MarketWise Ownership | Who Owns MarketWise?

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MarketWise Ownership Summary

MarketWise is owned by 27.29% institutional investors, 33.92% insiders, and 38.79% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.04% of MKTW shares. State St Russell Sm/Mid Cp® Indx SL Cl I is the top mutual fund, with 0.05% of its assets in MarketWise shares.

MKTW Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	MarketWise	27.29%	33.92%	38.79%
Sector	Technology Stocks	44.47%	12.07%	43.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	2.74M	7.04%	$1.56M
Blackrock	2.18M	5.95%	$2.53M
Vanguard group	1.46M	3.74%	$826.70K
Barclays	959.48K	2.46%	$545.00K
Geode capital management	841.54K	2.16%	$477.62K
Formidable asset management	655.61K	1.79%	$762.51K
Greenhaven road investment management	688.66K	1.77%	$390.82K
State street	531.35K	1.36%	$301.54K
Royce & associates lp	500.00K	1.28%	$283.75K
Renaissance	351.40K	0.90%	$199.42K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Williams & novak	287.50K	0.16%	$163.16K
Eschler asset management llp	110.85K	0.15%	$62.91K
Formidable asset management	655.61K	0.12%	$762.51K
Greenhaven road investment management	688.66K	0.06%	$390.82K
Skyview investment advisors	199.20K	0.04%	$231.00K
Mtm investment management	186.26K	0.04%	$105.70K
Deuterium capital management	18.02K	0.03%	$10.23K
Oliver lagore vanvalin investment group	18.20K	0.01%	$21.12K
Two sigma securities	47.25K	0.00%	$26.82K
Royce & associates lp	500.00K	0.00%	$283.75K

Top Buyers

Holder	Shares	% Assets	Change
Barclays	959.48K	0.00%	907.79K
Blackrock funding, inc. /de	2.74M	-	442.20K
Blackrock	2.18M	0.00%	347.64K
Williams & novak	287.50K	0.16%	135.20K
Eschler asset management llp	110.85K	0.15%	110.85K

Top Sellers

Holder	Shares	% Assets	Change
Greenhaven road investment management	688.66K	0.06%	-2.83M
Royce & associates lp	500.00K	0.00%	-623.10K
Cerity partners	-	-	-442.40K
Phraction management	-	-	-167.19K
Renaissance	351.40K	0.00%	-140.20K

New Positions

Holder	Shares	% Assets	Change	Value
Eschler asset management llp	110.85K	0.15%	110.85K	$62.91K
Bnp paribas arbitrage, snc	55.08K	-	55.08K	$31.26K
Xtx topco	44.85K	0.00%	44.85K	$25.45K
Hrt financial lp	37.10K	0.00%	37.10K	$21.00K
Proshare advisors	11.05K	-	11.05K	$6.27K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
Capital performance advisors llp	-29.00
Amalgamated bank	-583.00
Nisa investment advisors	-867.00
Sg americas securities	-12.91K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	66	6.45%	13,257,311	7.75%	41	3.12%	31	-13.89%	18	38.46%
Dec 31, 2023	62	21.57%	12,303,941	-2.27%	36	2.15%	36	63.64%	13	-7.14%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
State St Russell Sm/Mid Cp® Indx SL Cl I	160.06K	0.05%	160.06K
NT R2000 Index Fund - NL	97.20K	0.03%	97.20K
NT R2000 Index Fund - DC - NL - 3	77.65K	0.02%	77.65K
Nuveen Small Cap Blend Idx R6	42.75K	0.01%	42.75K
EQ/2000 Managed Volatility IB	36.71K	0.01%	36.71K
NT Ext Equity Mkt Idx Fd - L	33.51K	0.01%	33.51K
NT Ext Equity Mkt Idx Fd - NL	24.02K	0.01%	24.02K
NT Ext Equity Mkt Idx Fd - DC - NL - T2	18.70K	0.01%	18.70K
State Street Russell 2000 Value CIT	15.44K	0.00%	15.44K
VALIC Company I Small Cap Index	14.98K	0.00%	14.98K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 18, 2024	Tongue Glenn H	-	Buy	$3.50K
Sep 17, 2024	Tongue Glenn H	-	Buy	$1.93K
Sep 17, 2024	Tongue Glenn H	-	Buy	$5.59K
May 17, 2024	Greenhaven Road Investment Management, L.P.	-	Sell	$74.91K
May 17, 2024	Greenhaven Road Investment Management, L.P.	-	Sell	$88.40K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	3	-
2024 Q2	-	2
2024 Q1	4	-
2023 Q4	3	23

MKTW Ownership FAQ

Who owns the most shares of MarketWise?

MarketWise’s largest shareholders are Blackrock funding, inc. /de (2.74M shares, 7.04%), Blackrock (2.18M shares, 5.95%), and Vanguard group (1.46M shares, 3.74%). Together, they hold 16.73% 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?

Williams & novak is MarketWise’s biggest shareholder by percentage of total assets invested, with 0.16% of its assets in 287.5K MarketWise shares, valued at 163.16K$.

Who is the top mutual fund holder of MarketWise shares?

State St Russell Sm/Mid Cp® Indx SL Cl I is the top mutual fund holder of MarketWise shares, with 0.05% of its total shares outstanding invested in 160.06K MarketWise shares.

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