Nasdaq, Inc.
NDAQ- Exchange
- Nasdaq
- Industry
- Security & Commodity Brokers, Dealers, Exchanges & Services
- SEC CIK
- 0001120193
In the last 90 days, Nasdaq, Inc. insiders filed 0 open-market purchases and 9 sales; 1,091 institutions reported holding it in 13F filings for Q2 2026, worth $37.2B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Nasdaq, Inc. as of Dec 31, 2022. 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
- 718
- +48 vs. Q3 2022
- Shares held
- 365.7M
- +2.66M (+0.7%) vs. Q3 2022
- Total value
- $22.4B
- +$1.84B (+9.0%) vs. Q3 2022
- New holders
- 104
- 276 more added
- Sold out
- 56
- 224 more reduced
13 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NDAQ 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 | 1,091 | $37.2B |
| Q1 2026 | 1,100 | $39.7B |
| Q4 2025 | 1,104 | $46.7B |
| Q3 2025 | 1,047 | $42.0B |
| Q2 2025 | 1,022 | $42.8B |
| Q1 2025 | 935 | $36.9B |
| Q4 2024 | 908 | $37.0B |
| Q3 2024 | 844 | $34.9B |
| Q2 2024 | 759 | $28.8B |
| Q1 2024 | 766 | $30.3B |
| Q4 2023 | 727 | $25.3B |
| Q3 2023 | 701 | $17.4B |
| Q2 2023 | 697 | $18.0B |
| Q1 2023 | 690 | $19.8B |
| Q4 2022 | 718 | $22.4B |
| Q3 2022 | 683 | $20.6B |
| Q2 2022 | 646 | $18.4B |
| Q1 2022 | 680 | $21.6B |
| Q4 2021 | 716 | $26.0B |
| Q3 2021 | 617 | $23.5B |
| Q2 2021 | 602 | $21.3B |
| Q1 2021 | 593 | $18.0B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Nasdaq, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 870 | $53.4K | 0.02% | +73+9.2% | Added |
| Cary Street Partner Investment Advisory LLC | 837 | $51.3K | 0.00% | +837 | New |
| Deseret Mutual Benefit Administrators | 810 | $49.7K | 0.02% | −693−46.1% | Reduced |
| Old North State Trust, LLC | 804 | $49.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 795 | $48.8K | 0.00% | +450+130.4% | Added |
| Pacer Advisors, Inc. | 782 | $48.0K | 0.00% | +90+13.0% | Added |
| Twin Lakes Capital Management, LLC | 750 | $46.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 726 | $44.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 717 | $44.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 693 | $42.5K | 0.00% | −23−3.2% | Reduced |
| Global Retirement Partners, LLC | 659 | $40.4K | 0.00% | −60−8.3% | Reduced |
| Ancora Advisors, LLC | 639 | $39.0K | 0.00% | −261−29.0% | Reduced |
| Glassman Wealth Services | 610 | $37.4K | 0.01% | +219+56.0% | Added |
| Allworth Financial LP | 597 | $36.6K | 0.00% | +109+22.3% | Added |
| Capital Advisors, Ltd. LLC | 590 | $36.0K | 0.01% | −14−2.3% | Reduced |
| Whittier Trust Co | 582 | $35.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 553 | $33.9K | 0.00% | +88+18.9% | Added |
| Harbour Investments, Inc. | 547 | $33.6K | 0.00% | +391+250.6% | Added |
| DuPont Capital Management Corp | 536 | $32.9K | 0.00% | −52−8.8% | Reduced |
| Bellevue Asset Management, LLC | 504 | $30.7K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 493 | $30.2K | 0.01% | +493 | New |
| Crewe Advisors LLC | 393 | $24.1K | 0.00% | −379−49.1% | Reduced |
| Cambridge Trust Co | 396 | $24.0K | 0.00% | −84−17.5% | Reduced |
| Carolinas Wealth Consulting LLC | 383 | $23.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 376 | $23.1K | 0.00% | +187+98.9% | Added |
| Resurgent Financial Advisors LLC | 375 | $23.0K | 0.01% | +375 | New |
| Cutler Group LP | 366 | $22.0K | 0.00% | +366 | New |
| Clear Street Markets LLC | 343 | $21.0K | 0.00% | −82−19.3% | Reduced |
| Umb Bank N A | 343 | $21.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 321 | $19.7K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 315 | $19.3K | 0.01% | +315 | New |
| Quarry LP | 310 | $19.0K | 0.02% | +310 | New |
| Covestor Ltd | 313 | $19.0K | 0.02% | −12−3.7% | Reduced |
| Monetary Management Group Inc | 300 | $18.4K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 294 | $18.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 289 | $17.7K | 0.00% | +86+42.4% | Added |
| AllSquare Wealth Management LLC | 276 | $16.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 246 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 235 | $14.4K | 0.00% | −395−62.7% | Reduced |
| Salem Investment Counselors Inc | 225 | $13.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 219 | $13.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 213 | $13.2K | 0.00% | +213 | New |
| Mascoma Wealth Management LLC | 213 | $13.1K | 0.00% | −351−62.2% | Reduced |
| Vigilant Capital Management, LLC | 204 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $12.9K | 0.00% | 00.0% | Unchanged |
| Mount Lucas Management LP | 198 | $12.1K | 0.00% | −41,051−99.5% | Reduced |
| Money Concepts Capital Corp | 188 | $11.5K | 0.00% | +188 | New |
| West Paces Advisors Inc. | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 186 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 178 | $10.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 172 | $10.6K | 0.00% | +10+6.2% | Added |
| CoreFirst Bank & Trust | 165 | $10.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 162 | $9.94K | 0.00% | +162 | New |
| Farther Finance Advisors, LLC | 161 | $9.88K | 0.00% | +161 | New |
| Castleview Partners, LLC | 159 | $9.75K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 155 | $9.51K | 0.00% | +35+29.2% | Added |
| Bell Investment Advisors, Inc | 153 | $9.39K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 150 | $9.20K | 0.00% | +150 | New |
| Adirondack Trust Co | 150 | $9.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 147 | $9.02K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 139 | $9.00K | 0.00% | +7+5.3% | Added |
| CoreCap Advisors, LLC | 144 | $8.83K | 0.00% | +144 | New |
| TCI Wealth Advisors, Inc. | 141 | $8.66K | 0.00% | +9+6.8% | Added |
| Sargent Bickham Lagudis LLC | 138 | $8.47K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 135 | $8.28K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 129 | $7.91K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 126 | $7.73K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $7.73K | 0.00% | +15+13.5% | Added |
| Schubert & Co | 125 | $7.67K | 0.01% | +12+10.6% | Added |
| GHP Investment Advisors, Inc. | 120 | $7.36K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 114 | $7.00K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 111 | $6.81K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 106 | $6.63K | 0.00% | +106 | New |
| Oakworth Capital, Inc. | 105 | $6.44K | 0.00% | −228−68.5% | Reduced |
| Sutton Wealth Advisors Inc. | 104 | $6.38K | 0.00% | −3−2.8% | Reduced |
| My Personal CFO, LLC | 100 | $6.13K | 0.01% | +100 | New |
| Kames Capital plc | 92 | $6.00K | 0.00% | −31−25.2% | Reduced |
| Proequities, Inc. | 95 | $5.83K | 0.00% | +26+37.7% | Added |
| Sandy Spring Bank | 93 | $5.71K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $5.71K | 0.00% | +93 | New |
| Valley National Advisers Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 75 | $4.60K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 61 | $4.59K | 0.05% | −908−93.7% | Reduced |
| Western Pacific Wealth Management, LP | 69 | $4.23K | 0.00% | +69 | New |
| Trifecta Capital Advisors, LLC | 66 | $4.05K | 0.00% | +66 | New |
| BerganKDV Wealth Management, LLC | 55 | $3.34K | 0.00% | +1+1.9% | Added |
| Horan Securities, Inc. | 53 | $3.25K | 0.00% | +53 | New |
| Baystate Wealth Management LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 48 | $2.94K | 0.00% | +48 | New |
| SJS Investment Consulting Inc. | 47 | $2.88K | 0.00% | +25+113.6% | Added |
| Disciplined Investments, LLC | 46 | $2.82K | 0.00% | −1−2.1% | Reduced |
| BDO Wealth Advisors, LLC | 45 | $2.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.76K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 42 | $2.58K | 0.00% | −24−36.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 39 | $2.39K | 0.00% | +39 | New |
| Geneos Wealth Management Inc. | 36 | $2.21K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $2.21K | 0.00% | +18+100.0% | Added |
| TSFG, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |