NDAQ · Company research
Nasdaq, Inc. (NDAQ): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7788 | 716574000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Financiere des Professionnels - Fonds d'investissement inc. | 1996846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46615 | 3674194 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14535 | 1145619 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158790 | 12515828 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42103 | 3318559 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Washington Trust Bank | 861787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2928 | 230785 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Gillson Capital LP | 1698055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 709159 | 55896 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Index Technologies Group LLC | 2095322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4209 | 331753 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151 | 11902 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Graney & King, LLC | 2051568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1655 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3347 | 263811 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39091 | 3081153 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1144 | 90171 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HARTFORD INVESTMENT MANAGEMENT CO | 922439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24745 | 1950401 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6621 | 521867 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 909970 | 69926645 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OXFORD ASSET MANAGEMENT LLP | 1438284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8734 | 688414 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOYAR ASSET MANAGEMENT INC. | 1218254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4896 | 385903 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bridgefront Capital, LLC | 1725690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10305 | 812240 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NINE MASTS CAPITAL Ltd | 1569356 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27130 | 2138387 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Stanley-Laman Group, Ltd. | 1601489 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44208 | 3484475 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10028 | 790423 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24679 | 1945228 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 7882 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Switzerland) SA | 1535660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8384 | 660827 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 480 | 39710 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130154 | 10258738 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dynamic Advisor Solutions LLC | 1599747 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3675 | 289702 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4901 | 386264 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 799037 | 62980 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17331 | 1366029 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RWA WEALTH PARTNERS, LLC | 1544576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23916 | 1885069 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61214 | 4825636 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2556 | 201464 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 118230 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8908 | 702124 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Investors Portfolio Services LLC | 2073833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 694 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26091520 | 2056533606 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2747 | 216518 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5712 | 450220 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32264 | 2543048 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248982 | 19624761 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16010 | 1262 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 2410 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 1813 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Piscataqua Savings Bank | 1855835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 11821 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10417 | 821068 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230392 | 18159497 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KEYNOTE FINANCIAL SERVICES LLC | 2026127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3443 | 271377 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4618 | 363991 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empirical Finance, LLC | 1572838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12841 | 1012128 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 2019084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7774 | 612756 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| 3 FACTOR INDEXING, LLC | 2135169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 79 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 874697 | 68943496 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 3705000 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Archer Investment Corp | 1803804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 19704 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135 | 10641 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Diligent Investors, LLC | 1549042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5400 | 425628 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11936 | 940796 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 383 | 30188 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Independent Advisor Alliance | 1696899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1687 | 132969 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Curi Capital, LLC | 1332905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12256 | 965996 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2458 | 193 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Beaton Management Co. Inc. | 1714678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7800 | 615 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4044 | 318751 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 776218 | 61181503 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72836 | 5740934 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SAGESPRING WEALTH PARTNERS, LLC | 2056425 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5456 | 430071 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1425115 | 112097 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62144 | 4898190 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VEGA INVESTMENT SOLUTIONS | 2056914 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2122 | 167257 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 196059 | 15453370 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 467 | 36809 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 3181 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3432 | 270510 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 962155 | 75837057 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5232 | 412386 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Navigoe, LLC | 2056100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| NorthRock Partners, LLC | 1632097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6043 | 476312 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57539 | 4535264 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.