INVESCO QUALITY MUNI INC TR (IQI) Institutional Shareholders
INVESCO QUALITY MUNI INC TR (IQI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $104.24M in IQI holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of IQI tracked by InsiderSet, reporting ownership valued at approximately $11.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.25M, representing an estimated loss of -3.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed IQI value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Guggenheim Capital Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO QUALITY MUNI INC TR (IQI).
This page ranks the largest institutional IQI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
99
Total Reported Value
$104.24M
Largest Holder
Raymond James Financial Inc
Largest Position
$11.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 1,154,294 | $11,681,451 | $11,254,367 | -$427,085 | -3.66% | |
| Guggenheim Capital Llc | 0.07% | 1,072,302 | $10,851,696 | $10,454,945 | -$396,752 | -3.66% | |
| Morgan Stanley | 0.00% | 944,328 | $9,556,615 | $9,207,198 | -$349,417 | -3.66% | |
| Sit Investment Associates Inc | 0.13% | 657,913 | $6,658,000 | $6,414,652 | -$243,348 | -3.65% | |
| Lpl Financial Llc | 0.00% | 595,155 | $6,022,965 | $5,802,761 | -$220,204 | -3.66% | |
| Newedge Advisors, Llc | 0.02% | 561,365 | $5,681,014 | $5,473,309 | -$207,705 | -3.66% | |
| Wells Fargo & Company/Mn | 0.00% | 488,674 | $4,945,380 | $4,764,572 | -$180,809 | -3.66% | |
| Allianz Asset Management Gmbh | 0.00% | 461,597 | $4,671,362 | $4,500,571 | -$170,791 | -3.66% | |
| Hennion & Walsh Asset Management, Inc. | 0.11% | 367,504 | $3,719,140 | $3,583,164 | -$135,976 | -3.66% | |
| Van Eck Associates Corp | 0.00% | 351,096 | $3,553,092 | $3,423,186 | -$129,906 | -3.66% | |
| Ubs Group Ag | 0.00% | 235,937 | $2,387,679 | $2,300,386 | -$87,293 | -3.66% | |
| Royal Bank Of Canada | 0.00% | 233,957 | $2,368,000 | $2,281,081 | -$86,919 | -3.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 206,170 | $2,086,440 | $2,010,158 | -$76,283 | -3.66% | |
| Advisors Asset Management, Inc. | 0.03% | 149,482 | $2,031,460 | $1,457,450 | -$574,011 | -28.26% | |
| Stifel Financial Corp | 0.00% | 197,555 | $1,999,259 | $1,926,161 | -$73,098 | -3.66% | |
| Ifp Advisors, Inc | 0.03% | 182,631 | $1,848,226 | $1,780,652 | -$67,574 | -3.66% | |
| Cetera Investment Advisers | 0.00% | 153,178 | $1,550,166 | $1,493,486 | -$56,681 | -3.66% | |
| Jfs Wealth Advisors, Llc | 0.07% | 145,020 | $1,467,603 | $1,413,945 | -$53,658 | -3.66% | |
| Ameriprise Financial Inc | 0.00% | 140,985 | $1,426,773 | $1,374,604 | -$52,169 | -3.66% | |
| Osaic Holdings, Inc. | 0.00% | 120,429 | $1,218,760 | $1,174,183 | -$44,577 | -3.66% | |
| North Ground Capital | 1.46% | 120,018 | $1,214,582 | $1,170,176 | -$44,407 | -3.66% | |
| &Partners | 0.00% | 112,734 | $1,140,870 | $1,099,157 | -$41,714 | -3.66% | |
| Goldman Sachs Group Inc | 0.00% | 103,712 | $1,049,566 | $1,011,192 | -$38,374 | -3.66% | |
| Lido Advisors, Llc | 0.00% | 101,612 | $1,028,313 | $990,717 | -$37,596 | -3.66% | |
| Centaurus Financial, Inc. | 0.04% | 100,434 | $1,016,000 | $979,232 | -$36,769 | -3.62% | |
| Cottage Street Advisors Llc | 0.35% | 90,000 | $910,800 | $877,500 | -$33,300 | -3.66% | |
| Bank Of America Corp | 0.00% | 59,544 | $602,585 | $580,554 | -$22,031 | -3.66% | |
| Nuveen, Llc | 0.00% | 55,560 | $562,267 | $541,710 | -$20,557 | -3.66% | |
| Mml Investors Services, Llc | 0.00% | 52,318 | $529,459 | $510,101 | -$19,359 | -3.66% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 46,930 | $474,937 | $457,568 | -$17,370 | -3.66% | |
| Janney Montgomery Scott Llc | 0.00% | 43,039 | $436,000 | $419,630 | -$16,370 | -3.75% | |
| Davis Investment Partners, Llc | 0.13% | 42,378 | $428,864 | $413,186 | -$15,679 | -3.66% | |
| Pnc Financial Services Group, Inc. | 0.00% | 37,626 | $380,775 | $366,854 | -$13,922 | -3.66% | |
| Oppenheimer & Co Inc | 0.00% | 37,250 | $376,970 | $363,188 | -$13,783 | -3.66% | |
| Hardin Capital Partners, Llc | 0.15% | 32,500 | $328,575 | $316,875 | -$11,700 | -3.56% | |
| Rockefeller Capital Management L.P. | 0.00% | 32,065 | $324,504 | $312,634 | -$11,870 | -3.66% | |
| Cornerstone Wealth Management, Llc | 0.01% | 31,409 | $317,860 | $306,238 | -$11,622 | -3.66% | |
| Compound Planning, Inc. | 0.01% | 30,706 | $310,742 | $299,384 | -$11,359 | -3.66% | |
| Alpine Global Management, Llc | 0.05% | 29,439 | $297,923 | $287,030 | -$10,893 | -3.66% | |
| Concurrent Investment Advisors, Llc | 0.00% | 29,200 | $295,504 | $284,700 | -$10,804 | -3.66% | |
| Cwm, Llc | 0.00% | 30,367 | $292,131 | $296,078 | +$3,947 | +1.35% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 27,100 | $274,252 | $264,225 | -$10,027 | -3.66% | |
| Clear Point Advisors Inc. | 0.21% | 1,411 | $270,771 | $13,757 | -$257,014 | -94.92% | |
| Fortitude Advisory Group L.L.C. | 0.10% | 25,756 | $260,651 | $251,121 | -$9,530 | -3.66% | |
| Worth Asset Management, Llc | 0.08% | 25,123 | $254,246 | $244,949 | -$9,297 | -3.66% | |
| Compass Financial Group, Inc/Sd | 0.03% | 24,369 | $246,614 | $237,598 | -$9,016 | -3.66% | |
| Capital Investment Advisors, Llc | 0.00% | 24,285 | $245,764 | $236,779 | -$8,985 | -3.66% | |
| Tyche Wealth Partners Llc | 0.03% | 24,242 | $245,324 | $236,360 | -$8,965 | -3.65% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 23,882 | $241,685 | $232,850 | -$8,836 | -3.66% | |
| Mercer Global Advisors Inc | 0.00% | 22,954 | $232,294 | $223,802 | -$8,493 | -3.66% |
Frequently asked questions about IQI
Who owns the most IQI stock?
The largest holders of IQI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO QUALITY MUNI INC TR (IQI).
Is IQI widely held by superinvestors?
Many widely followed stocks like IQI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IQI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.