Forge Global Ownership | Who Owns Forge Global?


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Forge Global Ownership Summary


Forge Global is owned by 27.94% institutional investors, 18.12% insiders, and 53.93% retail investors. Blackrock is the largest institutional shareholder, holding 4.41% of FRGE shares. iShares Russell 2000 ETF is the top mutual fund, with 1.75% of its assets in Forge Global shares.

FRGE Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockForge Global27.94%18.12%53.93%
SectorTechnology Stocks 144.02%12.52%-56.54%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock7.94M4.41%$11.59M
Douglass winthrop advisors295.85K2.37%$5.63M
Awm investment company206.39K1.65%$3.93M
Raymond james financial99.33K0.80%$1.89M
Valeo financial advisors38.25K0.31%$38.25K
Goldman sachs group527.55K0.29%$491.10K
Nuveen asset management411.34K0.22%$382.91K
Trexquant investment lp17.49K0.14%$333.01K
Susquehanna portfolio strategies17.25K0.14%$328.52K
Morgan stanley182.76K0.10%$266.83K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Awm investment company206.39K0.44%$3.93M
Brendel financial advisors10.96K0.12%$209.00K
Douglass winthrop advisors295.85K0.10%$5.63M
Susquehanna portfolio strategies17.25K0.01%$328.52K
Trexquant investment lp17.49K0.00%$333.01K
Valeo financial advisors38.25K0.00%$38.25K
Raymond james financial99.33K0.00%$1.89M
Gamma investing227.000.00%$4.32K
Blackrock7.94M0.00%$11.59M
Truist financial10.00K0.00%$139.00K

Top Buyers

HolderShares% AssetsChange
Blackrock7.94M0.00%334.85K
Raymond james financial99.33K0.00%99.33K
Goldman sachs group527.55K0.00%74.10K
Susquehanna group, llp100.63K-38.41K
Valeo financial advisors38.25K0.00%38.25K

Top Sellers

HolderShares% AssetsChange
Rob exploration---24.23M
Blackrock funding, inc. /de---8.12M
Vanguard group---5.68M
Temasek (private)---4.94M
Douglass winthrop advisors295.85K0.10%-4.15M

New Positions

HolderShares% AssetsChangeValue
Raymond james financial99.33K0.00%99.33K$1.89M
Valeo financial advisors38.25K0.00%38.25K$38.25K
D. e. shaw34.54K-34.54K$32.15K
Bnp paribas arbitrage, snc17.80K-17.80K$16.57K
Trexquant investment lp17.49K0.00%17.49K$333.01K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-21.00
Fortitude family office-93.00
Synergy asset management-107.00
C m bidwell & associates-140.00
Russell investments group-253.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202549-41.67%3,485,781-95.33%271.77%17-46.88%30-
Mar 31, 20254-95.74%4,213,046-94.07%20.15%1-98.04%1-95.24%
Dec 31, 202447-43.37%56,954,544-20.33%302.05%27-28.95%8-65.22%
Sep 30, 2024835.06%71,484,2821.76%382.55%38-7.32%2327.78%
Jun 30, 202479-8.14%70,250,0520.26%392.39%4151.85%18-50.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Russell 2000 ETF235.49K1.75%-4.51K
Vanguard Total Stock Mkt Idx Inv216.21K1.74%-4.78K
iShares Russell 2000 Value ETF87.96K0.65%65.00
Vanguard Institutional Extnd Mkt Idx Tr80.83K0.65%-32.53K
Fidelity Small Cap Index80.35K0.60%-770.00
Vanguard Russell 2000 ETF48.62K0.39%-3.31K
State St Russell Sm/Mid Cp® Indx NL Cl C639.10K0.34%-
State St Russell Sm/Mid Cp® Indx SL Cl I42.60K0.32%-
Fidelity Extended Market Index41.98K0.31%-110.00
Schwab US Small-Cap ETF™35.31K0.26%-14.00

Recent Insider Transactions


DateNameRoleActivityValue
Aug 20, 2025Rodriques Kelly Chief Executive OfficerSell$69.58K
Aug 18, 2025Rodriques Kelly Chief Executive OfficerSell$153.49K
Aug 06, 2025Nevin James Chief Financial OfficerBuy$44.17K
Jun 17, 2025Phillips Jennifer Chief Revenue & Growth OfficerSell$13.31K
May 29, 2025Phillips Jennifer Chief Revenue & Growth OfficerSell$16.91K

Insider Transactions Trends


DateBuySell
2025 Q312
2025 Q214
2025 Q1-3
2024 Q4-20
2024 Q3-23

FRGE Ownership FAQ


Who owns the most shares of Forge Global?

Forge Global’s largest shareholders are Blackrock (7.94M shares, 4.41%), Douglass winthrop advisors (295.85K shares, 2.37%), and Awm investment company (206.39K shares, 1.65%). Together, they hold 8.44% of Forge Global’s total shares outstanding.

Does Blackrock own Forge Global?

Yes, BlackRock owns 4.41% of Forge Global, totaling 7.94M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 11.59M$. In the last quarter, BlackRock increased its holdings by 334.85K shares, a 4.40% change.

Who is Forge Global’s biggest shareholder by percentage of total assets invested?

Awm investment company is Forge Global’s biggest shareholder by percentage of total assets invested, with 0.44% of its assets in 206.39K Forge Global shares, valued at 3.93M$.

Who is the top mutual fund holder of Forge Global shares?

iShares Russell 2000 ETF is the top mutual fund holder of Forge Global shares, with 1.75% of its total shares outstanding invested in 235.49K Forge Global shares.

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