Free Trial

Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$578.79 +5.94 (+1.04%)
As of 12:38 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco QQQ (NASDAQ:QQQ)

Current
Institutional Ownership
Percentage
44.58%
Number of
Institutional Buyers
(last 12 months)
2725
Total
Institutional Inflows
(last 12 months)
$96.60B
Number of
Institutional Sellers
(last 12 months)
1923
Total
Institutional Outflows
(last 12 months)
$27.57B
Get QQQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco QQQ stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
8/11/2025Nicholas Wealth LLC.4,181$2.31M1.1%+13.2%0.001%
8/11/2025EMC Capital Management58,774$32.42M17.5%+44.2%0.009%
8/11/2025Alteri Wealth LLC2,676$1.48M0.6%-2.5%0.000%
8/11/2025Outlook Wealth Advisors LLC28,546$15.75M4.0%+1.3%0.004%
8/11/2025TD Waterhouse Canada Inc.68,975$37.72M0.3%+5.6%0.011%
8/11/2025TRUE Private Wealth Advisors4,149$2.29M0.3%+7.9%0.001%
8/11/2025Anfield Capital Management LLC557$307K0.1%+65.3%0.000%
8/11/2025Brown Wealth Management LLC375$207K0.1%N/A0.000%
8/11/2025FineMark National Bank & Trust44,334$24.46M0.8%+7.8%0.007%
8/11/2025Copperleaf Capital LLC3,455$1.91M1.0%+6.9%0.001%
8/11/2025Morling Financial Advisors LLC395$218K0.1%-8.8%0.000%
8/11/2025Heritage Wealth Advisors1,598$882K0.0%-25.7%0.000%
8/11/2025Aspen Investment Management Inc3,564$1.97M0.8%N/A0.001%
8/11/2025Pineridge Advisors LLC402$222K0.1%+443.2%0.000%
8/11/2025Highview Capital Management LLC DE 1,878$1.04M0.4%+28.2%0.000%
8/11/2025HHM Wealth Advisors LLC2,648$1.46M0.2%+24.9%0.000%
8/11/2025Wealthspire Advisors LLC128,496$70.88M0.4%-2.8%0.020%
8/11/2025FSC Wealth Advisors LLC6,499$3.59M2.2%+1.5%0.001%
8/11/2025Perennial Investment Advisors LLC19,211$10.60M1.0%+6.5%0.003%
8/11/2025Cordatus Wealth Management LLC12,861$7.10M1.7%N/A0.002%
8/11/2025Thrivent Financial for Lutherans83,577$46.10M0.6%+454.4%0.013%
8/11/2025Pin Oak Investment Advisors Inc.1,484$819K0.7%+13.0%0.000%
8/11/2025Diversified Portfolios Inc.3,209$1.77M0.2%+11.7%0.001%
8/11/2025Wescott Financial Advisory Group LLC147,672$81.46M7.8%+0.6%0.023%
8/11/2025Semus Wealth Partners LLC5,040$2.78M1.8%-0.6%0.001%
8/11/2025Portside Wealth Group LLC2,116$1.17M0.2%+15.6%0.000%
8/11/2025Inspire Advisors LLC805$444K0.0%+32.0%0.000%
8/11/2025United Advisor Group LLC4,568$2.52M0.4%-11.7%0.001%
8/11/2025First American Trust FSB8,458$4.67M0.4%-0.9%0.001%
8/11/2025Empowered Funds LLC8,747$4.83M0.1%-69.2%0.001%
8/11/2025Greykasell Wealth Strategies Inc.8,886$4.90M2.3%+14.2%0.001%
8/11/2025Pinnacle Wealth Planning Services Inc.4,243$2.34M0.3%-10.2%0.001%
8/11/2025Frank Rimerman Advisors LLC152,346$84.04M5.6%-1.2%0.024%
8/11/2025Lighthouse Financial LLC18,539$10.23M7.8%-0.9%0.003%
8/11/2025Nordwand Advisors LLC300$165K0.0%+669.2%0.000%
8/11/2025WBI Investments LLC9,086$5.01M1.3%-47.5%0.001%
8/11/2025Mount Lucas Management LP49,539$27.33M11.7%-3.5%0.008%
8/11/2025GR Financial Group LLC394$218K0.1%N/A0.000%
8/11/2025Dorsey & Whitney Trust CO LLC3,249$1.79M0.1%+10.1%0.001%
8/11/2025Sykon Capital LLC15,601$8.61M3.1%N/A0.002%
The stealth altcoin the financial world is underestimating (Ad)

This DeFi project could soar next When altcoin season fully kicks in—which the data suggests is happening RIGHT NOW—this project is poised to see massive moves.... The smart money is already positioning.

Discover the protocol that's quietly replacing traditional finance.
8/11/2025Root Financial Partners LLC6,684$3.69M0.4%N/A0.001%
8/11/2025Adaptive Financial Consulting LLC27,316$15.07M6.3%-4.8%0.004%
8/11/2025Mosaic Family Wealth Partners LLC1,451$800K0.1%-17.2%0.000%
8/11/2025Bulltick Wealth Management LLC5,527$3.05M0.8%+1.3%0.001%
8/11/2025Intrust Bank NA30,888$17.04M1.5%+2.6%0.005%
8/11/2025Rothschild Investment LLC6,102$3.37M0.2%+5.8%0.001%
8/11/2025Nomura Asset Management Co. Ltd.5,035$2.78M0.0%-17.9%0.001%
8/11/2025Slagle Financial LLC2,288$1.26M0.5%-34.6%0.000%
8/11/2025Farrow Financial Inc.4,705$2.60M1.6%N/A0.001%
8/11/2025PAX Financial Group LLC1,842$1.02M0.2%+5.0%0.000%
8/11/2025Midwest Professional Planners LTD.5,720$3.16M0.8%+6.9%0.001%
8/11/2025Symphony Financial Ltd. Co.2,241,472$1.24B6.2%N/A0.353%
8/11/2025Cannon Advisors Inc.16,034$8.85M7.1%-23.4%0.003%
8/11/2025Y.D. More Investments Ltd27,052$14.92M1.0%+33.1%0.004%
8/11/2025Plotkin Financial Advisors LLC21,006$11.59M6.4%+5.5%0.003%
8/11/2025Western Wealth Management LLC129,532$71.46M4.2%0.0%0.020%
8/11/2025Beta Wealth Group Inc.400$221K0.1%N/A0.000%
8/8/2025 Tortoise Investment Management LLC2,848$1.57M0.1%+0.9%0.000%
8/8/2025 Firestone Capital Management1,468$810K0.2%+13.9%0.000%
8/8/2025 KM Capital Management Ltd.21,141$11.66M5.8%+10.4%0.003%
8/8/2025 Rockefeller Capital Management L.P.1,101,906$611.05M1.5%+6.3%0.173%
8/8/2025 Kingsview Wealth Management LLC105,819$58.37M1.0%+7.2%0.017%
8/8/2025 Ogorek Anthony Joseph NY ADV392$216K0.1%-23.9%0.000%
8/8/2025 Citizens Financial Group Inc. RI118,767$65.52M1.1%-7.6%0.019%
8/8/2025 Parker Investment Management LLC190,280$104.97M14.7%-2.1%0.030%
8/8/2025 Hedeker Wealth LLC363$200K0.0%N/A0.000%
8/8/2025 Cercano Management LLC75,066$41.41M1.2%N/A0.012%
8/8/2025 Collaborative Wealth Managment Inc.2,794$1.54M0.7%-0.7%0.000%
8/8/2025 Avantax Advisory Services Inc.489,209$269.87M1.5%+4.2%0.077%
8/8/2025 Westwood Holdings Group Inc.35,625$19.65M0.2%-5.3%0.006%
8/8/2025 Glaxis Capital Management LLC15,000$8.28M11.0%N/A0.002%
8/8/2025 JBF Capital Inc.46,000$25.38M4.0%N/A0.007%
8/8/2025 Sculati Wealth Management LLC848$468K0.2%+17.8%0.000%
8/8/2025 MJP Associates Inc. ADV948$523K0.1%+5.5%0.000%
8/8/2025 Union Savings Bank2,037$1.15M0.5%+72.0%0.000%
8/8/2025 Thoroughbred Financial Services LLC47,823$26.38M1.8%-17.0%0.008%
8/8/2025 WealthTrust Asset Management LLC5,509$3.04M2.3%-5.2%0.001%
8/8/2025 Cedar Wealth Management LLC2,616$1.44M0.5%+1.9%0.000%
8/8/2025 Fusion Capital LLC1,333$736K0.3%+12.9%0.000%
8/8/2025 CWS Financial Advisors LLC16,141$8.90M2.6%-15.5%0.003%
8/8/2025 Advisory Resource Group14,179$7.82M1.5%-14.6%0.002%
8/8/2025 WealthShield Partners LLC3,606$1.99M0.2%-9.2%0.001%
8/8/2025 Compass Financial Services Inc5,091$2.81M1.4%+1.8%0.001%
8/8/2025 Truepoint Inc.1,403$774K0.0%+3.7%0.000%
8/8/2025 Meridian Wealth Management LLC162,073$89.41M3.8%+2.4%0.025%
8/8/2025 Opinicus Capital Inc.7,471$4.12M3.1%+4.6%0.001%
8/8/2025 Empower Advisory Group LLC17,012$9.38M0.0%+6.7%0.003%
8/8/2025 Foundations Investment Advisors LLC161,641$89.17M1.4%+41.5%0.025%
8/8/2025 CFO4Life Group LLC3,151$1.74M0.3%-1.6%0.000%
8/8/2025 Carl P. Sherr & Co. LLC5,349$2.95M1.5%+3.9%0.001%
Why Elon put $51 million into this (Ad)

