Go Pro

Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$687.99 +4.44 (+0.65%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$684.54 -3.45 (-0.50%)
As of 07/31/2026 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.

Institutional Ownership Changes (13F Filings) for Invesco QQQ (NASDAQ:QQQ)

Current
Institutional Ownership
Percentage
44.58%
Number of
Institutional Buyers
(last 12 months)
2798
Total
Institutional Inflows
(last 12 months)
$85.05B
Number of
Institutional Sellers
(last 12 months)
2072
Total
Institutional Outflows
(last 12 months)
$21.16B
Get QQQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco QQQ stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
8/1/2026Ellerson Group Inc. ADV7,211$5.31M3.1%+2.7%0.001%
8/1/2026Integrity Financial Corp WA24,975$18.41M8.8%-0.9%0.004%
8/1/2026Narus Financial Partners LLC4,076$3.00M0.8%-0.7%0.001%
8/1/2026Quadcap Wealth Management LLC20,358$14.99M1.5%+1.1%0.003%
8/1/2026BOCHK Asset Management Ltd195$144K0.0%N/A0.000%
8/1/2026Becker Capital Management Inc.4,847$3.57M0.1%-34.4%0.001%
8/1/2026JMG Financial Group Ltd.13,205$9.72M0.2%+2.4%0.002%
8/1/2026Madrid Wealth Management LLC1,157$852K0.6%-12.7%0.000%
8/1/2026Arrow Financial Corp143,023$105.32M9.4%+2.6%0.021%
8/1/2026Odyssey Capital Advisors Inc.7,608$5.60M4.0%+2.7%0.001%
7/31/2026Interactive Financial Advisors Inc.12,656$9.11M5.5%+6.6%0.002%
7/31/2026Garde Capital Inc.35,751$26.33M1.2%+4.7%0.005%
7/31/2026Natural Investments LLC1,621$1.19M0.3%+26.5%0.000%
7/31/2026Lakeshore Capital Group Inc.17,654$13M9.6%+1.9%0.003%
7/31/2026Bannerstone Capital Management LLC1,107$815K0.7%-51.7%0.000%
7/31/2026Manuka Financial LLC929$684K0.4%+30.1%0.000%
7/31/2026Levin Capital Strategies L.P.7,745$5.70M0.4%+0.3%0.001%
7/31/2026Ascent Wealth Partners LLC100,147$73.75M7.4%+3.8%0.015%
7/31/2026Diversified Enterprises LLC6,884$5.07M0.2%+4.9%0.001%
7/31/2026Harfst & Associates Inc.48,970$36.06M5.6%-1.7%0.007%
7/31/2026Simmons Bank28,293$20.84M1.2%-0.2%0.004%
7/31/2026Linscomb Wealth Inc.3,472$2.56M0.1%-23.2%0.001%
7/31/2026Castle Wealth Management LLC6,188$4.56M1.3%-11.5%0.001%
7/31/2026Zions Bancorporation National Association UT2,711$2.00M0.1%-8.7%0.000%
7/31/2026Mascagni Wealth Management Inc.2,136$1.57M1.0%-9.6%0.000%
7/31/2026Aberdeen Group plc8,625$6.35M0.0%+24.4%0.001%
7/31/2026Rossmore Private Capital567$418K0.0%N/A0.000%
7/31/2026Avail Investment Partners LLC1,242$915K0.7%+20.9%0.000%
7/31/2026Calamos Wealth Management LLC22,986$16.93M0.5%+17.8%0.003%
7/31/2026Formulate Financial LLC20,162$14.85M15.6%+2.8%0.003%
7/31/2026DB&C Advisors LLC304$224K0.2%N/A0.000%
7/31/2026Granite Harbor Advisors Inc.32,771$24.13M9.5%-2.5%0.005%
7/31/2026Three Magnolias Financial Advisors LLC7,899$5.82M3.2%+2.3%0.001%
7/31/2026Daiwa Securities Group Inc.263,775$194.24M0.4%+54.9%0.040%
7/31/2026Associated Banc Corp24,328$17.92M0.4%+1.7%0.004%
7/31/2026 BlueChip Wealth Advisors LLC10,265$7.56M2.9%+1.7%0.002%
7/31/2026 LCM Capital Management Inc656$483K0.2%+4.8%0.000%
7/31/2026 Kennedy Investment Group Inc.1,103$812K0.3%-2.5%0.000%
7/31/2026 WealthCare Asset Management LLC7,694$5.67M2.4%N/A0.001%
7/31/2026 GatePass Capital LLC5,880$4.33M1.6%+34.6%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

Watch the free briefing and see the three steps to prepare today
7/31/2026 AGP Franklin LLC329$242K0.1%N/A0.000%
7/31/2026 truNorth Financial Services Inc.1,048$772K0.7%-2.3%0.000%
7/31/2026Tortuga Wealth Management Inc2,327$1.72M1.3%-2.1%0.000%
7/31/2026POM Investment Strategies LLC366$270K0.3%-16.1%0.000%
7/31/2026Worth Financial Advisory Group LLC607$447K0.2%N/A0.000%
7/31/2026Axiom Investment Management LLC2,830$2.08M1.4%+2.6%0.000%
7/31/2026Creekside Partners1,395$1.03M0.4%+28.6%0.000%
7/31/2026REDW Wealth LLC825$608K0.2%-2.4%0.000%
7/31/2026JHP Wealth Management LLC309$227K0.2%N/A0.000%
7/31/2026One Wealth Map LLC565$416K0.2%-9.0%0.000%
7/31/2026 Retirement Planning Co of New England Inc.11,762$8.66M3.1%-0.6%0.002%
7/31/2026 Capstone Wealth Management Group LLC14,571$10.73M3.8%+1.2%0.002%
7/31/2026 Zhang Financial LLC10,703$7.88M0.2%+0.9%0.002%
7/31/2026 Eagle Global Advisors LLC40,335$29.70M1.0%-3.2%0.006%
7/31/2026 Bailard Inc.170,482$125.54M2.6%+148.2%0.026%
7/31/2026 Almanack Investment Partners LLC.3,742$2.76M0.4%+531.0%0.001%
7/31/2026 Bravias Capital Group LLC3,122$2.30M1.4%+0.5%0.000%
7/31/2026 DKM Wealth Management Inc.8,065$5.94M3.9%-1.1%0.001%
7/31/2026 Ahara Advisors LLC786$579K0.3%-20.3%0.000%
7/31/2026 XP Advisory US Inc.59,013$43.46M23.8%N/A0.009%
7/31/2026 Kaizen Financial Strategies6,065$4.40M1.4%+48.8%0.001%
7/31/2026 Carnegie Investment Counsel18,692$13.77M0.3%-1.9%0.003%
7/30/2026 Welch & Forbes LLC9,753$7.18M0.1%-3.3%0.001%
7/30/2026 Byrne Financial Freedom LLC6,855$5.05M2.0%-1.2%0.001%
7/30/2026 Bigelow Investment Advisors LLC274$202K0.1%N/A0.000%
7/30/2026 Oasis Advisors LLC321$237K0.2%-95.8%0.000%
7/30/2026 Next Level Wealth Planning LLC637$469K0.2%+9.1%0.000%
7/30/2026 Briaud Financial Planning Inc2,633$1.94M0.5%+101.5%0.000%
7/30/2026 Alta Wealth Advisors LLC5,501$4.05M1.1%-2.3%0.001%
7/30/2026 Nvest Financial LLC8,379$6.17M2.0%+1.4%0.001%
7/30/2026 Retirement Guys Formula LLC9,135$6.73M2.5%+2.2%0.001%
7/30/2026 First National Trust Co7,618$5.61M0.2%-1.6%0.001%
7/30/2026 Left Brain Wealth Management LLC2,638$1.94M0.6%-34.5%0.000%
7/30/2026 Great Lakes Retirement Inc.2,501$1.84M0.2%-4.4%0.000%
7/30/2026 Clarity Retirement & Wealth LLC546$107K0.1%+42.2%0.000%
7/30/2026 Acorn Wealth Advisors LLC2,313$1.70M0.4%-0.7%0.000%
7/30/2026 Assetmark Inc.34,347$25.29M0.0%+2.3%0.005%
7/30/2026 Zinnia Wealth Advisory LLC6,099$4.49M4.6%-46.0%0.001%
7/30/2026 CAP Partners LLC409$301K0.1%-7.9%0.000%
7/30/2026 Hourglass Capital LLC4,586$3.38M0.7%+1.7%0.001%
7/30/2026 Bulltick Wealth Management LLC5,041$3.72M0.8%-5.0%0.001%
7/30/2026 Legacy Financial Group Inc.2,154$1.59M0.4%+114.8%0.000%
7/30/2026 Kickstand Ventures LLC.14,301$10.53M1.9%-7.4%0.002%
7/30/2026 Pinkerton Wealth LLC5,781$4.26M0.4%-88.1%0.001%
7/30/2026 Ascentis Independent Advisors5,199$3.84M10.3%-75.4%0.001%
7/30/2026 SkyOak Wealth LLC8,696$6.40M1.0%-0.7%0.001%
7/30/2026 MPS Loria Financial Planners LLC2,518$1.85M0.4%-10.8%0.000%
7/30/2026 John A. Wolfe & Associates Inc.2,973$2.19M3.0%+4.9%0.000%
7/30/2026 Planning Center Inc.467$344K0.0%N/A0.000%
7/30/2026 Sumitomo Mitsui Trust Group Inc.81,507$60.02M0.0%+394.3%0.012%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

7/30/2026 Pilgrim Partners Asia Pte Ltd54,650$40.24M17.2%-11.3%0.008%
7/30/2026 Sovran Advisors LLC19,076$14.05M1.0%+1.5%0.003%
7/30/2026 Nadler Financial Group Inc.11,520$8.48M0.7%-0.8%0.002%
7/30/2026 Catalyst Financial Partners LLC1,697$1.25M0.1%+47.2%0.000%
7/30/2026 Evolution Wealth Advisors LLC46,255$34.06M4.0%+2.4%0.007%
7/30/2026 Beese Fulmer Investment Management Inc.1,238$912K0.1%-7.6%0.000%
7/30/2026 Guardian Partners Inc.715$527K0.0%+50.2%0.000%
7/30/2026 Financial Network Wealth Advisors LLC385$284K0.3%+301.0%0.000%
7/30/2026 Saiph Capital LLC3,456$2.55M0.8%+2.2%0.001%
7/30/2026 Ethic Inc.520$383K0.0%N/A0.000%


QQQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,163 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 3,789 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 143,606,569 shares in the last 24 months. This purchase volume represents approximately $85.05B in transactions.

Of the 2,061 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 35,649,382 shares in the last 24 months. This volume of shares sold represents approximately $21.16B in transactions.



This page (NASDAQ:QQQ) was last updated on 8/1/2026 by MarketBeat.com Staff.
From Our Partners