ISHARES MSCI USA QUALITY FAC (QUAL) Institutional Shareholders
ISHARES MSCI USA QUALITY FAC (QUAL) 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 $38.10B in QUAL holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of QUAL tracked by InsiderSet, reporting ownership valued at approximately $3.47B 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 $3.97B, representing an estimated gain of +14.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed QUAL value among the investors covered in this analysis. Major shareholders include Fmr Llc, Envestnet Asset Management Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES MSCI USA QUALITY FAC (QUAL).
This page ranks the largest institutional QUAL 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
1,616
Total Reported Value
$38.10B
Largest Holder
Fmr Llc
Largest Position
$3.47B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.18% | 18,079,589 | $3,467,845,960 | $3,965,215,459 | +$497,369,499 | +14.34% | |
| Envestnet Asset Management Inc | 0.91% | 17,774,161 | $3,409,261,917 | $3,898,228,991 | +$488,967,074 | +14.34% | |
| Lpl Financial Llc | 0.82% | 16,156,372 | $3,098,953,600 | $3,543,415,507 | +$444,461,907 | +14.34% | |
| Morgan Stanley | 0.10% | 9,065,644 | $1,738,881,519 | $1,988,277,042 | +$249,395,523 | +14.34% | |
| Bank Of America Corp | 0.12% | 8,741,641 | $1,676,734,151 | $1,917,216,704 | +$240,482,553 | +14.34% | |
| Pnc Financial Services Group, Inc. | 0.72% | 5,888,787 | $1,129,528,316 | $1,291,528,765 | +$162,000,449 | +14.34% | |
| Ameriprise Financial Inc | 0.24% | 5,422,601 | $1,040,147,121 | $1,189,284,851 | +$149,137,730 | +14.34% | |
| Cerity Partners Llc | 1.09% | 4,000,492 | $767,334,926 | $877,387,905 | +$110,052,979 | +14.34% | |
| Wells Fargo & Company/Mn | 0.15% | 3,969,187 | $761,329,914 | $870,522,093 | +$109,192,179 | +14.34% | |
| Orgel Wealth Management, Llc | 13.98% | 3,358,210 | $736,892,077 | $736,522,617 | -$369,460 | -0.05% | |
| Facet Wealth, Inc. | 10.38% | 3,300,180 | $724,158,606 | $723,795,478 | -$363,128 | -0.05% | |
| Ubs Group Ag | 0.13% | 3,772,843 | $723,669,016 | $827,459,927 | +$103,790,911 | +14.34% | |
| Blackrock, Inc. | 0.01% | 3,116,380 | $597,752,816 | $683,484,462 | +$85,731,646 | +14.34% | |
| Blue Trust, Inc. | 6.23% | 2,709,961 | $594,646,741 | $594,348,647 | -$298,094 | -0.05% | |
| M&T Bank Corp | 1.87% | 2,855,781 | $547,767,371 | $626,329,889 | +$78,562,518 | +14.34% | |
| Keybank National Association/Oh | 1.65% | 2,289,743 | $502,438,398 | $502,186,435 | -$251,963 | -0.05% | |
| Focus Partners Wealth | 0.51% | 2,400,332 | $461,270,029 | $526,440,814 | +$65,170,785 | +14.13% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 5.77% | 1,794,452 | $393,756,631 | $393,559,213 | -$197,418 | -0.05% | |
| Raymond James Financial Inc | 0.11% | 1,902,886 | $364,992,471 | $417,340,958 | +$52,348,487 | +14.34% | |
| Northwestern Mutual Wealth Management Co | 0.22% | 1,900,969 | $364,624,901 | $416,920,521 | +$52,295,620 | +14.34% | |
| Cwm, Llc | 0.95% | 1,889,343 | $362,394,890 | $414,370,707 | +$51,975,817 | +14.34% | |
| Richard Bernstein Advisors Llc | 10.27% | 1,846,285 | $354,139,916 | $404,927,226 | +$50,787,310 | +14.34% | |
| Haverford Trust Co | 3.12% | 1,777,971 | $341,032,527 | $389,944,600 | +$48,912,073 | +14.34% | |
