Free Trial
→ Genesis 14:13-17 [HIDDEN MEANING?] (From Paradigm Press) (Ad) Free MKTW Stock Alerts

MarketWise (MKTW) Institutional Ownership

MarketWise logo
$20.30 -0.19 (-0.93%)
Closing price 07/25/2025 04:00 PM Eastern
Extended Trading
$21.06 +0.76 (+3.76%)
As of 07/25/2025 06:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for MarketWise (NASDAQ:MKTW)

Current
Institutional Ownership
Percentage
23.04%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$30.88M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$54.85M
Get MKTW Insider Trade Alerts

Want to know when executives and insiders are buying or selling MarketWise stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MKTW Institutional Buying and Selling by Quarter

MarketWise Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2025 Phraction Management LLC112,070$2.22M0.7%-59.3%0.691%
7/16/2025 Formidable Asset Management LLC206,558$4.09M0.6%-58.0%1.273%
6/27/2025Goldman Sachs Group Inc.63,258$31K0.0%-57.0%0.390%
6/10/2025Militia Capital Partners LP71,616$35K0.0%N/A0.441%
6/6/2025Militia Capital Partners LP71,616$35K0.0%N/A0.441%
5/16/2025Goldman Sachs Group Inc.63,258$31K0.0%-57.0%0.390%
5/16/2025AQR Capital Management LLC121,661$60K0.0%+300.5%0.750%
5/8/2025XTX Topco Ltd122,184$60K0.0%+172.4%0.753%
5/5/2025 Formidable Asset Management LLC491,558$243K0.0%-3.7%3.030%
5/1/2025MTM Investment Management LLC280,250$142K0.1%+50.5%1.727%
4/29/2025Bank of New York Mellon Corp122,784$61K0.0%-1.0%0.757%
4/28/2025 Phraction Management LLC275,081$136K0.0%N/A1.695%
2/19/2025 Formidable Asset Management LLC510,558$290K0.0%-9.8%0.157%
2/17/2025Eschler Asset Management LLP110,851$63K0.1%N/A0.034%
2/17/2025BNP Paribas Financial Markets55,079$31K0.0%N/A0.017%
2/14/2025Jane Street Group LLC85,005$48K0.0%+257.9%0.026%
2/14/2025Two Sigma Securities LLC47,254$27K0.0%N/A0.015%
2/14/2025Greenhaven Road Investment Management L.P.688,665$391K0.1%-80.5%0.212%
2/13/2025XTX Topco Ltd44,849$25K0.0%N/A0.014%
2/13/2025Barclays PLC959,477$545K0.0%+1,756.2%0.296%
2/13/2025Renaissance Technologies LLC351,400$199K0.0%-28.5%0.108%
2/12/2025Geode Capital Management LLC841,542$478K0.0%+2.8%0.259%
2/12/2025JPMorgan Chase & Co.147,228$84K0.0%+108.0%0.045%
2/10/2025Royce & Associates LP500,000$284K0.0%-55.5%0.154%
2/4/2025Bank of New York Mellon Corp124,007$70K0.0%-21.2%0.038%
1/29/2025MTM Investment Management LLC186,263$106K0.0%+42.8%0.057%
1/23/2025 Williams & Novak LLC287,500$163K0.2%+88.8%0.089%
12/26/2024JPMorgan Chase & Co.70,768$47K0.0%+118.4%0.022%
11/19/2024Barclays PLC51,689$34K0.0%+260.4%0.016%
11/16/2024Geode Capital Management LLC818,814$547K0.0%+4.1%0.259%
11/15/2024Barclays PLC51,689$34K0.0%+260.4%0.016%
11/6/2024 Phraction Management LLC167,187$112K0.0%-33.1%0.053%
11/6/2024Royce & Associates LP1,123,100$751K0.0%-7.3%0.355%
10/8/2024 Williams & Novak LLC152,300$102K0.1%+95.4%0.046%
8/14/2024Squarepoint Ops LLC125,174$145K0.0%+953.6%0.038%
8/9/2024Renaissance Technologies LLC555,400$644K0.0%+11.9%0.169%
7/26/2024MTM Investment Management LLC128,570$149K0.1%+414.3%0.039%
7/26/2024Bank of New York Mellon Corp178,261$207K0.0%+6.6%0.054%
7/15/2024 Dynamic Advisor Solutions LLC77,940$90K0.0%N/A0.024%
7/12/2024 Williams & Novak LLC77,940$90K0.1%N/A0.024%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
5/10/2024Fiducient Advisors LLC50,000$86K0.0%N/A0.015%
4/25/2024MTM Investment Management LLC25,000$43K0.0%N/A0.008%
3/25/2024Quadrature Capital Ltd16,624$46K0.0%N/A0.005%
2/15/2024Greenhaven Road Investment Management L.P.4,396,616$1.20M0.5%-3.4%1.343%
2/14/2024Penn Mutual Asset Management LLC75,960$207K0.2%N/A0.023%
