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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$725.51 +2.23 (+0.31%)
Closing price 07/10/2026 04:00 PM Eastern
Extended Trading
$726.37 +0.86 (+0.12%)
As of 07/10/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
2908
Total
Institutional Inflows
(last 12 months)
$85.70B
Number of
Institutional Sellers
(last 12 months)
2132
Total
Institutional Outflows
(last 12 months)
$22.22B
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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
7/10/2026 Regent Peak Wealth Advisors LLC3,166$2.33M0.4%-2.9%0.000%
7/10/2026 Buska Wealth Management LLC23,633$17.40M6.3%-0.7%0.004%
7/10/2026 Abound Wealth Management6,507$4.79M1.0%+1.7%0.001%
7/10/2026 Annex Advisory Services LLC11,730$8.64M0.1%+1.3%0.002%
7/10/2026 Insight Wealth Strategies LLC3,707$2.69M0.3%-11.4%0.001%
7/10/2026 Accel Wealth Management10,259$7.56M1.7%-5.3%0.002%
7/10/2026 Butensky & Cohen Financial Security Inc.770$567K0.1%-5.9%0.000%
7/10/2026 Hudson Value Partners LLC1,454$1.07M0.3%+6.4%0.000%
7/10/2026 Whitener Capital Management Inc.1,080$795K0.2%+4.0%0.000%
7/10/2026 Taylor & Morgan Wealth Management LLC8,322$6.13M3.0%+4.3%0.001%
7/10/2026 Adirondack Capital Advisors LLC7,579$5.58M3.0%+13.4%0.001%
7/10/2026 FORM Wealth Advisors LLC89,721$66.07M7.3%+14.8%0.013%
7/10/2026 JFS Wealth Advisors LLC9,956$7.33M0.4%+0.8%0.001%
7/10/2026 Kennicott Capital Management LLC72,704$53.54M24.8%+19.0%0.011%
7/10/2026 Magnolia Capital Management Ltd.35,345$26.03M18.0%-12.9%0.005%
7/10/2026 GenWealth Group Inc.42,875$31.57M4.9%+5,010.3%0.006%
7/10/2026 Dagco Inc.4,402$3.24M0.6%+7.1%0.001%
7/10/2026 Canvas Wealth Advisors LLC734$541K0.1%-27.3%0.000%
7/10/2026 Rise Advisors LLC645$475K0.1%-21.2%0.000%
7/10/2026 William Mack & Associates Inc.977$719K0.3%+100.6%0.000%
7/10/2026 Fiduciary Financial Group LLC8,041$5.92M0.7%+0.4%0.001%
7/10/2026 Partnership Wealth Management LLC280$206K0.1%N/A0.000%
7/10/2026 HRC Wealth Management LLC3,395$2.50M1.0%+13.9%0.001%
7/10/2026 G&S Capital LLC14,671$10.80M3.1%+0.4%0.002%
7/10/2026 Kentucky Trust Co4,541$3.34M1.6%+0.5%0.001%
7/10/2026 Diversified Management Inc.17,826$13.13M2.8%-6.3%0.003%
7/10/2026 Peoples Bank KS3,771$2.78M2.7%-11.5%0.001%
7/10/2026 Wealth Group Ltd48,982$36.07M6.9%+0.6%0.007%
7/10/2026 City Holding Co.13,407$9.87M1.1%+11.0%0.002%
7/10/2026 Charles Schwab Trust Co9,175$6.76M0.4%+85.6%0.001%
7/10/2026 Salvus Wealth Management LLC512$377K0.2%-13.1%0.000%
7/10/2026 KWB Wealth959$706K0.1%+16.8%0.000%
7/10/2026 Scott Capital Advisors LLC45,828$33.75M5.3%-4.5%0.007%
7/10/2026 Spinnaker Investment Group LLC300$222K0.0%N/A0.000%
7/10/2026 Highland Financial Advisors LLC902$664K0.1%+52.1%0.000%
7/10/2026 KMG Fiduciary Partners LLC693$510K0.0%-32.7%0.000%
7/10/2026 Redhawk Wealth Advisors Inc.11,986$8.83M0.9%-30.6%0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,544$6.29M0.7%+1.2%0.001%
7/10/2026 Community Financial Services Group LLC1,266$918K0.1%+13.3%0.000%
7/10/2026 Perkins Coie Trust Co1,279$942K0.2%+327.8%0.000%
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7/10/2026 Fulton Bank N.A.8,780$6.47M0.2%+21.3%0.001%
7/10/2026 AdviceOne Advisory Services LLC306$225K0.1%N/A0.000%
7/10/2026 Wealthcare Advisory Partners LLC73,003$53.76M1.0%-24.3%0.011%
7/10/2026 Paladin Wealth LLC767$565K0.3%+30.7%0.000%
7/10/2026 Warner Financial Inc.15,295$11.26M3.3%+0.3%0.002%
7/9/2026 Kraft Davis & Associates LLC5,160$3.66M0.8%+1.9%0.001%
7/9/2026 Financial Management Professionals Inc.55$41K0.0%+83.3%0.000%
7/9/2026 Shrier Wealth Management LLC1,569$1.16M0.4%-10.5%0.000%
7/9/2026 Ares Financial Consulting LLC2,158$1.59M1.1%+5.2%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC9,211$6.78M2.0%+0.7%0.001%
7/9/2026 Asset Advisory Group Inc.6,715$4.95M2.2%+8.0%0.001%
7/9/2026 Vista Investment Partners LLC9,013$6.64M1.7%+2.7%0.001%
7/9/2026 Centurion Wealth Management LLC1,517$1.12M0.3%-53.2%0.000%
