Mogo Ownership 2024 | Who Owns Mogo Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

12.84%

Insider Ownership

14.36%

Retail Ownership

72.79%

Institutional Holders

30.00

Mogo Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FIRST MANHATTAN CO. LLC.----79,200-100.00%-Sep 30, 2023
ARS INVESTMENT PARTNERS, LLC----623,300-100.00%-Sep 30, 2023
GOLDMAN SACHS GROUP INC----260,100-100.00%-Sep 30, 2023
MORGAN STANLEY----34,488-100.00%-Sep 30, 2023
NATIONAL BANK OF CANADA /FI/----700,497-100.00%-Sep 30, 2023
BANK OF MONTREAL /CAN/----281,720-100.00%-Sep 30, 2023
GROUP ONE TRADING, L.P.----55,124-100.00%-Sep 30, 2023
ROYAL BANK OF CANADA----36,810-100.00%-Sep 30, 2023
RAYMOND JAMES & ASSOCIATES----10,808-100.00%-Sep 30, 2023
WEDBUSH SECURITIES INC----39,810-100.00%-Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC----22,529-100.00%-Sep 30, 2023
MARINER, LLC----1,445,102-100.00%-Sep 30, 2023
FORTRESS INVESTMENT GROUP LLC----577,452-100.00%-Sep 30, 2023
GARNET EQUITY CAPITAL HOLDINGS, INC.----793,473-100.00%-Sep 30, 2023
----19,154-100.00%-Sep 30, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----79,046-100.00%-Sep 30, 2023
SIMPLEX TRADING, LLC----3,120-100.00%-Sep 30, 2023
TOROSO INVESTMENTS, LLC----4,383,066-100.00%-Sep 30, 2023
UBS GROUP AG----1,000-100.00%-Sep 30, 2023
ADVISOR GROUP HOLDINGS, INC.----12,494-100.00%-Sep 30, 2023

Mogo's largest institutional shareholder is FIRST MANHATTAN CO. LLC., holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FIRST MANHATTAN CO. LLC.----79,200-100.00%-Sep 30, 2023
ARS INVESTMENT PARTNERS, LLC----623,300-100.00%-Sep 30, 2023
GOLDMAN SACHS GROUP INC----260,100-100.00%-Sep 30, 2023
MORGAN STANLEY----34,488-100.00%-Sep 30, 2023
NATIONAL BANK OF CANADA /FI/----700,497-100.00%-Sep 30, 2023
BANK OF MONTREAL /CAN/----281,720-100.00%-Sep 30, 2023
GROUP ONE TRADING, L.P.----55,124-100.00%-Sep 30, 2023
ROYAL BANK OF CANADA----36,810-100.00%-Sep 30, 2023
RAYMOND JAMES & ASSOCIATES----10,808-100.00%-Sep 30, 2023
WEDBUSH SECURITIES INC----39,810-100.00%-Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC----22,529-100.00%-Sep 30, 2023
MARINER, LLC----1,445,102-100.00%-Sep 30, 2023
FORTRESS INVESTMENT GROUP LLC----577,452-100.00%-Sep 30, 2023
GARNET EQUITY CAPITAL HOLDINGS, INC.----793,473-100.00%-Sep 30, 2023
----19,154-100.00%-Sep 30, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----79,046-100.00%-Sep 30, 2023
SIMPLEX TRADING, LLC----3,120-100.00%-Sep 30, 2023
TOROSO INVESTMENTS, LLC----4,383,066-100.00%-Sep 30, 2023
UBS GROUP AG----1,000-100.00%-Sep 30, 2023
ADVISOR GROUP HOLDINGS, INC.----12,494-100.00%-Sep 30, 2023

The largest Mogo shareholder by % of total assets is FIRST MANHATTAN CO. LLC.. The company owns 0.00 shares of Mogo (MOGO), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STEWARD PARTNERS INVESTMENT ADVISORY, LLC----600-100.00%-Sep 30, 2023
UBS GROUP AG----1,000-100.00%-Sep 30, 2023
SIMPLEX TRADING, LLC----3,120-100.00%-Sep 30, 2023
RAYMOND JAMES & ASSOCIATES----10,808-100.00%-Sep 30, 2023
ADVISOR GROUP HOLDINGS, INC.----12,494-100.00%-Sep 30, 2023
APEXIUM FINANCIAL, LP----14,380-100.00%-Sep 30, 2023
----19,154-100.00%-Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC----22,529-100.00%-Sep 30, 2023
POWELL INVESTMENT ADVISORS, LLC----25,000-100.00%-Sep 30, 2023
MORGAN STANLEY----34,488-100.00%-Sep 30, 2023
ROYAL BANK OF CANADA----36,810-100.00%-Sep 30, 2023
WEDBUSH SECURITIES INC----39,810-100.00%-Sep 30, 2023
GROUP ONE TRADING, L.P.----55,124-100.00%-Sep 30, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----79,046-100.00%-Sep 30, 2023
FIRST MANHATTAN CO. LLC.----79,200-100.00%-Sep 30, 2023
GOLDMAN SACHS GROUP INC----260,100-100.00%-Sep 30, 2023
BANK OF MONTREAL /CAN/----281,720-100.00%-Sep 30, 2023
FORTRESS INVESTMENT GROUP LLC----577,452-100.00%-Sep 30, 2023
ARS INVESTMENT PARTNERS, LLC----623,300-100.00%-Sep 30, 2023
NATIONAL BANK OF CANADA /FI/----700,497-100.00%-Sep 30, 2023

As of Sep 30 2023, Mogo's largest institutional buyer is STEWARD PARTNERS INVESTMENT ADVISORY, LLC. The company purchased -0.60K stocks of MOGO, valued at -.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TOROSO INVESTMENTS, LLC----4,383,066-100.00%-Sep 30, 2023
MARINER, LLC----1,445,102-100.00%-Sep 30, 2023
GARNET EQUITY CAPITAL HOLDINGS, INC.----793,473-100.00%-Sep 30, 2023
NATIONAL BANK OF CANADA /FI/----700,497-100.00%-Sep 30, 2023
ARS INVESTMENT PARTNERS, LLC----623,300-100.00%-Sep 30, 2023
FORTRESS INVESTMENT GROUP LLC----577,452-100.00%-Sep 30, 2023
BANK OF MONTREAL /CAN/----281,720-100.00%-Sep 30, 2023
GOLDMAN SACHS GROUP INC----260,100-100.00%-Sep 30, 2023
FIRST MANHATTAN CO. LLC.----79,200-100.00%-Sep 30, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----79,046-100.00%-Sep 30, 2023
GROUP ONE TRADING, L.P.----55,124-100.00%-Sep 30, 2023
WEDBUSH SECURITIES INC----39,810-100.00%-Sep 30, 2023
ROYAL BANK OF CANADA----36,810-100.00%-Sep 30, 2023
MORGAN STANLEY----34,488-100.00%-Sep 30, 2023
POWELL INVESTMENT ADVISORS, LLC----25,000-100.00%-Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC----22,529-100.00%-Sep 30, 2023
----19,154-100.00%-Sep 30, 2023
APEXIUM FINANCIAL, LP----14,380-100.00%-Sep 30, 2023
ADVISOR GROUP HOLDINGS, INC.----12,494-100.00%-Sep 30, 2023
RAYMOND JAMES & ASSOCIATES----10,808-100.00%-Sep 30, 2023

As of Sep 30 2023, Mogo's biggest institutional seller is TOROSO INVESTMENTS, LLC. The company sold -4.38M shares of MOGO, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TOROSO INVESTMENTS, LLC----4,383,066-100.00%-Sep 30, 2023
MARINER, LLC----1,445,102-100.00%-Sep 30, 2023
GARNET EQUITY CAPITAL HOLDINGS, INC.----793,473-100.00%-Sep 30, 2023
NATIONAL BANK OF CANADA /FI/----700,497-100.00%-Sep 30, 2023
ARS INVESTMENT PARTNERS, LLC----623,300-100.00%-Sep 30, 2023
FORTRESS INVESTMENT GROUP LLC----577,452-100.00%-Sep 30, 2023
BANK OF MONTREAL /CAN/----281,720-100.00%-Sep 30, 2023
GOLDMAN SACHS GROUP INC----260,100-100.00%-Sep 30, 2023
FIRST MANHATTAN CO. LLC.----79,200-100.00%-Sep 30, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----79,046-100.00%-Sep 30, 2023
GROUP ONE TRADING, L.P.----55,124-100.00%-Sep 30, 2023
WEDBUSH SECURITIES INC----39,810-100.00%-Sep 30, 2023
ROYAL BANK OF CANADA----36,810-100.00%-Sep 30, 2023
MORGAN STANLEY----34,488-100.00%-Sep 30, 2023
POWELL INVESTMENT ADVISORS, LLC----25,000-100.00%-Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC----22,529-100.00%-Sep 30, 2023
----19,154-100.00%-Sep 30, 2023
APEXIUM FINANCIAL, LP----14,380-100.00%-Sep 30, 2023
ADVISOR GROUP HOLDINGS, INC.----12,494-100.00%-Sep 30, 2023
RAYMOND JAMES & ASSOCIATES----10,808-100.00%-Sep 30, 2023
SIMPLEX TRADING, LLC----3,120-100.00%-Sep 30, 2023
UBS GROUP AG----1,000-100.00%-Sep 30, 2023
STEWARD PARTNERS INVESTMENT ADVISORY, LLC----600-100.00%-Sep 30, 2023

