MarketWise Ownership | Who Owns MarketWise?

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MarketWise Ownership Summary

MarketWise is owned by 24.94% institutional investors, 28.39% insiders, and 46.66% retail investors. Blackrock is the largest institutional shareholder, holding 5.95% 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	24.94%	28.39%	46.66%
Sector	Technology Stocks	143.99%	12.56%	-56.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.18M	5.95%	$2.53M
Phraction management	112.07K	4.75%	$1.85M
Formidable asset management	15.00K	0.64%	$291.43K
Raymond james financial	11.44K	0.49%	$226.36K
Goldman sachs group	147.02K	0.38%	$83.43K
Morgan stanley	86.40K	0.24%	$100.22K
Susquehanna group, llp	55.26K	0.14%	$31.36K
Bnp paribas arbitrage, snc	55.08K	0.14%	$31.26K
Nuveen asset management	42.75K	0.11%	$24.26K
Aqr capital management	30.38K	0.08%	$17.24K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Phraction management	112.07K	0.53%	$1.85M
Formidable asset management	15.00K	0.05%	$291.43K
Oliver lagore vanvalin investment group	18.20K	0.01%	$21.12K
Harbor capital advisors	200.00	0.00%	$3.00K
Raymond james financial	11.44K	0.00%	$226.36K
True wealth design	25.00	0.00%	$414.00
Blackrock	2.18M	0.00%	$2.53M
Panagora asset management	18.17K	0.00%	$21.08K
Renaissance	-	-	-
Legal & general group	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	2.18M	0.00%	347.64K
Goldman sachs group	147.02K	-	72.92K
Bnp paribas arbitrage, snc	55.08K	-	55.08K
Susquehanna group, llp	55.26K	-	37.90K
Aqr capital management	30.38K	-	30.38K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	-	-	-2.69M
Vanguard group	-	-	-1.45M
Barclays	-	-	-1.29M
Geode capital management	-	-	-924.32K
Greenhaven road investment management	-	-	-688.66K

New Positions

Holder	Shares	% Assets	Change	Value
Bnp paribas arbitrage, snc	55.08K	-	55.08K	$31.26K
Formidable asset management	15.00K	0.05%	15.00K	$291.43K
Raymond james financial	11.44K	0.00%	11.44K	$226.36K
Harbor capital advisors	200.00	0.00%	200.00	$3.00K
Sterling capital management	31.00	-	31.00	$613.00

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
Capital performance advisors llp	-29.00
Harbor investment advisory	-650.00
Ameritas investment partners	-1.28K
Coldstream capital management	-1.69K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	26	-55.17%	587,926	-94.78%	24	3.30%	8	-73.33%	18	12.50%
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%

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 NL Cl C	160.06K	0.05%	160.06K
State St Russell Sm/Mid Cp® Indx SL Cl I	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
Jun 17, 2025	Mickels Erik	Chief Financial Officer	Buy	$16.86K
Sep 17, 2024	Tongue Glenn H	-	Buy	$5.59K
Sep 18, 2024	Tongue Glenn H	-	Buy	$3.50K
Sep 17, 2024	Tongue Glenn H	-	Buy	$1.93K
May 17, 2024	Greenhaven Road Investment Management, L.P.	-	Sell	$88.40K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q2	1	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	3	-

MKTW Ownership FAQ

Who owns the most shares of MarketWise?

MarketWise’s largest shareholders are Blackrock (2.18M shares, 5.95%), Phraction management (112.07K shares, 4.75%), and Formidable asset management (15K shares, 0.64%). Together, they hold 11.34% of MarketWise’s total shares outstanding.

Does Blackrock own MarketWise?

Yes, BlackRock owns 5.95% of MarketWise, totaling 2.18M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 2.53M$. In the last quarter, BlackRock increased its holdings by 347.64K shares, a 18.92% change.

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

Phraction management is MarketWise’s biggest shareholder by percentage of total assets invested, with 0.53% of its assets in 112.07K MarketWise shares, valued at 1.85M$.

Who is the top mutual fund holder of MarketWise shares?

Fidelity Small Cap Index is the top mutual fund holder of MarketWise shares, with 0.12% of its total shares outstanding invested in 382.85K MarketWise shares.

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