INVESCO VARIABLE RATE PREFER (VRP) Top Institutional Shareholders
INVESCO VARIABLE RATE PREFER (VRP) 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 $1.23B in VRP holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of VRP tracked by InsiderSet, reporting ownership valued at approximately $225.45M 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 $229.31M, representing an estimated gain of +1.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed VRP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO VARIABLE RATE PREFER (VRP).
This page ranks the largest institutional VRP 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
257
Total Reported Value
$1.23B
Largest Holder
Morgan Stanley
Largest Position
$225.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
121
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 9,401,780 | $225,454,721 | $229,309,414 | +$3,854,693 | +1.71% | |
| Bank Of America Corp | 0.02% | 8,901,423 | $213,456,118 | $217,105,707 | +$3,649,589 | +1.71% | |
| Wells Fargo & Company/Mn | 0.02% | 3,491,647 | $83,729,676 | $85,161,270 | +$1,431,594 | +1.71% | |
| Lpl Financial Llc | 0.02% | 2,894,070 | $69,399,804 | $70,586,367 | +$1,186,563 | +1.71% | |
| Ubs Group Ag | 0.01% | 2,239,794 | $53,710,261 | $54,628,576 | +$918,315 | +1.71% | |
| Advisors Capital Management, Llc | 0.41% | 1,483,199 | $35,567,117 | $36,175,224 | +$608,107 | +1.71% | |
| Stephens Inc | 0.44% | 1,478,797 | $35,461,550 | $36,067,859 | +$606,309 | +1.71% | |
| Envestnet Asset Management Inc | 0.01% | 1,434,840 | $34,407,458 | $34,995,748 | +$588,290 | +1.71% | |
| Hightower Advisors, Llc | 0.03% | 1,190,638 | $28,551,301 | $29,039,661 | +$488,360 | +1.71% | |
| Raymond James Financial Inc | 0.01% | 829,674 | $19,895,581 | $20,235,749 | +$340,168 | +1.71% | |
| Mader & Shannon Wealth Management, Inc. | 8.02% | 722,589 | $17,327,684 | $17,623,946 | +$296,262 | +1.71% | |
| Royal Bank Of Canada | 0.00% | 721,841 | $17,310,000 | $17,605,702 | +$295,702 | +1.71% | |
| Ameriprise Financial Inc | 0.00% | 652,466 | $15,649,688 | $15,913,646 | +$263,958 | +1.69% | |
| Osaic Holdings, Inc. | 0.02% | 534,639 | $12,821,065 | $13,039,845 | +$218,780 | +1.71% | |
| Benjamin Edwards Inc | 0.12% | 512,278 | $12,284,307 | $12,494,460 | +$210,153 | +1.71% | |
| Evolution Wealth Advisors, Llc | 1.15% | 469,296 | $11,253,709 | $11,446,129 | +$192,420 | +1.71% | |
| Stifel Financial Corp | 0.01% | 453,481 | $10,874,562 | $11,060,402 | +$185,840 | +1.71% | |
| Sanctuary Advisors, Llc | 0.05% | 417,981 | $10,023,184 | $10,194,557 | +$171,373 | +1.71% | |
| Matthew Goff Investment Advisor, Llc | 1.62% | 404,841 | $9,708,099 | $9,874,072 | +$165,973 | +1.71% | |
| Mai Capital Management | 0.05% | 391,636 | $9,391,422 | $9,552,002 | +$160,580 | +1.71% | |
| Cordoba Advisory Partners Llc | 2.54% | 383,645 | $9,199,807 | $9,357,102 | +$157,295 | +1.71% | |
| Ashton Thomas Private Wealth, Llc | 0.22% | 383,416 | $9,194,327 | $9,351,516 | +$157,189 | +1.71% | |
