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Invesco QQQ (QQQ) Institutional Ownership

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$586.66 +2.58 (+0.44%)
Closing price 04:00 PM Eastern
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$586.79 +0.13 (+0.02%)
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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)
2792
Total
Institutional Inflows
(last 12 months)
$121.84B
Number of
Institutional Sellers
(last 12 months)
1993
Total
Institutional Outflows
(last 12 months)
$29.73B
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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
9/12/2025 Valeo Financial Advisors LLC180,447$99.54M2.1%+251.9%0.028%
9/11/2025Milestones Private Investment Advisors LLC2,169$1.20M0.9%N/A0.000%
9/11/2025Silicon Valley Capital Partners132,271$72.97M7.6%-2.3%0.021%
9/10/2025 WT Wealth Management2,584$1.43M0.4%-31.6%0.000%
9/9/2025 Cambridge Financial Group LLC2,571$1.42M0.5%-17.2%0.000%
9/9/2025 NWF Advisory Services Inc.16,344$9.02M1.1%+17.0%0.003%
9/5/2025 Prospera Capital Management LLC4,884$2.70M0.9%+11.4%0.001%
9/4/2025 Reynders McVeigh Capital Management LLC405$223K0.0%N/A0.000%
9/4/2025 Beacon Capital Management Inc.182,313$100.57M5.2%+1.0%0.029%
9/3/2025 Q3 Asset Management11,700$6.45M2.3%N/A0.002%
9/3/2025 American Trust42,947$23.69M2.2%+7,093.8%0.007%
9/2/2025 FSC Wealth Advisors LLC6,498$3.59M2.2%+1.5%0.001%
8/29/2025 Evolution Wealth Management Inc.2,129$1.17M1.4%N/A0.000%
8/29/2025 Total Investment Management Inc.1,554$857K0.1%-97.1%0.000%
8/29/2025 Centaurus Financial Inc.53,057$29.27M1.7%+2.5%0.008%
8/28/2025 Prospera Capital Management LLC4,923$2.72M0.7%+11.3%0.001%
8/28/2025 Midwestern Financial LLC IA4,385$2.42M2.3%N/A0.001%
8/28/2025 China Universal Asset Management Co. Ltd.950$525K0.0%+61.0%0.000%
8/27/2025 Barnes Wealth Management Group Inc5,333$2.94M1.7%-1.0%0.001%
8/27/2025 Orion Porfolio Solutions LLC122,848$67.77M0.6%+6.6%0.019%
8/26/2025 Thrivent Financial for Lutherans166,555$91.88M0.2%+76.3%0.026%
8/26/2025 Claris Financial LLC427$236K0.2%-62.3%0.000%
8/26/2025 Nautilus Advisors LLC1,352$746K0.5%+3.8%0.000%
8/25/2025 Neuberger Berman Group LLC52,981$29.23M0.0%+11.3%0.008%
8/25/2025 Silverlake Wealth Management LLC6,931$3.82M1.1%+5.8%0.001%
8/25/2025 Hilltop Partners LLC430$237K0.1%N/A0.000%
8/25/2025 BLVD Private Wealth LLC5,182$2.86M2.7%N/A0.001%
8/22/2025 Carter Financial Group INC.4,107$2.27M1.5%N/A0.001%
8/22/2025 TT Capital Management LLC7,205$3.98M1.3%N/A0.001%
8/21/2025 Pathway Financial Advisers LLC1,055$582K0.2%N/A0.000%
8/20/2025 Thompson Davis & CO. Inc.676$373K0.2%-58.2%0.000%
8/20/2025 Coppell Advisory Solutions LLC21,799$11.95M1.4%+52.2%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.47,559$26.24M1.2%N/A0.007%
8/19/2025 Newbridge Financial Services Group Inc.23,507$12.97M2.1%+16.2%0.004%
8/19/2025 Cape Investment Advisory Inc.2,802$1.55M0.6%-2.6%0.000%
8/19/2025 Advisory Services Network LLC167,053$94.39M1.5%+2.4%0.026%
8/19/2025 Anchor Investment Management LLC39,216$21.63M1.9%-6.1%0.006%
8/19/2025 Asset Dedication LLC4,625$2.55M0.2%-9.1%0.001%
8/19/2025 Element Pointe Advisors LLC490$270K0.1%N/A0.000%
8/19/2025 Campbell Capital Management Inc.4,414$2.44M0.9%N/A0.001%
8/18/2025 Finward Bancorp7,173$3.96M3.1%+6.0%0.001%
8/18/2025 Tyler Stone Wealth Management8,998$4.96M0.8%-8.5%0.001%
8/18/2025 Tactive Advisors LLC17,868$9.86M3.2%N/A0.003%
8/18/2025 N.E.W. Advisory Services LLC6,185$3.41M0.3%-27.5%0.001%
8/18/2025 Geneos Wealth Management Inc.78,832$43.49M1.1%+21.0%0.012%
8/18/2025 Hollencrest Capital Management184,740$101.91M4.3%-0.4%0.029%
8/18/2025 V2 Financial group LLC675$372K0.2%+17.4%0.000%
8/18/2025 Westwood Holdings Group Inc.35,625$19.65M0.1%-5.3%0.006%
8/18/2025 Kestra Investment Management LLC3,887$2.14M0.1%+14.0%0.001%
8/18/2025 Caxton Associates LLP2,475$1.37M0.0%-31.5%0.000%
8/18/2025 Cornerstone Financial Group LLC NE 1,717$947K0.8%-9.8%0.000%
8/18/2025 Johns Hopkins University258,537$142.62M7.5%+22.3%0.041%
8/18/2025 Pacific Center for Financial Services96,426$53.19M14.4%-1.0%0.015%
8/18/2025 Front Row Advisors LLC3,833$2.12M0.7%+6.5%0.001%
8/16/2025 Parr Mcknight Wealth Management Group LLC1,420$783K0.1%+4.0%0.000%
8/16/2025 Teachers Insurance & Annuity Association of America1,033$570K0.7%-13.3%0.000%
8/16/2025 Evergreen Capital Management LLC32,704$18.06M0.5%-0.6%0.005%
8/15/2025 Strategic Investment Advisors MI936$517K0.1%+2.3%0.000%
8/15/2025 Nikulski Financial Inc.18,884$10.42M2.9%+1.6%0.003%
8/15/2025 Tower Research Capital LLC TRC 139,884$77.17M2.1%-74.8%0.022%
8/15/2025 First Heartland Consultants Inc.56,353$31.09M2.8%+35.4%0.009%
8/15/2025 Howland Capital Management LLC2,939$1.62M0.1%-2.9%0.000%
8/15/2025 Synergy Financial Group LTD1,657$914K0.7%-1.8%0.000%
8/15/2025 Global View Capital Management LLC984$543K0.2%-14.0%0.000%
8/15/2025 Security National Bank of SO Dak567$313K0.2%-50.5%0.000%
8/15/2025 Sugar Maple Asset Management LLC850$469K0.4%N/A0.000%
8/15/2025 Orcam Financial Group859$474K0.4%-5.9%0.000%
8/15/2025 Asset Allocation Strategies LLC33,299$18.37M3.5%-1.8%0.005%
8/15/2025 FFT Wealth Management LLC24,222$13.79M2.7%+17.5%0.004%
8/15/2025 LGL Partners LLC22,130$12.60M5.6%+8.2%0.003%
8/15/2025 Resources Management Corp CT ADV392$216K0.0%+5.4%0.000%
8/15/2025 Semmax Financial Advisors Inc.248$142K0.0%N/A0.000%
8/15/2025 Fairfield Bush & CO.483$267K0.2%+11.5%0.000%
8/15/2025 Rakuten Securities Inc.6,324$3.49M1.3%-30.7%0.001%
8/15/2025 Puff Wealth Management LLC582$321K0.1%N/A0.000%
8/15/2025 Equitable Holdings Inc.555,843$306.63M2.5%+8.4%0.088%
8/15/2025 Ewing Morris & Co. Investment Partners Ltd.7,311$4.04M1.8%-29.5%0.001%
8/15/2025 Morse Asset Management Inc8,220$4.53M1.0%+41,000.0%0.001%
8/15/2025 Florida Financial Advisors LLC21,608$11.92M3.9%-5.7%0.003%
8/15/2025 Northeast Financial Consultants Inc184,612$101.84M4.2%+0.4%0.029%
8/15/2025 Hayek Kallen Investment Management6,134$3.38M1.2%+26.8%0.001%
8/15/2025 Kensington Investment Counsel LLC7,531$4.16M1.8%+1.7%0.001%
8/15/2025 Chapman Financial Group LLC1,060$585K0.5%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.1,556$858K0.3%-1.3%0.000%
8/15/2025 Stonebridge Capital Advisors LLC1,056$583K0.0%+3.0%0.000%
8/15/2025 Captrust Financial Advisors381,092$210.22M0.5%+4.0%0.060%
8/15/2025 Blue Chip Partners LLC1,339$738K0.1%+75.0%0.000%
8/15/2025 Keel Point LLC10,897$6.01M0.4%-11.1%0.002%
8/15/2025 Alaethes Wealth LLC3,337$1.84M0.6%+13.6%0.001%
8/15/2025 Zuckerman Investment Group LLC9,529$5.26M0.5%-9.3%0.002%
8/15/2025 Pine Ridge Advisers LLC142,500$78.61M5.0%+0.5%0.022%
8/15/2025 Manhattan West Asset Management LLC3,694$2.04M0.5%-12.8%0.001%
8/15/2025 WFA of San Diego LLC728$402K0.3%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC615$339K0.2%N/A0.000%
8/15/2025 Vident Advisory LLC10,614$5.86M0.1%+215.2%0.002%
8/15/2025 Visionary Wealth Advisors10,904$6.02M0.3%+10.0%0.002%
8/15/2025 Two Sigma Securities LLC9,558$5.27M0.7%-49.8%0.002%
8/15/2025 Talisman Wealth Advisors LLC431$238K0.2%N/A0.000%
8/15/2025 Scott Marsh Financial LLC686$378K0.1%N/A0.000%
8/15/2025 Seneschal Advisors LLC1,818$1.00M0.8%-8.8%0.000%
(Data available from 1/1/2016 forward)

QQQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQQ shares?

During the previous two years, 3,730 institutional investors and hedge funds held shares of Invesco QQQ. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($37.30B), Goldman Sachs Group Inc. ($11.30B), Morgan Stanley ($6.56B), JPMorgan Chase & Co. ($2.70B), Ameriprise Financial Inc. ($2.46B), Toronto Dominion Bank ($1.99B), and Northwestern Mutual Wealth Management Co. ($1.78B).Learn more on Invesco QQQ's institutional investors.

What percentage of Invesco QQQ's stock is owned by institutional investors?

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

Which institutional investors have been buying Invesco QQQ's stock?

Of the 3,379 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), International Assets Investment Management LLC ($60.78M), 1832 Asset Management L.P. ($41.01M), Goldman Sachs Group Inc. ($21.82M), Proficio Capital Partners LLC ($11.49M), Strategic Financial Concepts LLC ($6.88M), and Mullooly Asset Management Inc. ($5.92M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 233,800,927 shares in the last 24 months. This purchase volume represents approximately $121.91B in transactions.

Which of Invesco QQQ's major shareholders have been selling company stock?

Of the 1,993 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: International Assets Investment Management LLC ($32.53M), Main Management ETF Advisors LLC ($2.21M), Hancock Prospecting Pty Ltd ($1.28M), Alphadyne Asset Management LP ($1.14M), Tower Research Capital LLC TRC ($999.74K), Granite Bay Wealth Management LLC ($893.55K), and Price T Rowe Associates Inc. MD ($774.19K).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 57,954,212 shares in the last 24 months. This volume of shares sold represents approximately $29.73B in transactions.



This page (NASDAQ:QQQ) was last updated on 9/12/2025 by MarketBeat.com Staff
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