Institutional Ownership Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ). We have compiled data on the 3,988 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $182 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
159,635
shares
|
$89.7 Million
1.99% of portfolio
|
Q1 2025
New holding
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
159,383
shares
|
$89.5 Million
59.61% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
158,298
shares
|
$88.9 Million
3.66% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
158,151
shares
|
$88.8 Million
8.51% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
157,259
shares
|
$88.3 Million
0.14% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
154,218
shares
|
$86.6 Million
5.82% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
153,172
shares
|
$86.1 Million
2.98% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Wolf Hill Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
152,324
shares
|
$85.6 Million
5.92% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
152,229
shares
|
$85.5 Million
0.31% of portfolio
|
Q1 2025
Added 44.86%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
150,756
shares
|
$84.7 Million
8.88% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
150,245
shares
|
$84.4 Million
0.8% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
149,557
shares
|
$84 Million
1.26% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
148,699
shares
|
$83.5 Million
2.28% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
147,108
shares
|
$82.6 Million
2.21% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
146,837
shares
|
$82.5 Million
8.04% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Georgetown University
Washington, DC |
May 15, 2025 Q1 2025 |
146,451
shares
|
$82.3 Million
29.39% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
145,887
shares
|
$82 Million
17.02% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
145,642
shares
|
$81.8 Million
3.15% of portfolio
|
Q2 2025
Added 48.82%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
144,909
shares
|
$81.4 Million
1.62% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
144,498
shares
|
$81.2 Million
2.89% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
143,851
shares
|
$80.8 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
143,652
shares
|
$80.7 Million
0.25% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
141,732
shares
|
$79.6 Million
6.83% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
140,429
shares
|
$78.9 Million
11.47% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
137,963
shares
|
$77.5 Million
1.73% of portfolio
|
Q3 2024
Added 68.62%
|