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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$557.73 +1.52 (+0.27%)
As of 03:18 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)
2639
Total
Institutional Inflows
(last 12 months)
$96.20B
Number of
Institutional Sellers
(last 12 months)
1846
Total
Institutional Outflows
(last 12 months)
$27.37B
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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
7/15/2025Ballentine Partners LLC28,865$15.92M0.2%-7.7%0.005%
7/15/2025Heritage Oak Wealth Advisors LLC28,710$15.84M6.2%N/A0.004%
7/15/2025Home Federal Bank of Tennessee6,784$3.74M1.1%+5.4%0.001%
7/15/2025World Equity Group Inc.25,005$13.79M3.8%+20.5%0.004%
7/15/2025tru Independence LLC367$202K0.1%N/A0.000%
7/15/2025CHB Investment Group LLC1,049$579K0.3%+9.6%0.000%
7/15/2025BCS Wealth Management7,646$4.22M0.9%+10.5%0.001%
7/15/2025Norden Group LLC18,631$10.28M1.1%+598.6%0.003%
7/15/2025Legacy Financial Group LLC686$378K0.1%+29.7%0.000%
7/15/2025Ridgecrest Wealth Partners LLC4,333$2.39M1.3%+1.5%0.001%
7/15/2025Accurate Wealth Management LLC31,585$17.54M2.7%+585.3%0.005%
7/15/2025Main Street Group LTD14,331$7.91M2.6%+0.2%0.002%
7/15/2025Mainstream Capital Management LLC425$234K0.2%-4.5%0.000%
7/15/2025Axis Wealth Partners LLC1,946$1.07M0.7%+2.8%0.000%
7/15/2025Yarbrough Capital LLC144,498$79.71M2.8%+3.3%0.023%
7/15/2025Fifth Third Bancorp23,076$12.73M0.0%-0.5%0.004%
7/15/2025Droms Strauss Advisors Inc. MO ADV34,052$18.78M5.8%-2.1%0.005%
7/15/2025Sheets Smith Wealth Management24,537$13.54M1.6%+0.9%0.004%
7/15/2025BNC Wealth Management LLC3,325$1.83M0.5%+7.6%0.001%
7/15/2025AM Investment Strategies LLC2,224$1.23M0.3%+15.4%0.000%
7/15/2025Retirement Income Solutions Inc14,382$7.93M1.5%-0.8%0.002%
7/15/2025Forte Capital LLC ADV2,254$1.24M0.1%+13.1%0.000%
7/15/2025LVZ Inc.972$536K0.1%+3.0%0.000%
7/15/2025SJS Investment Consulting Inc.282$156K0.0%+9.7%0.000%
7/15/2025MCF Advisors LLC7,671$4.23M0.3%+0.7%0.001%
7/15/2025Hidden Cove Wealth Management LLC1,252$691K0.5%-5.5%0.000%
7/15/2025Tepp RIA LLC26,339$14.53M18.8%+18.0%0.004%
7/15/2025Eaton Financial Holdings Company LLC4,942$2.73M0.8%-56.5%0.001%
7/15/2025Family Investment Center Inc.3,089$1.70M0.4%+6.2%0.000%
7/15/2025Bay Capital Advisors LLC25,002$13.79M10.5%+3.0%0.004%
7/15/2025Kwmg LLC50,626$27.93M2.6%+1.1%0.008%
7/15/2025Revisor Wealth Management LLC2,046$1.14M0.4%-23.6%0.000%
7/15/2025Martin Capital Advisors LLP13,798$7.61M4.9%-1.9%0.002%
7/15/2025Christensen King & Associates Investment Services Inc.5,072$2.80M1.3%-2.7%0.001%
7/15/2025GSB Wealth Management LLC9,524$5.25M1.3%-5.9%0.001%
7/15/2025Bfsg LLC2,364$1.30M0.1%+47.1%0.000%
7/15/2025Optima Capital LLC4,797$2.65M1.4%+23.4%0.001%
7/14/2025Wealth Advisory Solutions LLC12,021$6.63M1.7%-2.3%0.002%
7/14/2025 Seek First Inc.1,167$644K0.5%+4.0%0.000%
7/14/2025Steigerwald Gordon & Koch Inc.369$204K0.0%N/A0.000%
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7/14/2025Crew Capital Management Ltd.28,156$15.53M11.1%+258.4%0.004%
7/14/2025Occidental Asset Management LLC1,230$678K0.1%+1.7%0.000%
7/14/2025E&G Advisors LP29,041$16.02M4.2%+1.8%0.005%
7/14/2025Opal Wealth Advisors LLC1,394$769K0.2%+21.3%0.000%
7/14/2025Farmers Trust Co.11,797$6.51M1.2%+3.5%0.002%
7/14/2025MFA Wealth Advisors LLC13,507$7.45M1.7%-11.6%0.002%
7/14/2025Argentarii LLC2,145$1.18M0.5%-1.0%0.000%
7/14/2025Gries Financial LLC7,664$4.23M0.8%-29.3%0.001%
7/14/2025Baring Financial LLC10,308$5.69M4.2%-1.2%0.002%
7/14/2025Golden State Equity Partners11,848$6.54M1.2%+26.9%0.002%
7/14/2025Cherrydale Wealth Management LLC12,856$7.09M2.5%-8.4%0.002%
7/14/2025CRA Financial Services LLC41,401$22.84M3.5%+4.2%0.006%
7/14/2025CJM Wealth Advisers Ltd.92,608$51.09M17.0%-10.4%0.014%
7/14/2025Chris Bulman Inc21,834$12.05M6.9%+47.2%0.003%
7/14/2025Financial Enhancement Group LLC46,700$25.88M3.7%N/A0.007%
7/14/2025Buska Wealth Management LLC38,299$21.13M5.8%+13.0%0.006%
7/14/2025Mechanics Bank Trust Department27,184$15.00M2.1%-3.0%0.004%
7/14/2025Salvus Wealth Management LLC491$271K0.2%+7.0%0.000%
7/14/2025Foster Group Inc.43,202$23.83M0.8%+20.9%0.007%
7/14/2025Capital CS Group LLC3,864$2.13M3.5%-108.3%0.001%
7/14/2025Sentinel Pension Advisors LLC2,947$1.63M0.3%-6.9%0.000%
7/14/2025Financial Harvest LLC411$227K0.2%N/A0.000%
7/14/2025Armstrong Advisory Group Inc.8,751$4.83M0.4%-1.0%0.001%
7/14/2025KFG Wealth Management LLC17,724$9.78M1.6%-29.9%0.003%
7/14/2025Caitlin John LLC3,837$2.12M1.9%+541.6%0.001%
7/14/2025Chapin Davis Inc.4,365$2.41M0.7%-0.8%0.001%
7/14/2025Wooster Corthell Wealth Management Inc.2,469$1.36M0.3%-11.5%0.000%
7/14/2025Proathlete Wealth Management LLC28,848$15.93M5.1%+3.0%0.005%
7/14/2025S.A. Mason LLC2,292$1.26M0.6%+6.9%0.000%
7/14/2025Ridgewood Investments LLC3,461$1.91M0.8%-2.8%0.001%
7/14/2025ABLE Financial Group LLC1,136$627K0.2%+24.2%0.000%
7/14/2025Lakeshore Financial Planning Inc.7,480$4.13M1.7%+4.6%0.001%
7/14/2025Masso Torrence Wealth Management Inc.15,524$8.56M4.0%-2.9%0.002%
7/14/2025Iams Wealth Management LLC25,491$14.06M6.5%-2.4%0.004%
7/14/2025U.S. Capital Wealth Advisors LLC62,914$34.71M1.0%-14.7%0.010%
7/14/2025Sweeney & Michel LLC1,368$758K0.3%+112.1%0.000%
7/14/2025LCM Capital Management Inc603$333K0.2%+7.7%0.000%
7/14/2025Farmers & Merchants Investments Inc.743$410K0.0%+3.6%0.000%
7/14/2025Lighthouse Wealth Management Inc.24,850$13.71M11.9%-8.3%0.004%
7/14/2025Chico Wealth RIA400$221K0.2%N/A0.000%
7/14/2025Parkshore Wealth Management Inc.1,468$810K0.4%-4.0%0.000%
7/14/2025Kieckhefer Group LLC13,745$7.58M4.1%+11.8%0.002%
7/14/2025Lewis Asset Management LLC3,435$1.90M0.9%+47.0%0.001%
7/14/2025Flagstar Advisors Inc.24,544$13.55M3.8%-12.9%0.004%
7/14/2025Clayton Financial Group LLC7,205$3.98M4.7%-3.2%0.001%
7/14/2025Toth Financial Advisory Corp5,776$3.19M0.4%-10.9%0.001%
7/14/2025Abacus Wealth Partners LLC1,347$743K0.1%+109.5%0.000%
7/14/2025Enzi Wealth10,827$6.00M2.2%-0.8%0.002%
7/14/2025Southland Equity Partners LLC12,598$6.95M1.5%+9.5%0.002%
7/14/2025Abound Wealth Management3,543$1.95M0.6%+15.1%0.001%
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7/14/2025Whitener Capital Management Inc.1,062$586K0.2%+48.3%0.000%
7/14/2025Park Avenue Securities LLC39,436$21.76M0.2%-1.2%0.006%
7/14/2025Cathy Pareto & Associates Inc.822$454K0.4%+5.8%0.000%
7/14/2025Palacios Wealth Management LLC1,547$853K0.7%+4.4%0.000%
7/14/2025A&I Financial Services LLC400$221K0.1%N/A0.000%
7/14/2025Sowell Financial Services LLC118,330$65.28M2.7%+0.5%0.018%
7/14/2025Physician Wealth Advisors Inc.4,737$2.61M0.4%+1.0%0.001%
7/11/2025 Westfuller Advisors LLC5,282$2.92M1.7%-1.0%0.001%
7/11/2025 Quad Cities Investment Group LLC9,353$5.16M2.3%+9.4%0.001%
7/11/2025 Annex Advisory Services LLC6,110$3.37M0.1%+6.4%0.001%
(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, 3,624 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. ($3.89B), Mullooly Asset Management Inc. ($2.78B), Ameriprise Financial Inc. ($2.30B), and Toronto Dominion Bank ($1.99B).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 3,259 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: Bank Julius Baer & Co. Ltd Zurich ($242.66M), Kingstone Capital Partners Texas LLC ($67.62M), International Assets Investment Management LLC ($60.78M), Goldman Sachs Group Inc. ($21.82M), Proficio Capital Partners LLC ($11.49M), JPMorgan Chase & Co. ($7.87M), and Strategic Financial Concepts LLC ($6.88M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 188,167,848 shares in the last 24 months. This purchase volume represents approximately $96.16B in transactions.

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

Of the 1,845 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 ($32.52M), Steel Grove Capital Advisors LLC ($3.16M), Envestnet Asset Management Inc. ($1.51M), Toronto Dominion Bank ($967.74K), Granite Bay Wealth Management LLC ($893.55K), Price T Rowe Associates Inc. MD ($774.19K), and Fiera Capital Corp ($611.55K).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 54,601,246 shares in the last 24 months. This volume of shares sold represents approximately $27.37B in transactions.


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This page (NASDAQ:QQQ) was last updated on 7/15/2025 by MarketBeat.com Staff
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