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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 768 | $42.0K | 0.00% | −27−3.4% | Reduced |
| AdvisorNet Financial, Inc | 800 | $43.7K | 0.00% | −156−16.3% | Reduced |
| Old North State Trust, LLC | 804 | $44.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 810 | $44.3K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 814 | $44.5K | 0.01% | −56−6.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 837 | $45.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 867 | $47.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 926 | $50.6K | 0.01% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 124,530 | $53.4K | 1.23% | +44,514+55.6% | Added |
| Caldwell Trust Co | 984 | $53.8K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,002 | $54.8K | 0.00% | +1,002 | New |
| Tradition Wealth Management, LLC | 1,024 | $56.0K | 0.01% | +1,024 | New |
| J.Safra Asset Management Corp | 1,062 | $58.1K | 0.01% | +1,062 | New |
| Ameritas Advisory Services, LLC | 1,099 | $61.2K | 0.00% | +1,099 | New |
| Ridgewood Investments LLC | 1,182 | $64.6K | 0.04% | +1,182 | New |
| Alta Advisers Ltd | 1,200 | $65.6K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 1,254 | $68.6K | 0.04% | +944+304.5% | Added |
| Missouri Trust & Investment Co | 1,320 | $72.2K | 0.05% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,456 | $79.6K | 0.04% | −119−7.6% | Reduced |
| South State Corp. | 1,500 | $82.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $82.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,596 | $87.2K | 0.00% | −5,094−76.1% | Reduced |
| Dark Forest Capital Management LP | 1,633 | $89.3K | 0.02% | +1,633 | New |
| Ronald Blue Trust, Inc. | 1,546 | $95.0K | 0.00% | −20−1.3% | Reduced |
| Wolff Wiese Magana LLC | 1,758 | $96.1K | 0.08% | +15+0.9% | Added |
| Penserra Capital Management LLC | 1,799 | $97.0K | 0.00% | −15,730−89.7% | Reduced |
| Quent Capital, LLC | 1,887 | $103.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,908 | $104.3K | 0.00% | +1,326+227.8% | Added |
| Leonteq Securities AG | 2,019 | $110.4K | 0.01% | +1,125+125.8% | Added |
| IFP Advisors, Inc | 1,207 | $111.2K | 0.01% | −2,197−64.5% | Reduced |
| Eagle Bay Advisors LLC | 2,091 | $114.3K | 0.06% | −484−18.8% | Reduced |
| Acadian Asset Management LLC | 2,227 | $121.0K | 0.00% | −4,865−68.6% | Reduced |
| Sentry Investment Management LLC | 2,217 | $121.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,274 | $124.3K | 0.01% | +12+0.5% | Added |
| Colonial Trust Co | 2,301 | $125.8K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 2,305 | $126.0K | 0.08% | −78−3.3% | Reduced |
| Ellevest, Inc. | 2,328 | $127.3K | 0.01% | −1,532−39.7% | Reduced |
| Gradient Investments LLC | 2,691 | $147.1K | 0.00% | 00.0% | Unchanged |
| Tobam | 2,802 | $153.0K | 0.01% | +616+28.2% | Added |
| Trust Co of Vermont | 2,931 | $160.2K | 0.01% | +2,769+1,709.3% | Added |
| Caldwell Sutter Capital, Inc. | 3,000 | $164.0K | 0.12% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,405 | $186.2K | 0.01% | −10,157−74.9% | Reduced |
| Capital Analysts, LLC | 3,450 | $189.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,465 | $189.4K | 0.02% | −1,517−30.4% | Reduced |
| Brown Brothers Harriman & Co | 3,595 | $196.5K | 0.00% | −311−8.0% | Reduced |
| StoneX Group Inc. | 3,736 | $204.3K | 0.02% | +3,736 | New |
| Howe & Rusling Inc | 3,774 | $206.3K | 0.02% | −106,194−96.6% | Reduced |
| Trust Asset Management LLC | 3,915 | $214.0K | 0.02% | −71−1.8% | Reduced |
| Apollon Wealth Management, LLC | 3,958 | $216.4K | 0.01% | −1,538−28.0% | Reduced |
| Crestwood Advisors Group LLC | 3,980 | $217.6K | 0.01% | −183−4.4% | Reduced |
| Independent Advisor Alliance | 4,002 | $218.8K | 0.01% | +4,002 | New |
| Pathstone Family Office, LLC | 4,109 | $219.0K | 0.00% | −10,325−71.5% | Reduced |
| Navellier & Associates Inc | 4,055 | $221.7K | 0.05% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,098 | $224.0K | 0.10% | −835−16.9% | Reduced |
| Central Trust Co | 4,106 | $224.5K | 0.01% | +333+8.8% | Added |
| Fund Management at Engine No. 1 LLC | 4,107 | $224.5K | 0.05% | +376+10.1% | Added |
| Cigna Investments Inc | 4,126 | $225.0K | 0.05% | −83−2.0% | Reduced |
| Ledyard National Bank | 4,121 | $225.3K | 0.03% | −100−2.4% | Reduced |
| Profund Advisors LLC | 4,135 | $226.1K | 0.01% | +308+8.0% | Added |
| Wedmont Private Capital | 4,184 | $227.5K | 0.03% | −5,718−57.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,184 | $228.7K | 0.02% | +690+19.7% | Added |
| Level Four Advisory Services, LLC | 4,185 | $228.8K | 0.02% | +4,185 | New |
| McGuire Investment Group, LLC | 4,200 | $229.6K | 0.05% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,205 | $229.9K | 0.00% | +159+3.9% | Added |
| Private Advisor Group, LLC | 4,209 | $230.1K | 0.00% | −8,025−65.6% | Reduced |
| FourThought Financial Partners, LLC | 4,221 | $230.8K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,235 | $231.5K | 0.00% | −1,003−19.1% | Reduced |
| Horizon Investments, LLC | 4,256 | $232.7K | 0.01% | −6,687−61.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,263 | $233.1K | 0.00% | −2,178−33.8% | Reduced |
| NinePointTwo Capital | 4,398 | $240.0K | 0.09% | +4,398 | New |
| Ci Investments Inc. | 4,400 | $241.0K | 0.00% | −134−3.0% | Reduced |
| Parallel Advisors, LLC | 4,433 | $242.4K | 0.01% | −105−2.3% | Reduced |
| SFMG, LLC | 4,479 | $244.9K | 0.03% | +270+6.4% | Added |
| Brookstone Capital Management | 4,411 | $246.0K | 0.00% | +265+6.4% | Added |
| Perigon Wealth Management, LLC | 4,509 | $246.5K | 0.01% | −1,041−18.8% | Reduced |
| Coldstream Capital Management Inc | 4,700 | $256.9K | 0.01% | −624−11.7% | Reduced |
| Capital Group Private Client Services, Inc. | 4,831 | $264.1K | 0.00% | −286,934−98.3% | Reduced |
| OneAscent Financial Services LLC | 4,870 | $266.0K | 0.11% | −918−15.9% | Reduced |
| Peapack Gladstone Financial Corp | 4,934 | $270.0K | 0.01% | −73−1.5% | Reduced |
| Welch Group, LLC | 4,947 | $270.5K | 0.02% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 5,167 | $282.5K | 0.18% | −1,162−18.4% | Reduced |
| OneAscent Wealth Management LLC | 5,195 | $284.0K | 0.11% | −840−13.9% | Reduced |
| CAPROCK Group, Inc. | 5,235 | $286.2K | 0.02% | −1,033−16.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,247 | $286.8K | 0.17% | +48+0.9% | Added |
| First National Trust Co | 5,252 | $287.1K | 0.02% | −190−3.5% | Reduced |
| FDx Advisors, Inc. | 4,687 | $288.0K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,400 | $295.2K | 0.09% | 00.0% | Unchanged |
| Thomasville National Bank | 5,400 | $295.2K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,403 | $295.4K | 0.10% | −480−8.2% | Reduced |
| American National Bank | 5,415 | $296.0K | 0.05% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,459 | $298.4K | 0.09% | +5,459 | New |
| Boston Private Wealth LLC | 5,490 | $300.2K | 0.00% | +686+14.3% | Added |
| Prospera Financial Services Inc | 5,500 | $300.7K | 0.01% | +100+1.9% | Added |
| DoubleLine ETF Adviser LP | 5,536 | $302.7K | 0.13% | +750+15.7% | Added |
| Avidian Wealth Solutions, LLC | 5,553 | $303.6K | 0.02% | +1,726+45.1% | Added |
| Synovus Financial Corp | 5,576 | $304.8K | 0.00% | −8,665−60.8% | Reduced |
| Crestmont Private Wealth LLC | 5,590 | $305.6K | 0.20% | +781+16.2% | Added |
| Allred Capital Management, LLC | 5,674 | $310.2K | 0.16% | +18+0.3% | Added |
| Asset Management Corp | 5,706 | $312.0K | 0.24% | +13+0.2% | Added |
| Banque Cantonale Vaudoise | 5,700 | $312.0K | 0.02% | 00.0% | Unchanged |