Marketwise, Inc. (MKTW) Institutional Ownership

Ownership Summary

Marketwise, Inc. (NASDAQ:MKTW) currently has 46 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The percentage of Marketwise owned by institutions changed from 27.1% in September 2025 to 26.6% in December 2025, marking a slight down trend.
• On a quarter-over-quarter basis, institutional holdings shifted by 1.36%, with a year-over-year a decrease of 23.33% in the count of filers.
• Among the 46 institutional holders of Marketwise, 20 added to their stakes while 15 trimmed their positions and 11 held steady.
• The aggregate institutional position in Marketwise now stands at 690.70K shares as of December 2025, after investors increased their holdings (up by 9.27K shares quarter on quarter which is up 123.41K shares year over year).
• As of December 31, 2025, BARCLAYS PLC held Marketwise's largest shareholding position with over 152.63K shares, representing 5.88% of total outstanding shares.
• Among the most significant buyers of Marketwise during December 2025 were BARCLAYS PLC (9.96K), BlackRock, Inc. (2.37K), GSA CAPITAL PARTNERS LLP (1.89K), STATE STREET CORP (1.41K), VANGUARD GROUP INC (968).
• Leading sellers of Marketwise stock in December 2025 included UBS Group AG (6.18K), MTM Investment Management, LLC (2.86K), GEODE CAPITAL MANAGEMENT, LLC (1.24K), Tower Research Capital LLC (TRC) (849), JPMORGAN CHASE & CO (637).
• The top 10 institutional holders of Marketwise for the quarter ending December 2025 included BARCLAYS PLC (152.63K), BlackRock, Inc. (124.92K), Phraction Management LLC (112.07K), VANGUARD GROUP INC (84.59K), GEODE CAPITAL MANAGEMENT, LLC (49.51K), STATE STREET CORP (28.74K), ROYCE & ASSOCIATES LP (25.00K), RENAISSANCE TECHNOLOGIES LLC (19.90K), MTM Investment Management, LLC (18.85K), GSA CAPITAL PARTNERS LLP (17.47K).