Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MKTW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BARCLAYS PLC | 152K | $2.8M | -0.5% | 5.753% | 0.00% |
| 2 | BASS SID R | 135K | $2.5M | β | 5.120% | 100.00% |
| 3 | BlackRock, Inc. | 122K | $2.3M | -2.3% | 4.624% | 0.00% |
| 4 | Phraction Management LLC | 98K | $1.8M | -12.3% | 3.726% | 0.38% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 64K | $1.2M | β | 2.423% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 49K | $922K | -0.5% | 1.866% | 0.00% |
| 7 | STATE STREET CORP | 28K | $520K | -3.4% | 1.052% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 27K | $509K | +36.6% | 1.030% | 0.00% |
| 9 | ROYCE & ASSOCIATES LP | 25K | $468K | 0.0% | 0.947% | 0.00% |
| 10 | EverSource Wealth Advisors, LLC | 2K | $360K | +5555.8% | 0.092% | 0.01% |
| 11 | MTM Investment Management, LLC | 19K | $360K | +1.9% | 0.728% | 0.11% |
| 12 | Formidable Asset Management, LLC | 15K | $281K | 0.0% | 0.568% | 0.04% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 14K | $256K | β | 0.519% | 0.00% |
| 14 | NORTHERN TRUST CORP | 13K | $247K | +4.1% | 0.501% | 0.00% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 12K | $226K | β | 0.457% | 0.00% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10K | $186K | β | 0.377% | 0.00% |
| 17 | DEUTSCHE BANK AG\ | 7K | $139K | +127.6% | 0.281% | 0.00% |
| 18 | FMR LLC | 3K | $61K | -6.5% | 0.123% | 0.00% |
| 19 | Russell Investments Group, Ltd. | 3K | $52K | +36.1% | 0.106% | 0.00% |
| 20 | RHUMBLINE ADVISERS | 3K | $52K | +0.3% | 0.105% | 0.00% |
| 21 | UBS Group AG | 3K | $51K | +722.4% | 0.103% | 0.00% |
| 22 | MORGAN STANLEY | 3K | $50K | -39.7% | 0.101% | 0.00% |
| 23 | JONES FINANCIAL COMPANIES LLLP | 2K | $35K | β | 0.070% | 0.00% |
| 24 | Tower Research Capital LLC (TRC) | 1K | $20K | +317.3% | 0.041% | 0.00% |
| 25 | CWM, LLC | 1K | $20K | +40.6% | 0.041% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MKTW β a direct measure of their conviction.
Filings activity in MKTW during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MKTW position in Q1 2026
Institutions that fully closed their MKTW position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 50 | +6.4% | 35.01% | +12.37 pp | $16M | +55% |
| Q4 2025 | 47 | +0.0% | 22.64% | 2.84 pp | $10M | 11% |
| Q3 2025 | 47 | +4.4% | 25.48% | +2.05 pp | $11M | +8.7% |
| Q2 2025 | 45 | 25% | 23.43% | +12.90 pp | $10M | +122% |
| Q1 2025 | 60 | +5.3% | 10.53% | 2.17 pp | $5M | 17% |
| Q4 2024 | 57 | 5.0% | 12.70% | 7.18 pp | $6M | 36% |
| Q3 2024 | 60 | +7.1% | 19.88% | 14.71 pp | $9M | 43% |
| Q2 2024 | 56 | β | 34.59% | β | $15M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MKTW stock.
Based on Q1 2026 13F filings, institutional ownership of MarketWise, Inc. stands at 35.0%, held across 50 reporting institutions.
BARCLAYS PLC is the largest reported institutional holder of MKTW, with approximately 151,800 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of MKTW, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for MKTW is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in MKTW during Q1 2026, while 8 fully exited. 35 added to existing positions and 4 trimmed.
MKTW institutional ownership rose by 12.37 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 86.3% of all reported 13F value in MKTW, and the top 25 account for 99.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
MarketWise, Inc. (MKTW) Institutional Ownership