NERDWALLET, INC. — Institutional Ownership
Which tracked institutions hold NRDS, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
20
Funds holding
$58079565
Total value held
Buying
15 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $23861014 | 2579569 | -481178 | -15.72% |
| 2 | State Street Corp | $8570782 | 926571 | +21297 | +2.35% |
| 3 | Morgan Stanley | $5781186 | 624993 | +421649 | +207.36% |
| 4 | Northern Trust Corp | $3157599 | 341362 | +37732 | +12.43% |
| 5 | Ubs Group Ag | $2961148 | 320124 | +320124 | NEW BUY |
| 6 | Principal Financial Group Inc | $2806460 | 303401 | +23761 | +8.50% |
| 7 | Goldman Sachs Group Inc | $2753365 | 297661 | +35258 | +13.44% |
| 8 | Citigroup Inc | $1345709 | 145482 | +143639 | +7793.76% |
| 9 | Ameriprise Financial Inc | $1144198 | 123697 | +123697 | NEW BUY |
| 10 | Invesco Ltd. | $1055509 | 114109 | +114109 | NEW BUY |
| 11 | Bank Of New York Mellon Corp | $1015735 | 109809 | -5529 | -4.79% |
| 12 | Jpmorgan Chase & Co | $840761 | 89538 | -2926 | -3.16% |
| 13 | Allstate Corp | $659941 | 71345 | +71345 | NEW BUY |
| 14 | Raymond James Financial Inc | $565332 | 61117 | +61117 | NEW BUY |
| 15 | Bank Of America Corp /De/ | $537323 | 58089 | +18668 | +47.36% |
| 16 | Royal Bank Of Canada | $464000 | 50298 | +48974 | +3698.94% |
| 17 | Wells Fargo & Company/Mn | $306434 | 33128 | +15766 | +90.81% |
| 18 | Janus Henderson Group Plc | $191084 | 18400 | +18400 | NEW BUY |
| 19 | Barclays Plc | $61865 | 6688 | -6942 | -50.93% |
| 20 | Pnc Financial Services Group, Inc. | $120 | 13 | -473 | -97.33% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.