MarketWise, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARCLAYS PLC | 11/12/2025 | 142.67 K | $2.36 M | -4.33% | 6.05% |
| BLACKROCK, INC. | 11/12/2025 | 122.55 K | $2.03 M | -1.97% | 5.20% |
| PHRACTION MANAGEMENT LLC | 10/09/2025 | 112.07 K | $1.85 M | 0.00% | 4.75% |
| VANGUARD GROUP INC | 11/07/2025 | 83.63 K | $1.38 M | 13.76% | 3.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 50.75 K | $838.87 K | 2.60% | 2.15% |
| STATE STREET CORP | 11/14/2025 | 27.32 K | $451.65 K | -0.18% | 1.16% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 25.00 K | $413.25 K | 0.00% | 1.06% |
| MTM INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 21.71 K | $358.92 K | 100.00% | 0.92% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 19.00 K | $314.05 K | 2.70% | 0.81% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 15.58 K | $258.00 K | -11.29% | 0.66% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 10/29/2025 | 15.00 K | $247.93 K | 0.00% | 0.64% |
| NORTHERN TRUST CORP | 11/14/2025 | 12.37 K | $204.49 K | -11.24% | 0.52% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 11.57 K | $191.27 K | 100.00% | 0.49% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 10.97 K | $181.26 K | -2.90% | 0.47% |
| UBS GROUP AG | 11/13/2025 | 6.52 K | $107.71 K | 47.82% | 0.28% |
| MORGAN STANLEY | 11/14/2025 | 4.02 K | $66.39 K | -37.34% | 0.17% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 3.26 K | $53.89 K | 0.00% | 0.14% |
| RHUMBLINE ADVISERS | 11/06/2025 | 3.16 K | $52.18 K | 17.75% | 0.13% |
| FMR LLC | 11/13/2025 | 3.04 K | $50.22 K | -2.85% | 0.13% |
| JPMORGAN CHASE & CO | 11/26/2025 | 2.96 K | $48.86 K | 15.42% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.89 K | $31.24 K | -26.52% | 0.08% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.44 K | $23.84 K | 3.00% | 0.06% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 1.27 K | $21.06 K | -9.52% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 1.11 K | $18.33 K | -47.06% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 952 | $15.74 K | 100.00% | 0.04% |
| ROYAL BANK OF CANADA | 11/14/2025 | 918 | $14.00 K | -87.79% | 0.04% |
| CWM, LLC | 10/15/2025 | 809 | $13.00 K | -10.01% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 636 | $10.51 K | 0.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 439 | $7.26 K | 61.40% | 0.02% |
| HARBOR CAPITAL ADVISORS, INC. | 10/15/2025 | 200 | $3.00 K | 100.00% | 0.01% |
| CITIGROUP INC | 11/10/2025 | 194 | $3.21 K | -79.27% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 194 | $3.21 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 150 | $2.48 K | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 140 | $2.31 K | 0.72% | 0.01% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 130 | $2.15 K | 319.35% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 69 | $1.14 K | 100.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 63 | $1.04 K | 0.00% | 0.00% |
| FEDERATED HERMES, INC. | 11/03/2025 | 58 | $959 | 65.71% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 50 | $827 | 2.04% | 0.00% |
| OPTIVER HOLDING B.V. | 11/10/2025 | 36 | $595 | 100.00% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 10/21/2025 | 25 | $414 | -7.41% | 0.00% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 22 | $364 | -96.71% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 15 | $248 | 0.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 3 | $50 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 2 | $33 | 0.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 1 | $17 | 100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| AMALGAMATED BANK | 10/29/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 10/27/2025 | 0 | $0 | -100.00% | 0.00% |
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MarketWise, Inc. institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of MarketWise, Inc.. The most heavily invested institutionals were:
BARCLAYS PLC: 142,670
BlackRock, Inc.: 122,545
Phraction Management LLC: 112,070
VANGUARD GROUP INC: 83,627
GEODE CAPITAL MANAGEMENT, LLC: 50,745
STATE STREET CORP: 27,323
29.87% of MarketWise, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.54 M shares in the last 24 months. This purchase volume represents approximately $71.24 M in transactions.