Invesco Municipal Trust
VKQ- Exchange
- NYSE
- SEC CIK
- 0000877463
No open-market purchases or sales by Invesco Municipal Trust insiders were filed in the last 90 days; 92 institutions reported holding it in 13F filings for Q2 2026, worth $151.5M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Invesco Municipal Trust as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 90
- −4 vs. Q3 2025
- Shares held
- 17.3M
- +799.8K (+4.8%) vs. Q3 2025
- Total value
- $167.2M
- +$7.72M (+4.8%) vs. Q3 2025
- New holders
- 10
- 38 more added
- Sold out
- 14
- 16 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VKQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 92 | $151.5M |
| Q1 2026 | 93 | $151.1M |
| Q4 2025 | 90 | $167.2M |
| Q3 2025 | 95 | $159.5M |
| Q2 2025 | 99 | $154.7M |
| Q1 2025 | 99 | $174.7M |
| Q4 2024 | 100 | $187.8M |
| Q3 2024 | 105 | $183.4M |
| Q2 2024 | 93 | $191.3M |
| Q1 2024 | 93 | $183.0M |
| Q4 2023 | 99 | $172.5M |
| Q3 2023 | 76 | $132.2M |
| Q2 2023 | 82 | $141.4M |
| Q1 2023 | 81 | $144.4M |
| Q4 2022 | 93 | $142.9M |
| Q3 2022 | 90 | $117.3M |
| Q2 2022 | 94 | $120.5M |
| Q1 2022 | 90 | $117.2M |
| Q4 2021 | 76 | $129.3M |
| Q3 2021 | 78 | $130.9M |
| Q2 2021 | 84 | $140.1M |
| Q1 2021 | 83 | $132.2M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Invesco Municipal Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 5,768,838 | $55.7M | 2.63% | +1,390,317+31.8% | Added |
| Morgan Stanley | 1,614,764 | $15.6M | 0.00% | +354,100+28.1% | Added |
| Guggenheim Capital LLC | 1,199,525 | $11.6M | 0.08% | +8,278+0.7% | Added |
| LPL Financial LLC | 960,745 | $9.27M | 0.00% | +130,288+15.7% | Added |
| UBS Group AG | 887,414 | $8.56M | 0.00% | −63,370−6.7% | Reduced |
| Sit Investment Associates Inc | 726,179 | $7.01M | 0.14% | −21,700−2.9% | Reduced |
| Robinson Capital Management, LLC | 587,866 | $5.67M | 2.38% | −44,414−7.0% | Reduced |
| Wells Fargo & Company | 443,647 | $4.28M | 0.00% | +13,561+3.2% | Added |
| Van Eck Associates Corp | 401,375 | $3.87M | 0.00% | +43,972+12.3% | Added |
| Raymond James Financial Inc | 345,667 | $3.34M | 0.00% | +86,421+33.3% | Added |
| Mackay Shields LLC | 325,107 | $3.14M | 0.11% | 00.0% | Unchanged |
| Rareview Capital LLC | 288,744 | $2.64M | 1.71% | +11,357+4.1% | Added |
| GWM Advisors LLC | 225,299 | $2.17M | 0.01% | +138,365+159.2% | Added |
| Invesco Ltd. | 215,207 | $2.08M | 0.00% | +47,615+28.4% | Added |
| Bank of America Corp | 202,804 | $1.96M | 0.00% | +18,274+9.9% | Added |
| Advisors Asset Management, Inc. | 200,901 | $1.94M | 0.03% | −99,111−33.0% | Reduced |
| Stratos Wealth Advisors, LLC | 194,544 | $1.88M | 0.09% | −3,865−1.9% | Reduced |
| Baird Financial Group, Inc. | 171,505 | $1.66M | 0.00% | +123+0.1% | Added |
| Smith, Moore & Co. | 150,979 | $1.46M | 0.11% | −14,673−8.9% | Reduced |
| Commonwealth Equity Services, LLC | 148,608 | $1.43M | 0.00% | +24,509+19.7% | Added |
| Capital Investment Advisors, LLC | 147,450 | $1.42M | 0.02% | −5,914−3.9% | Reduced |
| JFS Wealth Advisors, LLC | 145,083 | $1.40M | 0.08% | +181+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 139,437 | $1.35M | 0.01% | +847+0.6% | Added |
| Stifel Financial Corp | 128,783 | $1.24M | 0.00% | +203+0.2% | Added |
| Ibex Wealth Advisors | 90,650 | $874.8K | 0.09% | −5,455−5.7% | Reduced |
| Whipplewood Advisors, LLC | 89,846 | $867.0K | 0.56% | −467−0.5% | Reduced |
| Bank of New York Mellon Corp | 81,874 | $790.1K | 0.00% | +3,132+4.0% | Added |
| Concorde Asset Management, LLC | 81,759 | $789.0K | 0.32% | +6,393+8.5% | Added |
| Wealth Alliance Advisory Group, LLC | 81,201 | $783.6K | 0.13% | +6,485+8.7% | Added |
| Cetera Investment Advisers | 79,823 | $770.3K | 0.00% | −90.0% | Reduced |
| Royal Bank of Canada | 77,898 | $752.0K | 0.00% | +10,103+14.9% | Added |
| Seamount Financial Group Inc | 77,657 | $749.4K | 0.34% | −6,231−7.4% | Reduced |
| StoneX Group Inc. | 72,627 | $700.9K | 0.03% | +20.0% | Added |
| Tyche Wealth Partners LLC | 69,409 | $669.8K | 0.11% | +180.0% | Added |
| Ameriprise Financial Inc | 59,835 | $577.4K | 0.00% | −3,205−5.1% | Reduced |
| Oppenheimer & Co Inc | 49,484 | $477.5K | 0.01% | +2,200+4.7% | Added |
| Jane Street Group, LLC | 44,604 | $430.4K | 0.00% | +44,604 | New |
| Cambridge Investment Research Advisors, Inc. | 42,805 | $413.0K | 0.00% | −5,465−11.3% | Reduced |
