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, 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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1,023 | $59.0K | 0.00% | −3,656−78.1% | Reduced |
| Kapitalo Investimentos Ltda | 994 | $57.8K | 0.01% | −2,856−74.2% | Reduced |
| Parkside Financial Bank & Trust | 978 | $56.9K | 0.01% | +62+6.8% | Added |
| Hollencrest Capital Management | 926 | $53.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 902 | $52.4K | 0.01% | +553+158.5% | Added |
| Cutler Group LP | 900 | $52.0K | 0.01% | −12,969−93.5% | Reduced |
| Global Retirement Partners, LLC | 917 | $51.8K | 0.00% | +148+19.2% | Added |
| GWM Advisors LLC | 869 | $50.6K | 0.00% | −1,127−56.5% | Reduced |
| TD Private Client Wealth LLC | 825 | $48.0K | 0.00% | +344+71.5% | Added |
| Allworth Financial LP | 815 | $47.4K | 0.00% | +349+74.9% | Added |
| Smithfield Trust Co | 787 | $46.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 786 | $45.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 768 | $44.6K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 750 | $43.6K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 726 | $42.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 687 | $39.9K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 677 | $39.4K | 0.08% | −148−17.9% | Reduced |
| Horizon Bancorp Inc | 628 | $37.0K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 635 | $36.9K | 0.06% | +635 | New |
| IFP Advisors, Inc | 614 | $35.7K | 0.00% | −191−23.7% | Reduced |
| AdvisorNet Financial, Inc | 589 | $34.2K | 0.00% | −59−9.1% | Reduced |
| Eagle Bay Advisors LLC | 570 | $33.1K | 0.02% | −1,851−76.5% | Reduced |
| New Millennium Group LLC | 560 | $32.6K | 0.03% | −7−1.2% | Reduced |
| Rothschild Investment LLC | 560 | $32.6K | 0.00% | +560 | New |
| TD Waterhouse Canada Inc. | 555 | $31.1K | 0.00% | −1,451−72.3% | Reduced |
| Harbour Investments, Inc. | 533 | $31.0K | 0.00% | +155+41.0% | Added |
| Deseret Mutual Benefit Administrators | 532 | $30.9K | 0.02% | −278−34.3% | Reduced |
| Mango Five Family, Inc. | 525 | $30.5K | 0.01% | +525 | New |
| Bellevue Asset Management, LLC | 504 | $29.3K | 0.03% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 497 | $28.9K | 0.01% | +497 | New |
| Hobbs Group Advisors, LLC | 428 | $24.9K | 0.01% | +428 | New |
| Tucker Asset Management LLC | 421 | $24.5K | 0.01% | −400−48.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 401 | $23.4K | 0.00% | +401 | New |
| Glassman Wealth Services | 399 | $23.2K | 0.00% | +39+10.8% | Added |
| Bartlett & Co. LLC | 401 | $23.0K | 0.00% | +401 | New |
| Resurgent Financial Advisors LLC | 375 | $21.8K | 0.01% | +375 | New |
| American State Bank (Iowa) | 373 | $21.7K | 0.01% | +373 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 367 | $21.3K | 0.01% | +367 | New |
| Cornerstone Planning Group LLC | 340 | $19.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 321 | $18.7K | 0.00% | −59−15.5% | Reduced |
| Compass Wealth Management LLC | 315 | $18.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 296 | $17.2K | 0.00% | −34−10.3% | Reduced |
| Covestor Ltd | 295 | $17.0K | 0.01% | +5+1.7% | Added |
| EverSource Wealth Advisors, LLC | 282 | $16.4K | 0.00% | +50+21.6% | Added |
| AllSquare Wealth Management LLC | 276 | $16.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 274 | $15.9K | 0.00% | +33+13.7% | Added |
| Arrow Financial Corp | 250 | $14.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 250 | $14.5K | 0.01% | +250 | New |
| Scarborough Advisors, LLC | 240 | $13.9K | 0.00% | +240 | New |
| Salem Investment Counselors Inc | 225 | $13.1K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 213 | $12.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $12.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 207 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 194 | $11.3K | 0.01% | +194 | New |
| West Paces Advisors Inc. | 189 | $11.0K | 0.00% | +9+5.0% | Added |
| 1832 Asset Management L.P. | 184 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 180 | $10.5K | 0.00% | +2+1.1% | Added |
| Versant Capital Management, Inc | 175 | $10.2K | 0.00% | +6+3.6% | Added |
| Umb Bank N A | 168 | $9.77K | 0.00% | −109−39.4% | Reduced |
| Proequities, Inc. | 166 | $9.65K | 0.00% | +97+140.6% | Added |
| Castleview Partners, LLC | 162 | $9.42K | 0.01% | +3+1.9% | Added |
| Carolinas Wealth Consulting LLC | 159 | $9.24K | 0.00% | −17−9.7% | Reduced |
| Zions Bancorporation, N.A. | 159 | $9.24K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $9.07K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $8.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 144 | $8.37K | 0.00% | +144 | New |
| GW&K Investment Management, LLC | 146 | $8.00K | 0.00% | +5+3.5% | Added |
| Thompson Siegel & Walmsley LLC | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 135 | $7.85K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 129 | $7.50K | 0.00% | −138−51.7% | Reduced |
| Sachetta, LLC | 129 | $7.50K | 0.00% | +129 | New |
| Institutional & Family Asset Management, LLC | 129 | $7.50K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $7.33K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 127 | $7.00K | 0.00% | +127 | New |
| Cherry Tree Wealth Management, LLC | 114 | $6.63K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 105 | $6.11K | 0.00% | +105 | New |
| RFP Financial Group LLC | 104 | $6.05K | 0.00% | +104 | New |
| Elkhorn Partners Limited Partnership | 100 | $6.00K | 0.00% | −875−89.7% | Reduced |
| Financial Freedom, LLC | 101 | $5.86K | 0.00% | +1+1.0% | Added |
| Emfo, LLC | 100 | $5.84K | 0.01% | +100 | New |
| Focused Wealth Management, Inc | 100 | $5.81K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 95 | $5.52K | 0.00% | +95 | New |
| Sandy Spring Bank | 93 | $5.41K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $5.41K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 91 | $5.29K | 0.00% | +54+145.9% | Added |
| Planning Capital Management Corp | 90 | $5.23K | 0.00% | +90 | New |
| Valley National Advisers Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 91 | $5.00K | 0.00% | +91 | New |
| Fortitude Family Office, LLC | 80 | $4.65K | 0.00% | +80 | New |
| Abound Wealth Management | 75 | $4.36K | 0.00% | −2−2.6% | Reduced |
| Raleigh Capital Management Inc. | 70 | $4.07K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 69 | $4.01K | 0.00% | −29−29.6% | Reduced |
| Trifecta Capital Advisors, LLC | 66 | $3.84K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 60 | $3.49K | 0.00% | +60 | New |
| Laffer Tengler Investments | 54 | $3.14K | 0.00% | +54 | New |
| Coppell Advisory Solutions LLC | 53 | $3.08K | 0.00% | +53 | New |
| Northwest Capital Management Inc | 50 | $2.91K | 0.00% | +50 | New |
| Baystate Wealth Management LLC | 46 | $2.70K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 46 | $2.67K | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 45 | $2.62K | 0.00% | 00.0% | Unchanged |