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 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 |
|---|---|---|---|---|---|
| SFMG, LLC | 2,841 | $219.6K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 2,833 | $219.0K | 0.01% | +2,833 | New |
| Peddock Capital Advisors, LLC | 2,829 | $218.7K | 0.05% | 00.0% | Unchanged |
| Jain Global LLC | 2,826 | $218.5K | 0.01% | +2,826 | New |
| Equitable Trust Co | 2,824 | $218.3K | 0.01% | 00.0% | Unchanged |
| One Degree Advisors Inc | 2,724 | $218.0K | 0.09% | +2,724 | New |
| Longboard Asset Management, LP | 2,733 | $211.3K | 0.56% | +2,733 | New |
| Claro Advisors LLC | 2,727 | $210.8K | 0.03% | −60−2.2% | Reduced |
| Boston Private Wealth LLC | 2,721 | $210.3K | 0.00% | +2,721 | New |
| D.B. Root & Company, LLC | 2,717 | $210.1K | 0.07% | +2,717 | New |
| Sunbelt Securities, Inc. | 2,704 | $209.3K | 0.02% | −94−3.4% | Reduced |
| Vise Technologies, Inc. | 2,705 | $209.1K | 0.02% | +2,705 | New |
| Citizens Financial Group Inc | 2,696 | $208.4K | 0.00% | −1,279−32.2% | Reduced |
| Howard Capital Management Inc. | 2,685 | $207.6K | 0.00% | +2,685 | New |
| Invesco, LLC | 2,685 | $207.6K | 0.08% | +2,685 | New |
| Malaga Cove Capital, LLC | 2,656 | $205.3K | 0.08% | +2,656 | New |
| Brown Advisory Inc | 2,652 | $205.0K | 0.00% | +2,652 | New |
| Alteri Wealth LLC | 2,645 | $204.5K | 0.06% | +2,645 | New |
| Teza Capital Management LLC | 2,643 | $204.3K | 0.03% | −4,186−61.3% | Reduced |
| Wesbanco Bank Inc | 2,642 | $204.3K | 0.01% | +2,642 | New |
| HBK Sorce Advisory LLC | 2,618 | $202.4K | 0.01% | +2,618 | New |
| Avestar Capital, LLC | 2,541 | $196.4K | 0.02% | +2,541 | New |
| Stance Capital LLC | 2,318 | $179.2K | 0.11% | +2,318 | New |
| Fund 1 Investments, LLC | 2,188 | $169.2K | 0.02% | +2,188 | New |
| Fuller & Thaler Asset Management, Inc. | 2,154 | $166.5K | 0.00% | −3,210−59.8% | Reduced |
| Principal Securities, Inc. | 2,116 | $163.6K | 0.00% | +12+0.6% | Added |
| Smartleaf Asset Management LLC | 2,048 | $158.5K | 0.02% | +192+10.3% | Added |
| Capstone Investment Advisors, LLC | 1,971 | $152.4K | 0.00% | +1,971 | New |
| Skopos Labs, Inc. | 1,899 | $146.8K | 0.04% | +148+8.5% | Added |
| Wolff Wiese Magana LLC | 1,768 | $136.7K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,711 | $132.0K | 0.06% | −279−14.0% | Reduced |
| Quent Capital, LLC | 1,674 | $129.4K | 0.01% | −126−7.0% | Reduced |
| Tobam | 1,646 | $127.0K | 0.04% | −7,070−81.1% | Reduced |
| Sierra Ocean, LLC | 1,630 | $126.1K | 0.10% | +1,630 | New |
| Federated Hermes, Inc. | 1,565 | $121.0K | 0.00% | −651−29.4% | Reduced |
| Missouri Trust & Investment Co | 1,530 | $118.3K | 0.04% | +330+27.5% | Added |
| South State Corp. | 1,500 | $116.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,460 | $112.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,453 | $112.3K | 0.01% | −96−6.2% | Reduced |
| Allworth Financial LP | 1,292 | $104.4K | 0.00% | +141+12.3% | Added |
| Ancora Advisors, LLC | 1,242 | $96.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,117 | $86.4K | 0.01% | +145+14.9% | Added |
| Ronald Blue Trust, Inc. | 1,089 | $84.2K | 0.00% | −1,757−61.7% | Reduced |
| J.Safra Asset Management Corp | 1,062 | $82.2K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,022 | $79.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 958 | $74.1K | 0.00% | +342+55.5% | Added |
| Quarry LP | 955 | $73.8K | 0.01% | +84+9.6% | Added |
| Lindbrook Capital, LLC | 937 | $72.4K | 0.01% | +15+1.6% | Added |
| Capital A Wealth Management, LLC | 930 | $71.9K | 0.12% | +930 | New |
