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Forge Global (FRGE) Institutional Ownership

Forge Global logo
$45.00 0.00 (0.00%)
As of 07/2/2026
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Institutional Ownership Changes (13F Filings) for Forge Global (NYSE:FRGE)

Current
Institutional Ownership
Percentage
40.67%
Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$116.55M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$235.30M
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FRGE Institutional Buying and Selling by Quarter

Forge Global Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/20/2026Hsbc Holdings PLC141,348$6.31M0.0%N/A1.021%
3/6/2026Hsbc Holdings PLC141,348$6.31M0.0%N/A1.021%
3/3/2026Caitong International Asset Management Co. Ltd772$34K0.0%N/A0.006%
2/19/2026Invesco Ltd.6,991$312K0.0%N/A0.050%
2/19/2026Alberta Investment Management Corp10,542$470K0.0%N/A0.076%
2/18/2026Water Island Capital LLC197,075$8.78M0.9%N/A1.423%
2/18/2026Toronto Dominion Bank59,900$2.67M0.0%N/A0.432%
2/18/2026Millennium Management LLC109,105$4.86M0.0%-42.0%0.788%
2/18/2026Balyasny Asset Management L.P.83,487$3.72M0.0%N/A0.603%
2/17/2026AQR Capital Management LLC71,460$3.18M0.0%+23.0%0.516%
2/17/2026Meteora Capital LLC1,043$46K0.0%N/A0.008%
2/17/2026PenderFund Capital Management Ltd.2,300$102K0.0%N/A0.017%
2/17/2026FIL Ltd300,000$13.37M0.0%N/A2.166%
2/17/2026Price T Rowe Associates Inc. MD5,984$267K0.0%N/A0.043%
2/17/2026Magnetar Financial LLC50,250$2.24M0.0%N/A0.363%
2/17/2026Alberta Investment Management Corp10,542$470K0.0%N/A0.076%
2/16/2026Squarepoint Ops LLC9,754$435K0.0%N/A0.070%
2/16/2026Barclays PLC17,251$769K0.0%+22.2%0.125%
2/13/2026Marshall Wace LLP85,316$3.80M0.0%+16.7%0.616%
2/13/2026Soros Fund Management LLC198,530$8.85M0.1%N/A1.433%
2/13/2026AWM Investment Company Inc.264,179$11.77M1.1%+28.0%1.907%
2/13/2026First Trust Capital Management L.P.307,802$13.72M0.8%N/A2.222%
2/13/2026Charles Schwab Investment Management Inc.73,737$3.29M0.0%+2.2%0.532%
2/13/2026State Street Corp200,979$8.96M0.0%+17.5%1.451%
2/13/2026Ieq Capital LLC9,384$418K0.0%N/A0.068%
2/13/2026Wells Fargo & Company MN183,075$8.16M0.0%+2.9%1.322%
2/12/2026Groupe la Francaise30,000$1.34M0.0%N/A0.217%
2/12/2026Renaissance Technologies LLC226,079$10.07M0.0%+287.3%1.633%
2/12/2026Dimensional Fund Advisors LP8,842$394K0.0%N/A0.064%
2/12/2026New York State Common Retirement Fund3,743$167K0.0%+159.4%0.027%
2/11/2026Deutsche Bank AG7,142$318K0.0%N/A0.052%
2/11/2026Los Angeles Capital Management LLC10,057$448K0.0%-52.9%0.073%
2/11/2026Longfellow Investment Management Co. LLC1,701$76K0.0%N/A0.012%
2/10/2026Goldman Sachs Group Inc.64,090$2.86M0.0%+285.8%0.463%
2/9/2026Geode Capital Management LLC230,891$10.29M0.0%+7.2%1.668%
2/5/2026GABELLI & Co INVESTMENT ADVISERS INC.39,350$1.75M0.3%N/A0.284%
2/5/2026Gamco Investors INC. ET AL66,000$2.94M0.0%N/A0.477%
2/5/2026Gabelli Funds LLC90,700$4.04M0.0%N/A0.655%
2/4/2026Versor Investments LP75,189$3.35M0.5%N/A0.543%
2/4/2026ABC Arbitrage SA94,553$4.21M0.4%N/A0.683%
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2/3/2026Carlson Capital L.P.15,500$691K0.2%N/A0.112%
2/3/2026Credit Industriel ET Commercial20,000$891K0.1%N/A0.144%
2/2/2026Strs Ohio12,800$570K0.0%N/A0.092%
2/2/2026Composition Wealth LLC6,410$286K0.0%N/A0.046%
1/29/2026Inscription Capital LLC6,121$273K0.0%N/A0.044%
1/26/2026CWM LLC5,741$256K0.0%+30.2%0.042%
1/15/2026Nisa Investment Advisors LLC966$43K0.0%-22.2%0.007%
1/14/2026CIBRA Capital Ltd74,966$3.34M5.7%N/A0.551%
1/1/2026JPMorgan Chase & Co.6,495$110K0.0%-10.8%0.048%
11/17/2025Alyeska Investment Group L.P.144,821$2.45M0.0%-31.0%1.065%
11/17/2025Millennium Management LLC188,260$3.18M0.0%+220.7%1.384%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,822$81K0.0%-13.6%0.035%
11/17/2025Bank of America Corp DE37,964$642K0.0%+442.4%0.279%
11/14/2025Raymond James Financial Inc.111,006$1.88M0.0%+11.8%0.816%
11/14/2025Two Sigma Investments LP28,901$488K0.0%N/A0.213%
11/13/2025BNP Paribas Financial Markets2,144$36K0.0%+303.8%0.016%
11/12/2025Cresset Asset Management LLC17,448$295K0.0%-12.6%0.128%
11/12/2025US Bancorp DE220,971$3.73M0.0%-3.8%1.625%
11/7/2025Vanguard Group Inc.433,969$7.33M0.0%+5.8%3.191%
11/7/2025JPMorgan Chase & Co.6,495$110K0.0%-10.8%0.048%
11/6/2025Rhumbline Advisers13,185$223K0.0%-2.3%0.097%
10/15/2025CWM LLC4,409$75K0.0%+27.8%0.032%
9/12/2025Valeo Financial Advisors LLC38,251$728K0.0%N/A0.281%
8/18/2025Lasry Marc11,363$216K1.2%-93.3%0.084%
8/15/2025Bank of America Corp DE6,999$133K0.0%-91.6%0.051%
8/15/2025AWM Investment Company Inc.206,392$3.93M0.4%-94.7%1.518%
8/14/2025Raymond James Financial Inc.99,334$1.89M0.0%N/A0.730%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,581$106K0.0%-91.9%0.041%
8/13/2025Cresset Asset Management LLC19,968$380K0.0%-97.0%0.147%
8/13/2025New York State Common Retirement Fund1,443$27K0.0%-93.3%0.011%
8/12/2025Rhumbline Advisers13,500$257K0.0%-91.6%0.109%
8/12/2025JPMorgan Chase & Co.7,282$139K0.0%-96.1%0.059%
8/8/2025Police & Firemen s Retirement System of New Jersey2,481$47K0.0%N/A0.020%
8/8/2025Geode Capital Management LLC208,546$3.97M0.0%-92.4%1.691%
8/7/2025Los Angeles Capital Management LLC21,342$406K0.0%-93.5%0.173%
7/25/2025CWM LLC3,449$66K0.0%-83.2%0.028%
7/24/2025US Bancorp DE229,642$4.37M0.0%-93.6%1.862%
7/22/2025Valeo Financial Advisors LLC38,251$728K0.0%N/A0.310%
7/18/2025Truist Financial Corp10,000$190K0.0%N/A0.081%
7/14/2025Abacus Wealth Partners LLC62,856$1.20M0.2%-93.3%0.510%
7/11/2025Brendel Financial Advisors LLC10,961$209K0.1%N/A0.089%
6/27/2025Goldman Sachs Group Inc.377,237$212K0.0%-28.5%3.060%
5/29/2025Rhumbline Advisers160,535$90K0.0%-5.5%1.302%
5/19/2025Jane Street Group LLC48,559$27K0.0%-92.9%0.394%
5/16/2025Goldman Sachs Group Inc.377,237$212K0.0%-28.5%3.060%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.68,888$39K0.0%+4.5%0.559%
5/16/2025Interval Partners LP308,388$173K0.0%+1.2%2.502%
5/16/2025AQR Capital Management LLC194,616$109K0.0%+305.0%1.579%
5/16/2025AWM Investment Company Inc.3,928,927$2.21M0.3%+793.9%31.870%
5/16/2025Alyeska Investment Group L.P.1,990,391$1.12M0.0%N/A16.145%
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5/14/2025Whetstone Capital Advisors LLC371,008$209K0.1%N/A3.009%
5/13/2025Cresset Asset Management LLC673,466$378K0.0%-35.2%5.463%
5/12/2025Nuveen LLC411,336$231K0.0%N/A3.337%
5/12/2025Invesco Ltd.45,944$26K0.0%-3.8%0.373%
5/9/2025Charles Schwab Investment Management Inc.995,979$560K0.0%+13.1%7.937%
5/8/2025US Bancorp DE3,584,701$2.02M0.0%-3.2%28.566%
5/8/2025XTX Topco Ltd54,878$31K0.0%-35.1%0.437%
4/29/2025Bank of New York Mellon Corp292,017$164K0.0%-0.3%2.327%
4/28/2025Summit Trail Advisors LLC157,666$89K0.0%+19.7%1.256%
2/18/2025AWM Investment Company Inc.439,503$409K0.0%N/A0.238%


