Tradeweb Markets Inc.
TW- Exchange
- Nasdaq
- Industry
- Security & Commodity Brokers, Dealers, Exchanges & Services
- SEC CIK
- 0001758730
In the last 90 days, Tradeweb Markets Inc. insiders filed 0 open-market purchases and 1 sale; 565 institutions reported holding it in 13F filings for Q2 2026, worth $11.6B in total; Viking Global Investors is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Tradeweb Markets Inc. as of Dec 31, 2022. 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
- 341
- +10 vs. Q3 2022
- Shares held
- 110.0M
- +3.77M (+3.5%) vs. Q3 2022
- Total value
- $7.15B
- +$1.15B (+19.1%) vs. Q3 2022
- New holders
- 69
- 131 more added
- Sold out
- 59
- 107 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TW 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 | 565 | $11.6B |
| Q1 2026 | 585 | $13.7B |
| Q4 2025 | 553 | $12.5B |
| Q3 2025 | 545 | $12.7B |
| Q2 2025 | 572 | $17.1B |
| Q1 2025 | 550 | $17.3B |
| Q4 2024 | 533 | $14.9B |
| Q3 2024 | 451 | $14.3B |
| Q2 2024 | 438 | $12.3B |
| Q1 2024 | 442 | $11.9B |
| Q4 2023 | 411 | $10.4B |
| Q3 2023 | 365 | $9.11B |
| Q2 2023 | 344 | $7.82B |
| Q1 2023 | 355 | $8.83B |
| Q4 2022 | 341 | $7.15B |
| Q3 2022 | 333 | $6.02B |
| Q2 2022 | 334 | $7.37B |
| Q1 2022 | 321 | $9.32B |
| Q4 2021 | 320 | $10.6B |
| Q3 2021 | 296 | $8.34B |
| Q2 2021 | 277 | $8.80B |
| Q1 2021 | 279 | $7.70B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Tradeweb Markets Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3 | $0 | 0.00% | +3 | New |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| GWM Advisors LLC | 259 | $86 | 0.00% | +259 | New |
| NewSquare Capital LLC | 2 | $130 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $130 | 0.00% | −1−33.3% | Reduced |
| Proequities, Inc. | 3 | $194 | 0.00% | +3 | New |
| Schubert & Co | 5 | $325 | 0.00% | −7−58.3% | Reduced |
| Baker Avenue Asset Management, LP | 7 | $455 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 9 | $584 | 0.00% | −3−25.0% | Reduced |
| BerganKDV Wealth Management, LLC | 9 | $584 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $649 | 0.00% | +4+66.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 17 | $1.00K | 0.00% | −8−32.0% | Reduced |
| Umb Bank N A | 19 | $1.00K | 0.00% | +19 | New |
| Farther Finance Advisors, LLC | 16 | $1.04K | 0.00% | +16 | New |
| Newbridge Financial Services Group, Inc. | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $1.43K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 28 | $1.82K | 0.00% | −1−3.4% | Reduced |
| JFS Wealth Advisors, LLC | 43 | $2.79K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 44 | $2.86K | 0.00% | +44 | New |
| Parkside Financial Bank & Trust | 54 | $3.51K | 0.00% | +23+74.2% | Added |
| Glassman Wealth Services | 59 | $3.83K | 0.00% | +32+118.5% | Added |
| Pittenger & Anderson Inc | 61 | $3.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 65 | $4.22K | 0.00% | +65 | New |
| Advisory Services Network, LLC | 76 | $4.93K | 0.00% | +76 | New |
| Lindbrook Capital, LLC | 82 | $5.32K | 0.00% | −104−55.9% | Reduced |
| RWM Asset Management, LLC | 88 | $5.71K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 88 | $6.00K | 0.00% | +77+700.0% | Added |
| Armstrong Advisory Group, Inc | 101 | $6.56K | 0.00% | +101 | New |
| CoreCap Advisors, LLC | 104 | $6.75K | 0.00% | +104 | New |
| Massmutual Trust Co FSB | 112 | $7.00K | 0.00% | +112 | New |
| TFC Financial Management | 132 | $8.57K | 0.00% | +78+144.4% | Added |
| Bell Investment Advisors, Inc | 141 | $9.15K | 0.00% | +126+840.0% | Added |
| Geneos Wealth Management Inc. | 147 | $9.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 195 | $12.7K | 0.00% | −26−11.8% | Reduced |
| KB Financial Partners, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 201 | $13.0K | 0.00% | +201 | New |
| Stephens Inc | 214 | $13.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 221 | $14.0K | 0.01% | +221 | New |
| Global Retirement Partners, LLC | 230 | $14.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 236 | $15.0K | 0.00% | −11−4.5% | Reduced |
