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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$713.44 +2.51 (+0.35%)
As of 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)
2606
Total
Institutional Inflows
(last 12 months)
$57.35B
Number of
Institutional Sellers
(last 12 months)
1954
Total
Institutional Outflows
(last 12 months)
$17.01B
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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
8/21/2026 Outfitters Financial LLC3,827$2.82M2.0%+1.8%0.001%
8/21/2026 Rodgers & Associates LTD597$440K0.0%-16.2%0.000%
8/21/2026 Continuum Advisory LLC24,113$17.76M1.4%-4.5%0.004%
8/21/2026 Safeguard Investment Advisory Group LLC67,812$49.94M11.2%-4.5%0.010%
8/21/2026 Weitzel Financial Services Inc.18,714$13.31M4.3%+1.3%0.003%
8/21/2026 Ewing Morris & Co. Investment Partners Ltd.1,525$1.12M0.6%+46.4%0.000%
8/21/2026 Round Rock Advisors LLC82,898$61.05M7.9%+3.5%0.012%
8/21/2026 Hudson Portfolio Management LLC619$456K0.3%-6.8%0.000%
8/21/2026 Tranquilli Financial Advisor LLC5,615$4.14M2.2%+5.6%0.001%
8/21/2026 EMC Capital Management59,353$42.57M16.7%N/A0.009%
8/21/2026 Coppell Advisory Solutions LLC13,180$97K0.0%N/A0.002%
8/21/2026 MBA Advisors LLC1,044$769K0.3%+66.8%0.000%
8/21/2026 Pacifica Partners Inc.79$56K0.0%-43.6%0.000%
8/21/2026 Firestone Capital Management1,861$1.37M0.3%+6.4%0.000%
8/21/2026 PYA Waltman Capital LLC5,203$3.83M0.9%+147.8%0.001%
8/21/2026 Resolute Advisors LLC40,400$29.78M7.3%+0.2%0.006%
8/21/2026 Atticus Wealth Management LLC10,799$7.95M1.9%+3.6%0.002%
8/21/2026 Natural Investments LLC1,621$1.19M0.3%+26.5%0.000%
8/21/2026 SkyOak Wealth LLC8,696$6.40M1.1%-0.7%0.001%
8/21/2026 XML Financial LLC11,670$8.59M0.6%+1.6%0.002%
8/21/2026 Beacon Financial Advisory LLC2,015$1.48M0.3%-6.4%0.000%
8/21/2026 Tsfg LLC18,305$13.48M1.7%+3.4%0.003%
8/21/2026 KFA Private Wealth Group LLC3,169$2.33M0.6%+107.5%0.000%
8/21/2026 Briaud Financial Planning Inc2,633$1.94M0.5%+101.5%0.000%
8/21/2026 Laidlaw Wealth Management LLC2,568$1.89M5.7%+3.0%0.000%
8/21/2026 Sound Financial Strategies Group LLC295$217K0.1%N/A0.000%
8/21/2026 Symphony Financial Ltd. Co.7,054$5.17M0.6%-6.2%0.001%
8/21/2026 Nan Shan Life Insurance Co. Ltd.82,150$60.50M1.9%-39.3%0.012%
8/21/2026 Independence Bank of Kentucky8,439$6.21M0.7%-1.9%0.001%
8/21/2026 Bedel Financial Consulting Inc.821$605K0.1%+9.5%0.000%
8/21/2026 Luken Investment Analytics LLC27,354$20.14M6.9%-2.8%0.004%
8/21/2026 Midwest Professional Planners LTD.5,295$3.90M0.8%-8.3%0.001%
8/21/2026 Acorn Wealth Advisors LLC2,313$1.70M0.4%-0.7%0.000%
8/21/2026 Triumph Capital Management10,734$7.90M1.4%-5.9%0.002%
8/21/2026 Rinkey Investments5,254$3.87M0.9%+8.2%0.001%
8/20/2026 Avant Capital LLC768$565K0.4%+13.3%0.000%
8/20/2026 First PREMIER Bank2,235$1.65M0.2%-3.3%0.000%
8/20/2026 Cooper Haims Advisors LLC1,042$768K0.3%+12.9%0.000%
8/20/2026 Proficio Capital Partners LLC26,975$19.86M0.7%+55.2%0.004%
8/20/2026 Community Bank & Trust Waco Texas300$221K0.0%N/A0.000%
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8/20/2026 Nwam LLC62,615$46.11M2.3%+5.3%0.009%
8/20/2026 Piedmont Capital Management LLC1,875$1.36M0.7%+1.9%0.000%
8/20/2026Gill Capital Partners LLC12,939$9.53M2.5%-5.7%0.002%
8/20/2026Jackson Wealth Management LLC1,412$1.04M0.6%-93.5%0.000%
8/20/2026Rehmann Capital Advisory Group22,885$16.85M0.7%-1.2%0.003%
8/20/2026 CMH Wealth Management LLC651$480K0.1%-3.7%0.000%
8/20/2026 Orgel Wealth Management LLC660$486K0.0%+33.1%0.000%
