Trade Desk, Inc.
TTD- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001671933
No open-market purchases or sales by Trade Desk, Inc. insiders were filed in the last 90 days; 686 institutions reported holding it in 13F filings for Q2 2026, worth $6.82B in total; Coatue Management is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Trade Desk, 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
- 927
- +38 vs. Q3 2023
- Shares held
- 334.6M
- +2.76M (+0.8%) vs. Q3 2023
- Total value
- $24.1B
- −$1.86B (−7.2%) vs. Q3 2023
- New holders
- 142
- 350 more added
- Sold out
- 104
- 302 more reduced
10 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 TTD 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 | 686 | $6.82B |
| Q1 2026 | 779 | $8.43B |
| Q4 2025 | 945 | $13.7B |
| Q3 2025 | 963 | $18.1B |
| Q2 2025 | 1,075 | $24.9B |
| Q1 2025 | 1,050 | $18.9B |
| Q4 2024 | 1,211 | $41.7B |
| Q3 2024 | 1,061 | $38.1B |
| Q2 2024 | 1,021 | $33.4B |
| Q1 2024 | 966 | $28.9B |
| Q4 2023 | 927 | $24.1B |
| Q3 2023 | 899 | $25.9B |
| Q2 2023 | 861 | $26.1B |
| Q1 2023 | 777 | $20.6B |
| Q4 2022 | 739 | $15.0B |
| Q3 2022 | 743 | $19.8B |
| Q2 2022 | 693 | $13.8B |
| Q1 2022 | 783 | $22.3B |
| Q4 2021 | 871 | $28.2B |
| Q3 2021 | 758 | $20.5B |
| Q2 2021 | 748 | $22.3B |
| Q1 2021 | 747 | $19.1B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Trade Desk, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1,865 | $134.2K | 0.01% | +26+1.4% | Added |
| Assetmark, Inc | 1,876 | $135.0K | 0.00% | +595+46.4% | Added |
| Abound Wealth Management | 1,886 | $135.7K | 0.05% | +11+0.6% | Added |
| Tradition Wealth Management, LLC | 1,890 | $136.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,962 | $141.2K | 0.01% | −277−12.4% | Reduced |
| Penserra Capital Management LLC | 2,005 | $143.0K | 0.00% | −348−14.8% | Reduced |
| Y.D. More Investments Ltd | 2,000 | $143.9K | 0.03% | −2,093−51.1% | Reduced |
| Compagnie Lombard Odier SCmA | 2,000 | $143.9K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,007 | $144.4K | 0.00% | +265+15.2% | Added |
| EverSource Wealth Advisors, LLC | 2,014 | $144.9K | 0.01% | +124+6.6% | Added |
| Highline Wealth Partners LLC | 2,210 | $159.0K | 0.08% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,234 | $160.8K | 0.15% | +2,234 | New |
| Lindbrook Capital, LLC | 2,253 | $162.1K | 0.02% | +26+1.2% | Added |
| Truvestments Capital LLC | 2,405 | $173.1K | 0.08% | −389−13.9% | Reduced |
| Centaurus Financial, Inc. | 2,623 | $189.0K | 0.01% | +340+14.9% | Added |
| Harbour Investments, Inc. | 2,677 | $192.6K | 0.01% | −69−2.5% | Reduced |
| Pittenger & Anderson Inc | 2,770 | $199.3K | 0.01% | +2,585+1,397.3% | Added |
| Ostrum Asset Management | 2,771 | $199.4K | 0.02% | −3,026−52.2% | Reduced |
| Desjardins Global Asset Management Inc. | 2,781 | $200.1K | 0.02% | +38+1.4% | Added |
| Exencial Wealth Advisors, LLC | 2,819 | $202.9K | 0.01% | +204+7.8% | Added |
| Strategic Advisors LLC | 2,820 | $202.9K | 0.04% | +242+9.4% | Added |
| L.M. Kohn & Company | 2,830 | $203.6K | 0.07% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,852 | $205.2K | 0.04% | +46+1.6% | Added |
| Vista Investment Management | 2,860 | $205.8K | 0.10% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 2,875 | $206.9K | 0.01% | +2,875 | New |
| Merit Financial Group, LLC | 2,888 | $207.8K | 0.01% | −96−3.2% | Reduced |
| Integrity Wealth Solutions LLC | 2,898 | $208.5K | 0.14% | +2,898 | New |
| LVZ Advisors, Inc. | 2,900 | $208.7K | 0.03% | +2,900 | New |
| Correct Capital Wealth Management | 2,920 | $210.1K | 0.05% | +2,920 | New |
| Bedel Financial Consulting, Inc. | 2,929 | $210.8K | 0.04% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 2,953 | $212.5K | 0.10% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,976 | $214.2K | 0.01% | −2,882−49.2% | Reduced |
| Crossmark Global Holdings, Inc. | 2,992 | $215.0K | 0.00% | −84−2.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,989 | $215.1K | 0.02% | +2,989 | New |
| Moody Lynn & Lieberson, LLC | 3,000 | $215.9K | 0.02% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,030 | $218.0K | 0.03% | +3,030 | New |
| Fukoku Mutual Life Insurance Co | 3,039 | $218.7K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,044 | $219.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,071 | $221.0K | 0.09% | +276+9.9% | Added |
| NorthRock Partners, LLC | 3,084 | $221.9K | 0.01% | +3,084 | New |
| Quadcap Wealth Management, LLC | 3,085 | $222.0K | 0.06% | +3,085 | New |
