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 2023
Institutional positions in Tradeweb Markets 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
- 411
- +51 vs. Q3 2023
- Shares held
- 114.4M
- +1.08M (+1.0%) vs. Q3 2023
- Total value
- $10.4B
- +$1.30B (+14.2%) vs. Q3 2023
- New holders
- 85
- 157 more added
- Sold out
- 34
- 128 more reduced
5 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 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 2023
Shares, value and share of portfolio for each institution holding Tradeweb Markets Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| ORG Partners LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 1 | $91 | 0.00% | +1 | New |
| Abound Wealth Management | 4 | $365 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6 | $545 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $727 | 0.00% | +5+166.7% | Added |
| Private Wealth Management Group, LLC | 8 | $728 | 0.00% | +8 | New |
| Sachetta, LLC | 9 | $818 | 0.00% | +9 | New |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $1.44K | 0.00% | +2+15.4% | Added |
| SJS Investment Consulting Inc. | 16 | $1.46K | 0.00% | +2+14.3% | Added |
| Newbridge Financial Services Group, Inc. | 18 | $1.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.73K | 0.00% | +5+35.7% | Added |
| Fortitude Family Office, LLC | 19 | $1.73K | 0.00% | +19 | New |
| Arlington Trust Co LLC | 19 | $1.73K | 0.00% | +19 | New |
| Sofos Investments, Inc. | 20 | $1.85K | 0.00% | −1−4.8% | Reduced |
| Zions Bancorporation, N.A. | 23 | $2.09K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 31 | $2.82K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $3.36K | 0.00% | +25+208.3% | Added |
| Quent Capital, LLC | 41 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 41 | $3.73K | 0.00% | +41 | New |
| Central Trust Co | 42 | $3.82K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 45 | $4.07K | 0.00% | +45 | New |
| JFS Wealth Advisors, LLC | 54 | $4.91K | 0.00% | +4+8.0% | Added |
| Loomis Sayles & Co L P | 58 | $5.00K | 0.00% | +58 | New |
| Glassman Wealth Services | 59 | $5.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 65 | $5.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 100 | $8.00K | 0.00% | +100 | New |
| Armstrong Advisory Group, Inc | 101 | $9.18K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 101 | $9.18K | 0.00% | +44+77.2% | Added |
| Huntington National Bank | 111 | $10.1K | 0.00% | +2+1.8% | Added |
| Pittenger & Anderson Inc | 120 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $13.3K | 0.00% | −3−2.0% | Reduced |
| Geneos Wealth Management Inc. | 148 | $13.5K | 0.00% | −10−6.3% | Reduced |
| Smithfield Trust Co | 161 | $15.0K | 0.00% | +161 | New |
| Lindbrook Capital, LLC | 166 | $15.1K | 0.00% | +92+124.3% | Added |
| Farther Finance Advisors, LLC | 169 | $15.4K | 0.00% | +30+21.6% | Added |
| Plato Investment Management Ltd | 187 | $17.0K | 0.02% | +187 | New |
| TFC Financial Management | 187 | $17.0K | 0.00% | +55+41.7% | Added |
| IFP Advisors, Inc | 196 | $17.9K | 0.00% | +2+1.0% | Added |
| Parkside Financial Bank & Trust | 197 | $17.9K | 0.00% | +138+233.9% | Added |
| St Germain D J Co Inc | 241 | $21.9K | 0.00% | +241 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 251 | $22.8K | 0.00% | +251 | New |
| GAMMA Investing LLC | 244 | $23.3K | 0.01% | +244 | New |
| TD Private Client Wealth LLC | 276 | $25.1K | 0.00% | −45−14.0% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $27.3K | 0.00% | −800−72.7% | Reduced |
| First Horizon Advisors, Inc. | 304 | $27.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 307 | $27.9K | 0.01% | −19−5.8% | Reduced |
