $13,218,000 | +15.4% | 735,094 | +8.7% | 0.01% | 0.0% |
| Q3 2019 | $11,454,000 | -21.0% | 676,130 | -4.6% | 0.01% | -16.7% |
| Q2 2019 | $14,496,000 | -8.5% | 708,540 | -13.6% | 0.01% | -14.3% |
| Q1 2019 | $15,843,000 | +12.8% | 820,457 | -2.2% | 0.01% | +7.7% |
| Q4 2018 | $14,039,000 | -13.5% | 838,687 | +18.2% | 0.01% | 0.0% |
| Q3 2018 | $16,239,000 | -37.7% | 709,784 | -27.7% | 0.01% | -40.9% |
| Q2 2018 | $26,076,000 | +6.6% | 981,799 | +28.4% | 0.02% | 0.0% |
| Q1 2018 | $24,472,000 | +48.3% | 764,459 | +69.3% | 0.02% | +57.1% |
| Q4 2017 | $16,497,000 | -21.1% | 451,471 | -24.3% | 0.01% | -26.3% |
| Q3 2017 | $20,900,000 | +14.5% | 596,441 | +14.9% | 0.02% | +5.6% |
| Q2 2017 | $18,259,000 | +14.2% | 518,872 | -0.6% | 0.02% | +20.0% |
| Q1 2017 | $15,995,000 | -18.3% | 522,228 | -16.5% | 0.02% | -28.6% |
| Q4 2016 | $19,575,000 | -10.1% | 625,195 | -10.2% | 0.02% | -12.5% |
| Q3 2016 | $21,770,000 | +37.1% | 696,155 | +11.9% | 0.02% | +33.3% |
| Q2 2016 | $15,884,000 | +27.1% | 621,956 | +53.1% | 0.02% | +38.5% |
| Q1 2016 | $12,500,000 | -7.3% | 406,273 | +0.8% | 0.01% | -18.8% |
| Q4 2015 | $13,491,000 | +13.7% | 402,931 | +6.1% | 0.02% | 0.0% |
| Q3 2015 | $11,865,000 | -35.8% | 379,937 | -22.9% | 0.02% | -27.3% |
| Q2 2015 | $18,476,000 | -17.7% | 492,852 | -12.9% | 0.02% | -15.4% |
| Q1 2015 | $22,458,000 | -0.2% | 565,833 | -0.6% | 0.03% | +4.0% |
| Q4 2014 | $22,500,000 | +8.4% | 569,329 | +8.2% | 0.02% | +4.2% |
| Q3 2014 | $20,765,000 | +12.7% | 525,976 | +7.7% | 0.02% | +14.3% |
| Q2 2014 | $18,428,000 | +65.9% | 488,175 | +62.6% | 0.02% | +50.0% |
| Q1 2014 | $11,107,000 | -50.8% | 300,204 | -51.6% | 0.01% | -54.8% |
| Q4 2013 | $22,563,000 | +129.5% | 619,846 | +101.2% | 0.03% | +106.7% |
| Q3 2013 | $9,830,000 | +36.0% | 308,120 | +35.5% | 0.02% | +15.4% |
| Q2 2013 | $7,230,000 | – | 227,347 | – | 0.01% | – |
Download | ||||||
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% |