QUAL Institutional Ownership & Shareholders
ISHARES MSCI USA QUALITY FAC (QUAL) is currently held by 1,625 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.71B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of QUAL tracked by InsiderSet, reporting ownership valued at approximately $4.28B 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 $4.34B, representing an estimated gain of +1.39% 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, Lpl Financial Llc, Bank Of America Corp, 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
1,625
Total Reported Value
$36.71B
Largest Holder
Fmr Llc
Largest Position
$4.28B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.19% | 19,505,608 | $4,280,115,581 | $4,339,802,724 | +$59,687,143 | +1.39% | |
| Lpl Financial Llc | 0.66% | 13,335,529 | $2,926,215,217 | $2,967,021,847 | +$40,806,630 | +1.39% | |
| Bank Of America Corp | 0.12% | 8,485,338 | $1,861,937,676 | $1,887,902,852 | +$25,965,176 | +1.39% | |
| Morgan Stanley | 0.09% | 7,762,968 | $1,703,428,718 | $1,727,182,750 | +$23,754,032 | +1.39% | |
| Envestnet Asset Management Inc | 0.39% | 7,560,676 | $1,658,976,208 | $1,682,174,803 | +$23,198,595 | +1.40% | |
| Pnc Financial Services Group, Inc. | 0.65% | 5,479,958 | $1,202,467,120 | $1,219,235,855 | +$16,768,735 | +1.39% | |
| Ameriprise Financial Inc | 0.21% | 4,901,506 | $1,020,685,691 | $1,090,536,070 | +$69,850,379 | +6.84% | |
| Wells Fargo & Company/Mn | 0.15% | 3,856,366 | $846,202,292 | $858,002,871 | +$11,800,579 | +1.39% | |
| Cerity Partners Llc | 1.03% | 3,854,424 | $845,775,630 | $857,570,796 | +$11,795,166 | +1.39% | |
| Ubs Group Ag | 0.12% | 3,552,196 | $779,458,369 | $790,328,088 | +$10,869,719 | +1.39% | |
| Facet Wealth, Inc. | 10.38% | 3,300,180 | $724,158,606 | $734,257,048 | +$10,098,442 | +1.39% | |
| Blue Trust, Inc. | 6.77% | 2,894,963 | $643,376,473 | $644,100,318 | +$723,845 | +0.11% | |
| M&T Bank Corp | 1.95% | 3,108,407 | $596,223,371 | $691,589,473 | +$95,366,102 | +16.00% | |
| Jpmorgan Chase & Co | 0.03% | 2,399,340 | $521,352,955 | $533,829,157 | +$12,476,202 | +2.39% | |
| Keybank National Association/Oh | 1.65% | 2,289,743 | $502,438,398 | $509,444,920 | +$7,006,522 | +1.39% | |
| Orgel Wealth Management, Llc | 9.21% | 2,195,000 | $487,816,750 | $488,365,550 | +$548,800 | +0.11% | |
| Blackrock, Inc. | 0.01% | 1,889,810 | $414,681,172 | $420,463,827 | +$5,782,655 | +1.39% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 5.51% | 1,809,936 | $402,240,181 | $402,692,661 | +$452,480 | +0.11% | |
| Haverford Trust Co | 3.47% | 1,831,381 | $401,859,868 | $407,463,959 | +$5,604,091 | +1.39% | |
| Raymond James Financial Inc | 0.10% | 1,702,675 | $373,617,924 | $378,828,161 | +$5,210,237 | +1.39% | |
| Cwm, Llc | 0.95% | 1,889,343 | $362,394,890 | $420,359,924 | +$57,965,034 | +15.99% | |
| Richard Bernstein Advisors Llc | 10.27% | 1,846,285 | $354,139,916 | $410,779,950 | +$56,640,034 | +15.99% | |
| Royal Bank Of Canada | 0.06% | 1,595,432 | $350,086,000 | $354,967,666 | +$4,881,666 | +1.39% | |
| Focus Partners Wealth | 0.33% | 1,477,108 | $324,121,864 | $328,641,759 | +$4,519,895 | +1.39% | |
| Charles Schwab Investment Management Inc | 0.04% | 1,442,737 | $316,579,785 | $320,994,555 | +$4,414,770 | +1.39% | |
| Wharton Business Group, Llc | 8.56% | 1,167,255 | $256,131,000 | $259,702,565 | +$3,571,565 | +1.39% | |
| Mercer Global Advisors Inc | 0.31% | 1,158,867 | $254,290,321 | $257,836,319 | +$3,545,998 | +1.39% | |
| Sns Financial Group, Llc | 4.42% | 1,046,876 | $229,715,949 | $232,919,441 | +$3,203,492 | +1.39% | |