| Marshall Investment Management, LLC | 966 | $70.6K | 0.04% | +966 | New |
| Golden State Wealth Management, LLC | 909 | $70.3K | 0.01% | +909 | New |
| Global Retirement Partners, LLC | 907 | $70.1K | 0.00% | −21−2.3% | Reduced |
| Venturi Wealth Management, LLC | 907 | $70.1K | 0.00% | +841+1,274.2% | Added |
| TruNorth Capital Management, LLC | 900 | $69.6K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 857 | $66.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 819 | $63.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 783 | $60.5K | 0.00% | +48+6.5% | Added |
| Whittier Trust Co | 774 | $59.8K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 750 | $58.0K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 732 | $56.6K | 0.11% | −510−41.1% | Reduced |
| Catalyst Capital Advisors LLC | 726 | $56.1K | 0.00% | +353+94.6% | Added |
| Whittier Trust Co of Nevada Inc | 720 | $55.7K | 0.00% | −48−6.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 717 | $55.4K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 680 | $52.6K | 0.00% | −552−44.8% | Reduced |
| Central Pacific Bank - Trust Division | 674 | $52.1K | 0.01% | −440−39.5% | Reduced |
| CoreCap Advisors, LLC | 670 | $51.8K | 0.00% | +108+19.2% | Added |
| R Squared Ltd | 670 | $51.8K | 0.05% | +670 | New |
| Hollencrest Capital Management | 662 | $51.2K | 0.00% | −464−41.2% | Reduced |
| Wiser Advisor Group LLC | 644 | $49.8K | 0.07% | +2+0.3% | Added |
| Larson Financial Group LLC | 612 | $47.3K | 0.00% | +242+65.4% | Added |
| Murphy & Mullick Capital Management Corp | 551 | $42.6K | 0.04% | +551 | New |
| TCTC Holdings, LLC | 533 | $41.2K | 0.00% | +533 | New |
| New Millennium Group LLC | 533 | $41.2K | 0.02% | −1−0.2% | Reduced |
| TD Private Client Wealth LLC | 523 | $40.4K | 0.00% | −65−11.1% | Reduced |
| Bellevue Asset Management, LLC | 504 | $39.0K | 0.02% | 00.0% | Unchanged |
| CV Advisors LLC | 10,030 | $38.0K | 0.01% | +10,030 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 484 | $37.4K | 0.00% | +19+4.1% | Added |
| Kapitalo Investimentos Ltda | 478 | $37.0K | 0.02% | +478 | New |
| IFP Advisors, Inc | 475 | $36.7K | 0.00% | +63+15.3% | Added |
| Independence Bank of Kentucky | 475 | $36.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $34.8K | 0.01% | +450 | New |
| Raleigh Capital Management Inc. | 436 | $33.7K | 0.01% | +225+106.6% | Added |
| Kestra Investment Management, LLC | 426 | $33.0K | 0.00% | +426 | New |
| Salem Investment Counselors Inc | 426 | $33.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 412 | $32.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 389 | $30.0K | 0.03% | −257−39.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 387 | $29.9K | 0.01% | +387 | New |
| Bartlett & Co. Wealth Management LLC | 384 | $29.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 369 | $28.5K | 0.00% | +369 | New |
| Truvestments Capital LLC | 365 | $28.2K | 0.01% | +40+12.3% | Added |
| Founders Capital Management | 350 | $27.1K | 0.02% | +350 | New |
| Deseret Mutual Benefit Administrators | 349 | $27.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 346 | $26.7K | 0.00% | −11−3.1% | Reduced |
| Rakuten Securities, Inc. | 341 | $26.4K | 0.01% | +341 | New |
| Covestor Ltd | 333 | $26.0K | 0.02% | +43+14.8% | Added |
| MCF Advisors LLC | 321 | $24.8K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 317 | $24.5K | 0.01% | +317 | New |
| Compass Wealth Management LLC | 315 | $24.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 290 | $22.4K | 0.00% | +6+2.1% | Added |
| Concord Wealth Partners | 288 | $22.3K | 0.00% | +288 | New |