MarketWise Ownership | Who Owns MarketWise?

Overview Forecast RevenueFinancials Chart

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	144.02%	12.52%	-56.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.18M	5.95%	$2.53M
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
Bank of america corp /de/	26.77K	0.07%	$31.06K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Formidable asset management	15.00K	0.05%	$291.43K
Oliver lagore vanvalin investment group	18.20K	0.01%	$21.12K
Harbor investment advisory	650.00	0.00%	$12.86K
Blackrock	2.18M	0.00%	$2.53M
Panagora asset management	18.17K	0.00%	$21.08K
Raymond james financial	11.44K	0.00%	$226.36K
Renaissance	-	-	-
Legal & general group	-	-	-
Proshare advisors	-	-	-
Engineers gate manager lp	-	-	-

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 investment advisory	650.00	0.00%	650.00	$12.86K
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
Nisa investment advisors	-300.00
True wealth design	-356.00
Ameritas investment partners	-1.28K

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%), Formidable asset management (15K shares, 0.64%), and Raymond james financial (11.44K shares, 0.49%). Together, they hold 7.07% 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?

Formidable asset management is MarketWise’s biggest shareholder by percentage of total assets invested, with 0.05% of its assets in 15K MarketWise shares, valued at 291.43K$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools