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 $85.57M 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 $11.32M in its March 31, 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 $11.61M, representing an estimated gain of +2.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
102
Total Reported Value
$85.57M
Largest Holder
Raymond James Financial Inc
Largest Position
$11.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
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% | 1,176,315 | $11,316,151 | $11,610,229 | +$294,078 | +2.60% | |
| Guggenheim Capital Llc | 0.09% | 1,128,476 | $10,855,939 | $11,138,058 | +$282,119 | +2.60% | |
| Morgan Stanley | 0.00% | 760,602 | $7,316,995 | $7,507,142 | +$190,147 | +2.60% | |
| Lpl Financial Llc | 0.00% | 576,132 | $5,542,386 | $5,686,423 | +$144,037 | +2.60% | |
| Wells Fargo & Company/Mn | 0.00% | 467,486 | $4,497,214 | $4,614,087 | +$116,873 | +2.60% | |
| Allianz Asset Management Gmbh | 0.01% | 461,597 | $4,440,563 | $4,555,962 | +$115,399 | +2.60% | |
| Hennion & Walsh Asset Management, Inc. | 0.11% | 367,504 | $3,719,140 | $3,627,264 | -$91,876 | -2.47% | |
| Advisors Asset Management, Inc. | 0.04% | 247,604 | $2,381,950 | $2,443,851 | +$61,901 | +2.60% | |
| Royal Bank Of Canada | 0.00% | 244,870 | $2,356,000 | $2,416,867 | +$60,867 | +2.58% | |
| Ubs Group Ag | 0.00% | 225,082 | $2,165,292 | $2,221,559 | +$56,267 | +2.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 206,170 | $2,086,440 | $2,034,898 | -$51,542 | -2.47% | |
| Ameriprise Financial Inc | 0.00% | 199,983 | $1,923,832 | $1,973,832 | +$50,000 | +2.60% | |
| Stifel Financial Corp | 0.00% | 198,921 | $1,913,618 | $1,963,350 | +$49,732 | +2.60% | |
| Robinson Capital Management, Llc | 0.86% | 195,032 | $1,911,314 | $1,924,966 | +$13,652 | +0.71% | |
| Ifp Advisors, Inc | 0.03% | 182,631 | $1,848,226 | $1,802,568 | -$45,658 | -2.47% | |
| Jfs Wealth Advisors, Llc | 0.07% | 145,020 | $1,467,603 | $1,431,347 | -$36,256 | -2.47% | |
| Cetera Investment Advisers | 0.00% | 145,278 | $1,397,574 | $1,433,894 | +$36,320 | +2.60% | |
| North Ground Capital | 1.51% | 130,401 | $1,254,458 | $1,287,058 | +$32,600 | +2.60% | |
| &Partners | 0.01% | 120,684 | $1,160,982 | $1,191,151 | +$30,169 | +2.60% | |
| Goldman Sachs Group Inc | 0.00% | 104,146 | $1,001,885 | $1,027,921 | +$26,036 | +2.60% | |
| Lido Advisors, Llc | 0.00% | 102,331 | $984,424 | $1,010,007 | +$25,583 | +2.60% | |
| Cottage Street Advisors Llc | 0.35% | 90,000 | $910,800 | $888,300 | -$22,500 | -2.47% | |
| Osaic Holdings, Inc. | 0.00% | 81,006 | $779,279 | $799,529 | +$20,250 | +2.60% | |
| Mariner, Llc | 0.00% | 76,415 | $735,112 | $754,216 | +$19,104 | +2.60% | |
| Bank Of America Corp | 0.00% | 59,544 | $572,813 | $587,699 | +$14,886 | +2.60% | |
| Jane Street Group, Llc | 0.00% | 55,984 | $538,566 | $552,562 | +$13,996 | +2.60% | |
| Nuveen, Llc | 0.00% | 55,560 | $534,487 | $548,377 | +$13,890 | +2.60% | |
| Mml Investors Services, Llc | 0.00% | 49,893 | $479,973 | $492,444 | +$12,471 | +2.60% | |
| Alpine Global Management, Llc | 0.07% | 47,726 | $459,124 | $471,056 | +$11,932 | +2.60% | |
| Davis Investment Partners, Llc | 0.14% | 41,578 | $399,982 | $410,375 | +$10,393 | +2.60% | |
| Pnc Financial Services Group, Inc. | 0.00% | 37,626 | $361,962 | $371,369 | +$9,407 | +2.60% | |
| Oppenheimer & Co Inc | 0.00% | 37,314 | $358,961 | $368,289 | +$9,328 | +2.60% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 36,553 | $351,647 | $360,778 | +$9,131 | +2.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 35,073 | $337,410 | $346,171 | +$8,761 | +2.60% | |
| Hardin Capital Partners, Llc | 0.15% | 32,500 | $328,575 | $320,775 | -$7,800 | -2.37% | |
| Savant Capital, Llc | 0.00% | 33,131 | $318,717 | $327,003 | +$8,286 | +2.60% | |
| Cornerstone Wealth Management, Llc | 0.01% | 31,409 | $317,860 | $310,007 | -$7,853 | -2.47% | |
| Concurrent Investment Advisors, Llc | 0.00% | 29,200 | $295,504 | $288,204 | -$7,300 | -2.47% | |
| Cwm, Llc | 0.00% | 30,367 | $292,131 | $299,722 | +$7,591 | +2.60% | |
| Compound Planning, Inc. | 0.01% | 30,041 | $288,990 | $296,505 | +$7,515 | +2.60% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 27,100 | $274,252 | $267,477 | -$6,775 | -2.47% | |
| Clear Point Advisors Inc. | 0.21% | 1,411 | $270,771 | $13,927 | -$256,844 | -94.86% | |
| Fortitude Advisory Group L.L.C. | 0.10% | 25,756 | $260,651 | $254,212 | -$6,439 | -2.47% | |
| Worth Asset Management, Llc | 0.08% | 25,123 | $254,246 | $247,964 | -$6,282 | -2.47% | |
| Capital Investment Advisors, Llc | 0.00% | 24,492 | $235,613 | $241,736 | +$6,123 | +2.60% | |
| Compass Financial Group, Inc/Sd | 0.03% | 24,369 | $234,430 | $240,522 | +$6,092 | +2.60% | |
| Tyche Wealth Partners Llc | 0.04% | 23,959 | $230,484 | $236,475 | +$5,991 | +2.60% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 21,965 | $211,303 | $216,795 | +$5,492 | +2.60% | |
| Mutual Advisors, Llc | 0.00% | 21,800 | $209,716 | $215,166 | +$5,450 | +2.60% | |
| Kercheville Advisors, Llc | 0.06% | 19,000 | $192,280 | $187,530 | -$4,750 | -2.47% |
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.