NERDWALLET, INC. — Institutional Ownership
Which tracked institutions hold NRDS, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
18
Funds holding
$58031949
Total value held
Flat
9 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $31770553 | 3060747 | -93644 | -2.97% |
| 2 | State Street Corp | $9396744 | 905274 | -16868 | -1.83% |
| 3 | Northern Trust Corp | $3151680 | 303630 | -7184 | -2.31% |
| 4 | Principal Financial Group Inc | $2902664 | 279640 | — | NEW BUY |
| 5 | Goldman Sachs Group Inc | $2723743 | 262403 | +11985 | +4.79% |
| 6 | Morgan Stanley | $2110711 | 203344 | +14147 | +7.48% |
| 7 | Invesco Ltd. | $1398712 | 103226 | +22406 | +27.72% |
| 8 | Ameriprise Financial Inc | $1263683 | 121742 | -210 | -0.17% |
| 9 | Bank Of New York Mellon Corp | $1197204 | 115338 | -8268 | -6.69% |
| 10 | Wells Fargo & Company/Mn | $674966 | 49813 | +21477 | +75.79% |
| 11 | Prudential Financial Inc | $654957 | 63098 | -744683 | -92.19% |
| 12 | Bank Of America Corp /De/ | $409189 | 39421 | -99106 | -71.54% |
| 13 | Janus Henderson Group Plc | $191084 | 18400 | — | NEW BUY |
| 14 | Barclays Plc | $141480 | 13630 | — | NEW BUY |
| 15 | Citigroup Inc | $24973 | 1843 | -2888 | -61.04% |
| 16 | Royal Bank Of Canada | $14000 | 1324 | — | NEW BUY |
| 17 | Pnc Financial Services Group, Inc. | $5045 | 486 | -701 | -59.06% |
| 18 | Us Bancorp \De\ | $561 | 54 | +31 | +134.78% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.