| Commonwealth Equity Services, Llc | 0.28% | 1,008,946 | $221,393,083 | $224,480,396 | +$3,087,313 | +1.39% | |
| Mml Investors Services, Llc | 0.45% | 998,944 | $219,198,256 | $222,255,051 | +$3,056,795 | +1.39% | |
| Cetera Investment Advisers | 0.20% | 978,389 | $214,687,898 | $217,681,769 | +$2,993,871 | +1.39% | |
| Connecticut Wealth Management, Llc | 7.84% | 961,819 | $213,754,697 | $213,995,109 | +$240,412 | +0.11% | |
| Foster Group, Inc. | 4.71% | 779,766 | $173,295,114 | $173,490,137 | +$195,023 | +0.11% | |
| Integrated Wealth Concepts Llc | 1.03% | 715,455 | $156,992,129 | $159,181,583 | +$2,189,454 | +1.39% | |
| Osaic Holdings, Inc. | 0.17% | 674,508 | $148,179,381 | $150,071,285 | +$1,891,904 | +1.28% | |
| &Partners | 0.59% | 653,307 | $143,520,975 | $145,354,274 | +$1,833,299 | +1.28% | |
| D.A. Davidson & Co. | 0.76% | 632,935 | $140,663,575 | $140,821,708 | +$158,133 | +0.11% | |
| Beacon Pointe Advisors, Llc | 0.64% | 627,286 | $137,645,354 | $139,564,862 | +$1,919,508 | +1.39% | |
| Unison Advisors Llc | 9.61% | 614,844 | $136,642,977 | $136,796,642 | +$153,665 | +0.11% | |
| Sage Mountain Advisors Llc | 7.77% | 575,644 | $126,313,658 | $128,075,034 | +$1,761,376 | +1.39% | |
| Coldstream Capital Management Inc | 1.55% | 563,366 | $123,619,478 | $125,343,301 | +$1,723,823 | +1.39% | |
| Scs Capital Management Llc | 1.15% | 552,891 | $121,320,930 | $123,012,719 | +$1,691,789 | +1.39% | |
| Mariner, Llc | 0.13% | 546,042 | $119,818,151 | $121,488,885 | +$1,670,734 | +1.39% | |
| Johnson Investment Counsel Inc | 0.87% | 539,969 | $118,485,394 | $120,137,703 | +$1,652,309 | +1.39% | |
| Savant Capital, Llc | 0.34% | 530,640 | $116,495,091 | $118,062,094 | +$1,567,003 | +1.35% | |
| Sax Wealth Advisors, Llc | 3.25% | 512,973 | $114,003,184 | $114,131,363 | +$128,179 | +0.11% | |
| Equitable Holdings, Inc. | 0.67% | 510,432 | $112,004,130 | $113,566,016 | +$1,561,886 | +1.39% | |
| Howard Financial Services, Ltd. | 11.32% | 486,269 | $108,068,528 | $108,189,990 | +$121,462 | +0.11% | |
| Jones Financial Companies Lllp | 0.04% | 479,253 | $102,397,528 | $106,629,000 | +$4,231,472 | +4.13% | |
| Stifel Financial Corp | 0.08% | 449,019 | $98,530,610 | $99,902,237 | +$1,371,627 | +1.39% |
Frequently asked questions about QUAL
Who are the largest institutional holders of QUAL?
The largest institutional holders of QUAL reported in the latest SEC Form 13F filings include Fmr Llc, Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported QUAL position.
What is QUAL institutional ownership?
This page tracks QUAL positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI USA QUALITY FAC (QUAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QUAL?
InsiderSet currently tracks 1,625 institutional managers reporting QUAL 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 QUAL shareholders.
How much QUAL stock do institutions own?
Institutional investment managers disclosed approximately $36.71B in QUAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QUAL institutional ownership last updated?
The latest QUAL 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 QUAL 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 QUAL position after the reporting date.
Are institutions buying or selling QUAL?
Institutional buying and selling can be analyzed by comparing QUAL positions across consecutive 13F reporting periods. InsiderSet's QUAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QUAL ownership changes.
How has QUAL institutional ownership changed over time?
InsiderSet tracks QUAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.