QUAL Institutional Ownership
Who owns QUAL and what the big funds did with it last quarter, from every SEC 13F filing. 1,647 funds reported holding QUAL at Jun 30, 2026.
- ▼576 buying vs 856 selling
- ▼Shares held by funds -18.8%
- ●Funds holding -7
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,647 | 1,654 | −0.4% |
| In funds' top 10 | 120 | 172 | −30.2% |
| 13F shares | 172M | 212M | −18.8% |
| Held by funds | – | – | – |
| New positions | 108 | 101 | +6.9% |
| Increased | 468 | 607 | −22.9% |
| Reduced | 746 | 630 | +18.4% |
| Sold out | 110 | 77 | +42.9% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 90K | 50K | +79.3% |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in QUAL
All superinvestors →
Who owns QUAL
share of fund held shares- Index and passive funds2.0%
- Active managers and hedge funds65.3%
- Banks and brokers32.2%
- Pensions, insurers and other0.5%
The top 10 holders own 45.6% of all QUAL shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
706 funds changed their position- Orgel Wealth Management, LLCTrimmed−1.2M sh
- Howard Financial Services, Ltd.Trimmed−512K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−394K sh
- Blue Trust, Inc.Added+185K sh
- Kestra Advisory Services, LLCAdded+124K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Fmr LLC | – | 19.5M | $4.3B | +1.4M |
| 2 | LPL Financial LLC | – | 13.3M | $2.9B | −2.8M |
| 3 | Bank of America Corp /de/ | – | 8.5M | $1.9B | −256K |
| 4 | Morgan Stanley | – | 7.8M | $1.7B | −1.3M |
| 5 | Envestnet Asset Management Inc | – | 7.6M | $1.7B | −10.2M |
| 6 | PNC Financial Services Group, Inc. | – | 5.7M | $1.3B | −426K |
| 7 | Ameriprise Financial Inc | – | 4.9M | $1B | −521K |
| 8 | Wells Fargo & Company/mn | – | 3.9M | $846M | −113K |
| 9 | Cerity Partners LLC | – | 3.9M | $846M | −146K |
| 10 | UBS Group AG | – | 3.6M | $779M | −221K |
- Fmr LLC+1.4M sh+$313M
- Howard Financial Services, Ltd.+496K sh+$109M
- Facet Wealth, Inc.+334K sh+$73.3M
- Beacon Pointe Advisors, LLC+278K sh+$61.1M
- Bluespring Wealth Management, LLC+267K sh+$58.5M
- Cambridge Investment Research Advisors, Inc.+255K sh+$56M
- M&T Bank Corp+210K sh+$46.1M
- Qube Research & Technologies Ltd+189K sh+$41.5M
- Envestnet Asset Management Inc−10.2M sh−$2.2B
- LPL Financial LLC−2.8M sh−$619M
- Gallagher Fiduciary Advisors, LLC−2.6M sh−$567M
- Jpmorgan Chase & Co−1.8M sh−$388M
- Morgan Stanley−1.3M sh−$286M
- BlackRock, Inc.−1.2M sh−$269M
- Stifel Financial Corp−1.2M sh−$260M
- Focus Partners Wealth−923K sh−$203M
QUAL institutional ownership FAQ
Who owns the most QUAL stock?
In Q2 2026 13F filings the largest holder of QUAL was Fmr LLC, followed by LPL Financial LLC and Bank of America Corp /de/. Index fund managers are usually the biggest holders of large companies.
What percentage of QUAL is owned by institutions?
1,647 funds reported holding 172M QUAL shares at Jun 30, 2026.
Are hedge funds buying QUAL?
In Q2 2026, 576 funds bought QUAL (108 of them new positions) and 856 sold (110 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for QUAL is neutral.
What is QUAL's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this QUAL ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.