Forge Global Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROB EXPLORATION LLC | 11/13/2025 | 1.62 M | $27.30 M | 0.00% | 12.95% |
| BLACKROCK, INC. | 11/12/2025 | 655.01 K | $11.07 M | 0.76% | 5.25% |
| VANGUARD GROUP INC | 11/07/2025 | 433.97 K | $7.33 M | 5.84% | 3.48% |
| US BANCORP \DE\ | 11/12/2025 | 220.97 K | $3.73 M | -3.78% | 1.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 215.31 K | $3.64 M | 3.24% | 1.73% |
| AWM INVESTMENT COMPANY, INC. | 11/13/2025 | 206.39 K | $3.49 M | 100.00% | 1.65% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 188.26 K | $3.18 M | 220.71% | 1.51% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 177.87 K | $3.01 M | 0.65% | 1.43% |
| STATE STREET CORP | 11/14/2025 | 171.10 K | $2.89 M | 4.67% | 1.37% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 144.82 K | $2.45 M | -31.05% | 1.16% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 111.01 K | $1.88 M | 11.75% | 0.89% |
| NORTHERN TRUST CORP | 11/14/2025 | 79.94 K | $1.35 M | -1.40% | 0.64% |
| MARSHALL WACE, LLP | 11/13/2025 | 73.09 K | $1.24 M | 100.00% | 0.59% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 72.13 K | $1.22 M | 6.14% | 0.58% |
| ABACUS WEALTH PARTNERS, LLC | 11/12/2025 | 62.86 K | $1.06 M | 0.00% | 0.50% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 62.04 K | $1.05 M | 100.00% | 0.50% |
| WALLEYE CAPITAL LLC | 11/14/2025 | 61.76 K | $1.04 M | 100.00% | 0.50% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 58.38 K | $986.61 K | 50.54% | 0.47% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 58.12 K | $982.18 K | 77.15% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 37.96 K | $641.59 K | 442.42% | 0.30% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 29.96 K | $506.39 K | 135.79% | 0.24% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 28.90 K | $488.43 K | 100.00% | 0.23% |
| NUVEEN, LLC | 11/12/2025 | 26.93 K | $455.05 K | 0.00% | 0.22% |
| JANE STREET GROUP, LLC | 11/14/2025 | 26.16 K | $442.17 K | 100.00% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 24.04 K | $406.23 K | 5.70% | 0.19% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 21.34 K | $360.68 K | 0.00% | 0.17% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 17.49 K | $295.64 K | 100.00% | 0.14% |
| CRESSET ASSET MANAGEMENT, LLC | 11/12/2025 | 17.45 K | $294.87 K | -12.62% | 0.14% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 16.61 K | $280.73 K | 45.90% | 0.13% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 11/14/2025 | 16.25 K | $274.69 K | -5.80% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 14.70 K | $248.43 K | 100.00% | 0.12% |
| BARCLAYS PLC | 11/12/2025 | 14.12 K | $238.65 K | -17.18% | 0.11% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 14.07 K | $237.75 K | 100.00% | 0.11% |
| UBS GROUP AG | 11/13/2025 | 13.77 K | $232.73 K | -48.75% | 0.11% |
| RHUMBLINE ADVISERS | 11/06/2025 | 13.19 K | $222.82 K | -2.33% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 12.39 K | $209.46 K | 0.00% | 0.10% |
| MORGAN STANLEY | 11/14/2025 | 11.76 K | $198.76 K | -28.07% | 0.09% |
| LASRY MARC | 11/14/2025 | 11.36 K | $192.04 K | 0.00% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2025 | 11.28 K | $190.55 K | 100.00% | 0.09% |
| SUMMIT TRAIL ADVISORS, LLC | 11/14/2025 | 11.23 K | $189.80 K | 4.91% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2025 | 11.20 K | $189.28 K | 100.00% | 0.09% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 10.00 K | $169.00 K | 0.00% | 0.08% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 6.64 K | $112.23 K | 0.00% | 0.05% |
| JPMORGAN CHASE & CO | 11/26/2025 | 6.50 K | $109.77 K | -10.81% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 4.82 K | $81.49 K | -13.60% | 0.04% |
| CWM, LLC | 10/15/2025 | 4.41 K | $75.00 K | 27.83% | 0.04% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 2.48 K | $41.93 K | 0.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 2.14 K | $36.23 K | 303.77% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 1.93 K | $32.63 K | 100.00% | 0.02% |
| FMR LLC | 11/13/2025 | 1.60 K | $27.09 K | 3.55% | 0.01% |
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Forge Global Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 96 institutional investors and hedge funds held shares of Forge Global Holdings, Inc.. The most heavily invested institutionals were:
ROB Exploration LLC: 1.62 M
BlackRock, Inc.: 655,012
VANGUARD GROUP INC: 433,969
US BANCORP \DE\: 220,971
GEODE CAPITAL MANAGEMENT, LLC: 215,306
AWM Investment Company, Inc.: 206,392
40.86% of Forge Global Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 18.27 M shares in the last 24 months. This purchase volume represents approximately $302.01 M in transactions.