MarketWise Ownership | Who Owns MarketWise?
MarketWise Ownership Summary
MarketWise is owned by 1.44% institutional investors, 28.50% insiders, and 70.06% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.04% of MKTW shares. Fidelity Small Cap Index is the top mutual fund, with 0.12% of its assets in MarketWise shares.
MKTW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MarketWise | 1.44% | 28.50% | 70.06% |
| Sector | Technology Stocks | 38.48% | 12.71% | 48.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.74M | 7.04% | $1.56M |
| Blackrock | 2.18M | 5.95% | $2.53M |
| Vanguard group | 1.46M | 3.74% | $826.70K |
| Barclays | 959.48K | 2.46% | $545.00K |
| Geode capital management | 841.54K | 2.16% | $477.62K |
| Formidable asset management | 655.61K | 1.79% | $762.51K |
| State street | 531.35K | 1.36% | $301.54K |
| Royce & associates lp | 500.00K | 1.28% | $283.75K |
| Renaissance | 351.40K | 0.90% | $199.42K |
| Williams & novak | 287.50K | 0.74% | $163.16K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Williams & novak | 287.50K | 0.16% | $163.16K |
| Formidable asset management | 655.61K | 0.12% | $762.51K |
| Skyview investment advisors | 199.20K | 0.04% | $231.00K |
| Mtm investment management | 186.26K | 0.04% | $105.70K |
| Oliver lagore vanvalin investment group | 18.20K | 0.01% | $21.12K |
| Royce & associates lp | 500.00K | 0.00% | $283.75K |
| Xtx topco | 44.85K | 0.00% | $25.45K |
| Renaissance | 351.40K | 0.00% | $199.42K |
| Tower research capital llc (trc) | 20.32K | 0.00% | $11.54K |
| Barclays | 959.48K | 0.00% | $545.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Barclays | 959.48K | 0.00% | 907.79K |
| Blackrock funding, inc. /de | 2.74M | - | 442.20K |
| Blackrock | 2.18M | 0.00% | 347.64K |
| Williams & novak | 287.50K | 0.16% | 135.20K |
| Jpmorgan chase | 147.23K | - | 76.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Greenhaven road investment management | - | - | -688.66K |
| Royce & associates lp | 500.00K | 0.00% | -623.10K |
| Cerity partners | - | - | -442.40K |
| Phraction management | - | - | -167.19K |
| Renaissance | 351.40K | 0.00% | -140.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bnp paribas arbitrage, snc | 55.08K | - | 55.08K | $31.26K |
| Xtx topco | 44.85K | 0.00% | 44.85K | $25.45K |
| Simplex trading | 3.61K | - | 3.61K | $2.00K |
| Cwm | 2.07K | - | 2.07K | $1.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Capital performance advisors llp | -29.00 |
| Sterling capital management | -105.00 |
| Amalgamated bank | -583.00 |
| Nisa investment advisors | -867.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 57 | -3.39% | 11,200,806 | 0.49% | 1 | 0.18% | 28 | -12.50% | 17 | 54.55% |
| Dec 31, 2024 | 57 | -5.00% | 10,635,090 | -22.87% | 27 | 2.18% | 32 | 6.67% | 9 | -47.06% |
| Sep 30, 2024 | 60 | 5.26% | 13,787,659 | -0.50% | 35 | 2.49% | 30 | -14.29% | 17 | 88.89% |
| Jun 30, 2024 | 57 | -13.64% | 13,857,322 | 4.53% | 37 | 2.16% | 35 | 12.90% | 9 | -50.00% |
| Mar 31, 2024 | 66 | 6.45% | 13,257,311 | 7.75% | 41 | 3.12% | 31 | -13.89% | 18 | 38.46% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Index | 382.85K | 0.12% | 382.85K |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 160.06K | 0.05% | 160.06K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 160.06K | 0.05% | 160.06K |
| Schwab Small Cap Index | 97.78K | 0.03% | 97.78K |
| NT R2000 Index Fund - NL | 97.20K | 0.03% | 97.20K |
| NT R2000 Index Fund - DC - NL - 3 | 77.65K | 0.02% | 77.65K |
| NT R2000 Index Fund - DC - NL - 2 | 77.65K | 0.02% | 77.65K |
| Fidelity Small Cap Value Index | 44.74K | 0.01% | 44.74K |
| Spartan Small Cap Index Pool | 43.87K | 0.01% | 43.87K |
| Nuveen Small Cap Blend Idx R6 | 42.75K | 0.01% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 18, 2024 | Tongue Glenn H | - | Buy | $3.50K |
| Sep 17, 2024 | Tongue Glenn H | - | Buy | $1.93K |
| Sep 17, 2024 | Tongue Glenn H | - | Buy | $5.59K |
| May 17, 2024 | Greenhaven Road Investment Management, L.P. | - | Sell | $74.91K |
| May 17, 2024 | Greenhaven Road Investment Management, L.P. | - | Sell | $88.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 3 | - |
| 2024 Q2 | - | 2 |
| 2024 Q1 | 4 | - |
| 2023 Q4 | 3 | 23 |
MKTW Ownership FAQ
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