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, Q3 2023
Institutional positions in Nasdaq, Inc. as of Sep 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
- 701
- +10 vs. Q2 2023
- Shares held
- 356.4M
- −4.49M (−1.2%) vs. Q2 2023
- Total value
- $17.4B
- −$531.7M (−3.0%) vs. Q2 2023
- New holders
- 71
- 223 more added
- Sold out
- 61
- 299 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nasdaq, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | −69−98.6% | Reduced |
| Pacific Center for Financial Services | 0 | $8 | 0.00% | 0 | Unchanged |
| NewSquare Capital LLC | 1 | $49 | 0.00% | −18−94.7% | Reduced |
| VisionPoint Advisory Group, LLC | 3 | $146 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 7 | $349 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $438 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $535 | 0.00% | −6−35.3% | Reduced |
| USA Financial Portformulas Corp | 12 | $583 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 13 | $632 | 0.00% | −12−48.0% | Reduced |
| TFC Financial Management | 14 | $681 | 0.00% | +14 | New |
| Nalls Sherbakoff Group, LLC | 18 | $875 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $1.00K | 0.00% | +11+45.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $1.31K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 | $1.42K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 31 | $1.49K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $1.55K | 0.00% | +7+28.0% | Added |
| Park Place Capital Corp | 36 | $1.75K | 0.00% | +36 | New |
| Jones Financial Companies LLLP | 37 | $1.80K | 0.00% | +37 | New |
| Leonteq Securities AG | 40 | $1.94K | 0.00% | −1,447−97.3% | Reduced |
| TSFG, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 42 | $2.04K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 42 | $2.04K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 45 | $2.19K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 46 | $2.25K | 0.00% | −72−61.0% | Reduced |
| Impact Partnership Wealth, LLC | 51 | $2.48K | 0.00% | −86−62.8% | Reduced |
| Harbor Investment Advisory, LLC | 59 | $2.87K | 0.00% | −45−43.3% | Reduced |
| SkyView Investment Advisors, LLC | 71 | $3.00K | 0.00% | +10+16.4% | Added |
| Trifecta Capital Advisors, LLC | 66 | $3.21K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 67 | $3.26K | 0.00% | +67 | New |
| Proequities, Inc. | 69 | $3.35K | 0.00% | −11−13.8% | Reduced |
| Western Pacific Wealth Management, LP | 69 | $3.35K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 70 | $3.40K | 0.00% | +40+133.3% | Added |
| SRS Capital Advisors, Inc. | 75 | $3.66K | 0.00% | +75 | New |
| Abound Wealth Management | 77 | $3.74K | 0.00% | +11+16.7% | Added |
| Concord Wealth Partners | 79 | $3.84K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 93 | $4.52K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $4.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $4.76K | 0.00% | −25−20.3% | Reduced |
| Focused Wealth Management, Inc | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $4.88K | 0.00% | +100 | New |
| Earnest Partners LLC | 111 | $5.39K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 114 | $5.54K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 114 | $5.54K | 0.00% | +114 | New |
| Milestone Investment Advisors LLC | 117 | $5.69K | 0.00% | +117 | New |
| GHP Investment Advisors, Inc. | 120 | $5.92K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 129 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $6.12K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 129 | $6.27K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 135 | $6.56K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 141 | $7.00K | 0.00% | −8−5.4% | Reduced |
| Adirondack Trust Co | 150 | $7.29K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $7.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 159 | $7.73K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 159 | $7.73K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 171 | $8.00K | 0.00% | +171 | New |
| Versant Capital Management, Inc | 169 | $8.21K | 0.00% | −5−2.9% | Reduced |
| Bogart Wealth, LLC | 178 | $8.67K | 0.00% | −147−45.2% | Reduced |
| Carolinas Wealth Consulting LLC | 176 | $8.73K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 180 | $8.75K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 184 | $8.94K | 0.00% | −28,311−99.4% | Reduced |
| Exchange Traded Concepts, LLC | 194 | $9.43K | 0.00% | +194 | New |
| Sutton Wealth Advisors Inc. | 200 | $9.72K | 0.00% | +130+185.7% | Added |
| Creative Financial Designs Inc | 207 | $10.1K | 0.00% | +150+263.2% | Added |
| Farmers & Merchants Investments Inc | 210 | $10.2K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 213 | $10.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 219 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 217 | $10.7K | 0.00% | +167+334.0% | Added |
| Salem Investment Counselors Inc | 225 | $10.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 232 | $11.3K | 0.00% | −517−69.0% | Reduced |
| MV Capital Management, Inc. | 241 | $11.7K | 0.00% | +15+6.6% | Added |
| Riverview Trust Co | 246 | $12.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $12.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 267 | $13.0K | 0.00% | +267 | New |
| AllSquare Wealth Management LLC | 276 | $13.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 277 | $13.5K | 0.00% | −27−8.9% | Reduced |
| Covestor Ltd | 290 | $14.0K | 0.01% | −17−5.5% | Reduced |
| Northwest Investment Counselors, LLC | 294 | $14.3K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 315 | $15.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 321 | $15.6K | 0.01% | +321 | New |
| Oakworth Capital, Inc. | 330 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 340 | $16.5K | 0.01% | +340 | New |
| Lindbrook Capital, LLC | 349 | $17.0K | 0.00% | −82−19.0% | Reduced |
| Glassman Wealth Services | 360 | $17.5K | 0.00% | −98−21.4% | Reduced |
| Harbour Investments, Inc. | 378 | $18.4K | 0.00% | −74−16.4% | Reduced |
| MCF Advisors LLC | 380 | $18.5K | 0.00% | +59+18.4% | Added |
| Baker Avenue Asset Management, LP | 436 | $21.2K | 0.00% | +409+1,514.8% | Added |
| Allworth Financial LP | 466 | $22.7K | 0.00% | −8,132−94.6% | Reduced |
| TD Private Client Wealth LLC | 481 | $23.4K | 0.00% | −201−29.5% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 62,265 | $23.7K | 0.69% | 00.0% | Unchanged |
| AM Squared Ltd | 500 | $24.3K | 0.04% | −1,700−77.3% | Reduced |
| Bellevue Asset Management, LLC | 504 | $24.5K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 538 | $26.0K | 0.00% | +538 | New |
| New Millennium Group LLC | 567 | $27.6K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 628 | $31.0K | 0.02% | −241−27.7% | Reduced |
| Ancora Advisors, LLC | 639 | $31.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 648 | $31.5K | 0.00% | −21−3.1% | Reduced |
| Carmel Capital Partners, LLC | 661 | $32.1K | 0.01% | +661 | New |