Skip to content

TW — Tradeweb Mkts Inc Cl A Institutional Holders · Q3 2026

Who owns Tradeweb Mkts Inc Cl A (TW)? 17 institutions reported holding $8.69M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Lakehouse Capital Pty Ltd ($3.9M), Mn Services Vermogensbeheer B.V. ($3.4M), Farther Finance Advisors, LLC ($414,153).

RankInstitutionValueSharesChange
1Lakehouse Capital Pty Ltd$3.9M39,020Added
2Mn Services Vermogensbeheer B.V.$3.4M33,862Hold
3Farther Finance Advisors, LLC$414,1534,107Added
4Bangor Savings Bank$382,1843,790Trimmed
5Venture Visionary Partners LLC$317,5453,149Trimmed
6Wealth Enhancement Trust Services, Inc.$133,7141,326Trimmed
7GAMMA Investing LLC$29,244290Trimmed
8BURKETT FINANCIAL SERVICES, LLC$23,596234New
9CX Institutional$18,000183New
10ARMSTRONG ADVISORY GROUP, INC$12,404123Added
11MassMutual Private Wealth & Trust, FSB$2,82428Trimmed
12Versant Capital Management, Inc$2,21822Trimmed
13ELEVATION WEALTH PARTNERS, LLC$1,11011New
14CoreCap Advisors, LLC$7067Added
15Trust Co$2022Hold
16Davis Capital Management$2022Trimmed
17Planning Strategies Inc.$00Exited

Source: SEC Form 13F filings · as of 2026-09-30