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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$743.17 +3.40 (+0.46%)
As of 03:40 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)
2650
Total
Institutional Inflows
(last 12 months)
$57.91B
Number of
Institutional Sellers
(last 12 months)
1966
Total
Institutional Outflows
(last 12 months)
$17.09B
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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
10/1/2026Coastline Trust Co22,531$16.67M1.6%-21.7%0.003%
9/29/2026Greenwich Wealth Management LLC54,061$39.81M1.4%-0.9%0.008%
9/25/2026Atomic Invest LLC25,086$18.17M1.6%+109.6%0.004%
9/23/2026QRG Capital Management Inc.10,505$7.74M0.1%+60.2%0.002%
9/23/2026Envestnet Portfolio Solutions Inc.19,500$14.36M0.1%+8.4%0.003%
9/23/2026Envestnet Asset Management Inc.3,038,610$2.24B0.3%+1.0%0.453%
9/21/2026Silicon Valley Capital Partners127,239$93.70M8.5%-1.9%0.019%
9/17/2026Wellington Altus USA Inc.3,973$2.93M1.9%-17.0%0.001%
9/15/2026Anchor Investment Management LLC22,158$16.32M1.2%-4.3%0.003%
9/15/2026Reynders McVeigh Capital Management LLC953$702K0.0%+20.2%0.000%
9/15/2026Cherry Tree Wealth Management LLC556$410K0.1%-4.5%0.000%
9/14/2026Revere Asset Management Inc562$414K0.2%N/A0.000%
9/11/2026Bullseye Investment Management LLC60$44K0.0%N/A0.000%
9/11/2026Smith Chas P & Associates PA Cpas78,088$57.50M2.8%-2.9%0.012%
9/11/2026Talon Private Wealth LLC14,704$10.83M1.3%+944.3%0.002%
9/11/2026Marathon Wealth Advisors LLC12,234$9.01M3.1%+1.3%0.002%
9/9/2026Bouchey Financial Group Ltd.147,528$108.67M7.0%-0.6%0.022%
9/9/2026Miramontes Capital LLC10,657$7.85M2.5%+5.8%0.002%
9/9/2026The Manufacturers Life Insurance Company28,485$20.98M0.0%+0.6%0.004%
9/9/2026Capstone Financial Advisors Inc.3,389$2.50M0.1%+1.0%0.001%
9/9/2026Tortoise Investment Management LLC2,674$1.97M0.1%+3.8%0.000%
9/9/2026Van Hulzen Asset Management LLC4,907$3.61M0.3%-3.3%0.001%
9/9/2026Cahill Financial Advisors Inc.4,714$3.47M0.3%+0.5%0.001%
9/9/2026IPG Investment Advisors LLC17,712$13.04M1.9%-6.3%0.003%
9/9/2026MCF Advisors LLC18,979$13.99M0.5%+94.2%0.003%
9/9/2026Bienville Capital Management LLC5,252$3.87M0.5%+222.2%0.001%
9/9/2026Lotus Asset Management LLC1,363$1.00M0.9%N/A0.000%
9/9/2026Capital Analysts LLC9,390$6.92M0.2%+9.1%0.001%
9/9/2026Summit Financial Strategies Inc.1,207$889K0.1%+2.8%0.000%
9/9/2026SVB Wealth LLC4,376$3.22M0.2%-42.9%0.001%
9/9/2026Capital Advantage Inc.1,231$906K0.1%+10.2%0.000%
9/9/2026Concorde Asset Management LLC11,299$8.33M4.8%-2.2%0.002%
9/9/2026Pinnacle Wealth Management Advisory Group LLC67,314$49.57M3.0%+2.4%0.010%
9/9/2026NorthRock Partners LLC373,687$275.18M4.0%-4.1%0.055%
9/9/2026Community Bank N.A.2,313$1.70M0.2%-5.1%0.000%
9/9/2026NewEdge Advisors LLC73,032$53.78M0.2%+0.1%0.011%
9/9/2026Hedeker Wealth LLC319$235K0.0%N/A0.000%
9/9/2026Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD93,566$68.98M8.5%+6.1%0.014%
9/9/2026IFP Advisors Inc108,639$80.00M1.4%+14.7%0.016%
9/9/2026Baird Financial Group Inc.393,771$289.97M0.4%+2.5%0.058%
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9/9/2026Performa Ltd US LLC8,000$5.89M0.9%N/A0.001%
9/9/2026Arcus Capital Partners LLC11,422$8.41M3.5%-8.4%0.002%
9/9/2026One Charles Private Wealth Services LLC1,352$996K0.2%+50.1%0.000%
9/9/2026Centerline Wealth Advisors LLC1,736$1.28M0.4%-16.5%0.000%
9/9/2026XY Planning Network Inc.3,830$2.82M0.4%+3.3%0.001%
9/9/2026BayBridge Capital Group LLC7,730$5.69M3.0%+2.5%0.001%
9/8/2026New England Professional Planning Group Inc.611$450K0.2%+55.1%0.000%
9/8/2026Hudock Inc.47,072$34.66M4.4%+1.7%0.007%
9/8/2026Connective Capital Management LLC48,645$35.82M26.0%+35.9%0.007%
9/8/2026Empirical Finance LLC11,271$8.30M0.3%-7.6%0.002%
9/4/2026Parkside Financial Bank & Trust6,386$4.70M0.3%-4.3%0.001%