7/9/2026 Bay Rivers Group11,612$8.55M2.9%-9.3%0.002%
7/9/2026 Finivi Inc.13,769$10.14M5.2%-12.4%0.002%
7/9/2026 Matrix Trust Co231$170K0.0%N/A0.000%
7/9/2026 Wealthcare Capital Partners LLC2,596$1.91M0.8%+192.7%0.000%
7/9/2026 Friday Financial3,966$2.81M0.8%+300.6%0.001%
7/9/2026 Fortitude Financial LLC3,670$2.70M2.4%-6.1%0.001%
7/9/2026 Baron Financial Group LLC21,691$15.97M7.6%+0.1%0.003%
7/9/2026 DiPaolo Financial Group Inc.3,155$2.32M1.5%+0.6%0.000%
7/9/2026 Ferguson Shapiro LLC13,845$10.20M3.0%+2,685.7%0.002%
7/9/2026 Sapient Capital LLC12,848$9.47M0.1%-0.9%0.002%
7/9/2026 Atlas Brown Inc.4,139$3.05M0.8%+1.2%0.001%
7/9/2026 World Equity Group Inc.24,368$17.94M4.0%+2.0%0.004%
7/9/2026 Professional Financial Advisors LLC3,614$2.66M0.5%+4.7%0.001%
7/9/2026 Next Level Private LLC726$535K0.1%-5.7%0.000%
7/9/2026 Focus Financial Network Inc.161,020$118.58M3.7%+1.0%0.024%
7/9/2026 Fluent Financial LLC12,449$9.17M3.3%+63.0%0.002%
7/9/2026 Legacy Wealth Management LLC513$377K0.0%-3.8%0.000%
7/9/2026 Pettinga Financial Advisors LLC13,801$10.16M1.6%-10.2%0.002%
7/9/2026 Capital Wealth Management LLC1,656$1.22M0.3%-19.6%0.000%
7/9/2026 Vertrix Wealth Management LLC698$514K0.2%-36.9%0.000%
7/9/2026 Alliance Wealth Advisors LLC22,198$16.35M5.3%+2.0%0.003%
7/9/2026 Allied Private Wealth LLC281$200K0.1%N/A0.000%
7/9/2026 IFC & Insurance Marketing Inc.1,438$1.06M0.9%+35.2%0.000%
7/9/2026 Corepath Wealth Partners LLC9,048$6.44M4.0%+1.4%0.001%
7/9/2026 Herbst Group LLC13,934$10.26M5.6%-2.3%0.002%
7/9/2026 StoneCrest Wealth Management Inc.1,977$1.46M0.5%-3.2%0.000%
7/9/2026 Great Waters Wealth Management2,119$1.56M0.1%+105.5%0.000%
7/9/2026 Wealth Science Advisors LLC302$222K0.1%+15,000.0%0.000%
7/9/2026 Exchange Bank285$210K0.1%N/A0.000%
7/9/2026 Whitaker Myers Wealth Managers LTD.1,419$1.05M0.2%-8.5%0.000%
7/9/2026 GoalVest Advisory LLC3,016$2.22M0.4%+0.5%0.000%
7/9/2026 Yanni & Associates Investment Advisors LLC7,073$5.21M4.8%+1.5%0.001%
7/9/2026 Tactive Advisors LLC7,001$5.16M1.3%+2.2%0.001%
7/9/2026 Everhart Financial Group Inc.2,809$2.07M0.1%-6.5%0.000%
7/9/2026 Sax Wealth Advisors LLC17,948$13.22M0.5%+11.9%0.003%
7/9/2026 Ehrlich Financial Group1,364$1.01M0.5%-12.2%0.000%
7/9/2026 Chemistry Wealth Management LLC3,428$2.52M0.4%+11.7%0.001%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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7/9/2026 Adamsbrown Wealth Consultants LLC5,092$3.75M0.7%-14.1%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.399$294K0.0%N/A0.000%
7/9/2026 Windsor Capital Management LLC828$610K0.2%-5.5%0.000%
7/9/2026 West Financial Advisors LLC9,150$6.74M1.0%+4.3%0.001%
7/9/2026 OxenFree Capital LLC2,772$1.97M0.9%-48.8%0.000%
7/9/2026 Ledgewood Wealth Advisors LLC9,906$7.30M3.9%-4.0%0.001%
7/9/2026 Breakwater Capital Group3,145$2.32M0.3%-31.8%0.000%
7/9/2026 Strategic Point Investment Advisors LLC649$478K0.1%+3.3%0.000%
7/9/2026 Affinity Capital Advisors LLC5,916$4.28M0.5%-8.3%0.001%
7/9/2026 Agate Pass Investment Management LLC1,296$954K0.4%+5.1%0.000%


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 Toronto Dominion Bank ($1.99B).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 3,784 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 ($11.48M).

Institutional investors have bought a total of 145,173,154 shares in the last 24 months. This purchase volume represents approximately $85.70B in transactions.

Of the 2,132 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), Main Management ETF Advisors LLC ($2.21M), Proficio Capital Partners LLC ($2.01M), Hancock Prospecting Pty Ltd ($1.28M), and Alphadyne Asset Management LP ($1.14M).

Institutional investors have sold a total of 37,697,527 shares in the last 24 months. This volume of shares sold represents approximately $22.22B in transactions.


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This page (NASDAQ:QQQ) was last updated on 7/12/2026 by MarketBeat.com Staff.
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