MarketWise, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK, INC. | 05/02/2025 | 2.69 M | $1.33 M | -1.96% | 0.35% |
VANGUARD GROUP INC | 05/09/2025 | 1.45 M | $715.65 K | -0.47% | 0.19% |
BARCLAYS PLC | 05/15/2025 | 1.29 M | $637.00 K | 34.45% | 0.17% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 924.32 K | $456.29 K | 9.84% | 0.12% |
STATE STREET CORP | 05/15/2025 | 531.35 K | $262.28 K | 0.00% | 0.07% |
ROYCE & ASSOCIATES LP | 05/06/2025 | 500.00 K | $246.80 K | 0.00% | 0.06% |
FORMIDABLE ASSET MANAGEMENT, LLC | 05/05/2025 | 491.56 K | $242.63 K | -3.72% | 0.06% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 356.80 K | $176.12 K | 1.54% | 0.05% |
GSA CAPITAL PARTNERS LLP | 05/08/2025 | 348.13 K | $172.00 K | 100.00% | 0.04% |
MTM INVESTMENT MANAGEMENT, LLC | 05/01/2025 | 280.25 K | $141.58 K | 50.46% | 0.04% |
WILLIAMS & NOVAK, LLC | 05/15/2025 | 275.34 K | $139.05 K | -4.23% | 0.04% |
PHRACTION MANAGEMENT LLC | 04/28/2025 | 275.08 K | $135.78 K | 100.00% | 0.04% |
NORTHERN TRUST CORP | 05/13/2025 | 268.09 K | $132.33 K | -10.96% | 0.03% |
ALLIANZ ASSET MANAGEMENT GMBH | 05/05/2025 | 150.00 K | $51.83 K | 0.00% | 0.02% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 122.78 K | $60.61 K | -0.99% | 0.02% |
XTX TOPCO LTD | 05/08/2025 | 122.18 K | $60.31 K | 172.43% | 0.02% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 121.66 K | $60.05 K | 300.48% | 0.02% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 97.78 K | $48.27 K | 0.00% | 0.01% |
MORGAN STANLEY | 05/15/2025 | 91.08 K | $44.96 K | -28.00% | 0.01% |
JPMORGAN CHASE & CO | 05/12/2025 | 80.14 K | $39.56 K | -45.57% | 0.01% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 68.28 K | $33.70 K | 23.56% | 0.01% |
GOLDMAN SACHS GROUP INC | 05/16/2025 | 63.26 K | $31.22 K | -56.97% | 0.01% |
BNP PARIBAS ARBITRAGE, SNC | 05/14/2025 | 53.12 K | $26.22 K | -3.56% | 0.01% |
FMR LLC | 05/12/2025 | 45.94 K | $22.68 K | 243.52% | 0.01% |
05/12/2025 | 42.75 K | $21.10 K | 100.00% | 0.01% | |
RHUMBLINE ADVISERS | 04/08/2025 | 42.72 K | $21.09 K | 45.22% | 0.01% |
CITADEL ADVISORS LLC | 05/15/2025 | 37.60 K | $18.56 K | -22.95% | 0.00% |
CITIGROUP INC | 05/12/2025 | 28.97 K | $14.30 K | -8.74% | 0.00% |
ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 27.35 K | $13.50 K | 0.00% | 0.00% |
SG AMERICAS SECURITIES, LLC | 04/15/2025 | 23.74 K | $12.00 K | 0.60% | 0.00% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2025 | 23.17 K | $11.44 K | 4.58% | 0.00% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 23.13 K | $11.42 K | 3.42% | 0.00% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 20.57 K | $10.14 K | -51.01% | 0.00% |
COREBRIDGE FINANCIAL, INC. | 05/14/2025 | 19.43 K | $9.59 K | -0.34% | 0.00% |
TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 18.67 K | $9.22 K | -8.10% | 0.00% |
SIMPLEX TRADING, LLC | 05/12/2025 | 18.34 K | $9.00 K | 407.61% | 0.00% |
SQUAREPOINT OPS LLC | 05/15/2025 | 14.95 K | $7.38 K | 100.00% | 0.00% |
GROUP ONE TRADING, L.P. | 05/14/2025 | 14.69 K | $7.25 K | -57.70% | 0.00% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 14.41 K | $7.28 K | 100.00% | 0.00% |
INVESCO LTD. | 05/12/2025 | 14.11 K | $6.96 K | 3.87% | 0.00% |
NEW YORK STATE COMMON RETIREMENT FUND | 05/01/2025 | 12.74 K | $6.00 K | 0.00% | 0.00% |
AARON WEALTH ADVISORS LLC | 04/28/2025 | 12.11 K | $5.98 K | 100.00% | 0.00% |
SAVANT CAPITAL, LLC | 05/08/2025 | 10.88 K | $5.37 K | 100.00% | 0.00% |
ABEL HALL, LLC | 05/06/2025 | 10.68 K | $5.27 K | 100.00% | 0.00% |
ETHIC INC. | 05/13/2025 | 10.16 K | $5.13 K | 100.00% | 0.00% |
CWM, LLC | 05/01/2025 | 9.73 K | $5.00 K | 369.56% | 0.00% |
CITADEL ADVISORS LLC | 05/15/2025 | 8.95 K | $4.42 K | -83.53% | 0.00% |
ROYAL BANK OF CANADA | 05/15/2025 | 4.88 K | $3.00 K | -16.58% | 0.00% |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/13/2025 | 3.91 K | $1.93 K | 0.00% | 0.00% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 3.00 K | $1.48 K | 0.00% | 0.00% |
MarketWise, Inc. institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of MarketWise, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 2.69 M
VANGUARD GROUP INC: 1.45 M
BARCLAYS PLC: 1.29 M
GEODE CAPITAL MANAGEMENT, LLC: 924,317
STATE STREET CORP: 531,352
ROYCE & ASSOCIATES LP: 500,000
1.44% of MarketWise, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 15.13 M shares in the last 24 months. This purchase volume represents approximately $266.53 M in transactions.