| Kestra Private Wealth Services, LLC | 3,093 | $222.6K | 0.01% | +242+8.5% | Added |
| Scotia Capital Inc. | 3,144 | $226.2K | 0.00% | +167+5.6% | Added |
| Jacobs & Co | 3,175 | $228.0K | 0.03% | +175+5.8% | Added |
| Consolidated Portfolio Review Corp | 3,170 | $228.1K | 0.05% | −1,299−29.1% | Reduced |
| Equitable Trust Co | 3,179 | $228.8K | 0.02% | −10,691−77.1% | Reduced |
| UniSuper Management Pty Ltd | 3,200 | $230.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,218 | $231.6K | 0.04% | +243+8.2% | Added |
| Global Retirement Partners, LLC | 3,637 | $231.9K | 0.01% | −510−12.3% | Reduced |
| PFG Advisors | 3,231 | $232.5K | 0.02% | −96−2.9% | Reduced |
| Magnetar Financial LLC | 3,235 | $232.8K | 0.01% | +3,235 | New |
| ASB Consultores, LLC | 3,349 | $241.0K | 0.08% | +25+0.8% | Added |
| Abbrea Capital, LLC | 3,350 | $241.0K | 0.03% | −100−2.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,346 | $241.0K | 0.03% | +2,998+861.5% | Added |
| Brookstone Capital Management | 3,351 | $241.2K | 0.00% | −354−9.6% | Reduced |
| Granite Group Advisors, LLC | 2,973 | $242.2K | 0.17% | +2,973 | New |
| Legacy Capital Wealth Partners, LLC | 3,380 | $243.2K | 0.07% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,131 | $245.3K | 0.18% | +3,131 | New |
| Mount Lucas Management LP | 3,425 | $246.5K | 0.09% | −2−0.1% | Reduced |
| Belpointe Asset Management LLC | 3,438 | $247.4K | 0.02% | +154+4.7% | Added |
| Baron Wealth Management LLC | 3,449 | $248.2K | 0.14% | 00.0% | Unchanged |
| Schwab Charitable Fund | 3,450 | $248.3K | 0.01% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 3,455 | $248.6K | 0.36% | −430−11.1% | Reduced |
| Symmetry Partners, LLC | 3,428 | $252.0K | 0.01% | −3,975−53.7% | Reduced |
| Forum Financial Management, LP | 3,521 | $253.4K | 0.00% | +106+3.1% | Added |
| Centurion Wealth Management LLC | 3,537 | $254.5K | 0.11% | +261+8.0% | Added |
| United Community Bank | 3,550 | $255.5K | 0.11% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,576 | $257.3K | 0.02% | +98+2.8% | Added |
| True North Advisors, LLC | 3,595 | $258.7K | 0.07% | +3,595 | New |
| Ballentine Partners, LLC | 3,605 | $259.4K | 0.01% | +803+28.7% | Added |
| Greytown Advisors Inc. | 3,623 | $260.7K | 0.14% | −20−0.5% | Reduced |
| Soltis Investment Advisors LLC | 3,637 | $261.7K | 0.03% | −33−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,653 | $262.9K | 0.00% | −48−1.3% | Reduced |
| New York State Teachers Retirement System | 3,650 | $263.0K | 0.00% | +100+2.8% | Added |
| Fort Point Capital Partners LLC | 3,667 | $263.9K | 0.04% | +4+0.1% | Added |
| Focused Wealth Management, Inc | 3,675 | $264.5K | 0.04% | −30−0.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 3,770 | $271.3K | 0.02% | +960+34.2% | Added |
| First Horizon Advisors, Inc. | 3,788 | $272.6K | 0.01% | −79−2.0% | Reduced |
| Brighton Jones LLC | 3,801 | $273.5K | 0.01% | −658−14.8% | Reduced |
| Davenport & Co LLC | 3,816 | $274.6K | 0.00% | −189−4.7% | Reduced |
| Evanson Asset Management, LLC | 3,822 | $275.0K | 0.02% | +3,822 | New |
| PSI Advisors, LLC | 3,839 | $276.3K | 0.10% | +390+11.3% | Added |
| E Fund Management Co., Ltd. | 3,841 | $276.4K | 0.02% | −368−8.7% | Reduced |
| Gill Capital Partners, LLC | 3,845 | $276.7K | 0.12% | +600+18.5% | Added |
| Old National Bancorp | 3,850 | $277.0K | 0.01% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 4,000 | $277.3K | 0.21% | 00.0% | Unchanged |
| Allworth Financial LP | 3,911 | $281.5K | 0.00% | +1,545+65.3% | Added |
| Shelton Wealth Management, LLC | 3,922 | $282.2K | 0.20% | +928+31.0% | Added |
| Arthur M. Cohen & Associates, LLC | 3,950 | $282.9K | 0.07% | +475+13.7% | Added |
| Harvest Fund Management Co., Ltd | 3,938 | $283.0K | 0.04% | −1,011−20.4% | Reduced |
| Beacon Pointe Advisors, LLC | 3,968 | $285.6K | 0.00% | −1,048−20.9% | Reduced |
| Dark Forest Capital Management LP | 3,970 | $285.7K | 0.04% | +3,970 | New |
| J.W. Cole Advisors, Inc. | 3,979 | $286.3K | 0.02% | +190+5.0% | Added |
| Aries Wealth Management | 4,000 | $287.8K | 0.10% | −60−1.5% | Reduced |
| Montgomery Investment Management Inc | 4,000 | $287.8K | 0.09% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 4,000 | $287.8K | 0.08% | +4,000 | New |
| Norinchukin Bank, The | 4,008 | $288.4K | 0.01% | −1,012−20.2% | Reduced |
| Lane & Associates LLC | 4,031 | $290.1K | 0.21% | +854+26.9% | Added |
| Cornerstone Wealth Management, LLC | 4,032 | $290.1K | 0.02% | −114−2.7% | Reduced |
| Wetherby Asset Management Inc | 4,054 | $291.7K | 0.02% | −131−3.1% | Reduced |