IQI Institutional Ownership & Shareholders
INVESCO QUALITY MUNI INC TR (IQI) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $104.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $10.48M, representing an estimated loss of -10.28% 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
98
Total Reported Value
$104.67M
Largest Holder
Raymond James Financial Inc
Largest Position
$11.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
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 | $10,480,990 | -$1,200,461 | -10.28% | |
| Guggenheim Capital Llc | 0.07% | 1,072,302 | $10,851,696 | $9,736,502 | -$1,115,194 | -10.28% | |
| Morgan Stanley | 0.00% | 944,328 | $9,556,615 | $8,574,498 | -$982,117 | -10.28% | |
| Sit Investment Associates Inc | 0.13% | 657,913 | $6,658,000 | $5,973,850 | -$684,150 | -10.28% | |
| Lpl Financial Llc | 0.00% | 595,155 | $6,022,965 | $5,404,007 | -$618,958 | -10.28% | |
| Newedge Advisors, Llc | 0.02% | 561,365 | $5,681,014 | $5,097,194 | -$583,820 | -10.28% | |
| Wells Fargo & Company/Mn | 0.00% | 488,674 | $4,945,380 | $4,437,160 | -$508,220 | -10.28% | |
| Hennion & Walsh Asset Management, Inc. | 0.14% | 570,256 | $4,915,607 | $5,177,924 | +$262,317 | +5.34% | |
| Allianz Asset Management Gmbh | 0.00% | 461,597 | $4,671,362 | $4,191,301 | -$480,061 | -10.28% | |
| Van Eck Associates Corp | 0.00% | 351,096 | $3,553,092 | $3,187,952 | -$365,140 | -10.28% | |
| Ubs Group Ag | 0.00% | 235,937 | $2,387,679 | $2,142,308 | -$245,371 | -10.28% | |
| Royal Bank Of Canada | 0.00% | 233,957 | $2,368,000 | $2,124,330 | -$243,670 | -10.29% | |
| Commonwealth Equity Services, Llc | 0.00% | 239,126 | $2,061,260 | $2,171,264 | +$110,004 | +5.34% | |
| Advisors Asset Management, Inc. | 0.03% | 149,482 | $2,031,460 | $1,357,297 | -$674,163 | -33.19% | |
| Stifel Financial Corp | 0.00% | 197,555 | $1,999,259 | $1,793,799 | -$205,460 | -10.28% | |
| Ifp Advisors, Inc | 0.03% | 217,664 | $1,876,264 | $1,976,389 | +$100,125 | +5.34% | |
| Cetera Investment Advisers | 0.00% | 153,178 | $1,550,166 | $1,390,856 | -$159,310 | -10.28% | |
| Jfs Wealth Advisors, Llc | 0.07% | 145,020 | $1,467,603 | $1,316,782 | -$150,821 | -10.28% | |
| Ameriprise Financial Inc | 0.00% | 140,985 | $1,426,773 | $1,280,144 | -$146,629 | -10.28% | |
| Osaic Holdings, Inc. | 0.00% | 120,429 | $1,218,760 | $1,093,495 | -$125,265 | -10.28% | |
| North Ground Capital | 1.46% | 120,018 | $1,214,582 | $1,089,763 | -$124,819 | -10.28% | |
| &Partners | 0.00% | 112,734 | $1,140,870 | $1,023,625 | -$117,245 | -10.28% | |
| Goldman Sachs Group Inc | 0.00% | 103,712 | $1,049,566 | $941,705 | -$107,861 | -10.28% | |
| Lido Advisors, Llc | 0.00% | 101,612 | $1,028,313 | $922,637 | -$105,676 | -10.28% | |
| Centaurus Financial, Inc. | 0.04% | 100,434 | $1,016,000 | $911,941 | -$104,059 | -10.24% | |
| Cottage Street Advisors Llc | 0.26% | 80,000 | $689,600 | $726,400 | +$36,800 | +5.34% | |
| Bank Of America Corp | 0.00% | 59,544 | $602,585 | $540,660 | -$61,925 | -10.28% | |
| Nuveen, Llc | 0.00% | 55,560 | $562,267 | $504,485 | -$57,782 | -10.28% | |
| Mml Investors Services, Llc | 0.00% | 52,318 | $529,459 | $475,047 | -$54,412 | -10.28% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 46,930 | $474,937 | $426,124 | -$48,813 | -10.28% | |
| Hardin Capital Partners, Llc | 0.22% | 51,500 | $443,930 | $467,620 | +$23,690 | +5.34% | |
| Janney Montgomery Scott Llc | 0.00% | 43,039 | $436,000 | $390,794 | -$45,206 | -10.37% | |
| Davis Investment Partners, Llc | 0.13% | 42,378 | $428,864 | $384,792 | -$44,072 | -10.28% | |
| Pnc Financial Services Group, Inc. | 0.00% | 37,626 | $380,775 | $341,644 | -$39,131 | -10.28% | |
| Rockefeller Capital Management L.P. | 0.00% | 32,065 | $324,504 | $291,150 | -$33,354 | -10.28% | |
| Cornerstone Wealth Management, Llc | 0.01% | 31,409 | $317,860 | $285,194 | -$32,666 | -10.28% | |
| Compound Planning, Inc. | 0.01% | 30,706 | $310,742 | $278,810 | -$31,932 | -10.28% | |
| Alpine Global Management, Llc | 0.05% | 29,439 | $297,923 | $267,306 | -$30,617 | -10.28% | |
| Cwm, Llc | 0.00% | 30,367 | $292,131 | $275,732 | -$16,399 | -5.61% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 27,100 | $274,252 | $246,068 | -$28,184 | -10.28% | |
| Oppenheimer & Co Inc | 0.00% | 31,490 | $271,444 | $285,929 | +$14,485 | +5.34% | |
| Tyche Wealth Partners Llc | 0.03% | 24,242 | $245,324 | $220,117 | -$25,207 | -10.27% | |
| Fortitude Advisory Group L.L.C. | 0.09% | 28,278 | $243,756 | $256,764 | +$13,008 | +5.34% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 23,882 | $241,685 | $216,849 | -$24,836 | -10.28% | |
| Mercer Global Advisors Inc | 0.00% | 22,954 | $232,294 | $208,422 | -$23,872 | -10.28% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 21,965 | $222,286 | $199,442 | -$22,844 | -10.28% | |
| Worth Asset Management, Llc | 0.06% | 25,623 | $220,870 | $232,657 | +$11,787 | +5.34% | |
| Mutual Advisors, Llc | 0.00% | 20,924 | $211,751 | $189,990 | -$21,761 | -10.28% | |
| Compass Financial Group, Inc/Sd | 0.02% | 24,369 | $210,061 | $221,271 | +$11,210 | +5.34% | |
| Alphacore Capital Llc | 0.00% | 19,763 | $199,999 | $179,448 | -$20,551 | -10.28% |
Frequently asked questions about IQI
Who are the largest institutional holders of IQI?
The largest institutional holders of IQI reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Guggenheim Capital Llc, Morgan Stanley, Sit Investment Associates Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported IQI position.
What is IQI institutional ownership?
This page tracks IQI positions reported by institutional investment managers through SEC Form 13F. INVESCO QUALITY MUNI INC TR (IQI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IQI?
InsiderSet currently tracks 98 institutional managers reporting IQI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IQI shareholders.
How much IQI stock do institutions own?
Institutional investment managers disclosed approximately $104.67M in IQI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IQI institutional ownership last updated?
The latest IQI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IQI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IQI position after the reporting date.
Are institutions buying or selling IQI?
Institutional buying and selling can be analyzed by comparing IQI positions across consecutive 13F reporting periods. InsiderSet's IQI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IQI ownership changes.
How has IQI institutional ownership changed over time?
InsiderSet tracks IQI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.