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 2024
Institutional positions in Tradeweb Markets Inc. as of Mar 31, 2024. 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
- 442
- +35 vs. Q4 2023
- Shares held
- 114.0M
- −270.8K (−0.2%) vs. Q4 2023
- Total value
- $11.9B
- +$1.49B (+14.3%) vs. Q4 2023
- New holders
- 74
- 167 more added
- Sold out
- 39
- 152 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Tradeweb Markets Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $104 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3 | $312 | 0.00% | −5−62.5% | Reduced |
| Continuum Advisory, LLC | 3 | $340 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $419 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $813 | 0.00% | +2+33.3% | Added |
| Sachetta, LLC | 9 | $818 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $833 | 0.00% | −29−78.4% | Reduced |
| Private Wealth Management Group, LLC | 8 | $834 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $1.25K | 0.00% | +12 | New |
| Global Retirement Partners, LLC | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 23 | $2.40K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 24 | $2.50K | 0.00% | +24 | New |
| Providence Capital Advisors, LLC | 31 | $3.23K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $3.44K | 0.00% | −32−49.2% | Reduced |
| Quent Capital, LLC | 41 | $4.27K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 41 | $4.27K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 50 | $4.54K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 54 | $5.63K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 66 | $6.95K | 0.00% | +46+230.0% | Added |
| Ronald Blue Trust, Inc. | 69 | $7.19K | 0.00% | −31−31.0% | Reduced |
| Macroview Investment Management LLC | 75 | $7.81K | 0.01% | +75 | New |
| Fifth Third Bancorp | 79 | $8.23K | 0.00% | +79 | New |
| Smartleaf Asset Management LLC | 79 | $8.25K | 0.00% | +34+75.6% | Added |
| Armstrong Advisory Group, Inc | 101 | $9.18K | 0.00% | 00.0% | Unchanged |
| Natixis | 92 | $9.58K | 0.00% | −556−85.8% | Reduced |
| New Covenant Trust Company, N.A. | 95 | $9.90K | 0.01% | +95 | New |
| Capital Advisors, Ltd. LLC | 92 | $10.0K | 0.00% | +4+4.5% | Added |
| Crewe Advisors LLC | 105 | $10.9K | 0.00% | +105 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 110 | $11.2K | 0.00% | +110 | New |
| Huntington National Bank | 114 | $11.9K | 0.00% | +3+2.7% | Added |
| Pittenger & Anderson Inc | 120 | $12.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 123 | $12.8K | 0.00% | −263−68.1% | Reduced |
| Bell Investment Advisors, Inc | 138 | $14.4K | 0.00% | −8−5.5% | Reduced |
| Grove Bank & Trust | 147 | $15.3K | 0.00% | +147 | New |
| Geneos Wealth Management Inc. | 148 | $15.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 161 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 169 | $17.5K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 169 | $18.0K | 0.00% | −292−63.3% | Reduced |
| Lindbrook Capital, LLC | 185 | $19.3K | 0.00% | +19+11.4% | Added |
| TFC Financial Management | 188 | $19.6K | 0.00% | +1+0.5% | Added |
| Riverview Trust Co | 221 | $23.0K | 0.02% | +221 | New |
| St Germain D J Co Inc | 241 | $25.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 245 | $25.5K | 0.00% | −55−18.3% | Reduced |
| SJS Investment Consulting Inc. | 245 | $25.5K | 0.01% | +229+1,431.3% | Added |
| Allworth Financial LP | 248 | $25.8K | 0.00% | +147+145.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 251 | $26.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 296 | $30.8K | 0.01% | +52+21.3% | Added |
| State of Wyoming | 309 | $32.2K | 0.01% | +309 | New |
| Parkside Financial Bank & Trust | 310 | $32.3K | 0.01% | +113+57.4% | Added |
| Stephens Inc | 321 | $33.4K | 0.00% | +7+2.2% | Added |
| First Horizon Advisors, Inc. | 343 | $35.7K | 0.00% | +39+12.8% | Added |
| TD Private Client Wealth LLC | 380 | $39.6K | 0.00% | +104+37.7% | Added |
| Ci Investments Inc. | 387 | $40.0K | 0.00% | −1,795−82.3% | Reduced |
| EntryPoint Capital, LLC | 404 | $42.1K | 0.04% | −300−42.6% | Reduced |
| National Bank of Canada | 435 | $48.0K | 0.00% | −23,353−98.2% | Reduced |
| Montag A & Associates Inc | 465 | $48.4K | 0.00% | +465 | New |
| Clearstead Advisors, LLC | 465 | $51.0K | 0.00% | +65+16.3% | Added |
| Leonteq Securities AG | 604 | $62.9K | 0.01% | +604 | New |
| Shell Asset Management Co | 595 | $63.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 645 | $67.2K | 0.03% | +30+4.9% | Added |
| Atlas Capital Advisors LLC | 666 | $69.4K | 0.01% | +153+29.8% | Added |
| Gen-Wealth Partners Inc | 700 | $72.9K | 0.04% | +700 | New |
| Principal Securities, Inc. | 707 | $73.6K | 0.00% | −11−1.5% | Reduced |
| South State Corp. | 726 | $75.6K | 0.01% | +726 | New |
| Quadrant Capital Group LLC | 811 | $84.5K | 0.01% | −66−7.5% | Reduced |
| Parallel Advisors, LLC | 821 | $85.5K | 0.00% | +222+37.1% | Added |
| Royal London Asset Management Ltd | 902 | $94.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 952 | $99.0K | 0.00% | +223+30.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $99.9K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,105 | $115.1K | 0.00% | −4−0.4% | Reduced |
| Fred Alger Management, LLC | 1,159 | $120.7K | 0.00% | +444+62.1% | Added |
| Whittier Trust Co | 1,234 | $128.5K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 1,255 | $130.7K | 0.01% | +1,255 | New |
| CWM, LLC | 1,259 | $131.0K | 0.00% | +534+73.7% | Added |
| American International Group, Inc. | 1,281 | $133.4K | 0.00% | −9−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,289 | $134.3K | 0.00% | −158−10.9% | Reduced |
| Hamilton Capital Partners Inc. | 1,300 | $135.4K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,507 | $157.0K | 0.03% | +302+25.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,616 | $158.4K | 0.00% | +867+115.8% | Added |
| UniSuper Management Pty Ltd | 1,600 | $166.7K | 0.00% | +800+100.0% | Added |
| IFP Advisors, Inc | 1,607 | $167.4K | 0.01% | +1,411+719.9% | Added |
| Picton Mahoney Asset Management | 1,615 | $168.0K | 0.01% | −295−15.4% | Reduced |
| Group One Trading, L.P. | 1,619 | $168.7K | 0.01% | +1,619 | New |
| Signaturefd, LLC | 1,656 | $172.5K | 0.00% | −20−1.2% | Reduced |
| Covestor Ltd | 1,754 | $183.0K | 0.12% | −356−16.9% | Reduced |
| nVerses Capital, LLC | 1,900 | $197.9K | 0.47% | +1,900 | New |
| Metis Global Partners, LLC | 1,959 | $204.1K | 0.01% | +1,959 | New |
| Machina Capital S.A.S. | 1,991 | $207.4K | 0.11% | −1,750−46.8% | Reduced |
| Colony Group, LLC | 1,994 | $208.0K | 0.00% | +1,994 | New |
| Williams Jones Wealth Management, LLC. | 2,005 | $208.9K | 0.00% | +2,005 | New |
| Lifestyle Asset Management, Inc. | 2,039 | $212.4K | 0.13% | +2,039 | New |
| NewEdge Wealth, LLC | 2,016 | $212.7K | 0.00% | +2,016 | New |
| Steward Partners Investment Advisory, LLC | 2,055 | $214.1K | 0.00% | −1,000−32.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 2,103 | $219.1K | 0.04% | +2,103 | New |
| Convergence Investment Partners, LLC | 2,129 | $222.0K | 0.09% | +2,129 | New |
| Change Path, LLC | 2,142 | $223.0K | 0.01% | −155−6.7% | Reduced |
| Munro Partners | 2,155 | $224.5K | 0.01% | +265+14.0% | Added |