Marketwise Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARCLAYS PLC | 02/13/2026 | 152.63 K | $2.29 M | 6.98% | 6.13% |
| BASS SID R | 04/10/2026 | 135.00 K | $2.03 M | 100.00% | 5.42% |
| BLACKROCK, INC. | 02/12/2026 | 124.92 K | $1.88 M | 1.93% | 5.02% |
| PHRACTION MANAGEMENT LLC | 01/26/2026 | 112.07 K | $1.68 M | 0.00% | 4.50% |
| VANGUARD GROUP INC | 01/29/2026 | 84.60 K | $1.27 M | 1.16% | 3.40% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 49.51 K | $743.62 K | -2.44% | 1.99% |
| STATE STREET CORP | 02/13/2026 | 28.74 K | $431.63 K | 5.18% | 1.15% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 25.00 K | $375.50 K | 0.00% | 1.00% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 19.90 K | $298.88 K | 4.74% | 0.80% |
| MTM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 18.85 K | $283.16 K | -13.18% | 0.76% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 17.47 K | $262.00 K | 12.14% | 0.70% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 01/16/2026 | 15.00 K | $225.29 K | 0.00% | 0.60% |
| NORTHERN TRUST CORP | 02/17/2026 | 12.69 K | $190.66 K | 2.61% | 0.51% |
| MORGAN STANLEY | 02/13/2026 | 4.42 K | $66.39 K | 10.06% | 0.18% |
| FMR LLC | 02/17/2026 | 3.47 K | $52.10 K | 14.19% | 0.14% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 3.26 K | $48.97 K | 0.00% | 0.13% |
| RHUMBLINE ADVISERS | 02/13/2026 | 2.77 K | $41.62 K | -12.23% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.57 K | $38.56 K | 35.82% | 0.10% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.32 K | $34.83 K | -21.55% | 0.09% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.20 K | $33.03 K | 52.50% | 0.09% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 2.05 K | $30.74 K | 60.68% | 0.08% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 996 | $14.96 K | 4.62% | 0.04% |
| CWM, LLC | 01/26/2026 | 767 | $12.00 K | -5.19% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 636 | $9.55 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 625 | $9.00 K | -31.92% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 547 | $8.22 K | 24.60% | 0.02% |
| MEEDER ASSET MANAGEMENT INC | 02/11/2026 | 502 | $7.54 K | 100.00% | 0.02% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 436 | $6.55 K | 100.00% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 331 | $4.97 K | -94.92% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 260 | $3.91 K | -76.56% | 0.01% |
| HARBOR CAPITAL ADVISORS, INC. | 01/20/2026 | 197 | $3.00 K | -1.50% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 194 | $2.91 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 150 | $2.25 K | 0.00% | 0.01% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 130 | $1.95 K | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 120 | $1.80 K | -14.29% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 63 | $946 | 0.00% | 0.00% |
| AMALGAMATED BANK | 02/05/2026 | 62 | $1.00 K | 100.00% | 0.00% |
| FEDERATED HERMES, INC. | 02/12/2026 | 58 | $871 | 0.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 44 | $661 | -77.32% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 43 | $646 | -14.00% | 0.00% |
| OPTIVER HOLDING B.V. | 02/17/2026 | 37 | $556 | 2.78% | 0.00% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 20 | $300 | -9.09% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 01/08/2026 | 18 | $271 | -28.00% | 0.00% |
| 01/30/2026 | 16 | $241 | 100.00% | 0.00% | |
| NISA INVESTMENT ADVISORS, LLC | 01/15/2026 | 15 | $225 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 5 | $75 | 100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 3 | $45 | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 1 | $15 | -98.55% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 0 | $0 | -100.00% | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Marketwise Inc institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of Marketwise Inc. The most heavily invested institutionals were:
Phraction Management LLC: 98,316
Formidable Asset Management, LLC: 14,999
UBS Group AG: 2,722
HARBOR CAPITAL ADVISORS, INC.: 323
Sterling Capital Management LLC: 65
True Wealth Design, LLC: 15
33.17% of Marketwise Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.65 M shares in the last 24 months. This purchase volume represents approximately $73.63 M in transactions.