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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$546.99 -4.65 (-0.84%)
Closing price 04:00 PM Eastern
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$547.50 +0.51 (+0.09%)
As of 07:43 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)
$59.02B
Number of
Institutional Sellers
(last 12 months)
1835
Total
Institutional Outflows
(last 12 months)
$27.29B
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Skip Chart & View Institutional Buying and Selling Data

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
7/1/2025Park National Corp OH2,155$1.19M0.0%+5.6%0.000%
7/1/2025First National Bank Sioux Falls391$216K0.1%N/A0.000%
7/1/2025Kera Capital Partners Inc.1,285$709K0.1%N/A0.000%
7/1/2025Private Client Services LLC10,737$5.92M2.3%+28.7%0.002%
7/1/2025Stonehearth Capital Management LLC411$227K0.1%-49.4%0.000%
7/1/2025Cullen Investment Group LTD.386$213K0.0%N/A0.000%
6/24/2025Rainier Family Wealth Inc.5,553$2.60M3.1%+38.4%0.001%
6/17/2025Howe & Rusling Inc.579$272K0.0%+34.0%0.000%
6/17/2025Ridgepath Capital Management LLC960$450K0.2%-94.7%0.000%
6/16/2025Peterson Wealth Management29,719$13.94M9.4%+1.0%0.005%
6/13/2025Optima Capital LLC3,888$1.82M1.2%+7.0%0.001%
6/11/2025Fortitude Financial LLC6,607$3.10M3.0%-96.0%0.001%
6/11/2025Kondo Wealth Advisors Inc.787$369K0.2%-9.2%0.000%
6/10/2025Compass Financial Services Inc5,001$2.35M1.2%+0.4%0.001%
6/9/20251248 Management LLC9,485$4.46M1.8%-1.7%0.002%
6/6/2025Blue Oak Capital LLC12,114$5.69M3.1%N/A0.002%
6/4/2025First Hawaiian Bank689$323K0.0%-78.3%0.000%
6/3/2025CBIZ Investment Advisory Services LLC409,205$191.89M9.4%+3.5%0.064%
6/3/2025Invst LLC39,553$18.55M2.5%-12.6%0.006%
6/2/2025Modern Wealth Management LLC86,867$40.73M1.3%+7.2%0.014%
5/29/2025Nova Wealth Management Inc.4,089$1.92M1.7%-15.5%0.001%
5/29/2025Plum Street Advisors LLC450$211K0.1%+13.4%0.000%
5/29/2025Apeiron RIA LLC540$253K0.1%N/A0.000%
5/28/2025Jones Financial Companies Lllp251,774$118.07M0.1%+49.1%0.040%
5/28/2025Vista Cima Wealth Management LLC25,355$11.89M8.7%+4.5%0.004%
5/28/2025Silicon Valley Capital Partners135,344$63.47M8.3%+0.5%0.022%
5/28/2025GK Wealth Management LLC637$299K0.3%+5.6%0.000%
5/28/2025Intrua Financial LLC1,828$857K0.1%-4.6%0.000%
5/28/2025Addison Capital Co3,047$1.43M0.6%+48.9%0.000%
5/28/2025Turn8 Private Wealth Inc.450$211K0.2%N/A0.000%
5/27/2025Jacobi Capital Management LLC83,454$39.13M2.9%+1.1%0.013%
5/27/2025Advisors Capital Management LLC13,034$6.11M0.1%+33.2%0.002%
5/27/2025Iron Gate Global Advisors LLC7,734$3.63M0.5%+30.6%0.001%
5/22/2025Rollins Financial Advisors LLC140,429$65.85M11.5%-7.3%0.022%
5/22/2025BOS Asset Management LLC1,202$564K0.2%+17.5%0.000%
5/22/2025WBI Investments LLC17,310$8.12M2.1%+111.3%0.003%
5/21/2025Indiana Trust & Investment Management Co3,057$1.43M0.5%-2.2%0.000%
5/21/2025Reliant Investment Partners LLC7,800$3.66M3.7%-1.9%0.001%
5/21/2025Beacon Capital Management Inc.180,547$93.93M4.7%-1.2%0.029%
5/21/2025McAdam LLC3,350$1.57M0.1%-29.2%0.001%
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5/21/2025Geneos Wealth Management Inc.65,160$30.56M1.0%+8.0%0.010%
5/20/2025Blue Rock Wealth Management LLC7,759$3.64M3.1%+17.8%0.001%
5/20/2025Fortis Capital Advisors LLC60,179$28.22M5.7%-2.1%0.010%
5/20/2025Belpointe Asset Management LLC97,955$45.93M2.4%-5.0%0.016%
5/20/2025Focus Partners Wealth436,136$204.58M0.5%+11.3%0.070%
5/20/2025Flaharty Asset Management LLC11,516$5.40M0.8%-12.1%0.002%
5/20/2025Strive Asset Management LLC41,732$19.57M13.6%+29.5%0.007%
5/20/2025Integrity Alliance LLC.96,202$45.11M1.8%+76.1%0.015%
5/20/2025Ransom Advisory Ltd149$70K0.0%N/A0.000%
5/20/2025Anchor Investment Management LLC41,755$19.58M1.8%+1.7%0.007%
5/20/2025Glenview Trust co4,259$2.00M0.0%-1.3%0.001%
5/20/2025Chokshi & Queen Wealth Advisors Inc57,786$27.10M16.5%-0.6%0.009%
5/19/2025SageView Advisory Group LLC8,297$3.89M0.2%-0.8%0.001%
5/19/2025Trinity Financial Advisors LLC889$401K0.1%+17.6%0.000%
5/19/2025Game Plan Financial Advisors LLC7,436$3.49M1.7%-0.8%0.001%
