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Invesco QQQ (QQQ) Institutional Ownership

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$534.21 +3.51 (+0.66%)
Closing price 04:00 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)
2615
Total
Institutional Inflows
(last 12 months)
$59.03B
Number of
Institutional Sellers
(last 12 months)
1835
Total
Institutional Outflows
(last 12 months)
$27.22B
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QQQ Institutional Buying and Selling by Quarter

Invesco QQQ Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2025Compass Financial Services Inc5,001$2.35M1.2%+0.4%0.001%
6/9/2025 1248 Management LLC9,485$4.46M1.8%-1.7%0.002%
6/6/2025 Blue Oak Capital LLC12,114$5.69M3.1%N/A0.002%
6/4/2025 First Hawaiian Bank689$323K0.0%-78.3%0.000%
6/3/2025 CBIZ Investment Advisory Services LLC409,205$191.89M9.4%+3.5%0.064%
6/3/2025 Invst LLC39,553$18.55M2.5%-12.6%0.006%
6/2/2025 Modern Wealth Management LLC86,867$40.73M1.3%+7.2%0.014%
5/29/2025 Nova Wealth Management Inc.4,089$1.92M1.7%-15.5%0.001%
5/29/2025 Plum Street Advisors LLC450$211K0.1%+13.4%0.000%
5/29/2025 Apeiron RIA LLC540$253K0.1%N/A0.000%
5/28/2025 Jones Financial Companies Lllp251,774$118.07M0.1%+49.1%0.040%
5/28/2025 Vista Cima Wealth Management LLC25,355$11.89M8.7%+4.5%0.004%
5/28/2025 Silicon Valley Capital Partners135,344$63.47M8.3%+0.5%0.022%
5/28/2025 GK Wealth Management LLC637$299K0.3%+5.6%0.000%
5/28/2025 Intrua Financial LLC1,828$857K0.1%-4.6%0.000%
5/28/2025 Addison Capital Co3,047$1.43M0.6%+48.9%0.000%
5/28/2025 Turn8 Private Wealth Inc.450$211K0.2%N/A0.000%
5/27/2025 Jacobi Capital Management LLC83,454$39.13M2.9%+1.1%0.013%
5/27/2025 Advisors Capital Management LLC13,034$6.11M0.1%+33.2%0.002%
5/27/2025 Iron Gate Global Advisors LLC7,734$3.63M0.5%+30.6%0.001%
5/22/2025 Rollins Financial Advisors LLC140,429$65.85M11.5%-7.3%0.022%
5/22/2025 BOS Asset Management LLC1,202$564K0.2%+17.5%0.000%
5/22/2025 WBI Investments LLC17,310$8.12M2.1%+111.3%0.003%
5/21/2025 Indiana Trust & Investment Management Co3,057$1.43M0.5%-2.2%0.000%
5/21/2025 Reliant Investment Partners LLC7,800$3.66M3.7%-1.9%0.001%
5/21/2025 Beacon Capital Management Inc.180,547$93.93M4.7%-1.2%0.029%
5/21/2025 McAdam LLC3,350$1.57M0.1%-29.2%0.001%
5/21/2025 Geneos Wealth Management Inc.65,160$30.56M1.0%+8.0%0.010%
5/20/2025 Blue Rock Wealth Management LLC7,759$3.64M3.1%+17.8%0.001%
5/20/2025 Fortis Capital Advisors LLC60,179$28.22M5.7%-2.1%0.010%
5/20/2025 Belpointe Asset Management LLC97,955$45.93M2.4%-5.0%0.016%
5/20/2025 Focus Partners Wealth436,136$204.58M0.5%+11.3%0.070%
5/20/2025 Flaharty Asset Management LLC11,516$5.40M0.8%-12.1%0.002%
5/20/2025 Strive Asset Management LLC41,732$19.57M13.6%+29.5%0.007%
5/20/2025 Integrity Alliance LLC.96,202$45.11M1.8%+76.1%0.015%
5/20/2025 Ransom Advisory Ltd149$70K0.0%N/A0.000%
5/20/2025 Anchor Investment Management LLC41,755$19.58M1.8%+1.7%0.007%
5/20/2025 Glenview Trust co4,259$2.00M0.0%-1.3%0.001%
5/20/2025 Chokshi & Queen Wealth Advisors Inc57,786$27.10M16.5%-0.6%0.009%
5/19/2025 SageView Advisory Group LLC8,297$3.89M0.2%-0.8%0.001%
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5/19/2025 Trinity Financial Advisors LLC889$401K0.1%+17.6%0.000%
5/19/2025 Game Plan Financial Advisors LLC7,436$3.49M1.7%-0.8%0.001%
5/19/2025 Client 1ST Advisory Group LLC1,063$498K0.2%+2.3%0.000%
5/19/2025 Alaethes Wealth LLC2,938$1.38M0.5%-2.1%0.000%
5/19/2025 SCS Capital Management LLC48,005$22.52M0.3%N/A0.008%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC36,749$17.23M0.0%-81.0%0.006%
5/16/2025 Prostatis Group LLC35,721$16.75M5.3%-47.2%0.006%
5/16/2025 American Trust597$280K0.1%-98.7%0.000%
5/16/2025 McIlrath & Eck LLC23,756$11.14M1.4%+16.3%0.004%
5/16/2025 Empowered Funds LLC28,437$13.34M0.2%+484.4%0.005%
5/16/2025 AAF Wealth Management LLC624$293K0.2%-40.9%0.000%
5/16/2025 Northeast Financial Consultants Inc183,918$86.24M3.8%+0.8%0.029%
5/16/2025 Faithward Advisors LLC8,776$4.12M0.7%+10.2%0.001%
5/16/2025 Ascent Group LLC1,566$735K0.0%+10.9%0.000%
5/16/2025 Coppell Advisory Solutions LLC14,323$6.81M0.5%N/A0.002%
5/16/2025 Arete Wealth Advisors LLC35,159$16.49M1.2%-49.4%0.006%
5/16/2025 Great Lakes Advisors LLC4,558$2.14M0.0%+50.5%0.001%
5/16/2025 Bell Investment Advisors Inc1,337$627K0.1%-1.7%0.000%
5/16/2025 Strait & Sound Wealth Management LLC7,301$3.42M1.6%+13.9%0.001%
5/16/2025 Caxton Associates LLP3,612$1.69M0.1%N/A0.001%
5/16/2025 Signature Estate & Investment Advisors LLC28,368$13.30M0.4%+2.6%0.005%
5/16/2025 Ashton Thomas Private Wealth LLC35,700$16.77M0.6%-0.9%0.006%
5/16/2025 Guardian Partners Inc.600$273K0.0%-14.3%0.000%
5/16/2025 Kestra Investment Management LLC3,411$1.60M0.1%+855.5%0.001%
5/16/2025 Cape Investment Advisory Inc.2,877$1.35M0.5%-11.1%0.000%
5/16/2025 Jones Financial Companies Lllp2,408$1.13M0.0%-98.6%0.000%
5/16/2025 Coordinated Financial Services Inc. CO3,558$1.67M1.3%N/A0.001%
5/16/2025 Talon Private Wealth LLC9,113$4.30M0.6%+1,763.6%0.001%
5/16/2025 Tamar Securities LLC1,317$618K0.1%+27.2%0.000%
5/16/2025 Scientech Research LLC2,692$1.26M0.3%-18.2%0.000%
5/16/2025 Sepio Capital LP8,863$4.16M0.3%+20.6%0.001%
5/16/2025 Sheridan Capital Management LLC2,705$1.27M0.9%+1.5%0.000%
5/16/2025 Raab & Moskowitz Asset Management LLC5,570$2.61M0.7%-0.4%0.001%
5/16/2025 Redwood Financial Network Corp2,985$1.40M1.1%+1.2%0.000%
5/16/2025 Rise Advisors LLC1,015$476K0.2%-52.6%0.000%
5/16/2025 Pacific Center for Financial Services97,394$45.67M12.1%-3.0%0.016%
5/16/2025 Permanens Capital L.P.671$315K0.1%N/A0.000%
5/16/2025 Pinnacle Family Advisors LLC14,408$6.76M3.7%-31.4%0.002%
5/16/2025 Plancorp LLC9,248$4.34M0.2%-2.0%0.001%
5/16/2025 Plotkin Financial Advisors LLC19,914$9.34M5.7%+2.9%0.003%
5/16/2025 New England Asset Management Inc.6,627$3.11M0.5%N/A0.001%
5/16/2025 National Wealth Management Group LLC11,892$5.58M3.7%+10.7%0.002%
5/16/2025 NewEdge Advisors LLC236,203$102.42M0.6%-3.8%0.038%
5/16/2025 Integrated Wealth Concepts LLC205,009$96.13M1.1%-5.0%0.033%
5/16/2025 Investmark Advisory Group LLC5,736$2.69M1.3%-2.0%0.001%
5/16/2025 Gotham Asset Management LLC23,529$11.03M0.1%+200.6%0.004%
5/16/2025 Hancock Whitney Corp9,155$4.29M0.1%-12.8%0.001%
5/16/2025 Edmond DE Rothschild Holding S.A.149,557$70.13M1.2%+7.8%0.024%
5/16/2025 Clark Capital Management Group Inc.3,880$1.82M0.0%+7.8%0.001%
5/16/2025 Concentric Capital Strategies LP12,199$5.72M0.5%-111.1%0.002%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
5/16/2025 Concorde Asset Management LLC2,998$1.40M0.7%-84.2%0.000%
5/16/2025 Curi RMB Capital LLC524$246K0.0%-71.0%0.000%
5/16/2025 Brandywine Trust Co.688$323K0.1%N/A0.000%
5/16/2025 Alliancebernstein L.P.86,898$40.75M0.0%-5.2%0.014%
5/16/2025 Beaird Harris Wealth Management LLC150$70K0.0%-78.4%0.000%
5/16/2025 Banque Transatlantique SA7,313$3.17M0.1%+6,488.3%0.001%
5/16/2025 AQR Capital Management LLC110,727$51.92M0.1%+27.5%0.018%
5/16/2025 Atalanta Sosnoff Capital LLC11,431$5.36M0.1%+3.2%0.002%
5/16/2025 AlTi Global Inc.28,038$13.17M0.3%+5.8%0.004%
5/16/2025 Alexis Investment Partners LLC17,672$8.29M4.0%+2.6%0.003%
(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, 3,602 institutional investors and hedge funds held shares of Invesco QQQ. The most heavily invested institutionals were Goldman Sachs Group Inc. ($11.30B), Morgan Stanley ($6.56B), JPMorgan Chase & Co. ($3.89B), Mullooly Asset Management Inc. ($2.78B), Ameriprise Financial Inc. ($2.30B), Toronto Dominion Bank ($1.99B), and Northwestern Mutual Wealth Management Co. ($1.50B).Learn more on QQQ's institutional investors.

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

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

Which institutional investors have been buying Invesco QQQ stock?

Of the 3,245 institutional investors that purchased Invesco QQQ stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($242.66M), International Assets Investment Management LLC ($60.78M), Goldman Sachs Group Inc. ($21.82M), Proficio Capital Partners LLC ($11.49M), JPMorgan Chase & Co. ($7.87M), 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 443,397,462 shares in the last 24 months. This purchase volume represents approximately $180.81B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,333 institutional investors that sold Invesco QQQ stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($60.79M), Barclays PLC ($3.55M), Steel Grove Capital Advisors LLC ($3.18M), Toronto Dominion Bank ($2.62M), Granite Bay Wealth Management LLC ($2.11M), Envestnet Asset Management Inc. ($1.80M), and PNC Financial Services Group Inc. ($971.22K).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 104,861,607 shares in the last 24 months. This volume of shares sold represents approximately $48.23B in transactions.



This page (NASDAQ:QQQ) was last updated on 6/10/2025 by MarketBeat.com Staff
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