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 2024
Institutional positions in Nasdaq, Inc. as of Dec 31, 2024. 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
- 908
- +82 vs. Q3 2024
- Shares held
- 478.5M
- +1.40M (+0.3%) vs. Q3 2024
- Total value
- $37.0B
- +$2.22B (+6.4%) vs. Q3 2024
- New holders
- 151
- 336 more added
- Sold out
- 69
- 283 more reduced
18 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Nasdaq, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 187 | $14.5K | 0.00% | +5+2.7% | Added |
| Silicon Valley Capital Partners | 188 | $14.5K | 0.00% | +188 | New |
| Hemington Wealth Management | 214 | $16.0K | 0.00% | +72+50.7% | Added |
| Eagle Bay Advisors LLC | 207 | $16.0K | 0.01% | −196−48.6% | Reduced |
| Farmers & Merchants Investments Inc | 210 | $16.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 217 | $16.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 276 | $21.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 283 | $21.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 288 | $22.3K | 0.00% | +288 | New |
| SRS Capital Advisors, Inc. | 290 | $22.4K | 0.00% | +6+2.1% | Added |
| Compass Wealth Management LLC | 315 | $24.4K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 317 | $24.5K | 0.01% | +317 | New |
| MCF Advisors LLC | 321 | $24.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 333 | $26.0K | 0.02% | +43+14.8% | Added |
| Rakuten Securities, Inc. | 341 | $26.4K | 0.01% | +341 | New |
| AdvisorNet Financial, Inc | 346 | $26.7K | 0.00% | −11−3.1% | Reduced |
| Deseret Mutual Benefit Administrators | 349 | $27.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 350 | $27.1K | 0.02% | +350 | New |
| Truvestments Capital LLC | 365 | $28.2K | 0.01% | +40+12.3% | Added |
| UMA Financial Services, Inc. | 369 | $28.5K | 0.00% | +369 | New |
| Bartlett & Co. Wealth Management LLC | 384 | $29.7K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 387 | $29.9K | 0.01% | +387 | New |
| Wintrust Investments LLC | 389 | $30.0K | 0.03% | −257−39.8% | Reduced |
| Capital Advisors, Ltd. LLC | 412 | $32.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 426 | $33.0K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 426 | $33.0K | 0.00% | +426 | New |
| Raleigh Capital Management Inc. | 436 | $33.7K | 0.01% | +225+106.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $34.8K | 0.01% | +450 | New |
| Independence Bank of Kentucky | 475 | $36.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 475 | $36.7K | 0.00% | +63+15.3% | Added |
| Kapitalo Investimentos Ltda | 478 | $37.0K | 0.02% | +478 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 484 | $37.4K | 0.00% | +19+4.1% | Added |
| CV Advisors LLC | 10,030 | $38.0K | 0.01% | +10,030 | New |
| Bellevue Asset Management, LLC | 504 | $39.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 523 | $40.4K | 0.00% | −65−11.1% | Reduced |
| New Millennium Group LLC | 533 | $41.2K | 0.02% | −1−0.2% | Reduced |
| TCTC Holdings, LLC | 533 | $41.2K | 0.00% | +533 | New |
| Murphy & Mullick Capital Management Corp | 551 | $42.6K | 0.04% | +551 | New |
| Larson Financial Group LLC | 612 | $47.3K | 0.00% | +242+65.4% | Added |
| Wiser Advisor Group LLC | 644 | $49.8K | 0.07% | +2+0.3% | Added |
| Hollencrest Capital Management | 662 | $51.2K | 0.00% | −464−41.2% | Reduced |
| CoreCap Advisors, LLC | 670 | $51.8K | 0.00% | +108+19.2% | Added |
| R Squared Ltd | 670 | $51.8K | 0.05% | +670 | New |
| Central Pacific Bank - Trust Division | 674 | $52.1K | 0.01% | −440−39.5% | Reduced |
| Exchange Traded Concepts, LLC | 680 | $52.6K | 0.00% | −552−44.8% | Reduced |
| Safe Harbor Fiduciary, LLC | 717 | $55.4K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 720 | $55.7K | 0.00% | −48−6.3% | Reduced |
| Catalyst Capital Advisors LLC | 726 | $56.1K | 0.00% | +353+94.6% | Added |
| Financial Network Wealth Advisors LLC | 732 | $56.6K | 0.11% | −510−41.1% | Reduced |
| Twin Lakes Capital Management, LLC | 750 | $58.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 774 | $59.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 783 | $60.5K | 0.00% | +48+6.5% | Added |
| LRI Investments, LLC | 819 | $63.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 857 | $66.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 900 | $69.6K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 907 | $70.1K | 0.00% | +841+1,274.2% | Added |
| Global Retirement Partners, LLC | 907 | $70.1K | 0.00% | −21−2.3% | Reduced |
| Golden State Wealth Management, LLC | 909 | $70.3K | 0.01% | +909 | New |
| Marshall Investment Management, LLC | 966 | $70.6K | 0.04% | +966 | New |
| Capital A Wealth Management, LLC | 930 | $71.9K | 0.12% | +930 | New |
| Lindbrook Capital, LLC | 937 | $72.4K | 0.01% | +15+1.6% | Added |
| Quarry LP | 955 | $73.8K | 0.01% | +84+9.6% | Added |
| Umb Bank N A | 958 | $74.1K | 0.00% | +342+55.5% | Added |
| Cromwell Holdings LLC | 1,022 | $79.0K | 0.05% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,062 | $82.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,089 | $84.2K | 0.00% | −1,757−61.7% | Reduced |
| Caldwell Trust Co | 1,117 | $86.4K | 0.01% | +145+14.9% | Added |
| Ancora Advisors, LLC | 1,242 | $96.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,292 | $104.4K | 0.00% | +141+12.3% | Added |
| Parkside Financial Bank & Trust | 1,453 | $112.3K | 0.01% | −96−6.2% | Reduced |
| Hilltop National Bank | 1,460 | $112.9K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 1,500 | $116.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,530 | $118.3K | 0.04% | +330+27.5% | Added |
| Federated Hermes, Inc. | 1,565 | $121.0K | 0.00% | −651−29.4% | Reduced |
| Sierra Ocean, LLC | 1,630 | $126.1K | 0.10% | +1,630 | New |
| Tobam | 1,646 | $127.0K | 0.04% | −7,070−81.1% | Reduced |
| Quent Capital, LLC | 1,674 | $129.4K | 0.01% | −126−7.0% | Reduced |
| Sentry Investment Management LLC | 1,711 | $132.0K | 0.06% | −279−14.0% | Reduced |
| Wolff Wiese Magana LLC | 1,768 | $136.7K | 0.09% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,899 | $146.8K | 0.04% | +148+8.5% | Added |
| Capstone Investment Advisors, LLC | 1,971 | $152.4K | 0.00% | +1,971 | New |
| Smartleaf Asset Management LLC | 2,048 | $158.5K | 0.02% | +192+10.3% | Added |
| Principal Securities, Inc. | 2,116 | $163.6K | 0.00% | +12+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,154 | $166.5K | 0.00% | −3,210−59.8% | Reduced |
| Fund 1 Investments, LLC | 2,188 | $169.2K | 0.02% | +2,188 | New |
| Stance Capital LLC | 2,318 | $179.2K | 0.11% | +2,318 | New |
| Avestar Capital, LLC | 2,541 | $196.4K | 0.02% | +2,541 | New |
| HBK Sorce Advisory LLC | 2,618 | $202.4K | 0.01% | +2,618 | New |
| Wesbanco Bank Inc | 2,642 | $204.3K | 0.01% | +2,642 | New |
| Teza Capital Management LLC | 2,643 | $204.3K | 0.03% | −4,186−61.3% | Reduced |
| Alteri Wealth LLC | 2,645 | $204.5K | 0.06% | +2,645 | New |
| Brown Advisory Inc | 2,652 | $205.0K | 0.00% | +2,652 | New |
| Malaga Cove Capital, LLC | 2,656 | $205.3K | 0.08% | +2,656 | New |
| Howard Capital Management Inc. | 2,685 | $207.6K | 0.00% | +2,685 | New |
| Invesco, LLC | 2,685 | $207.6K | 0.08% | +2,685 | New |
| Citizens Financial Group Inc | 2,696 | $208.4K | 0.00% | −1,279−32.2% | Reduced |
| Vise Technologies, Inc. | 2,705 | $209.1K | 0.02% | +2,705 | New |
| Sunbelt Securities, Inc. | 2,704 | $209.3K | 0.02% | −94−3.4% | Reduced |
| D.B. Root & Company, LLC | 2,717 | $210.1K | 0.07% | +2,717 | New |
| Boston Private Wealth LLC | 2,721 | $210.3K | 0.00% | +2,721 | New |