Who Owns MarketWise Stock?
NASDAQ: MKTWTechnologyComputer Software: Prepackaged SoftwareUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 28.87%
- Held by insiders
- 26.93%
- Institutional holders
- 83
- Institutions 28.9%
- Insiders 26.9%
- Public and other 44.2%
Who owns MarketWise stock?
Institutional investors own about 28.9% of MarketWise's shares, spread across 83 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 26.93% of MKTW.
The largest institutional holders are Barclays Plc (5.47%), Blackrock Inc. (5.23%) and Bass, Sid R (5.21%). Together, the top 10 institutions control 27.6% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their MKTW positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MKTW
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Barclays Plc | 152.68K | 5.47% | +0.6% |
| Blackrock Inc. | 145.95K | 5.23% | +19.6% |
| Bass, Sid R | 145.52K | 5.21% | +7.7% |
| Phraction Management LLC | 92.32K | 3.31% | -6.1% |
| Vanguard Capital Management LLC | 63.97K | 2.29% | +0.0% |
| Geode Capital Management, LLC | 55.63K | 1.99% | +13.0% |
| State Street Corporation | 32.94K | 1.18% | +18.6% |
| AQR Capital Management, LLC | 32.09K | 1.15% | +134.3% |
| Renaissance Technologies, LLC | 25.80K | 0.92% | -5.1% |
| MTM Investment Management, LLC | 23.73K | 0.85% | +23.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MKTW
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | 69.77K | 2.50% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 43.15K | 1.54% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 26.10K | 0.93% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 20.83K | 0.75% |
| iShares Trust-iShares Russell 2000 Value ETF | 19.07K | 0.68% |
| Series Portfolios Trust-Acuitas Small Cap Active ETF | 12.09K | 0.43% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 11.58K | 0.41% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 8.68K | 0.31% |
| iShares Trust-iShares Micro-Cap ETF | 8.33K | 0.30% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | 3.99K | 0.14% |
Frequently asked questions
Who is the largest shareholder of MarketWise?
Barclays Plc is the largest institutional shareholder of MKTW, owning 5.47% of shares outstanding (152.68K shares) as of its latest 13F filing.
What percentage of MarketWise is owned by institutions?
Institutions own about 28.9% of MKTW shares and 39.5% of the public float.
How much of MarketWise do insiders own?
Insiders, such as officers and directors, own about 26.93% of MKTW shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.