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 618 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
31
shares
|
$3,700
0.0% of portfolio
|
Q1 2025
Added 34.78%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
30
shares
|
$3,580
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
28
shares
|
$3,342
0.0% of portfolio
|
Q2 2025
Added 47.37%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
27
shares
|
$3,222
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
27
shares
|
$3,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
18
shares
|
$2,148
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
17
shares
|
$2,029
0.0% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
16
shares
|
$1,909
0.0% of portfolio
|
Q2 2024
Added 77.78%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
16
shares
|
$1,909
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
15
shares
|
$1,790
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
12
shares
|
$1,432
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
12
shares
|
$1,432
0.0% of portfolio
|
Q2 2024
Reduced 63.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12
shares
|
$1,432
0.0% of portfolio
|
Q2 2025
Reduced 73.33%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
12
shares
|
$1,432
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
10
shares
|
$1,193
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
9
shares
|
$1,074
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
8
shares
|
$954
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
8
shares
|
$954
0.0% of portfolio
|
Q2 2025
Reduced 61.9%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$835
0.0% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6
shares
|
$716
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$596
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
5
shares
|
$596
0.0% of portfolio
|
Q2 2025
New holding
|