INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 534 filers reported holding INVESCO LTD in Q4 2015. The put-call ratio across all filers is 0.33 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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $796,092 | +16.6% | 44,624 | -5.1% | 0.00% | 0.0% |
Q3 2023 | $682,730 | -23.2% | 47,020 | -11.1% | 0.00% | 0.0% |
Q2 2023 | $889,450 | +16.0% | 52,912 | +13.2% | 0.00% | 0.0% |
Q1 2023 | $766,683 | +18.6% | 46,749 | +30.1% | 0.00% | 0.0% |
Q4 2022 | $646,344 | +8.4% | 35,928 | -17.4% | 0.00% | 0.0% |
Q3 2022 | $596,000 | -15.9% | 43,506 | -1.1% | 0.00% | 0.0% |
Q2 2022 | $709,000 | -29.7% | 43,971 | -0.9% | 0.00% | 0.0% |
Q1 2022 | $1,009,000 | – | 44,386 | +35986.2% | 0.00% | – |
Q3 2019 | $0 | – | 123 | +547.4% | 0.00% | – |
Q2 2019 | $0 | -100.0% | 19 | -99.9% | 0.00% | -100.0% |
Q1 2019 | $220,000 | +21900.0% | 13,739 | +31125.0% | 0.00% | – |
Q4 2018 | $1,000 | -100.0% | 44 | -100.0% | 0.00% | -100.0% |
Q3 2018 | $2,821,000 | -88.7% | 123,200 | -86.9% | 0.01% | -89.3% |
Q2 2018 | $24,938,000 | -15.3% | 939,202 | +2.6% | 0.08% | -22.2% |
Q1 2018 | $29,428,000 | -22.0% | 915,765 | -11.7% | 0.11% | -12.2% |
Q4 2017 | $37,721,000 | +2483.6% | 1,036,602 | +2069.3% | 0.12% | +6050.0% |
Q4 2016 | $1,460,000 | -2.3% | 47,784 | 0.0% | 0.00% | -66.7% |
Q3 2016 | $1,494,000 | -84.2% | 47,784 | -87.2% | 0.01% | -83.8% |
Q2 2016 | $9,468,000 | -28.3% | 373,716 | +46.2% | 0.04% | +15.6% |
Q1 2016 | $13,209,000 | +111.0% | 255,577 | +32.8% | 0.03% | +18.5% |
Q4 2015 | $6,259,000 | -36.7% | 192,428 | -40.6% | 0.03% | -34.1% |
Q3 2015 | $9,886,000 | -41.9% | 324,018 | -29.8% | 0.04% | -29.3% |
Q2 2015 | $17,030,000 | -52.6% | 461,527 | -49.9% | 0.06% | -57.0% |
Q1 2015 | $35,925,000 | +2722.1% | 920,971 | +2756.3% | 0.14% | +3275.0% |
Q4 2014 | $1,273,000 | – | 32,243 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |