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, Q1 2026
Institutional positions in Invesco Municipal Trust as of Mar 31, 2026. 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
- 93
- +5 vs. Q4 2025
- Shares held
- 15.9M
- −1.47M (−8.5%) vs. Q4 2025
- Total value
- $151.1M
- −$16.1M (−9.6%) vs. Q4 2025
- New holders
- 11
- 33 more added
- Sold out
- 6
- 24 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Invesco Municipal Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,387,056 | $41.8M | 2.11% | −1,381,782−24.0% | Reduced |
| Morgan Stanley | 1,889,528 | $18.0M | 0.00% | +274,764+17.0% | Added |
| Guggenheim Capital LLC | 1,118,581 | $10.6M | 0.08% | −80,944−6.7% | Reduced |
| UBS Group AG | 832,536 | $7.93M | 0.00% | −54,878−6.2% | Reduced |
| LPL Financial LLC | 813,290 | $7.74M | 0.00% | −147,455−15.3% | Reduced |
| Sit Investment Associates Inc | 726,179 | $6.91M | 0.14% | 00.0% | Unchanged |
| Raymond James Financial Inc | 566,087 | $5.39M | 0.00% | +220,420+63.8% | Added |
| Wells Fargo & Company | 461,800 | $4.40M | 0.00% | +18,153+4.1% | Added |
| Van Eck Associates Corp | 449,488 | $4.28M | 0.00% | +48,113+12.0% | Added |
| GWM Advisors LLC | 351,113 | $3.34M | 0.01% | +125,814+55.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 279,041 | $2.66M | 0.09% | +279,041 | New |
| Bank of America Corp | 228,050 | $2.17M | 0.00% | +25,246+12.4% | Added |
| Mackay Shields LLC | 208,814 | $1.99M | 0.07% | −116,293−35.8% | Reduced |
| Advisors Asset Management, Inc. | 199,449 | $1.90M | 0.03% | −1,452−0.7% | Reduced |
| Baird Financial Group, Inc. | 169,444 | $1.61M | 0.00% | −2,061−1.2% | Reduced |
| Fiera Capital Corp | 165,965 | $1.58M | 0.01% | +165,965 | New |
| Invesco Ltd. | 162,828 | $1.55M | 0.00% | −52,379−24.3% | Reduced |
| Commonwealth Equity Services, LLC | 150,268 | $1.43M | 0.00% | +1,660+1.1% | Added |
| Capital Investment Advisors, LLC | 145,850 | $1.39M | 0.02% | −1,600−1.1% | Reduced |
| JFS Wealth Advisors, LLC | 145,266 | $1.38M | 0.08% | +183+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 140,481 | $1.34M | 0.01% | +1,044+0.7% | Added |
| Stifel Financial Corp | 128,941 | $1.23M | 0.00% | +158+0.1% | Added |
| Robinson Capital Management, LLC | 124,983 | $1.20M | 0.54% | −462,883−78.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 120,074 | $1.14M | 0.18% | +38,873+47.9% | Added |
| Cetera Investment Advisers | 101,050 | $962.0K | 0.00% | +21,227+26.6% | Added |
| Rareview Capital LLC | 96,145 | $879.7K | 0.52% | −192,599−66.7% | Reduced |
| Ibex Wealth Advisors | 89,226 | $849.4K | 0.08% | −1,424−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 88,727 | $844.7K | 0.05% | −105,817−54.4% | Reduced |
| Whipplewood Advisors, LLC | 88,727 | $844.7K | 0.44% | −1,119−1.2% | Reduced |
| Royal Bank of Canada | 85,870 | $817.0K | 0.00% | +7,972+10.2% | Added |
| Seamount Financial Group Inc | 73,688 | $701.5K | 0.32% | −3,969−5.1% | Reduced |
| Summit Trail Advisors, LLC | 72,295 | $688.2K | 0.01% | +72,295 | New |
| Ameriprise Financial Inc | 72,122 | $686.6K | 0.00% | +12,287+20.5% | Added |
| Smith, Moore & Co. | 71,578 | $681.4K | 0.05% | −79,401−52.6% | Reduced |
| Tyche Wealth Partners LLC | 69,427 | $661.0K | 0.10% | +180.0% | Added |
| Concorde Asset Management, LLC | 63,972 | $609.0K | 0.30% | −17,787−21.8% | Reduced |
| Oppenheimer & Co Inc | 50,104 | $477.0K | 0.01% | +620+1.3% | Added |
| Madison Park Capital Advisors, LLC | 45,236 | $430.6K | 0.34% | +2,628+6.2% | Added |
| Concurrent Investment Advisors, LLC | 43,342 | $412.6K | 0.00% | +3,151+7.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 42,605 | $406.0K | 0.00% | −200−0.5% | Reduced |
| Independent Advisor Alliance | 42,550 | $405.1K | 0.00% | +42,550 | New |
| Rockefeller Capital Management L.P. | 41,691 | $396.9K | 0.00% | +667+1.6% | Added |
| Stratos Wealth Partners, LTD. | 36,356 | $346.1K | 0.00% | +7,970+28.1% | Added |
| Melfa Wealth Management, LLC | 33,542 | $319.3K | 0.18% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 32,804 | $312.3K | 0.00% | −349−1.1% | Reduced |
| Nuveen, LLC | 32,624 | $310.6K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 31,319 | $298.2K | 0.00% | −2,329−6.9% | Reduced |
| Prospera Financial Services Inc | 30,986 | $295.0K | 0.00% | +4,986+19.2% | Added |
| Pensionmark Financial Group, LLC | 27,269 | $259.6K | 0.00% | +27,269 | New |
| PFG Investments, LLC | 26,600 | $253.2K | 0.01% | −900−3.3% | Reduced |
| Cohen & Steers, Inc. | 25,000 | $238.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,380 | $232.1K | 0.00% | −20,224−45.3% | Reduced |
| Compass Financial Group, INC | 24,349 | $231.8K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | – | $214.3K | 0.00% | – | – |
| Harbour Investments, Inc. | 22,314 | $212.4K | 0.00% | +22,314 | New |
| Wealthcare Advisory Partners LLC | 21,400 | $203.7K | 0.00% | +2,123+11.0% | Added |
| Advisor Group Holdings, Inc. | 20,187 | $192.2K | 0.00% | +81+0.4% | Added |
| Penbrook Management LLC | 20,000 | $190.4K | 0.14% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,734 | $159.3K | 0.00% | +3,991+31.3% | Added |
| Tradewinds Capital Management, LLC | 15,938 | $151.7K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 15,400 | $146.6K | 0.02% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 14,630 | $139.3K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 14,575 | $138.8K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 14,000 | $133.3K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,500 | $128.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,793 | $121.8K | 0.00% | +1,051+9.0% | Added |
| Sanctuary Advisors, LLC | 12,006 | $114.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,592 | $110.4K | 0.00% | +86+0.7% | Added |
| NCM Capital Management, LLC | 11,476 | $109.3K | 0.04% | +11,476 | New |
| First Trust Advisors LP | 11,390 | $108.4K | 0.00% | +277+2.5% | Added |
| AlphaCore Capital LLC | 11,383 | $108.4K | 0.00% | +217+1.9% | Added |
| Vericrest Private Wealth | 11,308 | $107.7K | 0.10% | −6,235−35.5% | Reduced |
| Perennial Investment Advisors, LLC | 11,161 | $106.3K | 0.01% | +61+0.5% | Added |
| Financial Engines Advisors L.L.C. | 10,998 | $104.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,106 | $48.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4,119 | $39.2K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,000 | $38.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,647 | $34.7K | 0.00% | +3,647 | New |
| Private Trust Co NA | 2,536 | $24.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,473 | $23.5K | 0.00% | +604+32.3% | Added |
| Prestige Wealth Management Group LLC | 1,843 | $17.5K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,482 | $14.0K | 0.00% | +1,482 | New |
| Pin Oak Investment Advisors Inc | 1,189 | $11.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $9.52K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 800 | $7.62K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 761 | $7.25K | 0.00% | +761 | New |
| WPG Advisers, LLC | 684 | $6.51K | 0.00% | +164+31.5% | Added |
| Richardson Financial Services Inc. | 595 | $5.66K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 586 | $5.58K | 0.00% | +111+23.4% | Added |
| North Star Investment Management Corp. | 354 | $3.37K | 0.00% | +6+1.7% | Added |
| CoreCap Advisors, LLC | 297 | $2.83K | 0.00% | −296−49.9% | Reduced |
| Fifth Third Bancorp | 96 | $912 | 0.00% | +96 | New |
| Assetmark, Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −81,874−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −72,627−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −16,836−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |