MarketWise Ownership | Who Owns MarketWise?
MarketWise Ownership Summary
MarketWise is owned by 35.39% institutional investors, 35.49% insiders, and 29.13% retail investors. Greenhaven road investment management is the largest institutional shareholder, holding 11.69% of MKTW shares.
MKTW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MarketWise | 35.39% | 35.49% | 29.13% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Greenhaven road investment management | 4.29M | 11.69% | $4.98M |
| Blackrock | 2.18M | 5.95% | $2.53M |
| Royce & associates lp | 1.21M | 3.30% | $1.41M |
| Vanguard group | 995.51K | 2.71% | $1.15M |
| Geode capital management | 786.52K | 2.14% | $912.45K |
| Formidable asset management | 655.61K | 1.79% | $762.51K |
| Renaissance | 555.40K | 1.51% | $644.26K |
| State street | 529.45K | 1.44% | $614.16K |
| Northern trust | 250.64K | 0.68% | $290.74K |
| Phraction management | 250.00K | 0.68% | $290.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenhaven road investment management | 4.29M | 2.31% | $4.98M |
| Formidable asset management | 655.61K | 0.12% | $762.51K |
| Phraction management | 250.00K | 0.11% | $290.00K |
| Williams & novak | 77.94K | 0.08% | $90.41K |
| Mtm investment management | 128.57K | 0.06% | $149.14K |
| Skyview investment advisors | 199.20K | 0.04% | $231.00K |
| Deuterium capital management | 18.02K | 0.04% | $20.90K |
| Royce & associates lp | 1.21M | 0.01% | $1.41M |
| Oliver lagore vanvalin investment group | 18.20K | 0.01% | $21.12K |
| Virtu financial | 22.55K | 0.00% | $26.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 2.18M | 0.00% | 347.64K |
| Vanguard group | 995.51K | - | 123.11K |
| Geode capital management | 786.52K | 0.00% | 116.05K |
| Squarepoint ops | 125.17K | 0.00% | 113.29K |
| Mtm investment management | 128.57K | 0.06% | 103.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Eschler asset management llp | - | - | -110.85K |
| Greenhaven road investment management | 4.29M | 2.31% | -103.30K |
| Penn mutual asset management | - | - | -82.50K |
| Formidable asset management | 655.61K | 0.12% | -82.41K |
| Dynamic advisor solutions | - | - | -77.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Williams & novak | 77.94K | 0.08% | 77.94K | $90.41K |
| Cerity partners | 36.12K | 0.00% | 36.12K | $41.90K |
| Corebridge financial | 20.73K | 0.00% | 20.73K | $24.05K |
| Mirae asset global etfs | 16.27K | - | 16.27K | $18.87K |
| Aqr capital management | 12.55K | - | 12.55K | $14.56K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Nisa investment advisors | -148.00 |
| Amalgamated bank | -583.00 |
| Sg americas securities | -12.91K |
| American group | -15.89K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 51 | -15.00% | 12,590,068 | -4.24% | 41 | 245.85% | 22 | -37.14% | 14 | 27.27% |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools