Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free NOTE Stock Alerts

FiscalNote (NOTE) Institutional Ownership

FiscalNote logo
$0.11 -0.01 (-7.42%)
As of 10:12 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for FiscalNote (NYSE:NOTE)

Current
Institutional Ownership
Percentage
54.31%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$8.57M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$34.16M
Get NOTE Insider Trade Alerts

Want to know when executives and insiders are buying or selling FiscalNote 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

NOTE Institutional Buying and Selling by Quarter

FiscalNote Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026Corecam AG49,581$73K0.1%N/A0.316%
2/18/2026NewEdge Advisors LLC84,261$124K0.0%+95.2%0.536%
2/18/2026XTX Topco Ltd35,516$52K0.0%+131.4%0.226%
2/17/2026Price T Rowe Associates Inc. MD24,300$36K0.0%N/A0.155%
2/17/2026Stonehill Capital Management LLC221,050$325K0.1%+55.9%1.407%
2/10/2026Goldman Sachs Group Inc.40,362$59K0.0%-40.0%0.257%
11/18/2025Yorkville Advisors Global LP95,000$440K0.1%N/A0.662%
11/17/2025NewEdge Advisors LLC43,171$200K0.0%-83.9%0.301%
11/17/2025Stonehill Capital Management LLC141,751$656K0.2%-91.5%0.989%
11/17/2025Focus Partners Wealth66,666$309K0.0%-91.7%0.465%
11/14/2025Raymond James Financial Inc.15,000$69K0.0%+4,900.0%0.105%
11/14/2025Two Sigma Investments LP13,887$64K0.0%N/A0.097%
11/14/2025Bridgeway Capital Management LLC14,907$69K0.0%-34.9%0.104%
11/7/2025Vanguard Group Inc.351,247$1.63M0.0%-91.1%2.449%
8/19/2025Marex Group plc166,100$89K0.0%N/A0.105%
8/14/2025NewEdge Advisors LLC268,094$144K0.0%+617.6%0.169%
8/13/2025Marshall Wace LLP430,105$232K0.0%N/A0.272%
8/8/2025Citizens Financial Group Inc. RI470,000$252K0.0%+147.4%0.297%
8/8/2025Geode Capital Management LLC862,871$463K0.0%-52.1%0.545%
7/31/2025R Squared Ltd49,601$27K0.0%N/A0.031%
7/29/2025International Assets Investment Management LLC158,835$85K0.0%+25.2%0.100%
6/27/2025Goldman Sachs Group Inc.475,798$384K0.0%+8.2%0.301%
5/20/2025Focus Partners Wealth800,033$647K0.0%+830.9%0.496%
5/16/2025Goldman Sachs Group Inc.475,798$384K0.0%+8.2%0.295%
5/12/2025Nuveen LLC181,367$147K0.0%N/A0.112%
5/9/2025Deutsche Bank AG112,655$91K0.0%-19.5%0.070%
5/9/2025Charles Schwab Investment Management Inc.670,060$541K0.0%+17.4%0.415%
5/9/2025Citizens Financial Group Inc. RI190,000$154K0.0%N/A0.118%
5/8/2025Jefferies Financial Group Inc.50,000$40K0.0%N/A0.031%
5/8/2025XTX Topco Ltd71,219$58K0.0%+338.3%0.044%
4/30/2025Brown Advisory Inc.783,507$633K0.0%-24.8%0.485%
4/29/2025Bank of New York Mellon Corp143,153$116K0.0%+26.9%0.089%
2/17/2025Wolverine Trading LLC34,137$39K0.0%+95.1%0.024%
2/17/2025Squarepoint Ops LLC81,764$87K0.0%N/A0.058%
2/17/2025Deutsche Bank AG139,997$150K0.0%+425.0%0.099%
2/17/2025Bridgeway Capital Management LLC235,100$252K0.0%-21.8%0.166%
2/17/2025Bank of America Corp DE49,042$52K0.0%+51.5%0.035%
2/17/2025Ameriprise Financial Inc.258,331$276K0.0%-55.0%0.183%
2/14/2025Northern Trust Corp564,004$603K0.0%+7.9%0.399%
2/13/2025Marshall Wace LLP22,899$25K0.0%-96.0%0.016%
4th of July Chaikin flash sale (Ad)

Marc Chaikin - the 60-year Wall Street veteran who called Nvidia before it surged 45,000% - is running his first-ever 4th of July flash sale through July 6th only. His Power Gauge Report membership comes with a free year of access to his Power Gauge Rating system, a 100% money-back guarantee, and a Hotlist of buy and sell ideas - including a little-known Nvidia partner he calls 'an upgrade to Tesla stock' in the autonomous vehicle race. His tools are used on Bloomberg and Reuters terminals worldwide and have helped investors grow assets by as much as 69,000%.tc pixel

Claim Chaikin's 4th of July discount before it expires July 6th
2/13/2025NewEdge Advisors LLC35,000$37K0.0%+250.0%0.025%
2/13/2025Mariner LLC35,662$38K0.0%+85.3%0.025%
2/13/2025Barclays PLC99,341$106K0.0%+15.1%0.070%
2/13/2025Kennedy Capital Management LLC2,272,722$2.43M0.1%+154.9%1.609%
2/13/2025Envestnet Asset Management Inc.28,621$31K0.0%+27.0%0.020%
2/13/2025Wells Fargo & Company MN29,315$31K0.0%+58.0%0.021%
2/12/2025Geode Capital Management LLC1,576,432$1.69M0.0%+1.6%1.116%
2/11/2025LPL Financial LLC104,348$112K0.0%+255.6%0.074%
2/11/2025Virtu Financial LLC54,432$58K0.0%+47.9%0.039%
1/31/2025Fortis Group Advisors LLC48,000$51K0.0%N/A0.034%
1/22/2025PFG Investments LLC46,500$50K0.0%+144.7%0.033%
1/17/2025SG Americas Securities LLC25,285$27K0.0%+83.2%0.018%
1/15/2025Arkadios Wealth Advisors37,289$40K0.0%N/A0.026%
11/20/2024Virtu Financial LLC36,801$47K0.0%N/A0.026%
11/19/2024Barclays PLC86,286$110K0.0%+318.2%0.061%
11/16/2024Geode Capital Management LLC1,550,931$1.99M0.0%+7.5%1.112%
11/15/2024Barclays PLC86,286$110K0.0%+318.2%0.062%
11/15/2024State Street Corp1,261,429$1.62M0.0%+1.4%0.904%
11/15/2024Stonehill Capital Management LLC777,286$995K0.6%N/A0.557%
11/12/2024Charles Schwab Investment Management Inc.566,144$725K0.0%+4.0%0.406%
10/22/2024International Assets Investment Management LLC134,656$172K0.0%+35.1%0.100%
8/15/2024AQR Capital Management LLC17,695$26K0.0%N/A0.013%
8/14/2024Squarepoint Ops LLC149,490$218K0.0%+181.9%0.111%
8/14/2024Marshall Wace LLP416,259$608K0.0%N/A0.310%
8/7/2024PFG Investments LLC19,000$28K0.0%-58.7%0.014%
8/1/2024Rhumbline Advisers54,729$80K0.0%-15.7%0.041%
7/30/2024International Assets Investment Management LLC99,700$146K0.0%-8.7%0.074%
7/26/2024Bank of New York Mellon Corp154,781$226K0.0%-10.4%0.115%
5/14/2024Natixis30,000$40K0.0%N/A0.023%
5/10/2024Vanguard Group Inc.4,157,496$5.53M0.0%+0.3%3.173%
4/22/2024PFG Investments LLC46,000$61K0.0%N/A0.035%
4/11/2024International Assets Investment Management LLC109,200$136K0.0%+51.5%0.083%
2/8/2024Brown Advisory Inc.1,420,239$1.62M0.0%-5.1%1.099%
1/24/2024International Assets Investment Management LLC82,194$94K0.0%+196.7%0.064%
11/15/2023Worth Venture Partners LLC22,372$47K0.0%-49.9%0.017%
11/6/2023Victory Capital Management Inc.301,506$627K0.0%+2,632.3%0.234%
11/3/2023Certuity LLC37,500$78K0.0%N/A0.029%
10/30/2023Harel Insurance Investments & Financial Services Ltd.136,868$277K0.0%N/A0.106%
10/13/2023SG Americas Securities LLC23,563$49K0.0%N/A0.018%
10/4/2023International Assets Investment Management LLC27,700$58K0.0%+123.4%0.022%
9/21/2023Barclays PLC12,362$44K0.0%-72.8%0.010%
8/14/2023Manatuck Hill Partners LLC800,000$2.91M1.4%+60.0%0.597%
8/8/2023AlphaCentric Advisors LLC200,000$728K0.4%N/A0.149%
8/4/2023American International Group Inc.29,971$109K0.0%N/A0.022%
7/31/2023LPL Financial LLC144,348$525K0.0%+391.8%0.108%
7/31/2023Brown Advisory Inc.1,495,803$5.45M0.0%+29.9%1.117%
7/27/2023Virtu Financial LLC54,669$199K0.0%N/A0.041%
7/20/2023International Assets Investment Management LLC12,400$45K0.0%N/A0.009%
7/20/2023Tiedemann Advisors LLC69,000$251K0.0%+27.8%0.052%
5/10/2023Connor Clark & Lunn Investment Management Ltd.27,154$61K0.0%N/A0.020%
The dollar reset no one told you about (Ad)

Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth. Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing.tc pixel

Read the full briefing and see how to position yourself now
5/8/2023Brown Advisory Inc.1,151,194$2.57M0.0%N/A0.861%
5/3/2023Jump Financial LLC57,327$128K0.0%N/A0.043%
4/28/2023Klingenstein Fields & Co. LP119,931$267K0.0%N/A0.090%
4/27/2023Tiedemann Advisors LLC54,000$120K0.0%+237.5%0.040%
11/14/2022NEA Management Company LLC1,694,323$8.63M0.4%N/A1.395%
11/14/2022Regal Partners Ltd333,085$2.12M0.4%N/A0.274%
11/14/2022Comprehensive Financial Management LLC1,010,988$6.44M0.2%N/A0.832%
11/10/2022Accomplice Management LLC201,554$1.28M3.2%N/A0.166%
11/7/2022Virtu Financial LLC12,632$80K0.0%N/A0.010%
10/28/2022Tiedemann Advisors LLC18,479$118K0.0%N/A0.015%


NOTE Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of FiscalNote. The most heavily invested institutionals were Kennedy Capital Management LLC ($2.43M), Vanguard Group Inc. ($1.63M), State Street Corp ($1.62M), Brown Advisory Inc. ($633K), Northern Trust Corp ($603K), Charles Schwab Investment Management Inc. ($541K), and Geode Capital Management LLC ($463K).Learn more on FiscalNote's institutional investors.

54.31% of FiscalNote's stock is owned by institutional investors. Learn more on NOTE's institutional investor holdings.

Of the 38 institutional investors that purchased FiscalNote's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kennedy Capital Management LLC ($1.38M), Stonehill Capital Management LLC ($856.59K), Marshall Wace LLP ($846.36K), Focus Partners Wealth ($714.09K), Citizens Financial Group Inc. RI ($470K), NewEdge Advisors LLC ($296.82K), and Nuveen LLC ($181.37K).

Institutional investors have bought a total of 1,526,562 shares in the last 24 months. This purchase volume represents approximately $8.57M in transactions.

The following institutional investors have sold FiscalNote stock in the last 24 months: Vanguard Group Inc. ($3.58M), Stonehill Capital Management LLC ($1.53M), Geode Capital Management LLC ($938.41K), Focus Partners Wealth ($736.78K), NewEdge Advisors LLC ($224.92K), Goldman Sachs Group Inc. ($26.87K), and Bridgeway Capital Management LLC ($7.99K).

Institutional investors have sold a total of 7,049,871 shares in the last 24 months. This volume of shares sold represents approximately $34.16M in transactions.


Related Companies

This page (NYSE:NOTE) was last updated on 7/6/2026 by MarketBeat.com Staff.
From Our Partners
Elon Musk on His New Invention: “An Infinite Money Glitch.”
Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's ...
Brownstone Research | Sponsoredtc pixel
He’s Back. And He’s About to Act
The U.S. government holds 8,133 tonnes of gold valued at just $42.22 an ounce on its books - while gold trades...
Priority Gold | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Are you leaving Social Security money on the table?
Most retirement plans still have gaps in them... The quiet ones that don't show up until it's too late to fix....
Money Pickle | 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
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
Solar is dead. Here’s what replaces it.
Starting July 4th, every new solar and wind project in America loses its federal tax credits. But one zero-car...
Behind the Markets | Sponsoredtc pixel
The Warsh Fed and what it could mean for your savings
The Fed just changed hands, and Reagan Gold Group says there may be a short window before the impact shows up ...
Reagan Gold Group | Sponsoredtc pixel