| Westover Capital Advisors, Llc | 1.69% | 382,846 | $9,180,647 | $9,337,614 | +$156,967 | +1.71% | |
| Mml Investors Services, Llc | 0.03% | 380,367 | $9,121,208 | $9,277,151 | +$155,943 | +1.71% | |
| Good Harbor Advisors, Inc. | 4.92% | 361,273 | $8,727,159 | $8,811,448 | +$84,289 | +0.97% | |
| Windsor Capital Management, Llc | 2.30% | 340,990 | $8,176,930 | $8,316,746 | +$139,816 | +1.71% | |
| Nilsine Partners, Llc | 0.57% | 300,767 | $7,323,676 | $7,335,707 | +$12,031 | +0.16% | |
| Blue Water Asset Management | 2.42% | 291,785 | $6,996,996 | $7,116,636 | +$119,640 | +1.71% | |
| Leclair Wealth Partners Llc | 2.42% | 291,785 | $6,996,996 | $7,116,636 | +$119,640 | +1.71% | |
| Wealthcare Advisory Partners Llc | 0.13% | 277,988 | $6,666,151 | $6,780,127 | +$113,976 | +1.71% | |
| Meridian Wealth Management, Llc | 0.22% | 256,434 | $6,149,276 | $6,254,425 | +$105,149 | +1.71% | |
| Invesco Ltd. | 0.00% | 241,427 | $5,789,419 | $5,888,405 | +$98,986 | +1.71% | |
| Baird Financial Group, Inc. | 0.01% | 232,011 | $5,563,624 | $5,658,748 | +$95,124 | +1.71% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 215,045 | $5,156,790 | $5,244,948 | +$88,158 | +1.71% | |
| Fca Corp | 1.44% | 212,397 | $5,093,289 | $5,180,363 | +$87,074 | +1.71% | |
| Cetera Investment Advisers | 0.01% | 201,026 | $4,820,606 | $4,903,024 | +$82,418 | +1.71% | |
| Advisory Alpha, Llc | 0.13% | 200,705 | $4,813,609 | $4,895,195 | +$81,586 | +1.69% | |
| Citigroup Inc | 0.00% | 189,699 | $4,548,982 | $4,626,759 | +$77,777 | +1.71% | |
| Avior Wealth Management, Llc | 0.13% | 187,744 | $4,502,101 | $4,579,076 | +$76,975 | +1.71% | |
| Rockefeller Capital Management L.P. | 0.01% | 181,729 | $4,357,880 | $4,432,370 | +$74,490 | +1.71% | |
| Private Advisor Group, Llc | 0.02% | 179,784 | $4,311,235 | $4,384,932 | +$73,697 | +1.71% | |
| Franklin Resources Inc | 0.00% | 177,345 | $4,252,733 | $4,325,445 | +$72,712 | +1.71% | |
| Rpg Family Wealth Advisory, Llc | 0.94% | 175,990 | $4,220,244 | $4,292,396 | +$72,152 | +1.71% | |
| Wesbanco Bank Inc | 0.12% | 175,249 | $4,202,477 | $4,274,323 | +$71,846 | +1.71% | |
| Addison Capital Co | 0.67% | 156,177 | $3,745,108 | $3,809,157 | +$64,049 | +1.71% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 148,252 | $3,572,877 | $3,615,866 | +$42,989 | +1.20% | |
| Jane Street Group, Llc | 0.00% | 147,691 | $3,541,630 | $3,602,183 | +$60,553 | +1.71% | |
| Mariner, Llc | 0.00% | 146,959 | $3,524,066 | $3,584,330 | +$60,264 | +1.71% | |
| Whittier Trust Co | 0.04% | 143,642 | $3,463,208 | $3,503,428 | +$40,220 | +1.16% | |
| Gotham Asset Management, Llc | 0.01% | 141,754 | $3,399,261 | $3,457,380 | +$58,119 | +1.71% |
Frequently asked questions about VRP
Who owns the most VRP stock?
The largest holders of VRP 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 VARIABLE RATE PREFER (VRP).
Is VRP widely held by superinvestors?
Many widely followed stocks like VRP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VRP 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.