Ranked by reported Q2 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 | 153K | $2.7M | +0.6% | 5.786% | 0.00% |
| 2 | BlackRock, Inc. | 146K | $2.6M | +19.6% | 5.531% | 0.00% |
| 3 | BASS SID R | 146K | $2.6M | +7.7% | 5.515% | 100.00% |
| 4 | Phraction Management LLC | 92K | $1.6M | -6.1% | 3.498% | 0.28% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 64K | $1.1M | +0.0% | 2.424% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 56K | $992K | +13.0% | 2.108% | 0.00% |
| 7 | STATE STREET CORP | 33K | $588K | +18.6% | 1.248% | 0.00% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 32K | $572K | +134.3% | 1.216% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 26K | $460K | -5.1% | 0.978% | 0.00% |
| 10 | MTM Investment Management, LLC | 24K | $423K | +23.6% | 0.899% | 0.12% |
| 11 | NORTHERN TRUST CORP | 16K | $284K | +20.6% | 0.604% | 0.00% |
| 12 | Formidable Asset Management, LLC | 15K | $272K | 0.0% | 0.568% | 0.04% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14K | $259K | +45.6% | 0.549% | 0.00% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 12K | $221K | +2.7% | 0.470% | 0.00% |
| 15 | Vident Advisory, LLC | 12K | $216K | — | 0.458% | 0.00% |
| 16 | Copeland Capital Management, LLC | 8K | $135K | — | 0.286% | 0.00% |
| 17 | Russell Investments Group, Ltd. | 7K | $131K | +164.4% | 0.279% | 0.00% |
| 18 | MORGAN STANLEY | 4K | $78K | +62.9% | 0.165% | 0.00% |
| 19 | FMR LLC | 3K | $58K | +0.7% | 0.124% | 0.00% |
| 20 | UBS Group AG | 3K | $48K | -0.1% | 0.103% | 0.00% |
| 21 | RHUMBLINE ADVISERS | 2K | $33K | -33.5% | 0.070% | 0.00% |
| 22 | WELLS FARGO & COMPANY/MN | 2K | $33K | +182.9% | 0.070% | 0.00% |
| 23 | ROYAL BANK OF CANADA | 1K | $25K | +334.0% | 0.054% | 0.00% |
| 24 | JPMORGAN CHASE & CO | 1K | $18K | -26.7% | 0.039% | 0.00% |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1K | $18K | -1.9% | 0.038% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MKTW — a direct measure of their conviction.
Filings activity in MKTW during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 50 | 3.8% | 33.32% | +0.49 pp | $16M | +2.5% |
| Q1 2026 | 52 | +11% | 32.83% | +4.43 pp | $15M | +51% |
| Q4 2025 | 47 | +0.0% | 28.40% | +1.26 pp | $10M | 11% |
| Q3 2025 | 47 | +4.4% | 27.14% | +5.51 pp | $11M | +8.7% |
| Q2 2025 | 45 | 25% | 21.63% | 0.44 pp | $10M | +122% |
| Q1 2025 | 60 | +5.3% | 22.07% | 3.07 pp | $5M | 17% |
| Q4 2024 | 57 | 5.0% | 25.14% | 8.35 pp | $6M | 36% |
| Q3 2024 | 60 | — | 33.49% | — | $9M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MKTW stock.
Based on Q2 2026 13F filings, institutional ownership of MarketWise, Inc. stands at 33.3%, held across 50 reporting institutions.
BARCLAYS PLC is the largest reported institutional holder of MKTW, with approximately 152,675 shares worth $0.00B as of Q2 2026.
Yes — 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 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in MKTW during Q2 2026, while 8 fully exited. 18 added to existing positions and 23 trimmed.
MKTW institutional ownership rose by 0.49 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 87.8% of all reported 13F value in MKTW, and the top 25 account for 99.5%.
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