Chris Rowe has made legendary calls—Tesla at $13, Nvidia at $40, Bitcoin under $1,000, Amazon at 12 cents. Now, he’s sounding the alarm on a looming bottleneck that could stall AI’s explosive growth. AI demands more power than current grids can handle—but a newly scalable material could cut energy use by up to 99% while boosting performance across chips, EVs, and data centers. Only one company is positioned to produce it at scale.

Click here to watch Chris’s full presentation and get the details now.
8/8/2025 Financial Life Planners49,287$27.19M22.1%+7.9%0.008%
8/8/2025 Kane Investment Management Inc.5,850$3.23M1.7%-15.0%0.001%
8/8/2025 Olympiad Research LP2,314$1.28M2.1%N/A0.000%
8/8/2025 Prospect Financial Services LLC11,765$6.49M3.9%+9.1%0.002%
8/8/2025 Jacksonville Wealth Management LLC19,670$10.85M8.7%+8.8%0.003%
8/8/2025 RAM Investment Partners LLC1,413$780K0.2%+21.6%0.000%
8/8/2025 Capstone Financial Advisors Inc.2,122$1.17M0.1%+43.8%0.000%
8/8/2025 Advisors Capital Management LLC16,225$8.95M0.1%+24.5%0.003%
8/8/2025 L & S Advisors Inc42,229$23.30M2.3%+2,410.6%0.007%
8/8/2025 Grandfield & Dodd LLC647$357K0.0%-12.4%0.000%
(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, 3,667 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), Ameriprise Financial Inc. ($2.30B), Toronto Dominion Bank ($1.99B), PNC Financial Services Group Inc. ($1.69B), and Envestnet Asset Management Inc. ($1.61B).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 3,325 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), Goldman Sachs Group Inc. ($21.82M), Proficio Capital Partners LLC ($11.49M), Strategic Financial Concepts LLC ($6.88M), Mullooly Asset Management Inc. ($5.92M), and NWI Management LP ($3.65M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 188,613,984 shares in the last 24 months. This purchase volume represents approximately $96.84B in transactions.

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

Of the 1,922 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), Steel Grove Capital Advisors LLC ($3.16M), Main Management ETF Advisors LLC ($2.21M), Toronto Dominion Bank ($967.74K), Granite Bay Wealth Management LLC ($893.55K), Price T Rowe Associates Inc. MD ($774.19K), and Tower Research Capital LLC TRC ($585.17K).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 56,771,544 shares in the last 24 months. This volume of shares sold represents approximately $28.80B in transactions.



This page (NASDAQ:QQQ) was last updated on 8/12/2025 by MarketBeat.com Staff
From Our Partners