INVESCO PA VAL MUNI INC (VPV) Top Institutional Shareholders
INVESCO PA VAL MUNI INC (VPV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $12.09M in VPV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of VPV tracked by InsiderSet, reporting ownership valued at approximately $2.34M 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 $2.47M, representing an estimated gain of +5.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed VPV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Robinson Capital Management, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO PA VAL MUNI INC (VPV).
This page ranks the largest institutional VPV 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
39
Total Reported Value
$12.09M
Largest Holder
Morgan Stanley
Largest Position
$2.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 221,721 | $2,343,601 | $2,472,189 | +$128,588 | +5.49% | |
| Robinson Capital Management, Llc | 0.66% | 133,176 | $1,474,924 | $1,484,912 | +$9,988 | +0.68% | |
| Bank Of America Corp | 0.00% | 82,028 | $867,037 | $914,612 | +$47,575 | +5.49% | |
| Raymond James Financial Inc | 0.00% | 65,849 | $696,022 | $734,216 | +$38,194 | +5.49% | |
| Lpl Financial Llc | 0.00% | 51,343 | $542,692 | $572,474 | +$29,782 | +5.49% | |
| North Ground Capital | 0.63% | 49,775 | $526,122 | $554,991 | +$28,869 | +5.49% | |
| Confluence Wealth Services, Inc. | 0.02% | 48,388 | $511,462 | $539,526 | +$28,064 | +5.49% | |
| Baird Financial Group, Inc. | 0.00% | 47,986 | $507,212 | $535,044 | +$27,832 | +5.49% | |
| Cetera Investment Advisers | 0.00% | 47,552 | $502,625 | $530,205 | +$27,580 | +5.49% | |
| Curi Capital, Llc | 0.01% | 41,638 | $440,114 | $464,264 | +$24,150 | +5.49% | |
| Wealthtrust Axiom Llc | 0.09% | 34,980 | $369,743 | $390,027 | +$20,284 | +5.49% | |
| Wells Fargo & Company/Mn | 0.00% | 32,833 | $347,046 | $366,088 | +$19,042 | +5.49% | |
| Pnc Financial Services Group, Inc. | 0.00% | 28,465 | $300,875 | $317,385 | +$16,510 | +5.49% | |
| Alpine Global Management, Llc | 0.04% | 23,480 | $248,184 | $261,802 | +$13,618 | +5.49% | |
| Royal Bank Of Canada | 0.00% | 22,640 | $239,000 | $252,436 | +$13,436 | +5.62% | |
| Blb&B Advisors, Llc | 0.01% | 21,755 | $229,951 | $242,568 | +$12,617 | +5.49% | |
| Journey Strategic Wealth Llc | 0.01% | 20,004 | $211,441 | $223,045 | +$11,604 | +5.49% | |
| Brandywine Oak Private Wealth Llc | 0.01% | 16,243 | $171,687 | $181,109 | +$9,422 | +5.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,126 | $159,880 | $168,655 | +$8,775 | +5.49% | |
| Ubs Group Ag | 0.00% | 13,697 | $144,778 | $152,722 | +$7,944 | +5.49% | |
| Rodgers Brothers Inc. | 0.02% | 13,314 | $140,734 | $148,451 | +$7,717 | +5.48% | |
| Ethos Financial Group, Llc | 0.01% | 12,900 | $136,353 | $143,835 | +$7,482 | +5.49% | |
| Equitable Holdings, Inc. | 0.00% | 12,894 | $134,871 | $143,768 | +$8,897 | +6.60% | |
| Ameriprise Financial Inc | 0.00% | 11,822 | $124,959 | $131,815 | +$6,856 | +5.49% | |
| River Street Advisors Llc | 0.04% | 11,571 | $122,306 | $129,017 | +$6,711 | +5.49% | |
| Farther Finance Advisors, Llc | 0.00% | 11,150 | $118,413 | $124,323 | +$5,910 | +4.99% | |
| Kennedy Investment Group, Inc. | 0.04% | 10,724 | $113,354 | $119,573 | +$6,219 | +5.49% | |
| Mariner, Llc | 0.00% | 10,411 | $110,049 | $116,083 | +$6,034 | +5.48% | |
| Kercheville Advisors, Llc | 0.03% | 10,000 | $105,700 | $111,500 | +$5,800 | +5.49% | |
| Mcguire Capital Advisors Inc | 0.03% | 3,973 | $41,996 | $44,299 | +$2,303 | +5.48% | |
| Founders Capital Management | 0.02% | 3,000 | $31,710 | $33,450 | +$1,740 | +5.49% | |
| Eversource Wealth Advisors, Llc | 0.00% | 2,552 | $31,032 | $28,455 | -$2,577 | -8.30% | |
| Newedge Advisors, Llc | 0.00% | 22,315 | $22,315 | $248,812 | +$226,497 | +1015.00% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 1,612 | $17,039 | $17,974 | +$935 | +5.49% | |
| Highline Wealth Partners Llc | 0.00% | 600 | $6,342 | $6,690 | +$348 | +5.49% | |
| Osaic Holdings, Inc. | 0.00% | 40 | $422 | $446 | +$24 | +5.69% | |
| Janney Montgomery Scott Llc | 0.00% | 29,246 | $309 | $326,093 | +$325,784 | +105431.68% | |
| Sit Investment Associates Inc | 0.00% | 13,620 | $144 | $151,863 | +$151,719 | +105360.42% | |
| Penserra Capital Management Llc | 0.00% | 1,352 | $14 | $15,075 | +$15,061 | +107577.14% |
Frequently asked questions about VPV
Who owns the most VPV stock?
The largest holders of VPV 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 PA VAL MUNI INC (VPV).
Is VPV widely held by superinvestors?
Many widely followed stocks like VPV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VPV 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.