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 10 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, Q1 2023
Institutional positions in Nasdaq, Inc. as of Mar 31, 2023. 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
- 690
- −18 vs. Q4 2022
- Shares held
- 361.2M
- −2.90M (−0.8%) vs. Q4 2022
- Total value
- $19.8B
- −$2.57B (−11.5%) vs. Q4 2022
- New holders
- 67
- 257 more added
- Sold out
- 85
- 248 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nasdaq, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Pacific Center for Financial Services | 0 | $9 | 0.00% | 0 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $164 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 7 | $383 | 0.00% | −58−89.2% | Reduced |
| Stonebridge Capital Advisors LLC | 9 | $492 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $493 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $656 | 0.00% | +12 | New |
| Sofos Investments, Inc. | 55 | $752 | 0.03% | −6−9.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $765 | 0.00% | +4+40.0% | Added |
| SJS Investment Consulting Inc. | 15 | $821 | 0.00% | −32−68.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 18 | $973 | 0.00% | +18 | New |
| Colonial Trust Advisors | 25 | $1.37K | 0.00% | −5−16.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 30 | $1.64K | 0.00% | +30 | New |
| Logan Capital Management Inc | 31 | $1.67K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 32 | $1.75K | 0.00% | +5+18.5% | Added |
| Disciplined Investments, LLC | 36 | $1.97K | 0.00% | −10−21.7% | Reduced |
| Geneos Wealth Management Inc. | 36 | $1.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Assetmark, Inc | 37 | $2.02K | 0.00% | +37 | New |
| JNBA Financial Advisors | 41 | $2.24K | 0.00% | +41 | New |
| Country Trust Bank | 42 | $2.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.46K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 45 | $2.46K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 55 | $2.98K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 57 | $3.12K | 0.00% | +57 | New |
| Trifecta Capital Advisors, LLC | 66 | $3.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $3.61K | 0.00% | +36+120.0% | Added |
| Western Pacific Wealth Management, LP | 69 | $3.77K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 70 | $3.83K | 0.00% | −34−32.7% | Reduced |
| Hexagon Capital Partners LLC | 70 | $3.83K | 0.00% | +70 | New |
| Baker Avenue Asset Management, LP | 87 | $4.76K | 0.00% | −63−42.0% | Reduced |
| Kames Capital plc | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 93 | $5.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $5.08K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 94 | $5.14K | 0.00% | −31−24.8% | Reduced |
| Proequities, Inc. | 95 | $5.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $5.47K | 0.00% | −55−35.5% | Reduced |
| Focused Wealth Management, Inc | 100 | $5.47K | 0.00% | +25+33.3% | Added |
| Oakworth Capital, Inc. | 105 | $5.74K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 105 | $5.74K | 0.00% | +69+191.7% | Added |
| Point72 Middle East FZE | 108 | $5.90K | 0.00% | −20,313−99.5% | Reduced |
| Earnest Partners LLC | 111 | $6.07K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 114 | $6.23K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 117 | $6.40K | 0.00% | +117 | New |
| Baystate Wealth Management LLC | 118 | $6.46K | 0.00% | +73+162.2% | Added |
| GHP Investment Advisors, Inc. | 120 | $6.56K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 126 | $6.89K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $6.89K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 129 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 129 | $7.05K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 135 | $7.38K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 138 | $7.55K | 0.00% | −3−2.1% | Reduced |
| Bell Investment Advisors, Inc | 147 | $8.04K | 0.00% | −6−3.9% | Reduced |
| Adirondack Trust Co | 150 | $8.20K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 159 | $8.69K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 165 | $9.02K | 0.00% | +165 | New |
| Zions Bancorporation, N.A. | 172 | $9.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 178 | $9.73K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 180 | $9.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 192 | $10.0K | 0.00% | −398−67.5% | Reduced |
| Farmers & Merchants Investments Inc | 210 | $11.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 211 | $11.5K | 0.00% | −78−27.0% | Reduced |
| Y.D. More Investments Ltd | 213 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 213 | $11.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $12.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 229 | $13.0K | 0.00% | +43+23.1% | Added |
| Riverview Trust Co | 246 | $13.4K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $13.7K | 0.00% | −50−16.7% | Reduced |
| AllSquare Wealth Management LLC | 276 | $15.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 294 | $16.1K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $16.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 303 | $16.6K | 0.00% | −90−22.9% | Reduced |
| Umb Bank N A | 304 | $16.6K | 0.00% | −39−11.4% | Reduced |
| Covestor Ltd | 305 | $17.0K | 0.01% | −8−2.6% | Reduced |
| Compass Wealth Management LLC | 315 | $17.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 321 | $17.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 324 | $17.7K | 0.00% | +177+120.4% | Added |
| Cambridge Trust Co | 375 | $20.5K | 0.00% | −21−5.3% | Reduced |
| Farther Finance Advisors, LLC | 379 | $20.7K | 0.01% | +218+135.4% | Added |
| Resurgent Financial Advisors LLC | 383 | $20.9K | 0.01% | +8+2.1% | Added |
| Carolinas Wealth Consulting LLC | 384 | $21.0K | 0.00% | +1+0.3% | Added |
| Glassman Wealth Services | 461 | $25.2K | 0.00% | −149−24.4% | Reduced |
| Lindbrook Capital, LLC | 474 | $25.9K | 0.00% | −79−14.3% | Reduced |
| Bellevue Asset Management, LLC | 504 | $27.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 569 | $31.1K | 0.00% | +193+51.3% | Added |
| Harbour Investments, Inc. | 581 | $31.8K | 0.00% | +34+6.2% | Added |
| Allworth Financial LP | 605 | $33.1K | 0.00% | +8+1.3% | Added |
| Ancora Advisors, LLC | 639 | $34.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 659 | $35.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 665 | $36.0K | 0.01% | +322+93.9% | Added |
| Belpointe Asset Management LLC | 680 | $37.2K | 0.00% | −720−51.4% | Reduced |
| TD Private Client Wealth LLC | 693 | $37.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 717 | $39.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 726 | $39.7K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 750 | $41.0K | 0.03% | 00.0% | Unchanged |