9/2/2026Second Line Capital LLC2,419$1.78M0.3%-7.5%0.000%
9/2/2026Kinetic Wealth Investment Advisors LLC2,808$2.07M1.0%N/A0.000%
9/2/2026Range Advisory LLC4,243$3.13M0.4%+13.8%0.001%
9/2/2026Capital & Planning LLC4,094$3.02M1.6%+14.8%0.001%
9/2/2026Brown Lisle Cummings Inc.1,801$1.33M0.3%+9.2%0.000%
8/28/2026Cornerstone Financial Management LLC166$122K0.1%+32.8%0.000%
8/27/2026Corient Private Wealth LP545,270$401.55M0.6%+506.8%0.080%
8/27/2026Tucker Asset Management LLC59,535$43.84M10.8%+29.2%0.009%
8/26/2026Giverny Capital Inc.391$288K0.0%N/A0.000%
8/26/2026HORAN Wealth LLC3,312$2.44M0.3%+35.4%0.000%
8/26/2026Principia Wealth Advisory LLC14,387$10.59M2.2%+21,698.5%0.002%
8/26/2026Amundi68,685$50.58M0.0%+41.8%0.010%
8/26/2026Brown Financial Advisors573$422K0.1%+17.9%0.000%
8/26/2026HighTower Advisors LLC1,230,679$906.27M0.9%+3.1%0.181%
8/25/2026Advus Financial Partners LLC289$213K0.0%N/A0.000%
8/25/2026Kirkwood Financial Services5,030$3.67M1.0%N/A0.001%
8/25/2026Kingsbury Capital Investment Advisors LLC746$549K0.5%N/A0.000%
8/25/2026Financial Insights Inc.29,790$21.94M5.9%+6.8%0.004%
8/24/2026Alaska Permanent Fund Corp281,196$207.07M13.7%N/A0.041%
8/23/2026DMC Group LLC555$409K0.3%-14.9%0.000%
8/23/2026Studio Investment Management LLC486$358K0.1%+15.4%0.000%
8/23/2026Washington Trust Advisors Inc.660$486K0.0%-2.9%0.000%
8/23/2026Guardian Wealth Advisors LLC NC9,634$7.10M0.4%+3.3%0.001%
8/23/2026Straight Path Wealth Management407$300K0.1%N/A0.000%
8/23/2026Henrickson Nauta Wealth Advisors Inc.2,022$1.49M0.4%+40.9%0.000%
8/23/2026Wedmont Private Capital35,895$26.04M0.7%-2.9%0.005%
8/23/2026Kintra Wealth LLC45,145$33.05M1.7%+8.0%0.007%
8/23/2026Morling Financial Advisors LLC376$277K0.1%+4.4%0.000%
8/23/2026PCG Wealth Advisors LLC3,731$2.75M0.6%+0.8%0.001%
8/23/2026Aspire Capital Advisors LLC1,715$1.26M0.2%-1.5%0.000%
8/23/2026Endeavor Private Wealth Inc.4,008$2.95M0.7%-8.9%0.001%
8/23/2026POM Investment Strategies LLC366$270K0.3%-16.1%0.000%
8/23/2026Sovereign Investment Advisors LLC51,500$37.97M7.1%-1.7%0.008%
8/23/2026Members Advisory Group LLC994$735K0.2%-88.1%0.000%
8/23/2026PayPay Securities Corp76$56K2.2%-24.0%0.000%
8/23/2026SFG Wealth Management LLC.2,629$1.94M0.7%+10.5%0.000%
8/23/2026Operose Advisors LLC224$165K0.0%-11.1%0.000%
8/23/2026Ameliora Wealth Management Ltd.8,788$6.47M1.9%-15.2%0.001%
8/23/2026HB Wealth Management LLC97,393$71.72M0.4%+0.2%0.014%
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8/23/2026Nilsine Partners LLC3,042$2.24M0.2%+2.9%0.000%
8/23/2026Nvest Financial LLC8,379$6.17M2.0%+1.4%0.001%
8/23/2026Hutchens & Kramer Investment Management Group LLC7,080$5.21M1.4%-0.4%0.001%
8/23/2026Asset Allocation Strategies LLC32,393$23.85M3.6%+3.1%0.005%
8/23/2026Semitam Bonam LLC1,844$1.36M1.0%+5.1%0.000%
8/23/2026Fortitude Advisory Group L.L.C.3,382$2.49M1.0%-1.5%0.000%
8/23/2026Angeles Wealth Management LLC5,512$4.06M0.2%+157.9%0.001%
8/23/2026Highland Financial Advisors LLC902$664K0.1%+52.1%0.000%
8/23/2026Azimuth Capital Investment Management LLC283$208K0.0%N/A0.000%
8/23/2026Unique Wealth LLC22,629$16.66M1.9%-1.4%0.003%


QQQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,181 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 3,793 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 93,932,899 shares in the last 24 months. This purchase volume represents approximately $57.91B in transactions.

Of the 1,965 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 28,129,850 shares in the last 24 months. This volume of shares sold represents approximately $17.09B 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 10/1/2026. New 13F filings are added each quarter as they're published.
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