Institutional Ownership Tradeweb Markets Inc. (TW)
This table provides information about the institutional ownership of Tradeweb Markets Inc. (TW). We have compiled data on the 596 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
9
shares
|
$985
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
9
shares
|
$985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
8
shares
|
$876
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
8
shares
|
$876
0.0% of portfolio
|
Q3 2025
Reduced 97.59%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
8
shares
|
$876
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
7
shares
|
$766
0.0% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6
shares
|
$657
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
6
shares
|
$657
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
5
shares
|
$547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
5
shares
|
$547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
4
shares
|
$438
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
4
shares
|
$438
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$438
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$438
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3
shares
|
$328
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
3
shares
|
$328
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2
shares
|
$219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
2
shares
|
$219
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$219
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$219
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2
shares
|
$219
0.0% of portfolio
|
Q3 2025
Reduced 98.36%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1
shares
|
$109
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|