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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$602.58 +4.58 (+0.77%)
As of 03:19 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco QQQ (NASDAQ:QQQ)

Current
Institutional Ownership
Percentage
44.58%
Number of
Institutional Buyers
(last 12 months)
2800
Total
Institutional Inflows
(last 12 months)
$121.96B
Number of
Institutional Sellers
(last 12 months)
1998
Total
Institutional Outflows
(last 12 months)
$29.28B
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QQQ Institutional Buying and Selling by Quarter

Invesco QQQ Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025Ayalon Insurance Comp Ltd.8,958$5.38M1.4%+17.3%0.001%
10/15/2025DAVENPORT & Co LLC23,001$13.81M0.1%-0.6%0.004%
10/15/2025Plancorp LLC6,731$4.04M0.1%-24.4%0.001%
10/15/2025Crescent Sterling Ltd.388$233K0.2%N/A0.000%
10/15/2025Net Worth Advisory Group3,787$2.27M0.7%-9.4%0.001%
10/15/2025Enclave Advisors LLC1,831$1.10M0.2%+0.9%0.000%
10/15/2025Revisor Wealth Management LLC1,478$904K0.3%-27.8%0.000%
10/15/2025MB Levis & Associates LLC316$190K0.1%+91.5%0.000%
10/15/2025Praetorian Wealth Management Inc.414$249K0.1%N/A0.000%
10/15/2025Taylor & Morgan Wealth Management LLC8,265$4.96M3.0%+2.9%0.001%
10/15/2025Integris Wealth Management LLC711$427K0.1%-15.1%0.000%
10/14/2025Tactive Advisors LLC10,875$6.53M1.8%-39.1%0.002%
10/14/2025Apeiron RIA LLC734$442K0.1%+9.6%0.000%
10/14/2025Key Client Fiduciary Advisors LLC9,613$5.77M1.9%+3.6%0.001%
10/14/2025HWG Holdings LP64,704$38.85M9.8%+11.2%0.010%
10/14/2025Wealth Alliance Advisory Group LLC1,376$826K0.1%+2.4%0.000%
10/14/2025Revolve Wealth Partners LLC4,204$2.52M0.3%-7.0%0.001%
10/14/2025Highline Wealth Partners LLC7,556$4.54M1.2%+4.1%0.001%
10/14/2025Monument Capital Management9,601$5.76M1.4%-4.5%0.001%
10/14/2025Welch Group LLC5,088$3.05M0.1%+5.1%0.001%
10/14/2025White Pine Investment CO12,502$7.51M1.8%+2.2%0.002%
10/14/2025Ellenbecker Investment Group348$209K0.0%N/A0.000%
10/14/2025Great Waters Wealth Management903$542K0.1%+13.6%0.000%
10/14/2025OLD National Bancorp IN4,714$2.83M0.0%-84.7%0.001%
10/14/2025DiNuzzo Private Wealth Inc.1,262$720K0.1%-2.5%0.000%
10/14/2025Weitzel Financial Services Inc.17,234$10.30M4.2%+1.3%0.003%
10/14/2025Bulwark Capital Corp3,483$2.09M1.6%-3.9%0.001%
10/14/2025Affiance Financial LLC3,287$1.97M0.4%+3.0%0.001%
10/14/2025Trust Co. of Vermont11,485$6.90M0.3%+3.3%0.002%
10/14/2025Prism Advisors Inc.16,035$9.63M2.6%-0.7%0.002%
10/14/2025Intergy Private Wealth LLC115,859$69.55M21.8%-0.5%0.018%
10/14/2025Farther Finance Advisors LLC108,996$65.44M1.0%+55.0%0.017%
10/14/2025Parcion Private Wealth LLC90,909$54.58M3.4%-8.3%0.014%
10/14/2025CJM Wealth Advisers Ltd.88,434$53.09M16.3%-4.5%0.014%
10/14/2025Paladin Wealth LLC527$316K0.2%+17.6%0.000%
10/14/2025Meritas Wealth Management LLC350$210K0.1%N/A0.000%
10/14/2025Precedent Wealth Partners LLC1,471$883K0.2%-1.3%0.000%
10/14/2025 Elevation Wealth Partners LLC1,305$783K0.3%+85.6%0.000%
10/14/2025Berger Financial Group Inc21,994$13.21M0.8%+3.5%0.003%
10/14/2025BigSur Wealth Management LLC2,585$1.55M0.4%+2.0%0.000%
10/14/2025HBK Sorce Advisory LLC20,848$12.75M0.3%+6.5%0.003%
10/14/2025Platt Investment Counsel LLC43,158$25.91M20.4%+10.6%0.007%
10/14/2025S.A. Mason LLC2,312$1.39M0.6%+0.9%0.000%
10/14/2025West Financial Advisors LLC10,042$6.03M1.0%-0.5%0.002%
10/14/2025Dougherty Wealth Advisers LLC9,655$5.80M3.7%-47.0%0.001%
10/14/2025Bernard Wealth Management Corp.7,888$4.74M2.0%+7.6%0.001%
10/14/2025LongView Wealth Management11,566$6.94M1.9%+3.0%0.002%
10/14/2025BlueSky Wealth Advisors LLC892$536K0.1%N/A0.000%
10/14/2025Kentucky Trust Co4,592$2.76M1.5%+0.5%0.001%
10/14/2025Matrix Asset Advisors Inc. NY1,452$872K0.1%+5.9%0.000%
10/14/2025Berkshire Money Management Inc.130,537$78.37M8.1%-0.3%0.020%
10/14/2025AA Financial Advisors LLC5,491$3.30M0.6%+40.9%0.001%
10/14/2025Private Client Services LLC11,334$6.80M2.3%+5.6%0.002%
10/14/2025Kaufman Rossin Wealth LLC656$394K0.2%+69.9%0.000%
10/14/2025Retirement Income Solutions Inc.14,471$8.69M1.5%+0.6%0.002%
10/14/2025Parkwoods Wealth Partners LLC542$325K0.1%N/A0.000%
10/14/2025TTP Investments Inc.62,413$37.81M11.0%+18.2%0.010%
10/14/2025Perennial Advisors LLC4,838$2.91M0.5%-1.0%0.001%
10/14/2025Financial Harvest LLC358$215K0.1%-12.9%0.000%
10/14/2025Westmount Partners LLC8,005$4.83M1.3%-4.7%0.001%
10/14/2025Cherrydale Wealth Management LLC13,936$8.37M2.6%+8.4%0.002%
10/14/2025Stableford Capital II LLC513$308K0.1%-3.6%0.000%
10/14/2025Brighton Jones LLC36,448$21.88M0.5%+0.6%0.006%
10/14/2025Harbor Group Inc.2,356$1.41M0.2%+16.8%0.000%
10/14/2025Goelzer Investment Management Inc.2,786$1.67M0.1%-28.5%0.000%
10/14/2025Generali Investments CEE investicni spolecnost a.s.38,486$23.11M1.8%+1.4%0.006%
10/14/2025CPR Investments Inc.21,996$13.21M9.1%-3.6%0.003%
10/14/2025Lake Hills Wealth Management LLC25,851$15.52M8.3%+0.8%0.004%
10/14/2025Clarius Group LLC18,826$11.30M0.7%-17.5%0.003%
10/14/2025TCI Wealth Advisors Inc.4,851$2.91M0.2%-0.3%0.001%
10/14/2025Fortitude Financial LLC22,825$13.70M8.7%-1.2%0.004%
10/14/2025Rockwood Wealth Management LLC2,722$1.63M0.1%+1.3%0.000%
10/10/2025 SK Wealth Management LLC1,316$803K0.3%N/A0.000%
10/10/2025 Diversified Enterprises LLC6,269$3.76M0.3%+1.1%0.001%
10/10/2025 Fifth Third Securities Inc.109,863$65.96M4.5%+2.6%0.017%
10/10/2025 Navigoe LLC60$36K0.0%+300.0%0.000%
10/10/2025 USA Financial Formulas108,717$65.27M11.5%-5.2%0.017%
10/10/2025 Fluent Financial LLC9,734$5.84M2.3%-3.8%0.002%
10/10/2025 DKM Wealth Management Inc.7,935$4.76M3.8%+0.9%0.001%
10/10/2025 Charles Schwab Trust Co5,222$3.14M0.2%+23.5%0.001%
10/10/2025 CWC Advisors LLC.5,282$3.17M1.6%-23.0%0.001%
10/10/2025 Sound Income Strategies LLC10,484$6.40M0.3%+11.4%0.002%
10/10/2025 SoundView Advisors Inc.6,479$3.89M0.5%+12.3%0.001%
10/10/2025 Tilia Fiduciary Partners Inc.1,327$797K0.5%-2.1%0.000%
10/10/2025 BNC Wealth Management LLC3,266$1.96M0.5%-1.8%0.001%
10/10/2025 Seneca House Advisors18,120$10.88M4.4%-1.2%0.003%
10/10/2025 Foster Victor Wealth Advisors LLC33,310$20.09M1.3%-1.1%0.005%
10/10/2025 Sara Bay Financial1,011$607K0.2%+10.7%0.000%
10/10/2025 Red Door Wealth Management LLC17,882$10.74M1.1%+6.0%0.003%
10/10/2025 Trust Point Inc.3,174$1.91M0.2%N/A0.000%
10/10/2025 Pathway Financial Advisors LLC4,332$2.60M0.3%-1.2%0.001%
10/10/2025 jvl associates llc30,294$18.19M6.0%-1.5%0.005%
10/10/2025 FC Advisory LLC5,114$3.07M0.9%-4.9%0.001%
10/10/2025 Corsicana & Co.1,200$720K0.4%N/A0.000%
10/10/2025 Flputnam Investment Management Co.44,879$26.94M0.4%+5.2%0.007%
10/10/2025 Ryan Investment Management Inc.24,729$14.85M8.3%+9.1%0.004%
10/10/2025 Congress Asset Management Co.403$242K0.0%-4.5%0.000%
10/10/2025 Lionshead Wealth Management LLC3,861$2.32M1.8%-6.6%0.001%
10/10/2025 Sharkey Howes & Javer1,267$760K0.1%-6.2%0.000%
10/10/2025 Falcon Wealth Planning99,823$59.93M5.4%+2.5%0.016%
(Data available from 1/1/2016 forward)

QQQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQQ shares?

During the previous two years, 3,744 institutional investors and hedge funds held shares of Invesco QQQ. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($37.30B), Goldman Sachs Group Inc. ($11.30B), Morgan Stanley ($6.56B), JPMorgan Chase & Co. ($2.70B), Ameriprise Financial Inc. ($2.46B), Toronto Dominion Bank ($1.99B), and Northwestern Mutual Wealth Management Co. ($1.78B).Learn more on Invesco QQQ's institutional investors.

What percentage of Invesco QQQ's stock is owned by institutional investors?

44.58% of Invesco QQQ's stock is owned by institutional investors. Learn more on QQQ's institutional investor holdings.

Which institutional investors have been buying Invesco QQQ's stock?

Of the 3,388 institutional investors that purchased Invesco QQQ's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($67.62M), International Assets Investment Management LLC ($60.78M), 1832 Asset Management L.P. ($41.01M), Goldman Sachs Group Inc. ($21.82M), Proficio Capital Partners LLC ($11.49M), Strategic Financial Concepts LLC ($6.88M), and Mullooly Asset Management Inc. ($5.92M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 233,858,792 shares in the last 24 months. This purchase volume represents approximately $121.97B in transactions.

Which of Invesco QQQ's major shareholders have been selling company stock?

Of the 1,994 institutional investors that sold Invesco QQQ's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($32.53M), Main Management ETF Advisors LLC ($2.21M), Hancock Prospecting Pty Ltd ($1.28M), Alphadyne Asset Management LP ($1.14M), Tower Research Capital LLC TRC ($999.74K), Price T Rowe Associates Inc. MD ($774.19K), and Qube Research & Technologies Ltd ($739.33K).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 56,994,207 shares in the last 24 months. This volume of shares sold represents approximately $29.29B in transactions.


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This page (NASDAQ:QQQ) was last updated on 10/15/2025 by MarketBeat.com Staff
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