Mogo's largest sold out institutional shareholder by shares sold is TOROSO INVESTMENTS, LLC, sold -4.38M shares, valued at -, as of undefined.

Mogo Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Siren ETF Trust25.68%953,817--Mar 31, 2024
Amplify ETF Trust0.15%4,361,566--Mar 31, 2024
Valkyrie ETF Trust II0.06%15,118--Jun 30, 2023
Amplify ETF Trust0.05%1,352,143-9,844-0.72%Mar 31, 2024
ETF Series Solutions0.01%184,086--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VIII0.00%292,481--Feb 29, 2024
SPDR INDEX SHARES FUNDS0.00%93,354--Mar 31, 2024
RBB FUND, INC.0.00%17,700--Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%22,529--Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%7,509--Feb 29, 2024
John Hancock Funds II0.00%2,136--Feb 29, 2024

Mogo's largest mutual fund holder by % of total assets is "Siren ETF Trust", owning 953.82K shares, compromising 25.68% of its total assets.

Mogo Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2330-6.25%
31 Mar, 2332-8.57%
31 Dec, 2235-14.63%
30 Sep, 2241-4.65%
30 Jun, 2243-20.37%
31 Mar, 2254-22.86%
31 Dec, 217020.69%
30 Sep, 2158-6.45%
30 Jun, 216214.81%
31 Mar, 2154200.00%
31 Dec, 201850.00%
30 Sep, 2012-20.00%
30 Jun, 201587.50%
31 Mar, 208-27.27%
31 Dec, 1911-
30 Sep, 1911-15.38%
30 Jun, 1913-

As of 30 Jun 23, 30 institutions are holding Mogo's shares, representing a decrease of -6.25% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 239,629,660-2.06%
31 Mar, 239,832,5421.60%
31 Dec, 229,677,916-11.18%
30 Sep, 2210,896,539-7.79%
30 Jun, 2211,816,614-15.46%
31 Mar, 2213,978,363-3.57%
31 Dec, 2114,495,74559.07%
30 Sep, 219,112,758-24.46%
30 Jun, 2112,063,84670.65%
31 Mar, 217,069,277130.35%
31 Dec, 203,068,98142.83%
30 Sep, 202,148,763-28.61%
30 Jun, 203,010,03762.74%
31 Mar, 201,849,5649.72%
31 Dec, 191,685,779-0.22%
30 Sep, 191,689,5090.99%
30 Jun, 191,672,894-

Mogo (MOGO) has 9.63M shares outstanding as of 30 Jun 23, down -2.06% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2312.84%7.47%
31 Mar, 2313.11%8.16%
31 Dec, 2212.68%6.16%
30 Sep, 2214.35%6.05%
30 Jun, 2215.40%4.64%
31 Mar, 2218.23%3.44%
31 Dec, 2123.01%13.54%
30 Sep, 2113.04%3.62%
30 Jun, 2118.97%8.02%
31 Mar, 2115.38%13.80%
31 Dec, 2010.56%19.32%
30 Sep, 207.39%6.45%
30 Jun, 2010.71%23.93%
31 Mar, 206.69%15.65%
31 Dec, 196.54%17.10%
30 Sep, 196.18%12.73%
30 Jun, 196.97%-

