Marketwise, Inc. (MKTW) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Marketwise, Inc. (NASDAQ:MKTW) is held by 37 institutional firms.

• The percentage of Marketwise owned by institutions changed from 27.1% in September 2025 to 25.7% in December 2025, marking a slight down trend.
• In percentage terms, this reflects as a holdings change of 1.24% quarter on quarter, and a decrease of 38.33% year over year.
• During the quarter, 14 institutions bought more Marketwise shares, 12 sold shares, and 11 of the 37 total investors held their position steady.
• The total number of shares held by institutions in Marketwise increased to 667.88K as of December 2025, a net change of up by 8.18K shares quarter on quarter, and up 100.59K shares year over year.
• BARCLAYS PLC continues to be the largest institutional holder of Marketwise as of December 31, 2025, with a position of 152.63K shares, representing 5.88% of the company's outstanding stock.
• 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), JPMORGAN CHASE & CO (637), RHUMBLINE ADVISERS (386).
• 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).