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, Q1 2025
Institutional positions in Nasdaq, Inc. as of Mar 31, 2025. 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
- 935
- +41 vs. Q4 2024
- Shares held
- 486.4M
- +11.1M (+2.3%) vs. Q4 2024
- Total value
- $36.9B
- +$108.5M (+0.3%) vs. Q4 2024
- New holders
- 125
- 387 more added
- Sold out
- 84
- 293 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nasdaq, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $34.1K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 444 | $33.7K | 0.00% | +444 | New |
| Salem Investment Counselors Inc | 426 | $32.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 412 | $31.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 390 | $29.6K | 0.00% | +390 | New |
| Evelyn Partners Asset Management Ltd | 387 | $29.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 373 | $28.3K | 0.00% | +27+7.8% | Added |
| UMA Financial Services, Inc. | 369 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 353 | $26.8K | 0.00% | −31−8.1% | Reduced |
| Rakuten Securities, Inc. | 351 | $26.6K | 0.01% | +10+2.9% | Added |
| Founders Capital Management | 350 | $26.6K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 349 | $26.5K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 344 | $26.1K | 0.01% | +344 | New |
| Covestor Ltd | 338 | $26.0K | 0.02% | +5+1.5% | Added |
| Highline Wealth Partners LLC | 338 | $25.6K | 0.01% | +317+1,509.5% | Added |
| Grove Bank & Trust | 327 | $24.8K | 0.00% | +216+194.6% | Added |
| Truvestments Capital LLC | 325 | $24.7K | 0.01% | −40−11.0% | Reduced |
| Compass Wealth Management LLC | 315 | $23.9K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 305 | $23.1K | 0.00% | +305 | New |
| MCF Advisors LLC | 300 | $22.8K | 0.00% | −21−6.5% | Reduced |
| MV Capital Management, Inc. | 285 | $21.6K | 0.00% | +2+0.7% | Added |
| AllSquare Wealth Management LLC | 276 | $20.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 265 | $20.1K | 0.01% | −171−39.2% | Reduced |
| Hemington Wealth Management | 264 | $20.0K | 0.00% | +50+23.4% | Added |
| eCIO, Inc. | 20,000 | $19.8K | 0.01% | +20,000 | New |
| Barnes Dennig Private Wealth Management LLC | 240 | $18.2K | 0.03% | +240 | New |
| Rise Advisors, LLC | 235 | $17.8K | 0.01% | +235 | New |
| Hexagon Capital Partners LLC | 218 | $16.5K | 0.00% | +43+24.6% | Added |
| Fortitude Family Office, LLC | 217 | $16.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $15.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 201 | $15.2K | 0.00% | +196+3,920.0% | Added |
| Bank of Jackson Hole Trust | 180 | $14.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 189 | $14.3K | 0.00% | +2+1.1% | Added |
| Silicon Valley Capital Partners | 188 | $14.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 181 | $14.0K | 0.00% | +12+7.1% | Added |
| West Paces Advisors Inc. | 180 | $13.7K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 170 | $12.9K | 0.07% | +170 | New |
| Bruce G. Allen Investments, LLC | 165 | $12.5K | 0.01% | −17−9.3% | Reduced |
| Archer Investment Corp | 156 | $11.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 155 | $11.8K | 0.00% | −31−16.7% | Reduced |
| Creative Financial Designs Inc | 155 | $11.8K | 0.00% | +5+3.3% | Added |
| Concord Wealth Partners | 150 | $11.4K | 0.00% | −138−47.9% | Reduced |
| Adirondack Trust Co | 150 | $11.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 148 | $11.2K | 0.00% | +1+0.7% | Added |
| Clean Yield Group | 146 | $11.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 142 | $10.8K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $10.4K | 0.01% | −134−99.3% | Reduced |
| Ogorek Anthony Joseph | 142 | $10.0K | 0.00% | +142 | New |
| Comprehensive Financial Planning, Inc. | 129 | $9.84K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $9.56K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 125 | $9.48K | 0.00% | −55−30.6% | Reduced |
| Rossby Financial, LCC | 124 | $9.35K | 0.00% | +124 | New |
| Cornerstone Planning Group LLC | 118 | $8.67K | 0.00% | +16+15.7% | Added |
| Cherry Tree Wealth Management, LLC | 114 | $8.65K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 112 | $8.50K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 103 | $7.81K | 0.01% | +103 | New |
| Financial Freedom, LLC | 103 | $7.78K | 0.00% | +1+1.0% | Added |
| 1 North Wealth Services LLC | 102 | $7.74K | 0.00% | +102 | New |
| Y.D. More Investments Ltd | 677 | $7.70K | 0.00% | +71+11.7% | Added |
| Beacon Capital Management, LLC | 101 | $7.70K | 0.00% | +51+102.0% | Added |
| Eastern Bank | 100 | $7.59K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 99 | $7.51K | 0.01% | +84+560.0% | Added |
| MorganRosel Wealth Management, LLC | 99 | $7.51K | 0.00% | +99 | New |
| REAP Financial Group, LLC | 95 | $7.22K | 0.00% | +34+55.7% | Added |
| Red Tortoise LLC | 93 | $7.05K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 101 | $7.00K | 0.00% | +14+16.1% | Added |
| Raffa Wealth Management, LLC | 90 | $6.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 89 | $6.77K | 0.00% | +15+20.3% | Added |
| Bell Investment Advisors, Inc | 89 | $6.75K | 0.00% | +7+8.5% | Added |
| NewSquare Capital LLC | 89 | $6.75K | 0.00% | +49+122.5% | Added |
| Laurel Wealth Advisors LLC | 76 | $5.77K | 0.00% | +6+8.6% | Added |
| Kozak & Associates, Inc. | 77 | $5.62K | 0.00% | +77 | New |
| Carolina Wealth Advisors, LLC | 74 | $5.61K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 69 | $5.23K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 66 | $5.01K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 60 | $4.55K | 0.00% | −4−6.3% | Reduced |
| SRS Capital Advisors, Inc. | 58 | $4.40K | 0.00% | −232−80.0% | Reduced |
| St Germain D J Co Inc | 57 | $4.32K | 0.00% | +57 | New |
| United Community Bank | 56 | $4.25K | 0.00% | +56 | New |
| Sandy Spring Bank | 55 | $4.17K | 0.00% | −59−51.8% | Reduced |
| Godsey & Gibb Associates | 54 | $4.10K | 0.00% | +54 | New |
| Painted Porch Advisors LLC | 54 | $4.10K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 50 | $3.81K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 49 | $3.72K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $3.64K | 0.01% | −7−12.7% | Reduced |
| Country Trust Bank | 42 | $3.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $3.11K | 0.00% | −1−2.4% | Reduced |
| Avion Wealth | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 38 | $2.88K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 38 | $2.88K | 0.00% | +38 | New |
| WealthCollab, LLC | 37 | $2.81K | 0.00% | +37 | New |
| Crews Bank & Trust | 36 | $2.73K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 29 | $2.17K | 0.00% | −17−37.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 29 | $2.16K | 0.00% | +13+81.3% | Added |
| SJS Investment Consulting Inc. | 28 | $2.13K | 0.00% | +4+16.7% | Added |
| Hughes Financial Services, LLC | 26 | $1.98K | 0.00% | +26 | New |
| Rialto Wealth Management, LLC | 26 | $1.97K | 0.00% | +26 | New |
| MPWM Advisory Solutions, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 24 | $1.82K | 0.00% | 00.0% | Unchanged |