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MarketWise (MKTW) Institutional Ownership

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$16.74 +0.07 (+0.39%)
Closing price 03:59 PM Eastern
Extended Trading
$16.55 -0.20 (-1.16%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for MarketWise (NASDAQ:MKTW)

Current
Institutional Ownership
Percentage
23.04%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.32M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$32.60M
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MKTW Institutional Buying and Selling by Quarter

MarketWise Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026 Renaissance Technologies LLC27,174$509K0.0%+36.6%0.169%
2/17/2026 Russell Investments Group Ltd.2,047$31K0.0%+60.7%0.013%
2/16/2026 Barclays PLC152,631$2.29M0.0%+7.0%0.952%
2/13/2026 State Street Corp28,737$432K0.0%+5.2%0.179%
2/13/2026 Wells Fargo & Company MN2,199$33K0.0%+52.5%0.014%
2/12/2026 Renaissance Technologies LLC19,899$299K0.0%+4.7%0.124%
2/9/2026 Geode Capital Management LLC49,505$744K0.0%-2.4%0.309%
2/9/2026 MTM Investment Management LLC18,852$283K0.1%-13.2%0.118%
11/17/2025 Susquehanna International Group LLP11,571$191K0.0%N/A0.072%
11/17/2025 Bank of America Corp DE1,890$31K0.0%-26.5%0.012%
11/12/2025 Barclays PLC142,670$2.36M0.0%-4.3%0.871%
11/7/2025 GSA 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%
8/15/2025 Tower Research Capital LLC TRC 2,095$41K0.0%-88.8%0.013%
8/15/2025 Bank of America Corp DE2,572$51K0.0%-87.5%0.016%
8/14/2025 Raymond James Financial Inc.11,438$226K0.0%N/A0.070%
8/13/2025 Russell Investments Group Ltd.1,408$28K0.0%N/A0.009%
8/12/2025 JPMorgan Chase & Co.2,561$51K0.0%-96.8%0.016%
8/8/2025 Geode 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%
6/27/2025 Goldman 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%
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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%
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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%


MKTW Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 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), Renaissance Technologies LLC ($509K), State Street Corp ($432K), and Greenhaven Road Investment Management L.P. ($391K).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 23 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 77,323 shares in the last 24 months. This purchase volume represents approximately $1.32M 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), Phraction Management LLC ($163.01K), Goldman Sachs Group Inc. ($83.76K), 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 1,723,564 shares in the last 24 months. This volume of shares sold represents approximately $32.60M in transactions.


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This page (NASDAQ:MKTW) was last updated on 6/18/2026 by MarketBeat.com Staff.
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