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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$699.22 -14.07 (-1.97%)
As of 11:58 AM 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)
2969
Total
Institutional Inflows
(last 12 months)
$124.56B
Number of
Institutional Sellers
(last 12 months)
2160
Total
Institutional Outflows
(last 12 months)
$21.24B
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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
5/12/2026Millennium Capital Advisors LLC2,218$1.28M0.8%-18.4%0.000%
5/12/2026Cascade Wealth Advisors Inc1,843$1.06M0.4%+9.8%0.000%
5/12/2026Fortis Capital Management LLC10,714$6.18M0.6%+25.1%0.002%
5/8/2026 Pacific Sun Financial Corp6,163$3.56M1.7%+4.1%0.001%
5/8/2026 PNC Financial Services Group Inc.2,974,572$1.72B1.0%-2.0%0.455%
5/8/2026 Mathes Company Inc.3,135$1.81M0.7%-2.3%0.000%
5/8/2026 Burling Wealth Partners LLC1,092$630K0.1%+12.3%0.000%
5/8/2026 Summit Asset Management LLC5,025$2.90M0.4%+1.1%0.001%
5/8/2026 Wilkerson Advisory Group LLC19,892$11.48M3.9%+7.4%0.003%
5/8/2026 Stone Loft Wealth Management LLC456$263K0.2%N/A0.000%
5/8/2026 Dale Q Rice Investment Management Ltd13,878$8.01M6.1%-1.8%0.002%
5/8/2026 Glenview Trust Co8,405$4.85M0.1%-3.5%0.001%
5/8/2026 DUTCH ASSET Corp5,821$3.36M2.3%+1.2%0.001%
5/8/2026 Atlantic Family Wealth LLC553$319K0.2%N/A0.000%
5/8/2026 Cura Wealth Advisors LLC1,429$825K0.4%-4.4%0.000%
5/8/2026 Resolute Advisors LLC40,329$23.28M9.6%-20.8%0.006%
5/8/2026 Summit Global Investments3,651$2.11M0.1%+7.6%0.001%
5/8/2026 Cassaday & Co Wealth Management LLC38,552$22.25M0.5%-0.8%0.006%
5/8/2026 JMG Financial Group Ltd.12,900$7.45M0.2%+1.4%0.002%
5/8/2026 Cutler Investment Counsel LLC1,841$1.06M0.1%+13.4%0.000%
5/8/2026 MWA Asset Management449$259K0.1%-7.0%0.000%
5/8/2026 Fox Financial Inc30,915$17.84M14.6%-1.2%0.005%
5/8/2026 Alpha Zero LLC24,517$14.15M7.2%+2.3%0.004%
5/8/2026 Ridgepath Capital Management LLC3,101$1.79M0.9%+105.5%0.000%
5/8/2026 Johnson Financial Group Inc.2,896$1.67M0.1%-2.5%0.000%
5/8/2026 Cannon Capital Management Inc.32,026$18.49M15.0%+7.4%0.005%
5/8/2026 JSF Financial LLC23,759$13.71M2.7%-2.6%0.004%
5/7/2026 Legacy Wealth Managment LLC ID1,306$754K0.4%+15.4%0.000%
5/7/2026 Florida Financial Advisors LLC22,244$12.84M3.1%-1.0%0.003%
5/7/2026 Beta Wealth Group Inc.1,028$593K0.2%+6.0%0.000%
5/7/2026 Paul R. Ried Financial Group LLC409$236K0.1%N/A0.000%
5/7/2026 AlTi Global Inc.25,209$14.59M0.3%+7.9%0.004%
5/7/2026 Earned Wealth Advisors LLC8,941$5.16M0.3%+50.9%0.001%
5/7/2026 Commonwealth Financial Services LLC52,760$30.45M4.8%-4.7%0.008%
5/7/2026 Meeder Advisory Services Inc.3,737$2.16M0.1%-6.6%0.001%
5/7/2026 Lowe Brockenbrough & Co. Inc.2,436$1.41M0.1%-5.1%0.000%
5/7/2026 Symphony Financial Services Inc.4,794$2.77M1.4%+0.8%0.001%
5/7/2026 Human Investing LLC531$306K0.0%+35.1%0.000%
5/7/2026 NWK Group Inc.4,450$2.57M1.0%-2.3%0.001%
5/7/2026 Scarborough Advisors LLC3,536$2.04M0.2%+4.8%0.001%
5/7/2026 Balefire LLC17,095$9.87M1.8%+0.4%0.003%
5/7/2026 Parallel Advisors LLC48,999$28.28M0.5%-1.9%0.008%
5/7/2026 Resolute Wealth Strategies LLC1,511$872K0.4%+10.9%0.000%
5/7/2026 Ironwood Investment Counsel LLC3,462$2.00M0.3%-1.3%0.001%
5/7/2026 Pacific Wealth Strategies Group Inc.750$433K0.3%+15.4%0.000%
5/7/2026 Nelson Capital Management LLC1,596$921K0.1%-1.9%0.000%
5/7/2026 Greenwood Gearhart LLC86,697$50.04M2.7%+3.8%0.013%
5/7/2026 Taiyo Life Insurance Co.150,000$86.58M9.6%-18.5%0.023%
5/7/2026 KBC Group NV1,418$818K0.0%+36.3%0.000%
5/7/2026 American Asset Management Inc.1,110$641K0.6%+117.6%0.000%
5/7/2026 Koss Olinger Consulting LLC1,770$1.02M0.1%-44.0%0.000%
5/7/2026 Next Capital Management LLC20,091$11.60M3.5%-6.2%0.003%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.1,331$768K0.5%+135.6%0.000%
5/7/2026 Liberty Square Wealth Partners LLC21,586$12.46M3.5%+16.5%0.003%
5/7/2026 True North Advisors LLC9,743$5.62M0.6%+2.9%0.001%
