Wellington group discloses 5.35% Tradeweb (TW) ownership across client accounts
Rhea-AI Filing Summary
Wellington Management Group LLP and related entities report significant ownership of Tradeweb Markets Inc. common stock. The group reports beneficial ownership of 6,204,054 shares of Tradeweb common stock, representing 5.35% of the class as of June 30, 2026.
Wellington and its affiliated investment advisers report no sole voting or dispositive power, but shared voting power over 5,578,998 shares and shared dispositive power over 6,204,054 shares. The securities are held of record by clients of Wellington-affiliated investment advisers, who are entitled to dividends and sale proceeds; no single client is known to hold more than five percent of this class.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 6,204,054 shares
Percent of class: 5.35%
Shared voting power: 5,578,998 shares
+1 more
4 metrics
Shares beneficially owned
6,204,054 shares
Tradeweb common stock beneficially owned by Wellington group
Percent of class
5.35%
Portion of Tradeweb common stock class reported as owned
Shared voting power
5,578,998 shares
Shares of Tradeweb over which Wellington has shared voting power
Shared dispositive power
6,204,054 shares
Shares of Tradeweb over which Wellington has shared dispositive power
Key Terms
beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers"
FAQ
What percentage of Tradeweb (TW) does Wellington Management own?
Wellington Management reports beneficial ownership of 5.35% of Tradeweb’s common stock. This stake is aggregated across clients of multiple Wellington investment adviser entities under common control relationships.
What is Wellington’s dispositive power over its Tradeweb (TW) holdings?
Wellington Management and affiliates report 0 shares with sole dispositive power and 6,204,054 shares with shared dispositive power. This means disposal decisions are made on a shared basis for client accounts advised by Wellington entities.
Which Wellington entities are listed as reporting persons for Tradeweb (TW)?
The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons, reflecting a parent holding and investment adviser structure.
AI-generated analysis. How Rhea-AI works. Not financial advice.