8/20/2026 JNBA Financial Advisors1,611$1.19M0.1%-2.2%0.000%
8/20/2026 Strategic Advisors LLC11,532$8.49M1.6%-8.9%0.002%
8/20/2026 American Asset Management Inc.610$449K0.4%-45.0%0.000%
8/20/2026 Oarsman Capital Inc.1,134$835K0.1%-5.0%0.000%
8/20/2026 RPg Family Wealth Advisory LLC869$640K0.1%+4.4%0.000%
8/20/2026 Headlands Technologies LLC13,255$9.76M1.0%+127.5%0.002%
8/20/2026 Senator Investment Group LP213,500$157.22M5.7%N/A0.031%
8/20/2026 Ancora Advisors LLC16,656$12.27M0.2%-1.7%0.002%
8/20/2026 Sigma Planning Corp115,727$85.23M2.1%+9.6%0.017%
8/20/2026 Two Sigma Securities LLC1,231$907K0.1%-88.1%0.000%
8/20/2026 B & T Capital Management DBA Alpha Capital Management80,436$59.23M7.7%-12.4%0.012%
8/20/2026 Benjamin Edwards Inc.64,334$47.39M0.4%+9.5%0.009%
8/20/2026 GTS Securities LLC226,090$166.50M3.5%-7.1%0.033%
8/20/2026 Jasper Ridge Partners L.P.3,408$2.51M0.1%-62.6%0.001%
8/20/2026 Flputnam Investment Management Co.45,351$33.40M0.4%-1.2%0.007%
8/20/2026 Cookson Peirce & Co. Inc.591$435K0.0%+60.2%0.000%
8/20/2026 Nichols & Pratt Advisers LLP MA280$206K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.3,173,768$2.34B1.2%-0.3%0.468%
8/20/2026 Wedbush Securities Inc.120,476$88.72M2.3%-0.3%0.018%
8/20/2026 Sheets Smith Wealth Management27,593$20.32M2.0%-0.2%0.004%
8/20/2026 Spinnaker Trust42,320$31.16M1.5%+2.2%0.006%
8/20/2026 Greenwood Capital Associates LLC7,355$5.42M0.5%-12.3%0.001%
8/19/2026 Capital Advisors Inc. OK16,475$12.13M0.2%+0.7%0.002%
8/19/2026 Delta Asset Management LLC TN1,169$861K0.1%+15.1%0.000%
8/19/2026 Trustmark Bank Trust Department10,349$7.62M0.5%+3.5%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,430$11.36M0.0%-6.2%0.002%
8/19/2026 Washington Trust Bank1,207$889K0.1%+4.5%0.000%
8/19/2026 Manchester Financial Inc.2,417$1.78M0.3%+4.9%0.000%
8/19/2026 Toth Financial Advisory Corp5,159$3.80M0.4%-1.7%0.001%
8/19/2026 Investors Asset Management of Georgia Inc. GA ADV4,172$3.07M1.1%+1.5%0.001%
8/19/2026 Ferguson Wellman Capital Management Inc.14,377$10.59M0.1%-0.3%0.002%
8/19/2026 Chapin Davis Inc.4,274$3.15M0.6%-9.9%0.001%
8/19/2026 Navellier & Associates Inc.872$642K0.1%N/A0.000%
8/15/2026 First Bancorp Inc ME 920$677K0.3%N/A0.000%
8/13/2026 Capital Square LLC489$355K0.2%N/A0.000%
8/10/2026 Sound Financial Strategies Group LLC295$217K0.1%N/A0.000%
8/8/2026 Boulder Wealth Advisors LLC281$207K0.1%N/A0.000%
8/8/2026 Park State Asset Management274$202K0.2%N/A0.000%
8/5/2026USA Financial Formulas6,655$3.84M0.7%-93.7%0.001%
8/3/2026 Beacon Bank & Trust2,242$1.65M0.2%-1.3%0.000%
8/1/2026 Fourth Dimension Wealth LLC3,835$2.82M0.9%-60.6%0.001%
8/1/2026 Belpointe Asset Management LLC124,463$91.66M3.0%-14.0%0.019%
8/1/2026 Fortis Capital Advisors LLC64,627$47.59M5.4%+4.5%0.010%
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8/1/2026 Baron Silver Stevens Financial Advisors LLC1,023$753K0.1%N/A0.000%
8/1/2026 Stirlingshire Investments Inc.363$267K0.2%N/A0.000%
8/1/2026 VestGen Investment Management523$385K0.2%-4.7%0.000%
8/1/2026 Soltis Investment Advisors LLC21,594$15.90M0.9%-4.3%0.003%
8/1/2026 Solidarity Wealth LLC28,253$20.81M3.6%+389.4%0.004%
8/1/2026 True Link Financial Advisors LLC491$361K0.0%-14.6%0.000%
8/1/2026 Daymark Wealth Partners LLC17,101$12.59M0.3%+7.5%0.003%
8/1/2026 Integrity Alliance LLC.100,295$73.86M2.3%+11.5%0.015%
8/1/2026 WorthPointe LLC341$251K0.1%-25.9%0.000%
8/1/2026 Integrity Advisory Solutions LLC19,854$14.62M1.5%+18.1%0.003%


QQQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,143 institutional investors and hedge funds held shares of Invesco QQQ. The most heavily invested institutionals were Corient Private Wealth LLC ($13.17B), Goldman Sachs Group Inc. ($11.30B), Bank of America Corp DE ($9.96B), Morgan Stanley ($9.85B), JPMorgan Chase & Co. ($2.70B), Ameriprise Financial Inc. ($2.46B), and Northwestern Mutual Wealth Management Co. ($2.34B).Learn more on Invesco QQQ's institutional investors.

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

Of the 3,752 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), Corient Private Wealth LLC ($41.70M), 1832 Asset Management L.P. ($41.00M), International Assets Investment Management LLC ($32.52M), Bank of America Corp DE ($26.51M), Goldman Sachs Group Inc. ($21.82M), and Proficio Capital Partners LLC ($11.49M).

Institutional investors have bought a total of 93,262,754 shares in the last 24 months. This purchase volume represents approximately $57.35B in transactions.

Of the 1,954 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: Morgan Stanley ($8.52M), Bank of America Corp DE ($2.29M), Symphony Financial Ltd. Co. ($2.23M), Proficio Capital Partners LLC ($2.01M), HRT Financial LP ($835.22K), Price T Rowe Associates Inc. MD ($825.45K), and NewEdge Advisors LLC ($578.19K).

Institutional investors have sold a total of 28,047,306 shares in the last 24 months. This volume of shares sold represents approximately $17.01B in transactions.


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Institutional ownership data for NASDAQ:QQQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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