Forge Global Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 815.41 K | $36.33 M | 24.49% | 6.11% |
| VANGUARD GROUP INC | 01/29/2026 | 584.71 K | $26.05 M | 34.74% | 4.38% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 368.12 K | $16.40 M | 2,870.18% | 2.76% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 02/13/2026 | 307.80 K | $13.72 M | 100.00% | 2.31% |
| FIL LTD | 02/17/2026 | 300.00 K | $13.37 M | 100.00% | 2.25% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 276.46 K | $12.32 M | 100.00% | 2.07% |
| AWM INVESTMENT COMPANY, INC. | 02/13/2026 | 264.18 K | $11.77 M | 28.00% | 1.98% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 230.89 K | $10.29 M | 7.24% | 1.73% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 226.08 K | $10.07 M | 287.26% | 1.69% |
| STATE STREET CORP | 02/13/2026 | 200.98 K | $8.96 M | 17.46% | 1.51% |
| SOROS FUND MANAGEMENT LLC | 02/13/2026 | 198.53 K | $8.85 M | 100.00% | 1.49% |
| WATER ISLAND CAPITAL LLC | 02/17/2026 | 197.08 K | $8.78 M | 100.00% | 1.48% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 183.08 K | $8.16 M | 2.93% | 1.37% |
| MORGAN STANLEY | 02/13/2026 | 114.41 K | $5.10 M | 872.80% | 0.86% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 109.11 K | $4.86 M | -42.05% | 0.82% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 02/05/2026 | 98.11 K | $4.37 M | 100.00% | 0.74% |
| ABC ARBITRAGE SA | 02/04/2026 | 94.55 K | $4.21 M | 100.00% | 0.71% |
| GABELLI FUNDS LLC | 02/05/2026 | 90.70 K | $4.04 M | 100.00% | 0.68% |
| MARSHALL WACE, LLP | 02/13/2026 | 85.32 K | $3.80 M | 16.72% | 0.64% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 83.49 K | $3.72 M | 100.00% | 0.63% |
| NORTHERN TRUST CORP | 02/17/2026 | 79.18 K | $3.53 M | -0.95% | 0.59% |
| VERSOR INVESTMENTS LP | 02/04/2026 | 75.19 K | $3.35 M | 100.00% | 0.56% |
| CIBRA CAPITAL LTD | 01/14/2026 | 74.97 K | $3.34 B | 100.00% | 0.56% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 73.74 K | $3.29 M | 2.24% | 0.55% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 71.46 K | $3.18 M | 22.96% | 0.54% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 68.40 K | $3.05 M | 100.00% | 0.51% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 66.00 K | $2.94 M | 100.00% | 0.49% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 64.09 K | $2.86 M | 285.83% | 0.48% |
| ABACUS WEALTH PARTNERS, LLC | 02/05/2026 | 62.86 K | $2.80 M | 0.00% | 0.47% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 60.94 K | $2.72 M | -1.77% | 0.46% |
| TORONTO DOMINION BANK | 02/17/2026 | 59.90 K | $2.67 M | 100.00% | 0.45% |
| MAGNETAR FINANCIAL LLC | 02/17/2026 | 50.25 K | $2.24 M | 100.00% | 0.38% |
| HARVEST MANAGEMENT LLC | 02/17/2026 | 40.00 K | $1.78 M | 100.00% | 0.30% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 02/05/2026 | 39.35 K | $1.75 M | 100.00% | 0.30% |
| GROUPE LA FRANCAISE | 02/12/2026 | 30.00 K | $1.34 M | 100.00% | 0.22% |
| NUVEEN, LLC | 02/12/2026 | 27.10 K | $1.21 M | 0.64% | 0.20% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 26.32 K | $1.17 M | -12.16% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 25.60 K | $1.14 M | 6.50% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 24.47 K | $1.09 M | -15.32% | 0.18% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 02/03/2026 | 20.00 K | $891.20 K | 100.00% | 0.15% |
| BARCLAYS PLC | 02/13/2026 | 17.25 K | $768.71 K | 22.17% | 0.13% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 16.73 K | $745.44 K | 18.92% | 0.13% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 02/17/2026 | 16.25 K | $724.28 K | 0.00% | 0.12% |
| JPMORGAN CHASE & CO | 02/11/2026 | 16.18 K | $720.85 K | 149.07% | 0.12% |
| CARLSON CAPITAL L P | 02/03/2026 | 15.50 K | $690.68 K | 100.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 14.10 K | $628.30 K | 100.00% | 0.11% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 13.90 K | $619.38 K | 100.00% | 0.10% |
| STRS OHIO | 02/02/2026 | 12.80 K | $570.37 K | 100.00% | 0.10% |
| RHUMBLINE ADVISERS | 02/13/2026 | 12.62 K | $562.30 K | -4.29% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 12.60 K | $561.46 K | -14.29% | 0.09% |
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Forge Global Holdings Inc institutional Ownership - FAQ's
During the previous two years, 131 institutional investors and hedge funds held shares of Forge Global Holdings Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 815,409
VANGUARD GROUP INC: 584,708
ALLIANCEBERNSTEIN L.P.: 368,124
First Trust Capital Management L.P.: 307,802
FIL Ltd: 300,000
Qube Research & Technologies Ltd: 276,460
46.20% of Forge Global Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 20.98 M shares in the last 24 months. This purchase volume represents approximately $935.52 M in transactions.