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, Q4 2023
Institutional positions in Nasdaq, Inc. as of Dec 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
- 727
- +35 vs. Q3 2023
- Shares held
- 434.8M
- +78.6M (+22.1%) vs. Q3 2023
- Total value
- $25.3B
- +$7.82B (+44.8%) vs. Q3 2023
- New holders
- 115
- 250 more added
- Sold out
- 80
- 267 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nasdaq, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 532 | $30.9K | 0.02% | −278−34.3% | Reduced |
| Harbour Investments, Inc. | 533 | $31.0K | 0.00% | +155+41.0% | Added |
| TD Waterhouse Canada Inc. | 555 | $31.1K | 0.00% | −1,451−72.3% | Reduced |
| Rothschild Investment LLC | 560 | $32.6K | 0.00% | +560 | New |
| New Millennium Group LLC | 560 | $32.6K | 0.03% | −7−1.2% | Reduced |
| Eagle Bay Advisors LLC | 570 | $33.1K | 0.02% | −1,851−76.5% | Reduced |
| AdvisorNet Financial, Inc | 589 | $34.2K | 0.00% | −59−9.1% | Reduced |
| IFP Advisors, Inc | 614 | $35.7K | 0.00% | −191−23.7% | Reduced |
| Wiser Advisor Group LLC | 635 | $36.9K | 0.06% | +635 | New |
| Horizon Bancorp Inc | 628 | $37.0K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 677 | $39.4K | 0.08% | −148−17.9% | Reduced |
| Caldwell Trust Co | 687 | $39.9K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 726 | $42.2K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 750 | $43.6K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 768 | $44.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 786 | $45.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 787 | $46.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 815 | $47.4K | 0.00% | +349+74.9% | Added |
| TD Private Client Wealth LLC | 825 | $48.0K | 0.00% | +344+71.5% | Added |
| GWM Advisors LLC | 869 | $50.6K | 0.00% | −1,127−56.5% | Reduced |
| Global Retirement Partners, LLC | 917 | $51.8K | 0.00% | +148+19.2% | Added |
| Cutler Group LP | 900 | $52.0K | 0.01% | −12,969−93.5% | Reduced |
| Lindbrook Capital, LLC | 902 | $52.4K | 0.01% | +553+158.5% | Added |
| Hollencrest Capital Management | 926 | $53.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 978 | $56.9K | 0.01% | +62+6.8% | Added |
| Kapitalo Investimentos Ltda | 994 | $57.8K | 0.01% | −2,856−74.2% | Reduced |
| Ci Investments Inc. | 1,023 | $59.0K | 0.00% | −3,656−78.1% | Reduced |
| J.Safra Asset Management Corp | 1,062 | $61.7K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,063 | $62.0K | 0.01% | +24+2.3% | Added |
| Missouri Trust & Investment Co | 1,200 | $69.8K | 0.03% | −120−9.1% | Reduced |
| Alta Advisers Ltd | 1,200 | $69.8K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,234 | $71.9K | 0.00% | −12,287−90.9% | Reduced |
| Ancora Advisors, LLC | 1,239 | $72.0K | 0.00% | +600+93.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,328 | $77.2K | 0.03% | +1,007+313.7% | Added |
| LM Advisors LLC | 1,350 | $78.5K | 0.02% | +1,350 | New |
| Principal Securities, Inc. | 1,408 | $81.9K | 0.00% | +1,408 | New |
| Rakuten Securities, Inc. | 1,492 | $86.7K | 0.07% | +1,492 | New |
| South State Corp. | 1,500 | $87.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $87.2K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,571 | $91.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,961 | $95.0K | 0.00% | +619+46.1% | Added |
| State of Wyoming | 1,656 | $96.3K | 0.02% | −94−5.4% | Reduced |
| Wolff Wiese Magana LLC | 1,768 | $102.8K | 0.10% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,772 | $103.0K | 0.04% | −190−9.7% | Reduced |
| USA Financial Portformulas Corp | 1,775 | $103.2K | 0.02% | +1,763+14,691.7% | Added |
| Quent Capital, LLC | 1,891 | $110.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,897 | $110.3K | 0.01% | +567+42.6% | Added |
| Clearstead Advisors, LLC | 2,178 | $126.6K | 0.01% | −84−3.7% | Reduced |
| Desjardins Global Asset Management Inc. | 2,190 | $127.3K | 0.01% | +904+70.3% | Added |
| Copeland Capital Management, LLC | 2,259 | $131.3K | 0.00% | +2,192+3,271.6% | Added |
| Westpac Banking Corp | 2,372 | $137.9K | 0.01% | +599+33.8% | Added |
| Tobam | 2,468 | $143.0K | 0.01% | −1,158−31.9% | Reduced |
| Federated Hermes, Inc. | 2,705 | $157.3K | 0.00% | −1,941−41.8% | Reduced |
| Compagnie Lombard Odier SCmA | 2,775 | $161.3K | 0.00% | +2,775 | New |
| Quadrant Capital Group LLC | 2,854 | $165.9K | 0.01% | −188−6.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,000 | $174.4K | 0.09% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,000 | $175.0K | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,040 | $176.7K | 0.00% | −210−6.5% | Reduced |
| Exchange Traded Concepts, LLC | 3,077 | $178.9K | 0.00% | +2,883+1,486.1% | Added |
| Penserra Capital Management LLC | 3,115 | $179.0K | 0.00% | −578−15.7% | Reduced |
| Brown Brothers Harriman & Co | 3,432 | $199.5K | 0.00% | −9−0.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,479 | $202.3K | 0.01% | +1,374+65.3% | Added |
| Cross Staff Investments Inc | 3,500 | $203.5K | 0.18% | +3,500 | New |
| Cubic Asset Management, LLC | 3,525 | $204.9K | 0.05% | +3,525 | New |
| Capital Analysts, LLC | 3,530 | $205.0K | 0.01% | +80+2.3% | Added |
| Cooper Financial Group | 3,540 | $205.8K | 0.04% | +3,540 | New |
| Lincoln National Corp | 3,587 | $208.6K | 0.00% | +3,587 | New |
| Family Wealth Group, LLC | 3,604 | $209.6K | 0.26% | +3,604 | New |
| Fidelis Capital Partners, LLC | 3,608 | $209.8K | 0.05% | +3,608 | New |
| Cigna Investments Inc | 3,667 | $213.0K | 0.04% | +3,667 | New |
| Insight Wealth Partners, LLC | 3,683 | $214.1K | 0.16% | +3,683 | New |
| Outlook Wealth Advisors, LLC | 3,683 | $214.1K | 0.07% | +3,683 | New |
| UniSuper Management Pty Ltd | 3,731 | $216.9K | 0.00% | +1,231+49.2% | Added |
| Parallel Advisors, LLC | 3,767 | $219.0K | 0.01% | +685+22.2% | Added |
| Gladstone Institutional Advisory LLC | 3,769 | $219.1K | 0.01% | +3,769 | New |
| Advisory Services Network, LLC | 3,834 | $222.9K | 0.01% | −6,409−62.6% | Reduced |
| Mather Group, LLC. | 3,887 | $226.0K | 0.00% | +3,887 | New |
| Trust Asset Management LLC | 3,915 | $227.6K | 0.02% | +3,915 | New |
| Shelton Capital Management | 3,915 | $227.6K | 0.01% | −101,733−96.3% | Reduced |
| Capstone Investment Advisors, LLC | 3,916 | $227.7K | 0.00% | −8,162−67.6% | Reduced |
| Boston Private Wealth LLC | 3,950 | $229.6K | 0.01% | +3,950 | New |
| Centaurus Financial, Inc. | 3,982 | $232.0K | 0.02% | −10−0.3% | Reduced |
| Brookstone Capital Management | 4,003 | $232.7K | 0.00% | −287−6.7% | Reduced |
| Banco BTG Pactual S.A. | 4,000 | $233.0K | 0.05% | +4,000 | New |
| Fielder Capital Group LLC | 4,037 | $234.7K | 0.14% | +4,037 | New |
| Meiji Yasuda Life Insurance Co | 4,100 | $238.4K | 0.01% | −2,000−32.8% | Reduced |
| Navellier & Associates Inc | 4,123 | $239.7K | 0.04% | +4,123 | New |
| Crestwood Advisors Group LLC | 4,169 | $242.4K | 0.01% | −871−17.3% | Reduced |
| Financial Advocates Investment Management | 4,186 | $243.4K | 0.02% | +4,186 | New |
| McGuire Investment Group, LLC | 4,200 | $244.2K | 0.04% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 4,229 | $245.9K | 0.19% | +4,229 | New |
| B.O.S.S. Retirement Advisors, LLC | 4,258 | $247.5K | 0.05% | −388−8.4% | Reduced |
| Level Four Advisory Services, LLC | 4,259 | $247.6K | 0.01% | −282−6.2% | Reduced |
| Synovus Financial Corp | 4,274 | $248.5K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,294 | $249.7K | 0.02% | −4,443−50.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,295 | $249.7K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,334 | $252.0K | 0.00% | +101+2.4% | Added |
| Oppenheimer Asset Management Inc. | 4,352 | $253.0K | 0.00% | +12+0.3% | Added |
| NinePointTwo Capital | 4,398 | $255.0K | 0.10% | 00.0% | Unchanged |
| Central Trust Co | 4,437 | $258.0K | 0.01% | 00.0% | Unchanged |