Recent Quarter Total Invested
$16.03 M
Recent Quarter Institutional Ownership Percentage
37.73%
Total Invested of Last Quarter
$22.91 M
Ownership Percentage of Last Quarter
41.81%
MarketWise, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 08/14/2024 | 4.29 M | $4.98 M | -2.35% | 11.69% |
| BLACKROCK INC. | 08/13/2024 | 2.18 M | $2.53 M | 18.92% | 5.95% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 1.21 M | $1.41 M | 0.00% | 3.30% |
| VANGUARD GROUP INC | 08/13/2024 | 995,507 | $1.15 M | 14.11% | 2.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 786,519 | $912,446 | 17.31% | 2.14% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 08/08/2024 | 655,614 | $762,512 | -11.17% | 1.79% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 555,400 | $644,264 | 11.90% | 1.51% |
| STATE STREET CORP | 08/14/2024 | 529,452 | $614,164 | 1.10% | 1.44% |
| CITADEL ADVISORS LLC | 08/14/2024 | 267,373 | $310,153 | 132.89% | 0.73% |
| NORTHERN TRUST CORP | 08/14/2024 | 250,641 | $290,743 | 2.43% | 0.68% |
| PHRACTION MANAGEMENT LLC | 08/01/2024 | 250,000 | $290,000 | 0.00% | 0.68% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 08/15/2024 | 199,204 | $231,000 | 0.00% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 178,261 | $206,783 | 6.63% | 0.49% |
| ALLIANZ ASSET MANAGEMENT GMBH | 08/13/2024 | 150,000 | $124,410 | 0.00% | 0.41% |
| MTM INVESTMENT MANAGEMENT, LLC | 07/25/2024 | 128,570 | $149,141 | 414.28% | 0.35% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 125,174 | $145,202 | 953.56% | 0.34% |
| INVESCO LTD. | 08/13/2024 | 106,521 | $123,564 | 149.27% | 0.29% |
| CITADEL ADVISORS LLC | 08/14/2024 | 97,800 | $113,448 | 39.52% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 97,783 | $113,428 | 35.02% | 0.27% |
| MORGAN STANLEY | 10/17/2024 | 86,399 | $100,223 | -44.78% | 0.24% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/15/2024 | 77,940 | $90,410 | 100.00% | 0.21% |
| WILLIAMS & NOVAK, LLC | 07/12/2024 | 77,940 | $90,410 | 100.00% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 75,592 | $87,687 | -25.49% | 0.21% |
| JANE STREET GROUP, LLC | 08/15/2024 | 52,161 | $60,507 | 19.42% | 0.14% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 42,753 | $49,593 | 0.00% | 0.12% |
| RHUMBLINE ADVISERS | 08/01/2024 | 41,844 | $48,529 | 7.60% | 0.11% |
| CERITY PARTNERS LLC | 08/13/2024 | 36,123 | $41,902 | 100.00% | 0.10% |
| JPMORGAN CHASE & CO | 08/12/2024 | 32,404 | $37,589 | -47.22% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 26,774 | $31,059 | 47.43% | 0.07% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 25,720 | $29,835 | 38.43% | 0.07% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 24,419 | $28,326 | 73.43% | 0.07% |
| VIRTU FINANCIAL LLC | 08/09/2024 | 22,552 | $26,000 | 101.57% | 0.06% |
| COREBRIDGE FINANCIAL, INC. | 08/14/2024 | 20,734 | $24,051 | 100.00% | 0.06% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2024 | 20,000 | $23,200 | 83.60% | 0.05% |
| TWO SIGMA SECURITIES, LLC | 08/14/2024 | 19,492 | $22,611 | 100.00% | 0.05% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 08/15/2024 | 18,204 | $21,117 | 46.08% | 0.05% |
| PANAGORA ASSET MANAGEMENT INC | 07/29/2024 | 18,170 | $21,077 | 0.66% | 0.05% |
| DEUTERIUM CAPITAL MANAGEMENT, LLC | 07/30/2024 | 18,019 | $20,902 | 0.00% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 17,968 | $20,843 | 413.22% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 16,295 | $18,902 | 43.35% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 16,270 | $18,873 | 100.00% | 0.04% |
| BARCLAYS PLC | 08/14/2024 | 14,342 | $16,000 | -75.28% | 0.04% |
| HARBOR INVESTMENT ADVISORY, LLC | 07/19/2024 | 13,000 | $15,080 | 0.00% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 12,736 | $15,000 | 0.27% | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 12,555 | $14,563 | 100.00% | 0.03% |
| UBS GROUP AG | 08/14/2024 | 11,875 | $13,775 | -70.51% | 0.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 10,839 | $12,573 | 396.06% | 0.03% |
| CITIGROUP INC | 08/12/2024 | 8,614 | $9,992 | 42.52% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 3,954 | $4,587 | 0.00% | 0.01% |
| FMR LLC | 08/13/2024 | 3,749 | $4,349 | 46.56% | 0.01% |
MarketWise, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of MKTW shares?
During the previous two years, 38 institutional investors and hedge funds held shares of MarketWise, Inc.. The most heavily invested institutionals were:
Dynamic Advisor Solutions LLC: 0
AMALGAMATED BANK: 0
TWO SIGMA SECURITIES, LLC: 0
BlackRock Inc.: 2.18 M
GEODE CAPITAL MANAGEMENT, LLC: 786,519
STATE STREET CORP: 529,452
-
What percentage of MarketWise, Inc. stock is owned by institutional investors?
37.73% of MarketWise, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at MKTW ?
Institutional investors have bought a total of 6.58 M shares in the last 24 months. This purchase volume represents approximately $3.35 M in transactions.