5/19/2025Client 1ST Advisory Group LLC1,063$498K0.2%+2.3%0.000%
5/19/2025Alaethes Wealth LLC2,938$1.38M0.5%-2.1%0.000%
5/19/2025SCS Capital Management LLC48,005$22.52M0.3%N/A0.008%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC36,749$17.23M0.0%-81.0%0.006%
5/16/2025Prostatis Group LLC35,721$16.75M5.3%-47.2%0.006%
5/16/2025American Trust597$280K0.1%-98.7%0.000%
5/16/2025McIlrath & Eck LLC23,756$11.14M1.4%+16.3%0.004%
5/16/2025Empowered Funds LLC28,437$13.34M0.2%+484.4%0.005%
5/16/2025AAF Wealth Management LLC624$293K0.2%-40.9%0.000%
5/16/2025Northeast Financial Consultants Inc183,918$86.24M3.8%+0.8%0.029%
5/16/2025Faithward Advisors LLC8,776$4.12M0.7%+10.2%0.001%
5/16/2025Ascent Group LLC1,566$735K0.0%+10.9%0.000%
5/16/2025Coppell Advisory Solutions LLC14,323$6.81M0.5%N/A0.002%
5/16/2025Arete Wealth Advisors LLC35,159$16.49M1.2%-49.4%0.006%
5/16/2025Great Lakes Advisors LLC4,558$2.14M0.0%+50.5%0.001%
5/16/2025Bell Investment Advisors Inc1,337$627K0.1%-1.7%0.000%
5/16/2025Strait & Sound Wealth Management LLC7,301$3.42M1.6%+13.9%0.001%
5/16/2025Caxton Associates LLP3,612$1.69M0.1%N/A0.001%
5/16/2025Signature Estate & Investment Advisors LLC28,368$13.30M0.4%+2.6%0.005%
5/16/2025Ashton Thomas Private Wealth LLC35,700$16.77M0.6%-0.9%0.006%
5/16/2025Guardian Partners Inc.600$273K0.0%-14.3%0.000%
5/16/2025Kestra Investment Management LLC3,411$1.60M0.1%+855.5%0.001%
5/16/2025Cape Investment Advisory Inc.2,877$1.35M0.5%-11.1%0.000%
5/16/2025Jones Financial Companies Lllp2,408$1.13M0.0%-98.6%0.000%
5/16/2025Coordinated Financial Services Inc. CO3,558$1.67M1.3%N/A0.001%
5/16/2025Talon Private Wealth LLC9,113$4.30M0.6%+1,763.6%0.001%
5/16/2025Tamar Securities LLC1,317$618K0.1%+27.2%0.000%
5/16/2025Scientech Research LLC2,692$1.26M0.3%-18.2%0.000%
5/16/2025Sepio Capital LP8,863$4.16M0.3%+20.6%0.001%
5/16/2025Sheridan Capital Management LLC2,705$1.27M0.9%+1.5%0.000%
5/16/2025Raab & Moskowitz Asset Management LLC5,570$2.61M0.7%-0.4%0.001%
5/16/2025Redwood Financial Network Corp2,985$1.40M1.1%+1.2%0.000%
5/16/2025Rise Advisors LLC1,015$476K0.2%-52.6%0.000%
5/16/2025Pacific Center for Financial Services97,394$45.67M12.1%-3.0%0.016%
5/16/2025Permanens Capital L.P.671$315K0.1%N/A0.000%
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5/16/2025Pinnacle Family Advisors LLC14,408$6.76M3.7%-31.4%0.002%
5/16/2025Plancorp LLC9,248$4.34M0.2%-2.0%0.001%
5/16/2025Plotkin Financial Advisors LLC19,914$9.34M5.7%+2.9%0.003%
5/16/2025New England Asset Management Inc.6,627$3.11M0.5%N/A0.001%
5/16/2025National Wealth Management Group LLC11,892$5.58M3.7%+10.7%0.002%
5/16/2025NewEdge Advisors LLC236,203$102.42M0.6%-3.8%0.038%
5/16/2025Integrated Wealth Concepts LLC205,009$96.13M1.1%-5.0%0.033%
5/16/2025Investmark Advisory Group LLC5,736$2.69M1.3%-2.0%0.001%
5/16/2025Gotham Asset Management LLC23,529$11.03M0.1%+200.6%0.004%
5/16/2025Hancock Whitney Corp9,155$4.29M0.1%-12.8%0.001%
(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, 3,608 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 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 3,248 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: 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 121,009,800 shares in the last 24 months. This purchase volume represents approximately $59.02B in transactions.

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

Of the 1,834 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 ($32.52M), Steel Grove Capital Advisors LLC ($3.16M), Envestnet Asset Management Inc. ($1.51M), Toronto Dominion Bank ($967.74K), Granite Bay Wealth Management LLC ($893.52K), Price T Rowe Associates Inc. MD ($774.19K), and Fiera Capital Corp ($611.55K).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 54,464,594 shares in the last 24 months. This volume of shares sold represents approximately $27.29B in transactions.


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This page (NASDAQ:QQQ) was last updated on 7/1/2025 by MarketBeat.com Staff
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