INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 534 filers reported holding INVESCO LTD in Q3 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,531,788 | +2468.2% | 312,109 | +2873.3% | 0.01% | – |
| Q2 2023 | $176,455 | -1.2% | 10,497 | -3.6% | 0.00% | -100.0% |
| Q1 2023 | $178,580 | -97.1% | 10,889 | -96.8% | 0.00% | -93.8% |
| Q4 2022 | $6,123,436 | +146.2% | 340,380 | +87.5% | 0.02% | +100.0% |
| Q3 2022 | $2,487,000 | -75.2% | 181,512 | -58.2% | 0.01% | -52.9% |
| Q1 2022 | $10,019,000 | -65.1% | 434,498 | -65.2% | 0.02% | -57.5% |
| Q4 2021 | $28,726,000 | -40.0% | 1,247,588 | -37.2% | 0.04% | -52.4% |
| Q3 2021 | $47,906,000 | +26.1% | 1,986,988 | +39.9% | 0.08% | +20.0% |
| Q2 2021 | $37,977,000 | +2022.8% | 1,420,756 | +1902.8% | 0.07% | +1650.0% |
| Q1 2021 | $1,789,000 | -92.9% | 70,937 | -95.1% | 0.00% | -92.5% |
| Q4 2020 | $25,084,000 | +4477.4% | 1,439,105 | +2895.3% | 0.05% | +5200.0% |
| Q3 2020 | $548,000 | +380.7% | 48,045 | +352.4% | 0.00% | – |
| Q2 2020 | $114,000 | +2.7% | 10,619 | -13.2% | 0.00% | – |
| Q1 2020 | $111,000 | -50.0% | 12,231 | -0.9% | 0.00% | -100.0% |
| Q4 2019 | $222,000 | -83.4% | 12,343 | -84.4% | 0.00% | -75.0% |
| Q3 2019 | $1,336,000 | +440.9% | 78,875 | +554.5% | 0.00% | +300.0% |
| Q2 2019 | $247,000 | +18.8% | 12,051 | +11.9% | 0.00% | 0.0% |
| Q1 2019 | $208,000 | +15.6% | 10,774 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $180,000 | -35.5% | 10,774 | -11.7% | 0.00% | 0.0% |
| Q3 2018 | $279,000 | -12.5% | 12,197 | +1.5% | 0.00% | -50.0% |
| Q2 2018 | $319,000 | -96.8% | 12,020 | -96.2% | 0.00% | -96.2% |
| Q1 2018 | $10,116,000 | +2410.2% | 316,020 | +2768.5% | 0.05% | +2500.0% |
| Q4 2017 | $403,000 | +7.8% | 11,017 | +3.3% | 0.00% | 0.0% |
| Q3 2017 | $374,000 | +0.5% | 10,670 | +0.9% | 0.00% | 0.0% |
| Q2 2017 | $372,000 | +26.5% | 10,573 | +10.3% | 0.00% | +100.0% |
| Q1 2017 | $294,000 | +3.9% | 9,586 | +2.9% | 0.00% | 0.0% |
| Q4 2016 | $283,000 | +6.8% | 9,316 | +9.9% | 0.00% | -50.0% |
| Q3 2016 | $265,000 | +25.0% | 8,477 | +2.2% | 0.00% | +100.0% |
| Q2 2016 | $212,000 | -13.1% | 8,297 | +4.5% | 0.00% | -50.0% |
| Q1 2016 | $244,000 | -7.9% | 7,937 | +0.1% | 0.00% | +100.0% |
| Q4 2015 | $265,000 | +6.4% | 7,927 | -0.6% | 0.00% | 0.0% |
| Q3 2015 | $249,000 | -13.2% | 7,977 | +4.0% | 0.00% | 0.0% |
| Q2 2015 | $287,000 | 0.0% | 7,667 | +5.9% | 0.00% | 0.0% |
| Q1 2015 | $287,000 | -1.0% | 7,240 | -1.4% | 0.00% | 0.0% |
| Q4 2014 | $290,000 | 0.0% | 7,340 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $290,000 | +16.5% | 7,340 | +11.5% | 0.00% | 0.0% |
| Q2 2014 | $249,000 | +2.0% | 6,583 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $244,000 | +16.2% | 6,583 | +14.0% | 0.00% | 0.0% |
| Q4 2013 | $210,000 | -4.5% | 5,776 | -16.8% | 0.00% | 0.0% |
| Q2 2013 | $220,000 | – | 6,942 | – | 0.00% | – |
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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% |