| Madison Park Capital Advisors, LLC | 42,608 | $411.2K | 0.33% | +50+0.1% | Added |
| Rockefeller Capital Management L.P. | 41,024 | $395.9K | 0.00% | −10,016−19.6% | Reduced |
| Concurrent Investment Advisors, LLC | 40,191 | $387.8K | 0.00% | −1,828−4.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 33,648 | $324.7K | 0.00% | +14,153+72.6% | Added |
| Melfa Wealth Management, LLC | 33,542 | $323.7K | 0.19% | +2,027+6.4% | Added |
| The PNC Financial Services Group, Inc. | 33,153 | $319.9K | 0.00% | +3,349+11.2% | Added |
| Nuveen, LLC | 32,624 | $314.8K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 28,386 | $273.9K | 0.00% | +28,386 | New |
| PFG Investments, LLC | 27,500 | $265.4K | 0.01% | +27,500 | New |
| Prospera Financial Services Inc | 26,000 | $250.9K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 25,000 | $241.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Group, INC | 24,349 | $235.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,106 | $194.1K | 0.00% | +5,841+40.9% | Added |
| Penbrook Management LLC | 20,000 | $193.0K | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 19,277 | $186.0K | 0.00% | +123+0.6% | Added |
| Vericrest Private Wealth | 17,543 | $169.3K | 0.15% | +17,543 | New |
| Huntington National Bank | – | $168.2K | 0.00% | – | – |
| Goldman Sachs Group Inc | 16,836 | $162.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15,938 | $153.8K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 15,400 | $148.6K | 0.02% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 14,630 | $141.2K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 14,575 | $140.6K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 14,000 | $135.1K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,500 | $130.3K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 12,743 | $123.9K | 0.00% | +12,743 | New |
| Sanctuary Advisors, LLC | 12,006 | $115.9K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,742 | $113.3K | 0.00% | +90+0.8% | Added |
| Kestra Advisory Services, LLC | 11,506 | $111.0K | 0.00% | +156+1.4% | Added |
| Wealthspire Advisors, LLC | 11,500 | $111.0K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 11,166 | $107.8K | 0.00% | +215+2.0% | Added |
| First Trust Advisors LP | 11,113 | $107.2K | 0.00% | +876+8.6% | Added |
| Perennial Investment Advisors, LLC | 11,100 | $107.1K | 0.01% | +60+0.5% | Added |
| Financial Engines Advisors L.L.C. | 10,998 | $106.1K | 0.00% | +19+0.2% | Added |
| MAI Capital Management | 5,106 | $49.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,276 | $41.3K | 0.00% | +4,276 | New |
| Trust Co of Toledo NA | 4,119 | $39.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,000 | $38.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,536 | $24.5K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,212 | $21.3K | 0.01% | +2,212 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,869 | $18.0K | 0.00% | +1,869 | New |
| Prestige Wealth Management Group LLC | 1,843 | $17.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,189 | $12.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 595 | $11.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $9.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $8.20K | 0.00% | +850 | New |
| Spire Wealth Management | 800 | $7.72K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 593 | $5.72K | 0.00% | +593 | New |
| WPG Advisers, LLC | 520 | $5.02K | 0.00% | +252+94.0% | Added |
| IFP Advisors, Inc | 475 | $4.58K | 0.00% | −325−40.6% | Reduced |
| North Star Investment Management Corp. | 348 | $3.35K | 0.00% | +7+2.1% | Added |
| Comerica Bank | 72 | $691 | 0.00% | +34+89.5% | Added |
| Assetmark, Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Fiera Capital Corp | 0 | $0 | 0.00% | −524,209−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −494,668−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −92,637−100.0% | Sold out |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −63,600−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −41,997−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −31,612−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −29,473−100.0% | Sold out |
| Permanent Capital Management, LP | 0 | $0 | 0.00% | −14,352−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −14,083−100.0% | Sold out |