As of 30 Jun 23, Mogo is held by 12.84% institutional shareholders, representing a 7.47% growth compared to 31 Mar 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 236-60.00%
31 Mar, 231515.38%
31 Dec, 2213-
30 Sep, 2213-31.58%
30 Jun, 2219-29.63%
31 Mar, 2227-35.71%
31 Dec, 214268.00%
30 Sep, 2125-19.35%
30 Jun, 2131-20.51%
31 Mar, 2139290.00%
31 Dec, 201042.86%
30 Sep, 207-30.00%
30 Jun, 2010100.00%
31 Mar, 20566.67%
31 Dec, 193-25.00%
30 Sep, 194-69.23%
30 Jun, 1913-

6 institutional shareholders have increased their position in MOGO stock as of 30 Jun 23 compared to 15 in the previous quarter (a -60.00% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 231157.14%
31 Mar, 237-30.00%
31 Dec, 2210-44.44%
30 Sep, 221850.00%
30 Jun, 2212-25.00%
31 Mar, 221633.33%
31 Dec, 2112-33.33%
30 Sep, 211820.00%
30 Jun, 2115200.00%
31 Mar, 21566.67%
31 Dec, 20350.00%
30 Sep, 202-33.33%
30 Jun, 20350.00%
31 Mar, 202-50.00%
31 Dec, 194-20.00%
30 Sep, 195-
30 Jun, 19--

11 institutional shareholders have reduced their position in MOGO stock as of 30 Jun 23 compared to 7 in the previous quarter (a 57.14% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2330-6.25%9,629,660-2.06%12.84%7.47%6-60.00%1157.14%
31 Mar, 2332-8.57%9,832,5421.60%13.11%8.16%1515.38%7-30.00%
31 Dec, 2235-14.63%9,677,916-11.18%12.68%6.16%13-10-44.44%
30 Sep, 2241-4.65%10,896,539-7.79%14.35%6.05%13-31.58%1850.00%
30 Jun, 2243-20.37%11,816,614-15.46%15.40%4.64%19-29.63%12-25.00%
31 Mar, 2254-22.86%13,978,363-3.57%18.23%3.44%27-35.71%1633.33%
31 Dec, 217020.69%14,495,74559.07%23.01%13.54%4268.00%12-33.33%
30 Sep, 2158-6.45%9,112,758-24.46%13.04%3.62%25-19.35%1820.00%
30 Jun, 216214.81%12,063,84670.65%18.97%8.02%31-20.51%15200.00%
31 Mar, 2154200.00%7,069,277130.35%15.38%13.80%39290.00%566.67%
31 Dec, 201850.00%3,068,98142.83%10.56%19.32%1042.86%350.00%
30 Sep, 2012-20.00%2,148,763-28.61%7.39%6.45%7-30.00%2-33.33%
30 Jun, 201587.50%3,010,03762.74%10.71%23.93%10100.00%350.00%
31 Mar, 208-27.27%1,849,5649.72%6.69%15.65%566.67%2-50.00%
31 Dec, 1911-1,685,779-0.22%6.54%17.10%3-25.00%4-20.00%
30 Sep, 1911-15.38%1,689,5090.99%6.18%12.73%4-69.23%5-
30 Jun, 1913-1,672,894-6.97%-13---

Mogo Peer Ownership


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MOGO Ownership FAQ


Mogo is owned by institutional shareholders (12.84%), insiders (14.36%), and public (72.79%). The largest institutional shareholder of Mogo is FIRST MANHATTAN CO. LLC. (0% of total shares) and the top mutual fund owner is Siren ETF Trust (25.68% of total shares).

Mogo's major institutional shareholders are FIRST MANHATTAN CO. LLC., ARS INVESTMENT PARTNERS, LLC, GOLDMAN SACHS GROUP INC, MORGAN STANLEY, and NATIONAL BANK OF CANADA /FI/. The top five shareholders own together 0% of the company's share outstanding.

As of Jun 2023, there are 30 institutional shareholders of Mogo.

FIRST MANHATTAN CO. LLC owns 0 shares of Mogo, representing 0% of the company's total shares outstanding, valued at $0 (as of Sep 2023).

As of Sep 2023, ARS INVESTMENT PARTNERS, LLC holds 0 shares of Mogo (MOGO), compromising 0% of the company, valued at $0.

GOLDMAN SACHS GROUP INC is the third largest holder of Mogo. The company owns 0 of the company's shares outstanding (worth $0).