FRGE Institutional Ownership - Frequently Asked Questions

During the previous two years, 87 institutional investors and hedge funds held shares of Forge Global. The most heavily invested institutionals were First Trust Capital Management L.P. ($13.72M), FIL Ltd ($13.37M), AWM Investment Company Inc. ($11.77M), Geode Capital Management LLC ($10.29M), Renaissance Technologies LLC ($10.07M), State Street Corp ($8.96M), and Soros Fund Management LLC ($8.85M).Learn more on Forge Global's institutional investors.

40.67% of Forge Global's stock is owned by institutional investors. Learn more on FRGE's institutional investor holdings.

Of the 78 institutional investors that purchased Forge Global's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AWM Investment Company Inc. ($3.99M), Alyeska Investment Group L.P. ($1.99M), Jane Street Group LLC ($534.72K), Renaissance Technologies LLC ($531.50K), Nuveen LLC ($411.34K), Whetstone Capital Advisors LLC ($371.01K), and First Trust Capital Management L.P. ($307.80K).

Institutional investors have bought a total of 2,870,801 shares in the last 24 months. This purchase volume represents approximately $116.55M in transactions.

Of the 16 institutional investors that sold Forge Global's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AWM Investment Company Inc. ($3.72M), US Bancorp DE ($3.36M), Geode Capital Management LLC ($2.54M), Abacus Wealth Partners LLC ($880.01K), Cresset Asset Management LLC ($656.02K), Los Angeles Capital Management LLC ($317.90K), and JPMorgan Chase & Co. ($180.97K).

Institutional investors have sold a total of 12,289,976 shares in the last 24 months. This volume of shares sold represents approximately $235.30M in transactions.


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This page (NYSE:FRGE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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