2/7/2024 Formidable Asset Management LLC451,823$1.23M0.3%-36.7%0.138%
1/26/2024 Harbor Investment Advisory LLC13,000$35K0.0%N/A0.004%
1/12/2024SG Americas Securities LLC18,499$51K0.0%+30.2%0.006%
1/12/2024Heron Bay Capital Management23,978$65K0.0%N/A0.007%
11/22/2023Cannell Capital LLC747,079$1.20M0.3%-34.6%0.228%
11/9/2023 Formidable Asset Management LLC713,822$1.14M0.2%+50.3%0.218%
10/24/2023Bank of New York Mellon Corp171,744$275K0.0%-59.3%0.052%
8/15/2023Cannell Capital LLC1,142,263$2.29M0.5%N/A0.350%
8/15/2023Castle Creek Arbitrage LLC38,375$77K0.0%-31.9%0.012%
8/4/2023American International Group Inc.15,255$31K0.0%+85.7%0.005%
7/27/2023Virtu Financial LLC14,230$28K0.0%N/A0.004%
7/24/2023Allspring Global Investments Holdings LLC33,934$68K0.0%+1,822.6%0.010%
7/18/2023Allspring Global Investments Holdings LLC33,934$68K0.0%+1,822.6%0.010%
5/16/2023Greenhaven Road Investment Management L.P.412,577$732K0.4%-90.5%0.127%
5/12/2023Deuterium Capital Management LLC18,019$33K0.1%N/A0.006%
5/9/2023 Formidable Asset Management LLC467,822$750K0.2%+18.7%0.144%
5/8/2023Praetorian Capital Management LLC367,858$681K0.5%-28.0%0.113%
2/10/2023Rovida Advisors Inc.105,824$178K0.1%-78.1%0.033%
2/7/2023 Formidable Asset Management LLC394,249$656K0.1%-4.3%0.121%
11/16/2022Greenhaven Road Investment Management L.P.4,355,844$9.93M6.0%+74.2%1.340%
11/15/2022Eschler Asset Management LLP110,851$253K0.6%+6.1%0.034%
11/15/2022 Formidable Asset Management LLC411,749$967K0.2%+277.8%0.127%
11/14/2022Taconic Capital Advisors LP61,637$141K0.0%N/A0.019%
11/8/2022Allianz Asset Management GmbH150,000$258K0.0%-70.0%0.047%
11/8/2022New York State Common Retirement Fund12,641$29K0.0%-53.2%0.004%
11/7/2022Jump Financial LLC13,986$32K0.0%N/A0.004%
11/3/2022Privium Fund Management B.V.23,079$53K0.0%N/A0.007%
11/3/2022Royce & Associates LP1,211,400$2.76M0.0%+473.0%0.380%
10/25/2022 Janney Montgomery Scott LLC94,097$215K0.0%N/A0.029%
10/25/2022Raymond James & Associates16,977$39K0.0%N/A0.005%
8/16/2022 Formidable Asset Management LLC108,995$392K0.1%-73.0%0.034%
8/16/2022Corton Capital Inc.41,759$150K0.1%-49.0%0.013%
8/16/2022Delphia USA Inc.43,281$156K0.1%-23.6%0.014%
8/15/2022Eschler Asset Management LLP104,476$376K0.8%-16.4%0.033%
8/8/2022 Phraction Management LLC114,850$413K0.3%N/A0.036%
5/17/2022Highline Capital Management L.P.1,060,853$5.01M6.1%-21.0%0.332%
5/13/2022Cohanzick Management LLC104,466$493K0.1%+43.1%0.033%
5/9/2022Qube Research & Technologies Ltd28,610$135K0.0%N/A0.009%
5/5/2022Royce & Associates LP211,400$998K0.0%+13.4%0.066%
5/4/2022Wolverine Asset Management LLC11,459$54K0.0%+252.3%0.004%
5/4/2022 Formidable Asset Management LLC402,994$1.90M0.4%+612.1%0.126%
4/26/2022Sciencast Management LP60,342$261K0.1%N/A0.019%
2/15/2022Schonfeld Strategic Advisors LLC1,468,900$11.08M0.1%+44.5%0.464%
2/14/2022Divisadero Street Capital Management LP436,281$3.29M2.7%N/A0.138%
2/8/2022CIBC Asset Management Inc13,158$125K0.0%N/A0.004%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/7/2022Royce & Associates LP186,400$1.41M0.0%+272.8%0.059%
2/7/2022 Formidable Asset Management LLC56,595$404K0.1%-30.6%0.018%
2/3/2022 Phraction Management LLC89,850$677K0.4%N/A0.028%
11/16/2021Schonfeld Strategic Advisors LLC1,016,600$8.40M0.1%N/A0.319%
11/15/2021Point72 Asset Management L.P.1,087,113$8.98M0.0%N/A0.341%
11/15/2021Polar Asset Management Partners Inc.1,000,000$8.26M0.1%N/A0.313%
11/15/2021Marshall Wace LLP36,858$304K0.0%-93.9%0.012%
11/15/2021Westchester Capital Management LLC94,129$778K0.0%N/A0.029%
11/15/2021Penserra Capital Management LLC5,320$43K0.0%N/A0.002%
11/12/2021Wolverine Asset Management LLC5,496$45K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

MKTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MKTW shares?

During the previous two years, 31 institutional investors and hedge funds held shares of MarketWise. The most heavily invested institutionals were Formidable Asset Management LLC ($4.09M), Phraction Management LLC ($2.22M), Cannell Capital LLC ($1.20M), Barclays PLC ($545K), Geode Capital Management LLC ($478K), Greenhaven Road Investment Management L.P. ($391K), and Royce & Associates LP ($284K).Learn more on MarketWise's institutional investors.

What percentage of MarketWise's stock is owned by institutional investors?

23.04% of MarketWise's stock is owned by institutional investors. Learn more on MKTW's institutional investor holdings.

Which institutional investors have been buying MarketWise's stock?

Of the 27 institutional investors that purchased MarketWise's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cannell Capital LLC ($1.14M), Barclays PLC ($982.48K), Williams & Novak LLC ($287.50K), MTM Investment Management LLC ($278.38K), Phraction Management LLC ($275.08K), Formidable Asset Management LLC ($239K), and Militia Capital Partners LP ($143.23K).

How much institutional buying is happening at MarketWise?

Institutional investors have bought a total of 2,590,285 shares in the last 24 months. This purchase volume represents approximately $30.88M in transactions.

Which of MarketWise's major shareholders have been selling company stock?

The following institutional investors have sold MarketWise stock in the last 24 months: Greenhaven Road Investment Management L.P. ($2.83M), Royce & Associates LP ($711.40K), Formidable Asset Management LLC ($359.73K), Phraction Management LLC ($245.82K), Goldman Sachs Group Inc. ($167.52K), Renaissance Technologies LLC ($140.20K), and Bank of New York Mellon Corp ($34.67K).

How much institutional selling is happening at MarketWise?

Institutional investors have sold a total of 4,493,357 shares in the last 24 months. This volume of shares sold represents approximately $54.85M in transactions.


Related Companies

This page (NASDAQ:MKTW) was last updated on 7/26/2025 by MarketBeat.com Staff
From Our Partners
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Trump’s Endgame? (R.I.P. China)
Tucked inside a Silicon Valley factory, a bold new tech is quietly emerging—one that could ignite a $12 trilli...
Brownstone Research | Sponsored
BREAKING: The House just passed 3 pro-crypto bills!
THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.
Crypto 101 Media | Sponsored
It’s my duty to share the “truth” I see behind this bible verse
Former CIA advisor Jim Rickards believes President Trump has just unlocked what the Bible foretold — a $150 tr...
Paradigm Press | Sponsored
Trump's 2025 Economic Revolution Is Here Are Your Retirement Savings Ready?
Time is short. Trump's reforms may be coming fast—and the financial system roller coaster may be a ride that y...
Goldco Precious Metals | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored