Marketwise Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARCLAYS PLC | 08/14/2026 | 152.68 K | $2.72 M | 0.58% | 5.78% |
| BLACKROCK, INC. | 08/07/2026 | 145.95 K | $2.60 M | 19.61% | 5.52% |
| BASS SID R | 08/06/2026 | 145.52 K | $2.60 M | 7.70% | 5.51% |
| PHRACTION MANAGEMENT LLC | 07/20/2026 | 92.32 K | $1.65 M | -6.10% | 3.49% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 63.97 K | $1.14 M | 0.04% | 2.42% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 55.63 K | $992.42 K | 12.96% | 2.10% |
| STATE STREET CORP | 08/07/2026 | 32.94 K | $587.70 K | 18.64% | 1.25% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 32.09 K | $572.40 K | 134.25% | 1.21% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 25.80 K | $460.25 K | -5.06% | 0.98% |
| MTM INVESTMENT MANAGEMENT, LLC | 08/03/2026 | 23.74 K | $423.43 K | 23.59% | 0.90% |
| NORTHERN TRUST CORP | 08/13/2026 | 15.93 K | $284.16 K | 20.57% | 0.60% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 15.00 K | $272.23 K | 0.00% | 0.57% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 14.50 K | $258.61 K | 45.63% | 0.55% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 12.39 K | $221.09 K | 2.68% | 0.47% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 12.09 K | $215.69 K | 100.00% | 0.46% |
| COPELAND CAPITAL MANAGEMENT, LLC | 08/04/2026 | 7.55 K | $134.60 K | 100.00% | 0.29% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 7.37 K | $131.48 K | 164.44% | 0.28% |
| MORGAN STANLEY | 08/13/2026 | 4.35 K | $77.53 K | 62.95% | 0.16% |
| FMR LLC | 08/13/2026 | 3.27 K | $58.28 K | 0.68% | 0.12% |
| UBS GROUP AG | 08/13/2026 | 2.72 K | $48.49 K | -0.15% | 0.10% |
| RHUMBLINE ADVISERS | 08/12/2026 | 1.85 K | $32.94 K | -33.54% | 0.07% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.84 K | $32.81 K | 182.92% | 0.07% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.43 K | $25.00 K | 334.04% | 0.05% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 1.40 K | $24.00 K | 100.00% | 0.05% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.04 K | $18.30 K | -26.73% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 1.01 K | $18.02 K | -1.94% | 0.04% |
| CITIGROUP INC | 08/03/2026 | 1.01 K | $18.00 K | 1,145.68% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 837 | $14.94 K | 100.00% | 0.03% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 751 | $13.40 K | 12,416.67% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 636 | $11.35 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 604 | $10.78 K | -44.33% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 554 | $9.88 K | 0.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 417 | $7.44 K | -57.79% | 0.02% |
| HARBOR CAPITAL ADVISORS, INC. | 08/07/2026 | 328 | $6.00 K | 1.55% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 220 | $3.93 K | 100.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 150 | $2.68 K | 0.00% | 0.01% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 107 | $1.91 K | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 63 | $1.13 K | 31.25% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2026 | 63 | $1.12 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 62 | $1.11 K | 520.00% | 0.00% |
| ESSENTIAL PARTNERS LLC | 08/10/2026 | 47 | $838 | -7.84% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 07/28/2026 | 32 | $571 | -50.77% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/24/2026 | 25 | $446 | -76.42% | 0.00% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 20 | $357 | 0.00% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 07/16/2026 | 19 | $339 | 26.67% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 16 | $285 | 300.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 08/10/2026 | 15 | $268 | 0.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 13 | $232 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 10 | $177 | 100.00% | 0.00% |
| CLEAR STREET MARKETS LLC | 08/03/2026 | 7 | $125 | 100.00% | 0.00% |
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Marketwise Inc institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of Marketwise Inc. The most heavily invested institutionals were:
BARCLAYS PLC: 152,675
BlackRock, Inc.: 145,952
BASS SID R: 145,524
Phraction Management LLC: 92,316
VANGUARD CAPITAL MANAGEMENT LLC: 63,973
GEODE CAPITAL MANAGEMENT, LLC: 55,625
33.31% of Marketwise Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.80 M shares in the last 24 months. This purchase volume represents approximately $76.03 M in transactions.