Marketwise, Inc. (MKTW) Institutional Ownership

Ownership Summary

A total of 47 institutions have reported a stake in Marketwise, Inc. (NASDAQ:MKTW) as of September 2025, according to recent 13F filings with the SEC.

• Institutional ownership in Marketwise edged down to 4.3% in September 2025, compared to 5.4% in June 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by 3.61%, with a year-over-year a decrease of 21.67% in the count of filers.
• Among the 47 institutional holders of Marketwise, 21 added to their stakes while 16 trimmed their positions and 10 held steady.
• The aggregate institutional position in Marketwise now stands at 703.97K shares as of September 2025, after investors increased their holdings (up by 24.52K shares quarter on quarter which is up 14.53K shares year over year).
• BARCLAYS PLC's holding of 142.67K shares as of September 30, 2025 makes it the primary institutional investor in Marketwise, owning 0.87% of the stock.
• Among the most significant buyers of Marketwise during September 2025 were MTM Investment Management, LLC (21.71K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11.57K), VANGUARD GROUP INC (10.11K), UBS Group AG (2.11K), GEODE CAPITAL MANAGEMENT, LLC (1.28K).
• Leading sellers of Marketwise stock in September 2025 included ROYAL BANK OF CANADA (6.60K), BARCLAYS PLC (6.46K), BlackRock, Inc. (2.46K), MORGAN STANLEY (2.39K), GSA CAPITAL PARTNERS LLP (1.98K).
• The top 10 institutional holders of Marketwise for the quarter ending September 2025 included BARCLAYS PLC (142.67K), BlackRock, Inc. (122.55K), Phraction Management LLC (112.07K), VANGUARD GROUP INC (83.63K), GEODE CAPITAL MANAGEMENT, LLC (50.74K), STATE STREET CORP (27.32K), ROYCE & ASSOCIATES LP (25.00K), MTM Investment Management, LLC (21.71K), RENAISSANCE TECHNOLOGIES LLC (19.00K), GSA CAPITAL PARTNERS LLP (15.58K).