Forge Global Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROB EXPLORATION LLC | 11/04/2024 | 24.23 M | $31.74 M | 0.00% | 13.16% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 8.17 M | $10.70 M | 100.00% | 4.43% |
| TEMASEK HOLDINGS (PRIVATE) LTD | 11/14/2024 | 7.68 M | $10.07 M | -10.72% | 4.17% |
| VANGUARD GROUP INC | 11/13/2024 | 5.68 M | $7.43 M | 1.88% | 3.08% |
| DOUGLASS WINTHROP ADVISORS, LLC | 11/12/2024 | 4.61 M | $6.05 M | -8.43% | 2.51% |
| US BANCORP \DE\ | 10/28/2024 | 3.84 M | $5.04 M | -2.54% | 2.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.62 M | $3.43 M | 0.73% | 1.42% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 2.57 M | $3.36 M | 0.09% | 1.39% |
| STATE STREET CORP | 11/14/2024 | 2.26 M | $2.97 M | 1.15% | 1.23% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 1.05 M | $1.38 M | 100.00% | 0.57% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 965,837 | $1.27 M | 3.97% | 0.52% |
| ABACUS WEALTH PARTNERS, LLC | 10/03/2024 | 942,866 | $1.24 M | 0.00% | 0.51% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 453,459 | $594,031 | 212.84% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 435,090 | $569,968 | 1,781.39% | 0.24% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 411,336 | $538,850 | 0.00% | 0.22% |
| MORGAN STANLEY | 11/14/2024 | 354,539 | $464,446 | 93.99% | 0.19% |
| AZORA CAPITAL LP | 11/14/2024 | 345,634 | $452,781 | 2.08% | 0.19% |
| CITADEL ADVISORS LLC | 11/14/2024 | 315,590 | $413,422 | 100.00% | 0.17% |
| INTERVAL PARTNERS, LP | 11/14/2024 | 304,891 | $399,407 | 19.32% | 0.17% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 292,788 | $383,552 | -21.58% | 0.16% |
| SUMMIT TRAIL ADVISORS, LLC | 11/12/2024 | 261,367 | $342,391 | -8.57% | 0.14% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 220,959 | $289,456 | -0.45% | 0.12% |
| RHUMBLINE ADVISERS | 11/12/2024 | 175,793 | $230,279 | 12.94% | 0.10% |
| LASRY MARC | 11/14/2024 | 170,458 | $223.30 M | 0.00% | 0.09% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2024 | 168,525 | $220,767 | -8.93% | 0.09% |
| JANE STREET GROUP, LLC | 11/15/2024 | 150,455 | $197,096 | -20.53% | 0.08% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 150,353 | $196,962 | -8.57% | 0.08% |
| BARCLAYS PLC | 11/19/2024 | 150,241 | $197,000 | 278.52% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 130,244 | $170,620 | 10.75% | 0.07% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 107,326 | $140,597 | 115.08% | 0.06% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 91,220 | $119,498 | 3.73% | 0.05% |
| GROUP ONE TRADING, L.P. | 11/14/2024 | 89,850 | $117,704 | -16.91% | 0.05% |
| JPMORGAN CHASE & CO | 12/26/2024 | 86,570 | $113,407 | -1.21% | 0.05% |
| WOLVERINE TRADING, LLC | 11/14/2024 | 79,500 | $106,530 | 100.00% | 0.04% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 73,383 | $96,000 | 100.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 62,226 | $81,516 | -57.69% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 61,503 | $80,569 | 11.18% | 0.03% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 61,351 | $80,370 | -0.61% | 0.03% |
| CREATIVE PLANNING | 10/11/2024 | 60,000 | $78,600 | 0.00% | 0.03% |
| UBS GROUP AG | 11/14/2024 | 54,607 | $71,535 | 55.13% | 0.03% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 48,245 | $63,201 | -1.56% | 0.03% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 43,535 | $58,000 | 29.24% | 0.02% |
| INVESCO LTD. | 11/12/2024 | 43,228 | $56,629 | -4.80% | 0.02% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 40,623 | $53,216 | 0.00% | 0.02% |
| MIRACLE MILE ADVISORS, LLC | 10/07/2024 | 40,000 | $52,400 | 0.00% | 0.02% |
| GTS SECURITIES LLC | 11/13/2024 | 30,300 | $39,693 | -5.90% | 0.02% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 26,605 | $35,000 | 100.00% | 0.01% |
| SG AMERICAS SECURITIES, LLC | 10/03/2024 | 24,453 | $32,000 | 100.00% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 21,654 | $28,000 | 0.00% | 0.01% |
| AUSDAL FINANCIAL PARTNERS, INC. | 10/04/2024 | 20,450 | $26,790 | -0.92% | 0.01% |
Forge Global Holdings, Inc.institutional Ownership - FAQ's
During the previous two years, 88 institutional investors and hedge funds held shares of Forge Global Holdings, Inc.. The most heavily invested institutionals were:
ROB Exploration LLC: 24.23 M
BlackRock Funding, Inc. /DE: 8.17 M
Temasek Holdings (Private) Ltd: 7.68 M
VANGUARD GROUP INC: 5.68 M
Douglass Winthrop Advisors, LLC: 4.61 M
US BANCORP \DE\: 3.84 M
38.82% of Forge Global Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 83.15 M shares in the last 24 months. This purchase volume represents approximately $74.83 M in transactions.