| Stephens Inc | 314 | $28.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 400 | $36.4K | 0.00% | −135−25.2% | Reduced |
| Advisory Services Network, LLC | 455 | $41.4K | 0.00% | +455 | New |
| TD Waterhouse Canada Inc. | 386 | $41.5K | 0.00% | −219−36.2% | Reduced |
| New York State Teachers Retirement System | 461 | $42.0K | 0.00% | +461 | New |
| Atlas Capital Advisors LLC | 513 | $46.6K | 0.01% | +513 | New |
| Shell Asset Management Co | 595 | $54.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 599 | $54.4K | 0.00% | +90+17.7% | Added |
| Barrett & Company, Inc. | 615 | $55.9K | 0.03% | 00.0% | Unchanged |
| Natixis | 648 | $58.9K | 0.00% | −713−52.4% | Reduced |
| EntryPoint Capital, LLC | 704 | $64.0K | 0.06% | +704 | New |
| Fred Alger Management, LLC | 715 | $65.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 718 | $65.0K | 0.01% | +1+0.1% | Added |
| Principal Securities, Inc. | 718 | $65.3K | 0.00% | +718 | New |
| CWM, LLC | 725 | $66.0K | 0.00% | +14+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 729 | $66.0K | 0.00% | +74+11.3% | Added |
| Federation des caisses Desjardins du Quebec | 749 | $68.1K | 0.00% | +167+28.7% | Added |
| UniSuper Management Pty Ltd | 800 | $72.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 877 | $79.7K | 0.01% | +80+10.0% | Added |
| Royal London Asset Management Ltd | 902 | $82.0K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $90.9K | 0.04% | +1,000 | New |
| The PNC Financial Services Group, Inc. | 1,109 | $100.8K | 0.00% | +759+216.9% | Added |
| JJJ Advisors Inc. | 1,205 | $109.5K | 0.03% | −26−2.1% | Reduced |
| Desjardins Global Asset Management Inc. | 1,207 | $109.7K | 0.01% | +16+1.3% | Added |
| Whittier Trust Co | 1,234 | $112.1K | 0.00% | −221−15.2% | Reduced |
| American International Group, Inc. | 1,290 | $117.2K | 0.00% | −34−2.6% | Reduced |
| Hamilton Capital Partners Inc. | 1,300 | $118.1K | 0.02% | +1,300 | New |
| Neo Ivy Capital Management | 1,315 | $120.0K | 0.27% | +1,315 | New |
| Harvest Fund Management Co., Ltd | 1,562 | $129.0K | 0.02% | −1,338−46.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,447 | $131.5K | 0.00% | −4,815−76.9% | Reduced |
| Signaturefd, LLC | 1,676 | $152.3K | 0.00% | +318+23.4% | Added |
| Munro Partners | 1,890 | $171.8K | 0.01% | +1,890 | New |
| Picton Mahoney Asset Management | 1,910 | $174.0K | 0.01% | −35−1.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,062 | $187.0K | 0.00% | +1,021+98.1% | Added |
| Covestor Ltd | 2,110 | $192.0K | 0.13% | −831−28.3% | Reduced |
| Ci Investments Inc. | 2,182 | $198.0K | 0.00% | +1,580+262.5% | Added |
| Cetera Investment Advisers | 2,228 | $202.5K | 0.00% | +2,228 | New |
| Worldquant Millennium Advisors LLC | 2,230 | $202.7K | 0.00% | +2,230 | New |
| Forza Wealth Management, LLC | 2,270 | $206.3K | 0.11% | +2,270 | New |
| Raymond James Trust N.A. | 2,282 | $207.4K | 0.01% | +2,282 | New |
| Change Path, LLC | 2,297 | $209.0K | 0.01% | −493−17.7% | Reduced |
| Amica Mutual Insurance Co | 2,420 | $220.0K | 0.02% | +2,420 | New |
| Balentine LLC | 2,436 | $221.4K | 0.01% | +2,436 | New |
| Quadrature Capital Ltd | 2,436 | $221.4K | 0.00% | +2,436 | New |
| Envestnet Portfolio Solutions, Inc. | 2,443 | $222.0K | 0.00% | −1,648−40.3% | Reduced |
| Vestcor Inc | 2,487 | $226.0K | 0.01% | −47−1.9% | Reduced |
| MML Investors Services, LLC | 2,541 | $231.0K | 0.00% | +2,541 | New |
| Cresset Asset Management, LLC | 2,578 | $234.3K | 0.00% | −2,957−53.4% | Reduced |
| Kapitalo Investimentos Ltda | 2,632 | $239.2K | 0.05% | +727+38.2% | Added |
| M&T Bank Corp | 2,649 | $240.7K | 0.00% | +8+0.3% | Added |