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, 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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 687 | $33.4K | 0.00% | −297−30.2% | Reduced |
| Carmel Capital Partners, LLC | 661 | $32.1K | 0.01% | +661 | New |
| AdvisorNet Financial, Inc | 648 | $31.5K | 0.00% | −21−3.1% | Reduced |
| Ancora Advisors, LLC | 639 | $31.0K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 628 | $31.0K | 0.02% | −241−27.7% | Reduced |
| New Millennium Group LLC | 567 | $27.6K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 538 | $26.0K | 0.00% | +538 | New |
| Bellevue Asset Management, LLC | 504 | $24.5K | 0.02% | 00.0% | Unchanged |
| AM Squared Ltd | 500 | $24.3K | 0.04% | −1,700−77.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 62,265 | $23.7K | 0.69% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 481 | $23.4K | 0.00% | −201−29.5% | Reduced |
| Allworth Financial LP | 466 | $22.7K | 0.00% | −8,132−94.6% | Reduced |
| Baker Avenue Asset Management, LP | 436 | $21.2K | 0.00% | +409+1,514.8% | Added |
| MCF Advisors LLC | 380 | $18.5K | 0.00% | +59+18.4% | Added |
| Harbour Investments, Inc. | 378 | $18.4K | 0.00% | −74−16.4% | Reduced |
| Glassman Wealth Services | 360 | $17.5K | 0.00% | −98−21.4% | Reduced |
| Lindbrook Capital, LLC | 349 | $17.0K | 0.00% | −82−19.0% | Reduced |
| Cornerstone Planning Group LLC | 340 | $16.5K | 0.01% | +340 | New |
| Oakworth Capital, Inc. | 330 | $16.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 321 | $15.6K | 0.01% | +321 | New |
| Compass Wealth Management LLC | 315 | $15.3K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 294 | $14.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 290 | $14.0K | 0.01% | −17−5.5% | Reduced |
| Umb Bank N A | 277 | $13.5K | 0.00% | −27−8.9% | Reduced |
| AllSquare Wealth Management LLC | 276 | $13.4K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 267 | $13.0K | 0.00% | +267 | New |
| Arrow Financial Corp | 250 | $12.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 246 | $12.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 241 | $11.7K | 0.00% | +15+6.6% | Added |
| EverSource Wealth Advisors, LLC | 232 | $11.3K | 0.00% | −517−69.0% | Reduced |
| Salem Investment Counselors Inc | 225 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 217 | $10.7K | 0.00% | +167+334.0% | Added |
| Core Alternative Capital | 219 | $10.6K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 213 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $10.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 207 | $10.1K | 0.00% | +150+263.2% | Added |
| Sutton Wealth Advisors Inc. | 200 | $9.72K | 0.00% | +130+185.7% | Added |
| Exchange Traded Concepts, LLC | 194 | $9.43K | 0.00% | +194 | New |
| 1832 Asset Management L.P. | 184 | $8.94K | 0.00% | −28,311−99.4% | Reduced |
| West Paces Advisors Inc. | 180 | $8.75K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 176 | $8.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 178 | $8.67K | 0.00% | −147−45.2% | Reduced |
| Versant Capital Management, Inc | 169 | $8.21K | 0.00% | −5−2.9% | Reduced |
| Steward Financial Group LLC | 171 | $8.00K | 0.00% | +171 | New |
| Zions Bancorporation, N.A. | 159 | $7.73K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 159 | $7.73K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $7.58K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $7.29K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 141 | $7.00K | 0.00% | −8−5.4% | Reduced |
| Annapolis Financial Services, LLC | 135 | $6.56K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 129 | $6.27K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $6.12K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 129 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 120 | $5.92K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 117 | $5.69K | 0.00% | +117 | New |
| Cherry Tree Wealth Management, LLC | 114 | $5.54K | 0.00% | +114 | New |
| Johnson Midwest Financial, LLC | 114 | $5.54K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 111 | $5.39K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $4.88K | 0.00% | +100 | New |
| Focused Wealth Management, Inc | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $4.76K | 0.00% | −25−20.3% | Reduced |
| Sandy Spring Bank | 93 | $4.52K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $4.52K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 79 | $3.84K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 77 | $3.74K | 0.00% | +11+16.7% | Added |
| SRS Capital Advisors, Inc. | 75 | $3.66K | 0.00% | +75 | New |
| Evermay Wealth Management LLC | 70 | $3.40K | 0.00% | +40+133.3% | Added |
| Western Pacific Wealth Management, LP | 69 | $3.35K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 69 | $3.35K | 0.00% | −11−13.8% | Reduced |
| Copeland Capital Management, LLC | 67 | $3.26K | 0.00% | +67 | New |
| Trifecta Capital Advisors, LLC | 66 | $3.21K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 71 | $3.00K | 0.00% | +10+16.4% | Added |
| Harbor Investment Advisory, LLC | 59 | $2.87K | 0.00% | −45−43.3% | Reduced |
| Impact Partnership Wealth, LLC | 51 | $2.48K | 0.00% | −86−62.8% | Reduced |
| Baystate Wealth Management LLC | 46 | $2.25K | 0.00% | −72−61.0% | Reduced |
| Raffa Wealth Management, LLC | 45 | $2.19K | 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 |
| TSFG, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 40 | $1.94K | 0.00% | −1,447−97.3% | Reduced |
| Jones Financial Companies LLLP | 37 | $1.80K | 0.00% | +37 | New |
| Park Place Capital Corp | 36 | $1.75K | 0.00% | +36 | New |
| SJS Investment Consulting Inc. | 32 | $1.55K | 0.00% | +7+28.0% | Added |
| Logan Capital Management Inc | 31 | $1.49K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 | $1.42K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $1.31K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $1.00K | 0.00% | +11+45.8% | Added |
| Nalls Sherbakoff Group, LLC | 18 | $875 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $681 | 0.00% | +14 | New |
| Colonial Trust Advisors | 13 | $632 | 0.00% | −12−48.0% | Reduced |
| USA Financial Portformulas Corp | 12 | $583 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $535 | 0.00% | −6−35.3% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $438 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $349 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3 | $146 | 0.00% | +3 | New |
| NewSquare Capital LLC | 1 | $49 | 0.00% | −18−94.7% | Reduced |
| Pacific Center for Financial Services | 0 | $8 | 0.00% | 0 | Unchanged |