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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 72 | $691 | 0.00% | +34+89.5% | Added |
| North Star Investment Management Corp. | 348 | $3.35K | 0.00% | +7+2.1% | Added |
| IFP Advisors, Inc | 475 | $4.58K | 0.00% | −325−40.6% | Reduced |
| WPG Advisers, LLC | 520 | $5.02K | 0.00% | +252+94.0% | Added |
| CoreCap Advisors, LLC | 593 | $5.72K | 0.00% | +593 | New |
| Spire Wealth Management | 800 | $7.72K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 850 | $8.20K | 0.00% | +850 | New |
| Highline Wealth Partners LLC | 1,000 | $9.65K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 595 | $11.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,189 | $12.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,843 | $17.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,869 | $18.0K | 0.00% | +1,869 | New |
| Camelot Portfolios, LLC | 2,212 | $21.3K | 0.01% | +2,212 | New |
| Private Trust Co NA | 2,536 | $24.5K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,000 | $38.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4,119 | $39.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,276 | $41.3K | 0.00% | +4,276 | New |
| MAI Capital Management | 5,106 | $49.3K | 0.00% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 10,998 | $106.1K | 0.00% | +19+0.2% | Added |
| Perennial Investment Advisors, LLC | 11,100 | $107.1K | 0.01% | +60+0.5% | Added |
| First Trust Advisors LP | 11,113 | $107.2K | 0.00% | +876+8.6% | Added |
| AlphaCore Capital LLC | 11,166 | $107.8K | 0.00% | +215+2.0% | Added |
| Wealthspire Advisors, LLC | 11,500 | $111.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,506 | $111.0K | 0.00% | +156+1.4% | Added |
| HighTower Advisors, LLC | 11,742 | $113.3K | 0.00% | +90+0.8% | Added |
| Sanctuary Advisors, LLC | 12,006 | $115.9K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 12,743 | $123.9K | 0.00% | +12,743 | New |
| Cresset Asset Management, LLC | 13,500 | $130.3K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 14,000 | $135.1K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 14,575 | $140.6K | 0.00% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 14,630 | $141.2K | 0.09% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 15,400 | $148.6K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15,938 | $153.8K | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 16,836 | $162.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $168.2K | 0.00% | – | – |
| Vericrest Private Wealth | 17,543 | $169.3K | 0.15% | +17,543 | New |
| Wealthcare Advisory Partners LLC | 19,277 | $186.0K | 0.00% | +123+0.6% | Added |
| Penbrook Management LLC | 20,000 | $193.0K | 0.13% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,106 | $194.1K | 0.00% | +5,841+40.9% | Added |
| Compass Financial Group, INC | 24,349 | $235.0K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 25,000 | $241.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 26,000 | $250.9K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 27,500 | $265.4K | 0.01% | +27,500 | New |
| Stratos Wealth Partners, LTD. | 28,386 | $273.9K | 0.00% | +28,386 | New |
| Nuveen, LLC | 32,624 | $314.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 33,153 | $319.9K | 0.00% | +3,349+11.2% | Added |
| Melfa Wealth Management, LLC | 33,542 | $323.7K | 0.19% | +2,027+6.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 33,648 | $324.7K | 0.00% | +14,153+72.6% | Added |
