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, Q1 2023
Institutional positions in Tradeweb Markets Inc. as of Mar 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
- 355
- +17 vs. Q4 2022
- Shares held
- 111.6M
- +1.58M (+1.4%) vs. Q4 2022
- Total value
- $8.83B
- +$1.69B (+23.6%) vs. Q4 2022
- New holders
- 48
- 154 more added
- Sold out
- 31
- 111 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Tradeweb Markets Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $79 | 0.00% | −1−50.0% | Reduced |
| Creative Planning | 2 | $159 | 0.00% | +2 | New |
| Proequities, Inc. | 3 | $237 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4 | $317 | 0.00% | +2+100.0% | Added |
| Baker Avenue Asset Management, LP | 7 | $553 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $712 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13 | $892 | 0.00% | −217−94.3% | Reduced |
| Disciplined Investments, LLC | 12 | $948 | 0.00% | +3+33.3% | Added |
| Ronald Blue Trust, Inc. | 13 | $1.00K | 0.00% | +9+225.0% | Added |
| SJS Investment Consulting Inc. | 13 | $1.03K | 0.00% | +3+30.0% | Added |
| Versant Capital Management, Inc | 17 | $1.34K | 0.00% | −5−22.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 18 | $1.42K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 19 | $1.50K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 23 | $1.82K | 0.00% | +18+360.0% | Added |
| Huntington National Bank | 38 | $3.00K | 0.00% | +10+35.7% | Added |
| International Assets Investment Management, LLC | 39 | $3.08K | 0.00% | +39 | New |
| Values First Advisors, Inc. | 42 | $3.31K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 48 | $3.79K | 0.00% | +5+11.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 50 | $4.00K | 0.00% | +33+194.1% | Added |
| Parkside Financial Bank & Trust | 54 | $4.27K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 58 | $4.58K | 0.00% | +58 | New |
| Glassman Wealth Services | 59 | $4.66K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 61 | $4.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 65 | $5.14K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 66 | $5.21K | 0.00% | +66 | New |
| Advisory Services Network, LLC | 76 | $6.01K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 84 | $6.64K | 0.00% | +84 | New |
| IFP Advisors, Inc | 194 | $6.96K | 0.00% | −146−42.9% | Reduced |
| Capital Advisors, Ltd. LLC | 88 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 89 | $7.03K | 0.00% | +7+8.5% | Added |
| Armstrong Advisory Group, Inc | 101 | $7.98K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 132 | $10.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 148 | $11.7K | 0.00% | +1+0.7% | Added |
| Bell Investment Advisors, Inc | 165 | $13.0K | 0.00% | +24+17.0% | Added |
| Farther Finance Advisors, LLC | 175 | $13.8K | 0.00% | +159+993.8% | Added |
| TD Private Client Wealth LLC | 183 | $14.5K | 0.00% | −50−21.5% | Reduced |
| Arlington Partners LLC | 189 | $14.9K | 0.00% | +189 | New |
| Belpointe Asset Management LLC | 201 | $15.9K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 206 | $16.3K | 0.00% | +11+5.6% | Added |
| Riverview Trust Co | 221 | $17.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $23.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 304 | $24.0K | 0.00% | −77−20.2% | Reduced |
| Stephens Inc | 314 | $24.8K | 0.00% | +100+46.7% | Added |
| Penserra Capital Management LLC | 369 | $28.0K | 0.00% | +133+56.4% | Added |
| Dark Forest Capital Management LP | 365 | $28.8K | 0.01% | +365 | New |
| Massmutual Trust Co FSB | 382 | $30.2K | 0.00% | +270+241.1% | Added |
| The PNC Financial Services Group, Inc. | 436 | $34.5K | 0.00% | +102+30.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 56,508 | $35.1K | 0.81% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 480 | $37.9K | 0.00% | +95+24.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 516 | $41.0K | 0.00% | +276+115.0% | Added |
| Ci Investments Inc. | 584 | $46.0K | 0.00% | +19+3.4% | Added |
| Barrett & Company, Inc. | 615 | $48.6K | 0.03% | +195+46.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 627 | $50.0K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 695 | $54.9K | 0.00% | +695 | New |
| CWM, LLC | 701 | $55.0K | 0.00% | +92+15.1% | Added |
| Tradition Wealth Management, LLC | 715 | $57.0K | 0.01% | +1+0.1% | Added |
| JJJ Advisors Inc. | 832 | $58.7K | 0.02% | +198+31.2% | Added |
| Federation des caisses Desjardins du Quebec | 760 | $60.1K | 0.00% | −588−43.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 885 | $69.9K | 0.00% | +530+149.3% | Added |
| Cubist Systematic Strategies, LLC | 904 | $71.4K | 0.00% | −53,566−98.3% | Reduced |
| Quadrant Capital Group LLC | 1,033 | $81.6K | 0.01% | +119+13.0% | Added |
| Harvest Fund Management Co., Ltd | 1,093 | $86.0K | 0.02% | +808+283.5% | Added |
| Ellevest, Inc. | 1,174 | $92.8K | 0.01% | +467+66.1% | Added |
| Tower Research Capital LLC (TRC) | 1,236 | $97.0K | 0.00% | −53−4.1% | Reduced |
| American International Group, Inc. | 1,411 | $111.5K | 0.00% | −39−2.7% | Reduced |
| Whittier Trust Co | 1,455 | $115.0K | 0.00% | +245+20.2% | Added |
| Signaturefd, LLC | 1,520 | $120.1K | 0.00% | +287+23.3% | Added |
| Banque Cantonale Vaudoise | 1,700 | $134.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,332 | $136.0K | 0.00% | −153−10.3% | Reduced |
| Ossiam | 1,729 | $136.6K | 0.00% | +467+37.0% | Added |
| Picton Mahoney Asset Management | 2,080 | $164.0K | 0.01% | −20−1.0% | Reduced |
| Vestcor Inc | 2,534 | $200.0K | 0.01% | −5,161−67.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,564 | $202.6K | 0.01% | +2,564 | New |
| Covestor Ltd | 2,663 | $210.0K | 0.18% | −552−17.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,719 | $214.9K | 0.02% | +2,719 | New |
| Private Trust Co NA | 2,800 | $221.3K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,800 | $221.3K | 0.01% | +2,800 | New |
| Financial Advisory Corp | 2,823 | $223.0K | 0.11% | +2,823 | New |
| Boothbay Fund Management, LLC | 2,903 | $229.4K | 0.01% | +2,903 | New |
| Hennion & Walsh Asset Management, Inc. | 2,918 | $231.0K | 0.01% | +2,918 | New |
| First Republic Investment Management, Inc. | 2,936 | $232.0K | 0.00% | −206−6.6% | Reduced |
| HighTower Advisors, LLC | 2,955 | $234.0K | 0.00% | −526−15.1% | Reduced |
| Blair William & Co | 3,009 | $237.8K | 0.00% | +3,009 | New |
| TFB Advisors LLC | 3,082 | $243.5K | 0.19% | −10−0.3% | Reduced |
| Change Path, LLC | 3,259 | $258.0K | 0.01% | +8+0.2% | Added |
| CIBC Asset Management Inc | 3,317 | $262.1K | 0.00% | +3,317 | New |
| Captrust Financial Advisors | 3,329 | $263.1K | 0.00% | +98+3.0% | Added |
| Intech Investment Management LLC | 3,361 | $265.6K | 0.00% | −172−4.9% | Reduced |
| Mariner, LLC | 3,381 | $267.0K | 0.00% | −362−9.7% | Reduced |
| PFG Advisors | 3,546 | $280.2K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 3,584 | $283.2K | 0.08% | +2,208+160.5% | Added |
| Sciencast Management LP | 4,000 | $290.9K | 0.39% | +4,000 | New |
| Nisa Investment Advisors, LLC | 3,710 | $293.0K | 0.00% | −4,462−54.6% | Reduced |
| Integrated Wealth Concepts LLC | 3,830 | $303.0K | 0.01% | +501+15.0% | Added |
| Jump Financial, LLC | 3,850 | $304.2K | 0.01% | +3,850 | New |
| Souders Financial Advisors | 3,950 | $312.2K | 0.07% | +10+0.3% | Added |
| AIA Group Ltd | 3,984 | $314.8K | 0.02% | −367−8.4% | Reduced |