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Wellington group discloses 5.35% Tradeweb (TW) ownership across client accounts

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Form Type
SCHEDULE 13G/A

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.
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
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.
shared voting power financial
"Shared Voting Power 5,578,998.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 6,204,054.00"
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

How many Tradeweb (TW) shares does Wellington Management report owning?

Wellington Management and affiliates report beneficial ownership of 6,204,054 Tradeweb common shares. These shares are held for clients of Wellington-affiliated investment advisers, which exercise shared voting and dispositive power over the positions.

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.

Does Wellington Management have sole voting power over its Tradeweb (TW) shares?

No. Wellington Management and affiliates report 0 shares with sole voting power and 5,578,998 shares with shared voting power. Voting authority is exercised collectively through Wellington-affiliated investment advisers for their clients’ accounts.

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.

Who ultimately benefits from Wellington’s Tradeweb (TW) shareholdings?

The clients of Wellington-affiliated investment advisers own the Tradeweb shares of record and have the right to receive dividends and sale proceeds. Wellington reports that no single client is known to hold more than five percent of the class.

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.

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Learn about SEC filing dates





892672106

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026