| TD Private Client Wealth LLC | 233 | $15.1K | 0.00% | −47−16.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 234 | $15.2K | 0.00% | +234 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 240 | $16.0K | 0.00% | +240 | New |
| IFP Advisors, Inc | 340 | $19.0K | 0.00% | +37+12.2% | Added |
| Spire Wealth Management | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 285 | $19.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 334 | $21.7K | 0.00% | −1,206−78.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 355 | $23.1K | 0.00% | +355 | New |
| First Horizon Advisors, Inc. | 381 | $24.7K | 0.00% | +9+2.4% | Added |
| Parallel Advisors, LLC | 385 | $25.0K | 0.00% | +9+2.4% | Added |
| Barrett & Company, Inc. | 420 | $27.3K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 565 | $37.0K | 0.00% | +319+129.7% | Added |
| CWM, LLC | 609 | $40.0K | 0.00% | +360+144.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 627 | $41.0K | 0.00% | +171+37.5% | Added |
| Win Advisors, Inc | 693 | $45.0K | 0.02% | +693 | New |
| JJJ Advisors Inc. | 634 | $45.2K | 0.01% | −98−13.4% | Reduced |
| Ellevest, Inc. | 707 | $45.9K | 0.00% | +312+79.0% | Added |
| Tradition Wealth Management, LLC | 714 | $46.0K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 867 | $56.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 914 | $59.3K | 0.01% | +586+178.7% | Added |
| Comerica Securities,inc. | 914 | $59.4K | 0.00% | +914 | New |
| Whittier Trust Co | 1,210 | $78.6K | 0.00% | +1,210 | New |
| Signaturefd, LLC | 1,233 | $80.1K | 0.00% | +243+24.5% | Added |
| Ossiam | 1,262 | $81.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,289 | $84.0K | 0.00% | −12,305−90.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,348 | $87.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,376 | $89.3K | 0.09% | +109+8.6% | Added |
| American International Group, Inc. | 1,450 | $94.1K | 0.00% | −32−2.2% | Reduced |
| Banque Cantonale Vaudoise | 1,700 | $110.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,699 | $110.0K | 0.00% | +27+1.6% | Added |
| Gyon Technologies Capital Management, LP | 1,897 | $123.2K | 0.05% | +1,897 | New |
| TD Waterhouse Canada Inc. | 1,485 | $129.8K | 0.00% | +2+0.1% | Added |
| Picton Mahoney Asset Management | 2,100 | $136.0K | 0.01% | −40−1.9% | Reduced |
| Seeyond | 2,319 | $150.6K | 0.01% | −30,138−92.9% | Reduced |
| Private Trust Co NA | 2,800 | $182.0K | 0.03% | −3,182−53.2% | Reduced |
| Exchange Traded Concepts, LLC | 3,059 | $198.6K | 0.01% | −183−5.6% | Reduced |
| Susquehanna International Group, LLP | 3,083 | $200.2K | 0.00% | +3,083 | New |
| TFB Advisors LLC | 3,092 | $200.8K | 0.17% | +3,092 | New |
| Verition Fund Management LLC | 3,106 | $201.7K | 0.00% | −39,978−92.8% | Reduced |
| First Republic Investment Management, Inc. | 3,142 | $204.0K | 0.00% | +3,142 | New |
| Raymond James Financial Services Advisors, Inc. | 3,150 | $204.5K | 0.00% | +3,150 | New |
| Park Avenue Securities LLC | 3,179 | $206.0K | 0.00% | +3,179 | New |
| Simplex Trading, LLC | 3,192 | $207.0K | 0.01% | −8,683−73.1% | Reduced |
| Rockefeller Capital Management L.P. | 3,214 | $208.0K | 0.00% | +211+7.0% | Added |
| Covestor Ltd | 3,215 | $209.0K | 0.17% | +700+27.8% | Added |
| Captrust Financial Advisors | 3,231 | $209.8K | 0.00% | +3,231 | New |
| Change Path, LLC | 3,251 | $211.0K | 0.01% | +3,251 | New |
| Bank of Nova Scotia | 3,252 | $211.2K | 0.00% | −116,444−97.3% | Reduced |
| Integrated Wealth Concepts LLC | 3,329 | $216.0K | 0.01% | +3,329 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 3,363 | $218.4K | 0.00% | −106,119−96.9% | Reduced |
| Pathstone Family Office, LLC | 1,900 | $219.8K | 0.00% | +1,900 | New |
| HighTower Advisors, LLC | 3,481 | $226.0K | 0.00% | +3,481 | New |
| Truist Financial Corp | 3,514 | $228.2K | 0.00% | +3,514 | New |
| Intech Investment Management LLC | 3,533 | $229.4K | 0.00% | −129−3.5% | Reduced |
| PFG Advisors | 3,546 | $230.2K | 0.02% | −730−17.1% | Reduced |
| Prudential Financial Inc | 3,686 | $239.3K | 0.00% | +3,686 | New |
| Mariner, LLC | 3,743 | $243.0K | 0.00% | +3,743 | New |
| Lee Capital Holdings LLC | 3,800 | $246.7K | 0.40% | −400−9.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,867 | $251.0K | 0.00% | 00.0% | Unchanged |