| Concurrent Investment Advisors, LLC | 40,191 | $387.8K | 0.00% | −1,828−4.4% | Reduced |
| Rockefeller Capital Management L.P. | 41,024 | $395.9K | 0.00% | −10,016−19.6% | Reduced |
| Madison Park Capital Advisors, LLC | 42,608 | $411.2K | 0.33% | +50+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 42,805 | $413.0K | 0.00% | −5,465−11.3% | Reduced |
| Jane Street Group, LLC | 44,604 | $430.4K | 0.00% | +44,604 | New |
| Oppenheimer & Co Inc | 49,484 | $477.5K | 0.01% | +2,200+4.7% | Added |
| Ameriprise Financial Inc | 59,835 | $577.4K | 0.00% | −3,205−5.1% | Reduced |
| Tyche Wealth Partners LLC | 69,409 | $669.8K | 0.11% | +180.0% | Added |
| StoneX Group Inc. | 72,627 | $700.9K | 0.03% | +20.0% | Added |
| Seamount Financial Group Inc | 77,657 | $749.4K | 0.34% | −6,231−7.4% | Reduced |
| Royal Bank of Canada | 77,898 | $752.0K | 0.00% | +10,103+14.9% | Added |
| Cetera Investment Advisers | 79,823 | $770.3K | 0.00% | −90.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 81,201 | $783.6K | 0.13% | +6,485+8.7% | Added |
| Concorde Asset Management, LLC | 81,759 | $789.0K | 0.32% | +6,393+8.5% | Added |
| Bank of New York Mellon Corp | 81,874 | $790.1K | 0.00% | +3,132+4.0% | Added |
| Whipplewood Advisors, LLC | 89,846 | $867.0K | 0.56% | −467−0.5% | Reduced |
| Ibex Wealth Advisors | 90,650 | $874.8K | 0.09% | −5,455−5.7% | Reduced |
| Stifel Financial Corp | 128,783 | $1.24M | 0.00% | +203+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 139,437 | $1.35M | 0.01% | +847+0.6% | Added |
| JFS Wealth Advisors, LLC | 145,083 | $1.40M | 0.08% | +181+0.1% | Added |
| Capital Investment Advisors, LLC | 147,450 | $1.42M | 0.02% | −5,914−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 148,608 | $1.43M | 0.00% | +24,509+19.7% | Added |
| Smith, Moore & Co. | 150,979 | $1.46M | 0.11% | −14,673−8.9% | Reduced |
| Baird Financial Group, Inc. | 171,505 | $1.66M | 0.00% | +123+0.1% | Added |
| Stratos Wealth Advisors, LLC | 194,544 | $1.88M | 0.09% | −3,865−1.9% | Reduced |
| Advisors Asset Management, Inc. | 200,901 | $1.94M | 0.03% | −99,111−33.0% | Reduced |
| Bank of America Corp | 202,804 | $1.96M | 0.00% | +18,274+9.9% | Added |
| Invesco Ltd. | 215,207 | $2.08M | 0.00% | +47,615+28.4% | Added |
| GWM Advisors LLC | 225,299 | $2.17M | 0.01% | +138,365+159.2% | Added |
| Rareview Capital LLC | 288,744 | $2.64M | 1.71% | +11,357+4.1% | Added |
| Mackay Shields LLC | 325,107 | $3.14M | 0.11% | 00.0% | Unchanged |
| Raymond James Financial Inc | 345,667 | $3.34M | 0.00% | +86,421+33.3% | Added |
| Van Eck Associates Corp | 401,375 | $3.87M | 0.00% | +43,972+12.3% | Added |
| Wells Fargo & Company | 443,647 | $4.28M | 0.00% | +13,561+3.2% | Added |
| Robinson Capital Management, LLC | 587,866 | $5.67M | 2.38% | −44,414−7.0% | Reduced |
| Sit Investment Associates Inc | 726,179 | $7.01M | 0.14% | −21,700−2.9% | Reduced |
| UBS Group AG | 887,414 | $8.56M | 0.00% | −63,370−6.7% | Reduced |
| LPL Financial LLC | 960,745 | $9.27M | 0.00% | +130,288+15.7% | Added |
| Guggenheim Capital LLC | 1,199,525 | $11.6M | 0.08% | +8,278+0.7% | Added |
| Morgan Stanley | 1,614,764 | $15.6M | 0.00% | +354,100+28.1% | Added |
| Rivernorth Capital Management, LLC | 5,768,838 | $55.7M | 2.63% | +1,390,317+31.8% | Added |
| 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 |