Position in NDAQ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$32,144,021
-$7,672,284 QoQ
Shares Held
378,655
-7.6% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.49102745243032.ToString("F0")%
Shared 0.ToString("F0")%
None 5.508972547569687.ToString("F0")%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $703,047,268 across 11 Financial Data & Stock Exchanges names. NDAQ ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
655,920 | $286,145,098 | |
| 2 | SPGI |
S&P Global Inc.
|
498,981 | $200,791,448 | |
| 3 | CME |
Cme Group Inc.
|
221,457 | $65,407,323 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
386,754 | $60,828,666 | |
| 5 | NDAQ |
Nasdaq, Inc.
This page
|
378,655 | $32,144,021 | |
| 6 | COIN |
Coinbase Global, Inc.
|
75,580 | $13,197,022 | |
| 7 | MSCI |
MSCI Inc.
|
22,342 | $12,042,559 | |
| 8 | MORN |
Morningstar, Inc.
|
63,101 | $10,667,222 |
All Filings in NDAQ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,144,021 | 378,655 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $39,816,305 | 409,928 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $30,631,647 | 346,316 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $34,830,161 | 389,512 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $27,488,704 | 362,361 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,611,356 | 395,956 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,415,744 | 416,597 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $25,058,517 | 415,840 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $25,763,286 | 408,293 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,016,040 | 241,074 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $10,309,386 | 212,171 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,291,639 | 186,392 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,577,417 | 175,186 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,627,899 | 156,934 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,950,110 | 157,906 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,528,756 | 49,733 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,221,915 | 54,241 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,961,278 | 42,302 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,619,114 | 25,165 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $813,309 | 13,879 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $948,116 | 19,289 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $794,006 | 17,945 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $588,966 | 14,399 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $579,507 | 14,552 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $366,157 | 11,569 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||