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 $37.06B 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 $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 $4.41B, representing an estimated gain of +2.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% 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
1,612
Total Reported Value
$37.06B
Largest Holder
Fmr Llc
Largest Position
$4.28B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $4,405,146,511 | +$125,030,930 | +2.92% | |
| Lpl Financial Llc | 0.66% | 13,335,529 | $2,926,215,217 | $3,011,695,869 | +$85,480,652 | +2.92% | |
| Bank Of America Corp | 0.12% | 8,485,338 | $1,861,937,676 | $1,916,328,734 | +$54,391,058 | +2.92% | |
| Morgan Stanley | 0.09% | 7,762,968 | $1,703,428,718 | $1,753,188,693 | +$49,759,975 | +2.92% | |
| Envestnet Asset Management Inc | 0.39% | 7,560,676 | $1,658,976,208 | $1,707,503,068 | +$48,526,860 | +2.93% | |
| Pnc Financial Services Group, Inc. | 0.65% | 5,479,958 | $1,202,467,120 | $1,237,593,715 | +$35,126,595 | +2.92% | |
| Ameriprise Financial Inc | 0.21% | 4,901,506 | $1,020,685,691 | $1,106,956,115 | +$86,270,424 | +8.45% | |
| Wells Fargo & Company/Mn | 0.15% | 3,856,366 | $846,202,292 | $870,921,697 | +$24,719,405 | +2.92% | |
| Cerity Partners Llc | 1.03% | 3,854,424 | $845,775,630 | $870,483,116 | +$24,707,486 | +2.92% | |
| Ubs Group Ag | 0.12% | 3,552,196 | $779,458,369 | $802,227,945 | +$22,769,576 | +2.92% | |
| Orgel Wealth Management, Llc | 13.98% | 3,358,210 | $736,892,077 | $758,418,146 | +$21,526,069 | +2.92% | |
| Facet Wealth, Inc. | 10.38% | 3,300,180 | $724,158,606 | $745,312,651 | +$21,154,045 | +2.92% | |
| M&T Bank Corp | 1.97% | 3,065,701 | $672,706,384 | $692,357,914 | +$19,651,530 | +2.92% | |
| Blue Trust, Inc. | 6.23% | 2,709,961 | $594,646,741 | $612,017,592 | +$17,370,851 | +2.92% | |
| Jpmorgan Chase & Co | 0.03% | 2,399,340 | $521,352,955 | $541,866,946 | +$20,513,991 | +3.93% | |
| Keybank National Association/Oh | 1.65% | 2,289,743 | $502,438,398 | $517,115,559 | +$14,677,161 | +2.92% | |
| Blackrock, Inc. | 0.01% | 1,889,810 | $414,681,172 | $426,794,690 | +$12,113,518 | +2.92% | |
| Haverford Trust Co | 3.47% | 1,831,381 | $401,859,868 | $413,599,085 | +$11,739,217 | +2.92% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 5.77% | 1,794,452 | $393,756,631 | $405,259,040 | +$11,502,409 | +2.92% | |
| Raymond James Financial Inc | 0.10% | 1,702,675 | $373,617,924 | $384,532,122 | +$10,914,198 | +2.92% | |
| Cwm, Llc | 0.95% | 1,889,343 | $362,394,890 | $426,689,223 | +$64,294,333 | +17.74% | |
| Richard Bernstein Advisors Llc | 10.27% | 1,846,285 | $354,139,916 | $416,965,004 | +$62,825,088 | +17.74% | |
| Royal Bank Of Canada | 0.06% | 1,595,432 | $350,086,000 | $360,312,363 | +$10,226,363 | +2.92% | |
| Focus Partners Wealth | 0.33% | 1,477,108 | $324,121,864 | $333,590,071 | +$9,468,207 | +2.92% | |
| Charles Schwab Investment Management Inc | 0.04% | 1,442,737 | $316,579,785 | $325,827,724 | +$9,247,939 | +2.92% | |
| Sixth Street Partners Management Company, L.P. | 0.04% | 1,442,737 | $316,579,785 | $325,827,724 | +$9,247,939 | +2.92% | |
| Hightower Advisors, Llc | 0.29% | 1,348,338 | $295,865,713 | $304,508,654 | +$8,642,941 | +2.92% | |
| Wharton Business Group, Llc | 8.56% | 1,167,255 | $256,131,000 | $263,612,869 | +$7,481,869 | +2.92% | |
| Mercer Global Advisors Inc | 0.32% | 1,157,148 | $253,913,064 | $261,330,304 | +$7,417,240 | +2.92% | |
| Sns Financial Group, Llc | 4.42% | 1,046,876 | $229,715,949 | $236,426,476 | +$6,710,527 | +2.92% | |
| Commonwealth Equity Services, Llc | 0.28% | 1,008,946 | $221,393,083 | $227,860,365 | +$6,467,282 | +2.92% | |
| Mml Investors Services, Llc | 0.45% | 998,944 | $219,198,256 | $225,601,513 | +$6,403,257 | +2.92% | |
| Cetera Investment Advisers | 0.20% | 978,389 | $214,687,898 | $220,959,372 | +$6,271,474 | +2.92% | |
| Connecticut Wealth Management, Llc | 7.91% | 975,098 | $213,965,748 | $220,216,132 | +$6,250,384 | +2.92% | |
| Integrated Wealth Concepts Llc | 0.98% | 916,823 | $201,184,830 | $207,055,306 | +$5,870,476 | +2.92% | |
| Foster Group, Inc. | 4.47% | 765,906 | $168,062,829 | $172,972,211 | +$4,909,382 | +2.92% | |
| Osaic Holdings, Inc. | 0.17% | 674,508 | $148,179,381 | $152,330,887 | +$4,151,506 | +2.80% | |
| &Partners | 0.59% | 653,307 | $143,520,975 | $147,542,853 | +$4,021,878 | +2.80% | |
| D.A. Davidson & Co. | 0.75% | 615,670 | $135,096,495 | $139,042,913 | +$3,946,418 | +2.92% | |
| Unison Advisors Llc | 9.37% | 612,288 | $134,354,283 | $138,279,122 | +$3,924,839 | +2.92% | |
| Sage Mountain Advisors Llc | 7.77% | 575,644 | $126,313,658 | $130,003,441 | +$3,689,783 | +2.92% | |
| Coldstream Capital Management Inc | 1.55% | 563,366 | $123,619,478 | $127,230,577 | +$3,611,099 | +2.92% | |
| Scs Capital Management Llc | 1.15% | 552,891 | $121,320,930 | $124,864,903 | +$3,543,973 | +2.92% | |
| Mariner, Llc | 0.13% | 546,042 | $119,818,151 | $123,318,125 | +$3,499,974 | +2.92% | |
| United Capital Financial Advisors, Llc | 0.73% | 619,423 | $118,839,491 | $139,890,490 | +$21,050,999 | +17.71% | |
| Johnson Investment Counsel Inc | 0.87% | 539,969 | $118,485,394 | $121,946,599 | +$3,461,205 | +2.92% | |
| Savant Capital, Llc | 0.34% | 530,640 | $116,495,091 | $119,839,738 | +$3,344,647 | +2.87% | |
| Howard Financial Services, Ltd. | 11.25% | 513,557 | $112,689,766 | $115,981,713 | +$3,291,947 | +2.92% | |
| Equitable Holdings, Inc. | 0.66% | 517,330 | $102,741,665 | $116,833,807 | +$14,092,142 | +13.72% | |
| Jones Financial Companies Lllp | 0.04% | 479,253 | $102,397,528 | $108,234,498 | +$5,836,970 | +5.70% |
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.