Go Pro
→ The cat is out the bag (From Porter & Company) (Ad)tc pixel Free MKTW Stock Alerts

MarketWise (MKTW) Institutional Ownership

MarketWise logo
$19.48 +0.02 (+0.10%)
Closing price 04:00 PM Eastern
Extended Trading
$19.62 +0.15 (+0.74%)
As of 07:30 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)
8
Total
Institutional Inflows
(last 12 months)
$1.06M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.38M
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
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%
Someone just dumped the biggest gold fund. (Ad)

Investors pulled 2.9 billion dollars from the world's largest gold fund in a single day this March, pushing total outflows to 14 billion. At the same time, the World Gold Council recorded the highest quarterly central bank gold buying on record, with buyers taking physical delivery instead of paper shares.tc pixel

Discover the company on the buying side before the September 30th delivery date.
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%
They didn't warn anyone in 1971. This time someone is warning you. (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
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, 28 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 20 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), Phraction Management LLC ($275.08K), Williams & Novak LLC ($209.56K), MTM Investment Management LLC ($171.52K), Militia Capital Partners LP ($143.23K), XTX Topco Ltd ($122.18K), and JPMorgan Chase & Co. ($114.82K).

Institutional investors have bought a total of 64,477 shares in the last 24 months. This purchase volume represents approximately $1.06M in transactions.

The following institutional investors have sold MarketWise stock in the last 24 months: Formidable Asset Management LLC ($191.56K), Barclays PLC ($6.46K), MTM Investment Management LLC ($2.86K), GSA Capital Partners LLP ($1.98K), Geode Capital Management LLC ($1.24K), and Bank of America Corp DE ($682.00).

Institutional investors have sold a total of 204,786 shares in the last 24 months. This volume of shares sold represents approximately $3.38M in transactions.


Related Companies

Institutional ownership data for NASDAQ:MKTW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
I’m sharing my top day trading secrets for free
A 30-year trading veteran who managed multi-million-dollar hedge funds and wealth for one of the world's riche...
The TradingPub | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel