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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$491.79 +3.59 (+0.74%)
Closing price 03/7/2025 04:00 PM Eastern
Extended Trading
$490.90 -0.89 (-0.18%)
As of 03/7/2025 07:59 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 Polygon.io. Learn more.
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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)
2439
Total
Institutional Inflows
(last 12 months)
$45.37B
Number of
Institutional Sellers
(last 12 months)
1567
Total
Institutional Outflows
(last 12 months)
$38.56B
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QQQ Institutional Buying and Selling by Quarter

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Invesco QQQ Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/7/2025 Alpha Wealth Funds LLC428$219K0.2%N/A0.000%
3/6/2025 Copia Wealth Management638$326K0.3%N/A0.000%
3/6/2025 Elite Financial Inc.3,014$1.54M0.8%N/A0.000%
3/6/2025 Arcadia Wealth Management Inc.2,911$1.49M1.3%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC378$193K0.1%N/A0.000%
3/6/2025 TFR Capital LLC.11,238$5.75M2.9%N/A0.002%
3/6/2025 Plotkin Financial Advisors LLC19,347$9.89M5.9%+2.1%0.003%
3/5/2025 Castle Rock Wealth Management LLC5,862$3.16M0.8%-45.9%0.001%
3/5/2025 Financial Insights Inc.19,432$9.93M3.8%+2.8%0.003%
3/5/2025 Copley Financial Group Inc.2,088$1.07M0.8%+85.3%0.000%
3/4/2025 Comprehensive Money Management Services LLC435$222K0.2%N/A0.000%
3/4/2025 Dogwood Wealth Management LLC15,389$7.87M4.2%+14.6%0.002%
3/4/2025 Buska Wealth Management LLC31,282$15.99M5.1%+4.2%0.005%
3/4/2025 Smith Shellnut Wilson LLC ADV25,842$13.21M5.8%+4.7%0.004%
3/3/2025 Fluent Financial LLC12,160$6.22M2.8%-3.6%0.002%
3/3/2025 American Investment Services Inc.33,244$17.00M3.0%+0.2%0.005%
2/28/2025 BridgePort Financial Solutions LLC1,431$716K0.3%N/A0.000%
2/28/2025 Park Square Financial Group LLC4,772$2.44M1.7%N/A0.001%
2/28/2025 Total Wealth Planning & Management Inc.2,638$1.35M1.2%N/A0.000%
2/28/2025 Menard Financial Group LLC211$108K0.1%N/A0.000%
2/27/2025 Omnia Family Wealth LLC11,361$5.81M2.3%+7.1%0.002%
2/27/2025 ABLE Financial Group LLC946$484K0.1%-2.9%0.000%
2/27/2025 Bernard Wealth Management Corp.7,716$3.95M1.8%N/A0.001%
2/27/2025 HWG Holdings LP43,183$22.08M7.2%+27.9%0.007%
2/27/2025 Pinnacle Wealth Planning Services Inc.3,381$1.73M0.3%+86.8%0.001%
2/27/2025 Carolinas Wealth Consulting LLC48,905$25.00M4.3%+1,323.7%0.008%
2/26/2025 Capital A Wealth Management LLC577$295K0.5%N/A0.000%
2/26/2025 Discipline Wealth Solutions LLC1,783$911K0.4%+4.0%0.000%
2/26/2025 LM Advisors LLC30,497$15.59M2.6%-0.4%0.005%
2/26/2025 Lakeshore Capital Group Inc.11,884$6.08M9.2%N/A0.002%
2/26/2025 Virtue Capital Management LLC15,332$7.84M1.6%-60.1%0.002%
2/26/2025 Advisor Resource Council848$434K0.3%-86.2%0.000%
2/25/2025 Heck Capital Advisors LLC1,381$706K0.0%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC842$431K0.2%N/A0.000%
2/25/2025 Armis Advisers LLC23,936$12.24M1.5%N/A0.004%
2/25/2025 Shufro Rose & Co. LLC1,779$909K0.1%-7.8%0.000%
2/25/2025 Chokshi & Queen Wealth Advisors Inc58,162$29.73M18.5%N/A0.009%
2/25/2025 Garde Capital Inc.39,127$20.00M1.3%-2.2%0.006%
2/24/2025 H&H Retirement Design & Management INC549$289K0.2%-39.5%0.000%
2/24/2025 Wilkins Miller Wealth Management LLC1,991$1.02M1.1%N/A0.000%
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2/24/2025 Liberty Square Wealth Partners LLC12,227$6.58M2.4%N/A0.002%
2/24/2025 Great Valley Advisor Group Inc.60,572$30.97M0.7%+0.8%0.010%
2/24/2025 Cypress Asset Management Inc. TX3,719$1.90M0.5%N/A0.001%
2/24/2025 Ameriflex Group Inc.5,235$2.73M1.2%N/A0.001%
2/24/2025 United Advisor Group LLC5,127$2.62M0.5%+6.5%0.001%
2/22/2025 American Trust45,198$23.11M1.8%+1,669.0%0.007%
2/21/2025 Ascent Group LLC1,412$722K0.1%-7.5%0.000%
2/21/2025 WNY Asset Management LLC32,315$16.52M2.0%+166.9%0.005%
2/21/2025 Putney Financial Group LLC131$67K0.0%N/A0.000%
2/21/2025 Perennial Advisors LLC4,125$2.11M0.5%N/A0.001%
2/21/2025 Vermillion Wealth Management Inc.575$294K0.2%N/A0.000%
2/20/2025 Mackenzie Financial Corp108,575$55.51M0.1%-1.4%0.017%
2/20/2025 Forum Financial Management LP5,335$2.73M0.0%+19.4%0.001%
2/20/2025 Baer Investment Advisory LLC4,192$2.14M4.4%N/A0.001%
2/20/2025 Griffith & Werner Inc.1,141$583K0.4%N/A0.000%
2/20/2025 Michels Family Financial LLC4,256$2.18M2.0%N/A0.001%
2/20/2025 Westfuller Advisors LLC5,124$2.62M1.7%+1.2%0.001%
2/20/2025 Peak Retirement Planning Inc.13,297$6.76M4.5%N/A0.002%
2/20/2025 Drucker Wealth 3.0 LLC650$333K0.1%+22.0%0.000%
2/20/2025 Kingstone Capital Partners Texas LLC9,919$5.07M4.1%N/A0.002%
2/20/2025 Revisor Wealth Management LLC1,475$754K0.7%-5.3%0.000%
2/19/2025 Thor Trading Advisors LLC18,574$9.50M8.6%N/A0.003%
2/19/2025 Blue Sky Capital Consultants Group Inc.30,498$15.59M9.4%N/A0.005%
2/19/2025 Three Cord True Wealth Management LLC3,183$1.63M1.4%N/A0.001%
2/19/2025 Warm Springs Advisors Inc.7,397$3.78M3.5%N/A0.001%
2/19/2025 Formidable Asset Management LLC1,514$774K0.1%-8.3%0.000%
2/19/2025 Richmond Investment Services LLC29,163$14.91M8.4%N/A0.005%
2/19/2025 Columbia River Financial Group LLC5,908$3.02M2.1%N/A0.001%
2/19/2025 Invst LLC45,268$23.14M2.8%-5.1%0.007%
2/19/2025 Retirement Planning Group LLC NY18,952$9.69M10.7%N/A0.003%
2/19/2025 CTC Alternative Strategies Ltd.1,050$537K0.6%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC1,475$754K0.1%N/A0.000%
2/19/2025 WCG Wealth Advisors LLC19,649$10.05M0.7%-2.2%0.003%
2/18/2025 Pacific Point Advisors LLC1,796$942K0.6%N/A0.000%
2/18/2025 Wick Capital Partners LLC1,798$919K0.3%-42.1%0.000%
2/18/2025 Western Wealth Management LLC2,978$1.52M0.5%-97.9%0.000%
2/18/2025 Hudson Value Partners LLC1,908$975K0.4%-5.3%0.000%
2/18/2025 Strait & Sound Wealth Management LLC6,410$3.28M1.5%-1.2%0.001%
2/18/2025 Investment Management Corp VA ADV1,034$529K0.5%N/A0.000%
2/18/2025 Helium Advisors LLC4,686$2.40M1.9%N/A0.001%
2/18/2025 Sunbelt Securities Inc.25,547$13.17M1.2%+49.5%0.004%
2/18/2025 GTS Securities LLC101,032$51.64M2.5%-78.9%0.016%
2/18/2025 Fourth Dimension Wealth LLC7,436$3.85M2.0%N/A0.001%
2/18/2025 Vise Technologies Inc.2,766$1.41M0.1%+145.2%0.000%
2/18/2025 Pettinga Financial Advisors LLC15,057$7.70M1.7%-2.7%0.002%
2/18/2025 Retirement Planning Group LLC38,504$19.69M1.0%-11.3%0.006%
2/18/2025 AAF Wealth Management LLC1,056$540K0.3%N/A0.000%
2/18/2025 Blue Fin Capital Inc.2,730$1.40M0.3%-3.9%0.000%
2/18/2025 Connecticut Wealth Management LLC59,356$30.35M1.4%-2.8%0.009%
2/18/2025 Headinvest LLC460$235K0.0%N/A0.000%
DOGE officially begins retirement transformation (Ad)

Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retirement" process . This fired the starting gun on the biggest economic transformation in American history.

Here's everything you need to do BEFORE Elon has the chance to make his biggest move yet.
2/18/2025 Investmark Advisory Group LLC5,856$2.99M1.5%-1.8%0.001%
2/18/2025 JT Stratford LLC30,304$15.49M2.5%+1.2%0.005%
2/18/2025 Cornerstone Advisory LLC8,818$4.75M0.5%-0.4%0.001%
2/18/2025 Pacific Center for Financial Services100,444$51.35M13.2%-1.5%0.016%
2/18/2025 Mosaic Family Wealth Partners LLC1,382$707K0.1%+1.6%0.000%
2/18/2025 RB Capital Management LLC2,195$1.12M0.3%+4.6%0.000%
2/18/2025 Pinkerton Retirement Specialists LLC7,891$4.03M0.6%-86.9%0.001%
2/18/2025 Pinnacle Financial Group LLC IL1,783$911K0.4%+32.4%0.000%
2/18/2025 49 Wealth Management LLC2,891$1.48M0.2%-5.0%0.000%
2/18/2025 McIlrath & Eck LLC20,420$10.44M1.3%+1.0%0.003%
(Data available from 1/1/2016 forward)

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QQQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQQ shares?

During the previous two years, 3,483 institutional investors and hedge funds held shares of Invesco QQQ. The most heavily invested institutionals were Morgan Stanley ($6.56B), JPMorgan Chase & Co. ($3.89B), Ameriprise Financial Inc. ($2.30B), Toronto Dominion Bank ($1.99B), PNC Financial Services Group Inc. ($1.59B), Northwestern Mutual Wealth Management Co. ($1.53B), and Howard Capital Management Inc. ($1.52B).Learn more on QQQ's institutional investors.

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

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

Which institutional investors have been buying Invesco QQQ stock?

Of the 3,133 institutional investors that purchased Invesco QQQ 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), International Assets Investment Management LLC ($60.78M), Proficio Capital Partners LLC ($11.49M), JPMorgan Chase & Co. ($7.87M), Strategic Financial Concepts LLC ($6.88M), NWI Management LP ($3.65M), and Global Assets Advisory LLC ($3.57M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 412,501,652 shares in the last 24 months. This purchase volume represents approximately $167.97B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,187 institutional investors that sold Invesco QQQ stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($60.79M), Barclays PLC ($3.55M), Steel Grove Capital Advisors LLC ($3.18M), Toronto Dominion Bank ($2.87M), Granite Bay Wealth Management LLC ($2.11M), Envestnet Asset Management Inc. ($1.76M), and PNC Financial Services Group Inc. ($960.30K).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 104,633,444 shares in the last 24 months. This volume of shares sold represents approximately $49.02B in transactions.


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This page (NASDAQ:QQQ) was last updated on 3/9/2025 by MarketBeat.com Staff
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