| Royal Bank Of Canada | 0.06% | 1,777,079 | $340,861,000 | $389,748,966 | +$48,887,966 | +14.34% | |
| Stifel Financial Corp | 0.29% | 1,632,084 | $313,055,373 | $357,948,663 | +$44,893,290 | +14.34% | |
| Cetera Investment Advisers | 0.32% | 1,574,045 | $301,917,571 | $345,219,549 | +$43,301,978 | +14.34% | |
| Charles Schwab Investment Management Inc | 0.04% | 1,500,554 | $287,821,263 | $329,101,503 | +$41,280,240 | +14.34% | |
| Mml Investors Services, Llc | 0.75% | 1,417,664 | $271,922,201 | $310,922,068 | +$38,999,867 | +14.34% | |
| Hightower Advisors, Llc | 0.27% | 1,349,671 | $258,884,209 | $296,009,844 | +$37,125,635 | +14.34% | |
| Wharton Business Group, Llc | 8.71% | 1,201,810 | $230,519,184 | $263,580,969 | +$33,061,785 | +14.34% | |
| Mercer Global Advisors Inc | 0.33% | 1,161,409 | $222,769,926 | $254,720,222 | +$31,950,296 | +14.34% | |
| Commonwealth Equity Services, Llc | 0.28% | 1,008,946 | $221,393,083 | $221,282,037 | -$111,046 | -0.05% | |
| Connecticut Wealth Management, Llc | 7.91% | 975,098 | $213,965,748 | $213,858,493 | -$107,255 | -0.05% | |
| Coldstream Capital Management Inc | 2.62% | 1,110,105 | $212,929,339 | $243,468,229 | +$30,538,890 | +14.34% | |
| Kestra Investment Management, Llc | 3.08% | 930,665 | $178,510,795 | $204,113,448 | +$25,602,653 | +14.34% | |
| Foster Group, Inc. | 4.47% | 765,906 | $168,062,829 | $167,978,504 | -$84,325 | -0.05% | |
| Bank Of New York Mellon Corp | 0.03% | 856,096 | $164,207,821 | $187,758,975 | +$23,551,154 | +14.34% | |
| Osaic Holdings, Inc. | 0.23% | 807,579 | $155,075,924 | $177,118,226 | +$22,042,302 | +14.21% | |
| Scs Capital Management Llc | 1.62% | 797,152 | $152,901,810 | $174,831,377 | +$21,929,567 | +14.34% | |
| Integrated Wealth Concepts Llc | 1.20% | 785,050 | $150,580,414 | $172,177,166 | +$21,596,752 | +14.34% | |
| Sns Financial Group, Llc | 12.90% | 780,349 | $149,678,811 | $171,146,143 | +$21,467,332 | +14.34% | |
| D.A. Davidson & Co. | 0.75% | 615,670 | $135,096,495 | $135,028,744 | -$67,751 | -0.05% | |
| Unison Advisors Llc | 9.37% | 612,288 | $134,354,283 | $134,287,004 | -$67,279 | -0.05% | |
| Onedigital Investment Advisors Llc | 1.30% | 691,130 | $132,565,648 | $151,578,632 | +$19,012,984 | +14.34% | |
| &Partners | 0.63% | 665,712 | $127,893,949 | $146,003,956 | +$18,110,007 | +14.16% | |
| Mariner, Llc | 0.15% | 654,854 | $125,606,956 | $143,622,579 | +$18,015,623 | +14.34% | |
| Corient Private Wealth Llc | 0.18% | 643,262 | $122,996,329 | $141,080,222 | +$18,083,893 | +14.70% | |
| United Capital Financial Advisors, Llc | 0.73% | 619,423 | $118,839,491 | $135,851,852 | +$17,012,361 | +14.32% | |
| Johnson Investment Counsel Inc | 0.87% | 539,969 | $118,485,394 | $118,426,001 | -$59,393 | -0.05% | |
| Sanctuary Advisors, Llc | 0.63% | 604,311 | $115,912,850 | $132,537,489 | +$16,624,639 | +14.34% |
Frequently asked questions about QUAL
Who owns the most QUAL stock?
The largest holders of QUAL 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 ISHARES MSCI USA QUALITY FAC (QUAL).
Is QUAL widely held by superinvestors?
Many widely followed stocks like QUAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QUAL 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.