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, Q2 2023
Institutional positions in Nasdaq, Inc. as of Jun 30, 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
- 697
- +10 vs. Q1 2023
- Shares held
- 361.3M
- +246.4K (+0.1%) vs. Q1 2023
- Total value
- $18.0B
- −$1.74B (−8.8%) vs. Q1 2023
- New holders
- 71
- 263 more added
- Sold out
- 61
- 251 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nasdaq, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 692 | $34.5K | 0.00% | +33+5.0% | Added |
| TD Private Client Wealth LLC | 682 | $34.0K | 0.00% | −11−1.6% | Reduced |
| AdvisorNet Financial, Inc | 669 | $33.4K | 0.00% | −131−16.4% | Reduced |
| Ancora Advisors, LLC | 639 | $31.9K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 567 | $28.3K | 0.03% | −9,052−94.1% | Reduced |
| Bellevue Asset Management, LLC | 504 | $25.1K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 493 | $24.6K | 0.01% | +493 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 62,265 | $24.3K | 0.72% | −62,265−50.0% | Reduced |
| Glassman Wealth Services | 458 | $22.8K | 0.00% | −3−0.7% | Reduced |
| Harbour Investments, Inc. | 452 | $22.5K | 0.00% | −129−22.2% | Reduced |
| Clear Street Markets LLC | 443 | $22.0K | 0.01% | −222−33.4% | Reduced |
| Lindbrook Capital, LLC | 431 | $21.5K | 0.00% | −43−9.1% | Reduced |
| First Capital Advisors Group, LLC. | 390 | $19.4K | 0.01% | +390 | New |
| Farther Finance Advisors, LLC | 374 | $18.6K | 0.00% | −5−1.3% | Reduced |
| Oakworth Capital, Inc. | 330 | $16.4K | 0.00% | +225+214.3% | Added |
| Bogart Wealth, LLC | 325 | $16.2K | 0.00% | +1+0.3% | Added |
| MCF Advisors LLC | 321 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 323 | $16.0K | 0.00% | +323 | New |
| Compass Wealth Management LLC | 315 | $15.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 276 | $15.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 304 | $15.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 307 | $15.0K | 0.01% | +2+0.7% | Added |
| Monetary Management Group Inc | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 294 | $14.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 251 | $12.5K | 0.00% | +251 | New |
| Arrow Financial Corp | 250 | $12.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 246 | $12.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 226 | $11.3K | 0.00% | +226 | New |
| MV Capital Management, Inc. | 226 | $11.3K | 0.00% | +15+7.1% | Added |
| Salem Investment Counselors Inc | 225 | $11.2K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 219 | $10.9K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 213 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $10.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 180 | $8.97K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 176 | $8.77K | 0.00% | −208−54.2% | Reduced |
| Versant Capital Management, Inc | 174 | $8.67K | 0.00% | −4−2.2% | Reduced |
| Financial Management Professionals, Inc. | 157 | $8.00K | 0.00% | −72−31.4% | Reduced |
| Zions Bancorporation, N.A. | 159 | $7.93K | 0.00% | −13−7.6% | Reduced |
| Castleview Partners, LLC | 159 | $7.93K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $7.78K | 0.00% | +156 | New |
| Adirondack Trust Co | 150 | $7.57K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $7.48K | 0.00% | +150 | New |
| GW&K Investment Management, LLC | 149 | $7.00K | 0.00% | +149 | New |
| Impact Partnership Wealth, LLC | 137 | $6.83K | 0.00% | +137 | New |
| Annapolis Financial Services, LLC | 135 | $6.73K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 129 | $6.43K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $6.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 123 | $6.13K | 0.00% | −24−16.3% | Reduced |
| GHP Investment Advisors, Inc. | 120 | $6.12K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 129 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 118 | $5.92K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $5.73K | 0.00% | +15+15.0% | Added |
| Johnson Midwest Financial, LLC | 114 | $5.68K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 111 | $5.53K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 104 | $5.18K | 0.00% | −22−17.5% | Reduced |
| Valley National Advisers Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kames Capital plc | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 93 | $4.64K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $4.64K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 50 | $4.03K | 0.02% | −5−9.1% | Reduced |
| Strengthening Families & Communities, LLC | 70 | $4.00K | 0.00% | +69+6,900.0% | Added |
| Proequities, Inc. | 80 | $3.99K | 0.00% | −15−15.8% | Reduced |
| Concord Wealth Partners | 79 | $3.94K | 0.00% | +79 | New |
| Sutton Wealth Advisors Inc. | 70 | $3.49K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 69 | $3.44K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $3.29K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 66 | $3.29K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 61 | $3.00K | 0.00% | +31+103.3% | Added |
| Creative Financial Designs Inc | 57 | $2.84K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 54 | $2.69K | 0.00% | −111−67.3% | Reduced |
| BDO Wealth Advisors, LLC | 45 | $2.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.24K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 42 | $2.09K | 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 |
| Disciplined Investments, LLC | 38 | $1.89K | 0.00% | +2+5.6% | Added |
| Geneos Wealth Management Inc. | 36 | $1.79K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 31 | $1.53K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $1.50K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $1.50K | 0.00% | +30 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 | $1.45K | 0.00% | +15+107.1% | Added |
| Baker Avenue Asset Management, LP | 27 | $1.35K | 0.00% | −60−69.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $1.35K | 0.00% | +24+800.0% | Added |
| SJS Investment Consulting Inc. | 25 | $1.25K | 0.00% | +10+66.7% | Added |
| Colonial Trust Advisors | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Nalls Sherbakoff Group, LLC | 18 | $997 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19 | $947 | 0.00% | −86−81.9% | Reduced |
| Crewe Advisors LLC | 17 | $848 | 0.00% | −286−94.4% | Reduced |
| USA Financial Portformulas Corp | 12 | $598 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $449 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $349 | 0.00% | 00.0% | Unchanged |
| Motco | 6 | $299 | 0.00% | +6 | New |
| Comerica Bank | 207,313 | $34 | 0.00% | +207,313 | New |
| Pacific Center for Financial Services | 0 | $8 | 0.00% | 0 | Unchanged |
| Avion Wealth | 24 | $0 | 0.00% | +9+60.0% | Added |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −11,050,314−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,268,019−100.0% | Sold out |