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 | $5,197,390 | -2.4% | 357,947 | +13.0% | 0.00% | 0.0% |
| Q2 2023 | $5,323,929 | +0.2% | 316,712 | -2.2% | 0.00% | 0.0% |
| Q1 2023 | $5,310,763 | -11.5% | 323,827 | -3.0% | 0.00% | -25.0% |
| Q4 2022 | $6,003,065 | +28.5% | 333,689 | -2.1% | 0.00% | +33.3% |
| Q3 2022 | $4,671,563 | +14.0% | 340,990 | +34.2% | 0.00% | 0.0% |
| Q2 2022 | $4,098,456 | -52.9% | 254,089 | -32.7% | 0.00% | -50.0% |
| Q1 2022 | $8,705,773 | -1.6% | 377,527 | -1.8% | 0.01% | +20.0% |
| Q4 2021 | $8,847,000 | -19.3% | 384,311 | -15.4% | 0.01% | -44.4% |
| Q3 2021 | $10,957,000 | -15.3% | 454,461 | -6.1% | 0.01% | -10.0% |
| Q2 2021 | $12,932,000 | +4.6% | 483,807 | -1.3% | 0.01% | -9.1% |
| Q1 2021 | $12,360,000 | +31.1% | 490,087 | -9.4% | 0.01% | +22.2% |
| Q4 2020 | $9,431,000 | +64.6% | 541,090 | +7.7% | 0.01% | +50.0% |
| Q3 2020 | $5,731,000 | +6.5% | 502,292 | -3.0% | 0.01% | +20.0% |
| Q2 2020 | $5,380,000 | +14.3% | 517,885 | -0.1% | 0.01% | 0.0% |
| Q1 2020 | $4,705,000 | -59.2% | 518,160 | -15.4% | 0.01% | -58.3% |
| Q4 2019 | $11,540,000 | +85.5% | 612,476 | +67.6% | 0.01% | +71.4% |
| Q3 2019 | $6,221,000 | -24.6% | 365,505 | -9.3% | 0.01% | -30.0% |
| Q2 2019 | $8,248,000 | +14.1% | 403,124 | +7.7% | 0.01% | +25.0% |
| Q1 2019 | $7,229,000 | +116.4% | 374,350 | +87.6% | 0.01% | +100.0% |
| Q4 2018 | $3,341,000 | -85.0% | 199,545 | -79.5% | 0.00% | -83.3% |
| Q3 2018 | $22,322,000 | +38.6% | 975,646 | +60.9% | 0.02% | +33.3% |
| Q2 2018 | $16,109,000 | -79.4% | 606,514 | -75.2% | 0.02% | -79.1% |
| Q1 2018 | $78,170,000 | +124.1% | 2,442,040 | +155.9% | 0.09% | +126.3% |
| Q4 2017 | $34,876,000 | -71.8% | 954,445 | -73.0% | 0.04% | -74.1% |
| Q3 2017 | $123,648,000 | +7.4% | 3,528,772 | +7.9% | 0.15% | +5.0% |
| Q2 2017 | $115,090,000 | +23.3% | 3,270,525 | +7.3% | 0.14% | +18.6% |
| Q1 2017 | $93,364,000 | +4.7% | 3,048,104 | +3.7% | 0.12% | -7.1% |
| Q4 2016 | $89,138,000 | +14.5% | 2,937,960 | +18.0% | 0.13% | +10.4% |
| Q3 2016 | $77,881,000 | +56.6% | 2,490,607 | +27.9% | 0.12% | +51.3% |
| Q2 2016 | $49,731,000 | -17.5% | 1,947,160 | +1.0% | 0.08% | +46.2% |
| Q1 2016 | $60,255,000 | -4.2% | 1,927,524 | +2.6% | 0.05% | -13.3% |
| Q4 2015 | $62,913,000 | +14.4% | 1,879,138 | +6.7% | 0.06% | +3.4% |
| Q3 2015 | $55,004,000 | -16.2% | 1,761,279 | +0.6% | 0.06% | -25.6% |
| Q2 2015 | $65,656,000 | -7.7% | 1,751,285 | -2.3% | 0.08% | -13.3% |
| Q1 2015 | $71,147,000 | +0.6% | 1,792,560 | +0.2% | 0.09% | -12.6% |
| Q4 2014 | $70,730,000 | +9.0% | 1,789,735 | +8.9% | 0.10% | +7.3% |
| Q3 2014 | $64,895,000 | +3.7% | 1,643,755 | -0.9% | 0.10% | +1.1% |
| Q2 2014 | $62,604,000 | +24.8% | 1,658,391 | +22.3% | 0.10% | +18.8% |
| Q1 2014 | $50,182,000 | +45.8% | 1,356,296 | +43.4% | 0.08% | +48.1% |
| Q4 2013 | $34,419,000 | +16.7% | 945,580 | +2.2% | 0.05% | +10.2% |
| Q3 2013 | $29,502,000 | +95067.7% | 924,797 | +94074.8% | 0.05% | – |
| Q2 2013 | $31,000 | – | 982 | – | 0.00% | – |
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% |