5/7/2026 Paradigm Strategies in Wealth Management LLC503$290K0.2%-17.0%0.000%
5/7/2026 Vision Retirement LLC86,038$49.66M14.1%+0.5%0.013%
5/7/2026 World Equity Group Inc.23,898$13.79M3.6%-1.0%0.004%
5/7/2026 Valley Wealth Managers Inc.1,144$660K0.0%-2.6%0.000%
5/7/2026 AIA Group Ltd827,892$477.84M6.9%-14.7%0.126%
5/7/2026 Morgan Dempsey Capital Management LLC209$121K0.1%+154.9%0.000%
5/7/2026 Spartan Wealth Advisory Services LLC6,367$3.68M0.3%N/A0.001%
5/7/2026 WealthTrust Asset Management LLC6,020$3.48M2.1%+18.1%0.001%
5/7/2026 Crescent Grove Advisors LLC37,122$21.43M2.1%+0.8%0.006%
5/7/2026 Ascent Wealth Partners LLC96,493$55.69M6.5%+2.6%0.015%
5/6/2026 Laidlaw Wealth Management LLC2,493$1.44M5.0%+3.0%0.000%
5/6/2026 Sterling Financial Planning Inc.6,969$4.02M1.2%-0.9%0.001%
5/6/2026 Aviance Capital Partners LLC6,295$3.63M0.4%-0.4%0.001%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC111$64K0.0%+146.7%0.000%
5/6/2026 GatePass Capital LLC4,369$2.52M1.2%+19.0%0.001%
5/6/2026 German American Bancorp Inc.3,571$2.06M0.2%-16.1%0.001%
5/6/2026 IMA Advisory Services Inc.1,680$970K0.1%+7.0%0.000%
5/6/2026 Ceera Investments LLC2,725$1.57M0.7%+40.4%0.000%
5/6/2026 Clifford Swan Investment Counsel LLC1,937$1.12M0.0%-12.8%0.000%
5/6/2026 Bartlett & CO. Wealth Management LLC4,069$2.35M0.0%-1.8%0.001%
5/6/2026 MTM Investment Management LLC1,244$718K0.2%+6.9%0.000%
5/6/2026 Ranch Capital Advisors Inc.1,304$753K0.3%-1.2%0.000%
5/6/2026 Zhang Financial LLC10,610$6.12M0.2%+9.7%0.002%
5/6/2026 Simon Quick Advisors LLC6,025$3.48M0.2%+0.5%0.001%
5/6/2026 FSA Advisors Inc.1,219$703K0.5%N/A0.000%
5/6/2026 Aire Advisors LLC2,071$1.20M0.2%+1.3%0.000%
5/6/2026 Kera Capital Partners Inc.1,687$974K0.1%+12.2%0.000%
5/6/2026 Cornerstone Planning Group LLC25,321$14.62M2.0%-7.7%0.004%
5/6/2026 Gryphon Financial Partners LLC3,846$2.22M0.2%+2.0%0.001%
5/6/2026 Arcus Capital Partners LLC12,467$7.20M2.6%-38.1%0.002%
5/6/2026 Durante & Waters LLC1,425$822K0.6%+1.1%0.000%
5/6/2026 Modera Wealth Management LLC13,754$7.94M0.1%-3.1%0.002%
5/6/2026 Townsend Asset Management Corp NC ADV29,660$17.12M6.2%+1.5%0.005%
5/6/2026 Advisortrust Partners LLC25,630$14.79M6.2%-5.9%0.004%
5/6/2026 Catalyst Capital Advisors LLC5,608$3.24M0.1%-45.4%0.001%
5/6/2026 Forty three Eighteen Advisors LLC2,694$1.56M1.2%+0.6%0.000%
5/6/2026 Assetmark Inc.33,568$19.38M0.0%+2.0%0.005%
5/6/2026 NovaPoint Capital LLC7,506$4.33M1.1%-2.7%0.001%
5/6/2026 Paradigm Capital Management LLC NV2,587$1.49M1.4%-27.7%0.000%
5/6/2026 Gallacher Capital Management LLC788$455K0.2%+5.2%0.000%
5/6/2026 Main Street Group LTD14,569$8.41M2.5%-5.5%0.002%
5/6/2026 Barings LLC900,207$502.57M8.1%-0.7%0.137%
5/6/2026 Angeles Wealth Management LLC2,137$1.23M0.1%-2.7%0.000%
5/6/2026 Fiscal Wisdom Wealth Management LLC740$427K0.4%+5.1%0.000%
5/6/2026 AXS Investments LLC124,179$71.67M28.9%N/A0.019%


QQQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,115 institutional investors and hedge funds held shares of Invesco QQQ. The most heavily invested institutionals were Corient Private Wealth LLC ($13.17B), Bank of America Corp DE ($12.01B), Goldman Sachs Group Inc. ($11.30B), 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 3,756 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 216,295,121 shares in the last 24 months. This purchase volume represents approximately $124.56B in transactions.

Of the 2,150 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), Symphony Financial Ltd. Co. ($2.23M), Main Management ETF Advisors LLC ($2.21M), Proficio Capital Partners LLC ($2.01M), Price T Rowe Associates Inc. MD ($1.60M), Hancock Prospecting Pty Ltd ($1.28M), and Alphadyne Asset Management LP ($1.14M).

Institutional investors have sold a total of 36,395,216 shares in the last 24 months. This volume of shares sold represents approximately $21.24B in transactions.



This page (NASDAQ:QQQ) was last updated on 5/12/2026 by MarketBeat.com Staff.
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