Free Trial
→ Your book is inside (From Profits Run) (Ad)tc pixel Free MKTW Stock Alerts

MarketWise (MKTW) Institutional Ownership

MarketWise logo
$20.68 +4.05 (+24.35%)
Closing price 05/8/2026 04:00 PM Eastern
Extended Trading
$20.77 +0.09 (+0.44%)
As of 05/8/2026 07:57 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 Massive. 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)
11
Total
Institutional Inflows
(last 12 months)
$3.49M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$33.43M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MKTW Institutional Buying and Selling by Quarter

MarketWise Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2026Russell Investments Group Ltd.2,047$31K0.0%+60.7%0.013%
2/16/2026Barclays PLC152,631$2.29M0.0%+7.0%0.952%
2/13/2026State Street Corp28,737$432K0.0%+5.2%0.179%
2/13/2026Wells Fargo & Company MN2,199$33K0.0%+52.5%0.014%
2/12/2026Renaissance Technologies LLC19,899$299K0.0%+4.7%0.124%
2/9/2026Geode Capital Management LLC49,505$744K0.0%-2.4%0.309%
2/9/2026 MTM Investment Management LLC18,852$283K0.1%-13.2%0.118%
11/17/2025Susquehanna International Group LLP11,571$191K0.0%N/A0.072%
11/17/2025Bank of America Corp DE1,890$31K0.0%-26.5%0.012%
11/12/2025Barclays PLC142,670$2.36M0.0%-4.3%0.871%
11/7/2025GSA Capital Partners LLP15,580$258K0.0%-11.3%0.095%
11/7/2025Vanguard Group Inc.83,627$1.38M0.0%+13.8%0.511%
11/3/2025 MTM Investment Management LLC21,713$359K0.1%N/A0.133%
10/29/2025 Formidable Asset Management LLC14,999$248K0.0%-92.7%0.092%
8/15/2025Tower Research Capital LLC TRC 2,095$41K0.0%-88.8%0.013%
8/15/2025Bank of America Corp DE2,572$51K0.0%-87.5%0.016%
8/14/2025Raymond James Financial Inc.11,438$226K0.0%N/A0.070%
8/13/2025Russell Investments Group Ltd.1,408$28K0.0%N/A0.009%
8/12/2025JPMorgan Chase & Co.2,561$51K0.0%-96.8%0.016%
8/8/2025Geode Capital Management LLC49,461$979K0.0%-94.6%0.305%
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%
5/5/2025Formidable 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%
4/28/2025Phraction Management LLC275,081$136K0.0%N/A1.695%
2/19/2025Formidable 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%
1/23/2025Williams & 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%
11/6/2024Phraction Management LLC167,187$112K0.0%-33.1%0.053%
11/6/2024Royce & Associates LP1,123,100$751K0.0%-7.3%0.355%
10/8/2024Williams & 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%
7/15/2024Dynamic Advisor Solutions LLC77,940$90K0.0%N/A0.024%
7/12/2024Williams & Novak LLC77,940$90K0.1%N/A0.024%
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%
2/7/2024Formidable Asset Management LLC451,823$1.23M0.3%-36.7%0.138%
1/26/2024Harbor 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%
11/9/2023Formidable 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%
5/9/2023Formidable 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%
2/7/2023Formidable 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%
11/15/2022Formidable 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%
10/25/2022Janney Montgomery Scott LLC94,097$215K0.0%N/A0.029%
10/25/2022Raymond James & Associates16,977$39K0.0%N/A0.005%
8/16/2022Formidable 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%
8/8/2022Phraction Management LLC114,850$413K0.3%N/A0.036%


MKTW Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of MarketWise. The most heavily invested institutionals were Barclays PLC ($2.29M), Phraction Management LLC ($2.22M), Vanguard Group Inc. ($1.38M), Geode Capital Management LLC ($744K), State Street Corp ($432K), Greenhaven Road Investment Management L.P. ($391K), and Renaissance Technologies LLC ($299K).Learn more on MarketWise's institutional investors.

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

Of the 24 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: Barclays PLC ($992.44K), Williams & Novak LLC ($287.50K), MTM Investment Management LLC ($275.09K), Phraction Management LLC ($275.08K), Militia Capital Partners LP ($143.23K), XTX Topco Ltd ($122.18K), and JPMorgan Chase & Co. ($114.82K).

Institutional investors have bought a total of 304,562 shares in the last 24 months. This purchase volume represents approximately $3.49M in transactions.

Of the 10 institutional investors that sold MarketWise's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Geode Capital Management LLC ($876.10K), Formidable Asset Management LLC ($476.56K), Goldman Sachs Group Inc. ($167.52K), Phraction Management LLC ($163.01K), JPMorgan Chase & Co. ($77.58K), Bank of America Corp DE ($18.68K), and Tower Research Capital LLC TRC ($16.58K).

Institutional investors have sold a total of 1,807,323 shares in the last 24 months. This volume of shares sold represents approximately $33.43M in transactions.


Related Companies

This page (NASDAQ:MKTW) was last updated on 5/9/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel