Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.
The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.
| Quarter | Institute Count | Mean PPS | Median PPS | True Value PPS |
|---|---|---|---|---|
| Current Quarter | 761 | 22.00 | 21.94 | 21.90 |
| Previous Quarter | 797 | 22.00 | 21.94 | 21.92 |
The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
|---|---|---|---|---|---|---|
| Current Quarter | 13 | 157 | 30 | 64 | 40 | 33 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 1 | 0 | 0 | 4 | 2 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 1 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 1 | 0 | 19 | 1 | 9 | 8 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.
| BlackRock | Vanguard | |||||
|---|---|---|---|---|---|---|
| Quarter | Shares | % Ownership | PPS | Shares | % Ownership | PPS |
| Current Quarter | 29,213,778 | 32.69 | 11.86 | 18,936,921 | 21.19 | 22.09 |
| Previous Quarter | 15,361,800 | 17.19 | 21.97 | 19,421,913 | 21.73 | 22.16 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 15,152,121 | 21.94 |
| BlackRock Inc. | 13,404,969 | |
| Vanguard Group Inc | 9,595,706 | 21.94 |
| VANGUARD GROUP INC | 9,526,936 | |
| IJR - iShares Core S&P Small-Cap ETF | 5,813,326 | 21.94 |
| Clearbridge Investments, LLC | 5,626,195 | 21.94 |
| Tremblant Capital Group | 3,398,150 | 21.94 |
| State Street Corp | 3,060,578 | 21.94 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,573,656 | 21.94 |
| Basham Robert Danker | 2,566,639 | |
| Jennison Associates Llc | 2,439,212 | 21.94 |
| Millennium Management Llc | 2,391,642 | 21.94 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 2,240,191 | 21.94 |
| Citadel Advisors Llc | 2,132,616 | 21.94 |
| Bank of New York Mellon Corp | 2,091,685 | 21.94 |
| Dimensional Fund Advisors Lp | 2,065,133 | 21.94 |
| IWM - iShares Russell 2000 ETF | 2,014,004 | 21.94 |
| William Blair Investment Management, Llc | 1,859,684 | 21.94 |
| Citigroup Inc | 1,713,616 | 21.94 |
| Victory Capital Management Inc | 1,674,377 | 21.94 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 15,152,121 | 21.94 |
| Vanguard Group Inc | 9,595,706 | 21.94 |
| IJR - iShares Core S&P Small-Cap ETF | 5,813,326 | 21.94 |
| Clearbridge Investments, LLC | 5,626,195 | 21.94 |
| Tremblant Capital Group | 3,398,150 | 21.94 |
| State Street Corp | 3,060,578 | 21.94 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,573,656 | 21.94 |
| Jennison Associates Llc | 2,439,212 | 21.94 |
| Millennium Management Llc | 2,391,642 | 21.94 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 2,240,191 | 21.94 |
| Citadel Advisors Llc | 2,132,616 | 21.94 |
| Bank of New York Mellon Corp | 2,091,685 | 21.94 |
| Dimensional Fund Advisors Lp | 2,065,133 | 21.94 |
| IWM - iShares Russell 2000 ETF | 2,014,004 | 21.94 |
| William Blair Investment Management, Llc | 1,859,684 | 21.94 |
| Citigroup Inc | 1,713,616 | 21.94 |
| Victory Capital Management Inc | 1,674,377 | 21.94 |
| Principal Financial Group Inc | 1,619,844 | 21.94 |
| Geode Capital Management, Llc | 1,532,214 | 21.94 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | 1,467,996 | 21.94 |
| Name | Shares | PPS |
|---|---|---|
| VANGUARD GROUP INC | 9,526,936 | |
| Basham Robert Danker | 2,566,639 | |
| SBMAX - ClearBridge Mid Cap Fund Class A | 1,471,000 | 21.99 |
| SWSCX - Schwab Small-Cap Equity Fund | 104,148 | 21.99 |
| REBYX - U.S. Small Cap Equity Fund Class Y | 48,207 | 21.99 |
| VEXPX - VANGUARD EXPLORER FUND Investor Shares | 46,906 | 20.34 |
| FYT - First Trust Small Cap Value AlphaDEX Fund | 45,480 | 21.99 |
| RYLD - Global X Russell 2000 Covered Call ETF | 24,991 | 22.01 |
| WWIDX - Wells Fargo Large Company Value Fund Administrator Class | 23,759 | 21.97 |
| FAB - First Trust Multi Cap Value AlphaDEX Fund | 6,347 | 22.06 |
| SVPIX - Small-cap Value Profund Investor Class | 2,452 | 22.02 |
| Steward Financial Group LLC | 20 | |
| Capula Management Ltd | 0 |
| Name | Shares | PPS |
|---|---|---|
| Millennium Management Llc | 2,391,642 | 21.94 |
| PEJ - Invesco Dynamic Leisure and Entertainment ETF | 1,450,727 | 21.62 |
| D. E. Shaw & Co., Inc. | 1,254,966 | 21.94 |
| Raymond James Financial Services Advisors, Inc. | 625,707 | 21.94 |
| Jpmorgan Chase & Co | 589,254 | 21.94 |
| WHGAX - Westwood Quality SmallCap Fund A Class Shares | 554,246 | 20.33 |
| BIGRX - Income & Growth Fund Investor Class | 494,268 | 25.00 |
| WHGSX - Westwood Smallcap Fund Institutional Class Shares | 491,246 | 21.62 |
| VSEQX - Vanguard Strategic Equity Fund Investor Shares | 448,181 | 25.00 |
| Two Sigma Investments, Lp | 336,937 | 21.94 |
| Two Sigma Investments, Lp | 336,937 | 21.94 |
| Squarepoint Ops LLC | 267,964 | 21.94 |
| Walleye Trading LLC | 255,600 | 21.94 |
| WWSMX - Westwood Quality Smidcap Fund Ultra Shares | 166,409 | 20.33 |
| Capital Fund Management S.a. | 124,975 | 21.94 |
| SWSCX - Schwab Small-Cap Equity Fund | 117,047 | 20.33 |
| SG Americas Securities, LLC | 74,313 | 21.93 |
| AVGIX - Vp Income & Growth Fund Class I | 74,232 | 25.00 |
| UBS Group AG | 72,718 | 21.93 |
| Marshall Wace North America L.P. | 59,466 | 25.01 |
| Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio | 58,929 | 25.00 |
| Exane Derivatives | 50,821 | 21.94 |
| VEXPX - VANGUARD EXPLORER FUND Investor Shares | 46,906 | 20.34 |
| XSMO - Invesco S&P SmallCap Momentum ETF | 44,004 | 20.34 |
| Boothbay Fund Management, Llc | 39,303 | 21.93 |
| VSTCX - Vanguard Strategic Small-Cap Equity Fund Investor Shares | 33,245 | 25.00 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) | 31,883 | 25.00 |
| CAMG Solamere Management, LLC | 28,158 | 25.00 |
| Man Group plc | 23,011 | 21.95 |
| PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I | 21,249 | 24.99 |
| PENN SERIES FUNDS INC - Small Cap Value Fund | 13,807 | 24.99 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) | 11,572 | 24.97 |
| Mid Atlantic Financial Management Inc/adv | 9,969 | 24.98 |
| Raymond James Trust N.a. | 9,966 | 21.97 |
| ASMOX - AQR Small Cap Momentum Style Fund Class I | 6,871 | 25.03 |
| BKSE - BNY Mellon US Small Cap Core Equity ETF | 5,072 | 21.69 |
| Money Concepts Capital Corp | 2,475 | 21.82 |
| SVPIX - Small-cap Value Profund Investor Class | 1,962 | 20.39 |
| Tarbox Family Office, Inc. | 131 | 22.90 |
| SENT - AdvisorShares Alpha DNA Equity Sentiment ETF | ||
| AE Wealth Management LLC | ||
| Banque Cantonale Vaudoise | ||
| Toronto Dominion Bank | ||
| Ssi Investment Management Llc | ||
| Newbridge Financial Services Group, Inc. | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| Capula Management Ltd | ||
| Advisory Services Network, LLC | ||
| Empowered Funds, LLC | ||
| Corsair Capital Management, L.p. | ||
| M&g Investment Management Ltd | ||
| Weld Capital Management Llc | ||
| ADANX - AQR Diversified Arbitrage Fund Class N | ||
| Convergence Investment Partners, LLC | ||
| IFP Advisors, Inc | ||
| Corvex Management LP | ||
| Worth Venture Partners, LLC | ||
| DLD Asset Management, LP | ||
| Castleark Management Llc | ||
| Level Four Advisory Services, Llc | ||
| Bridgefront Capital, LLC | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| Monarch Partners Asset Management LLC | ||
| Six Columns Capital, Lp | ||
| Connor, Clark & Lunn Investment Management Ltd. | ||
| Burney Co/ | ||
| Arlington Partners LLC | ||
| Scopus Asset Management, L.p. | ||
| Tudor Investment Corp Et Al | ||
| C M Bidwell & Associates Ltd | ||
| Ubs Oconnor Llc | ||
| Quantitative Systematic Strategies LLC | ||
| Segantii Capital Management Ltd | ||
| Neo Ivy Capital Management | ||
| Macroview Investment Management Llc | ||
| O'shaughnessy Asset Management, Llc | ||
| Pearl River Capital, LLC | ||
| Artemis Investment Management LLP | ||
| Quantbot Technologies LP | ||
| Stormborn Capital Management, Llc | ||
| Neuberger Berman Group LLC | ||
| Algert Global Llc | ||
| Islet Management, LP | ||
| Dark Forest Capital Management Lp | ||
| Itau Unibanco Holding S.A. | ||
| Prelude Capital Management, Llc | ||
| AMP Capital Investors Ltd | ||
| XTX Topco Ltd | ||
| Wintrust Investments Llc | ||
| Gsa Capital Partners Llp | ||
| Integrated Advisors Network LLC | ||
| Harbour Investments, Inc. | ||
| Thompson Siegel & Walmsley Llc | ||
| Scopus Asset Management, L.p. | ||
| Northern Right Capital Management, L.P. | ||
| Point72 Hong Kong Ltd | ||
| Aquatic Capital Management LLC | ||
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial | ||
| Gluskin Sheff & Assoc Inc | ||
| Capula Management Ltd | ||
| Signet Financial Management, Llc | ||
| Kettle Hill Capital Management, Llc | ||
| Retirement Planning Co of New England, Inc. | ||
| Foundry Partners, LLC | ||
| ACLEX - Nt Equity Growth Fund G Class | ||
| Emerald Investment Partners, Llc | ||
| Blueshift Asset Management, LLC | ||
| Maplelane Capital, Llc | ||
| Sigma Planning Corp | ||
| Picton Mahoney Asset Management | ||
| Samlyn Capital, Llc | ||
| CoreCap Advisors, LLC | ||
| Norges Bank | ||
| Maverick Capital Ltd | ||
| Brookfield Asset Management Inc. | ||
| HN Saltoro Capital, LP | ||
| GSATX - Goldman Sachs Small Cap Value Insights Fund Class A | ||
| Soviero Asset Management, LP | ||
| Quantamental Technologies LLC | ||
| CZOVX - Zacks All-Cap Core Fund Institutional Class | ||
| Teza Capital Management LLC | ||
| Wakefield Asset Management LLLP | ||
| Alpha DNA Investment Management LLC | ||
| Lazard Asset Management Llc | ||
| Lmcg Investments, Llc | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| 1492 Capital Management LLC | ||
| Blair William & Co/il | ||
| AdvisorShares Investments LLC | ||
| Truist Financial Corp | ||
| Atom Investors LP | ||
| J. Goldman & Co LP | ||
| Kowal Investment Group, LLC | ||
| Lenox Wealth Advisors, LLC | ||
| Zacks Investment Management | ||
| Tabor Asset Management, LP | ||
| IPG Investment Advisors LLC | ||
| Snowden Capital Advisors LLC | ||
| Renaissance Technologies Llc | ||
| Dynamic Technology Lab Private Ltd | ||
| Jacobs Levy Equity Management, Inc | ||
| Sageworth Trust Co | ||
| Tudor Investment Corp Et Al | ||
| J. Goldman & Co LP | ||
| Masterton Capital Management, LP | ||
| Clearfield Capital Management Lp | ||
| Islet Management, LP | ||
| BEQGX - Equity Growth Fund Investor Class | ||
| Hanseatic Management Services Inc | ||
| Cinctive Capital Management LP | ||
| Tudor Investment Corp Et Al | ||
| Acadian Asset Management Llc | ||
| Corvex Management LP | ||
| Seven Eight Capital, Lp | ||
| CENTRAL TRUST Co | ||
| Stephens Inc /ar/ | ||
| Strategic Blueprint, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares | 615,600 | 21.11 | 168,591 | 24.61 |
| Wedge Capital Management L L P/nc | 562,475 | 16.62 | 472,540 | 21.94 |
| FNDA - Schwab Fundamental U.S. Small Company Index ETF | 488,866 | 21.11 | 378,770 | 24.61 |
| NMSAX - Columbia Small Cap Index Fund Class A | 326,716 | 21.11 | 327,616 | 24.61 |
| SCHA - Schwab U.S. Small-Cap ETF | 323,227 | 21.11 | 334,567 | 24.61 |
| Rye Brook Capital LLC | 228,500 | 16.62 | 223,400 | 21.94 |
| Allspring Global Investments Holdings, LLC | 175,652 | 16.62 | 174,340 | 21.94 |
| Strs Ohio | 163,900 | 16.62 | 225,700 | 21.94 |
| VYSGX - Voya Small Company Fund Class W | 73,611 | 21.11 | 133,983 | 24.61 |
| State of Alaska, Department of Revenue | 61,029 | 16.62 | 56,499 | 21.93 |
| SCHB - Schwab U.S. Broad Market ETF | 40,381 | 21.10 | 40,198 | 24.60 |
| Louisiana State Employees Retirement System | 39,000 | 18.00 | 39,500 | 22.33 |
| MAI Capital Management | 28,158 | 16.62 | 28,158 | 21.95 |
| Oregon Public Employees Retirement Fund | 26,400 | 16.63 | 30,500 | 21.93 |
| PSCD - Invesco S&P SmallCap Consumer Discretionary ETF | 21,333 | 21.09 | 27,120 | 24.59 |
| First Hawaiian Bank | 18,810 | 16.64 | 18,810 | 21.96 |
| Arden Trust Co | 12,761 | 16.61 | 9,398 | 21.92 |
| Stephenson National Bank & Trust | 8,881 | 16.66 | 7,419 | 21.97 |
| SMCIX - S&P SmallCap Index Fund Direct Shares | 5,356 | 21.10 | 5,356 | 24.65 |
| FNDB - Schwab Fundamental U.S. Broad Market Index ETF | 2,568 | 21.03 | 2,486 | 24.54 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| LGVAX - ClearBridge Value Trust Class A | 900,000 | 21.99 | 700,000 | 20.33 |
| CALF - Pacer US Small Cap Cash Cows 100 ETF | 713,581 | 21.99 | 592,062 | 20.33 |
| FSSNX - Fidelity Small Cap Index Fund | 680,576 | 21.99 | 645,555 | 20.33 |
| DFSTX - U.s. Small Cap Portfolio - Institutional Class | 637,396 | 21.99 | 666,586 | 20.33 |
| LMARX - ClearBridge Small Cap Fund Class R | 590,849 | 21.99 | 605,149 | 20.33 |
| TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class | 369,850 | 21.99 | 356,540 | 20.33 |
| DFSCX - U.s. Micro Cap Portfolio - Institutional Class | 356,174 | 21.99 | 356,174 | 20.33 |
| PSABX - SmallCap Fund fka SmallCap Blend Fund R-1 | 338,100 | 21.99 | 338,100 | 20.33 |
| SWSSX - Schwab Small-Cap Index Fund | 199,477 | 21.99 | 194,948 | 20.33 |
| DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class | 197,620 | 21.99 | 197,620 | 20.33 |
| AVFIX - American Beacon Small Cap Value Fund Institutional Class | 186,600 | 21.99 | 2,100 | 20.48 |
| RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S | 149,667 | 21.99 | 149,667 | 20.33 |
| SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares | 146,379 | 21.99 | 139,134 | 20.33 |
| DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares | 140,169 | 21.99 | 142,616 | 20.33 |
| TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class | 129,247 | 21.99 | 134,784 | 20.33 |
| DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class | 125,121 | 21.99 | 95,931 | 20.33 |
| DFAS - Dimensional U.S. Small Cap ETF | 117,369 | 21.99 | 103,161 | 20.33 |
| QASCX - Federated MDT Small Cap Core Fund Class A Shares | 109,715 | 21.99 | 244,242 | 20.33 |
| DFAC - Dimensional U.S. Core Equity 2 ETF | 108,806 | 21.99 | 101,792 | 20.33 |
| PSAPX - SmallCap S&P 600 Index Fund R-1 | 105,361 | 21.99 | 105,656 | 20.33 |
| Name | Current Puts |
|---|---|
| CenterStar Asset Management, LLC | 0 |
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Tudor Investment Corp Et Al | 0 |
| Ubs Oconnor Llc | 0 |
| Worth Venture Partners, LLC | 0 |
| DLD Asset Management, LP | 0 |
| Name | Previous Calls |
|---|---|
| Islet Management, LP | 0 |
| J. Goldman & Co LP | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| PASIX - PACE Alternative Strategies Investments Class A |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Steward Financial Group LLC | 20 |
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares | 615,600 | 21.11 | 168,591 | 24.61 |
| FNDA - Schwab Fundamental U.S. Small Company Index ETF | 488,866 | 21.11 | 378,770 | 24.61 |
| NMSAX - Columbia Small Cap Index Fund Class A | 326,716 | 21.11 | 327,616 | 24.61 |
| SCHA - Schwab U.S. Small-Cap ETF | 323,227 | 21.11 | 334,567 | 24.61 |
| Rye Brook Capital LLC | 228,500 | 16.62 | 223,400 | 21.94 |
| Allspring Global Investments Holdings, LLC | 175,652 | 16.62 | 174,340 | 21.94 |
| Strs Ohio | 163,900 | 16.62 | 225,700 | 21.94 |
| VYSGX - Voya Small Company Fund Class W | 73,611 | 21.11 | 133,983 | 24.61 |
| SCHB - Schwab U.S. Broad Market ETF | 40,381 | 21.10 | 40,198 | 24.60 |
| Louisiana State Employees Retirement System | 39,000 | 18.00 | 39,500 | 22.33 |
| Oregon Public Employees Retirement Fund | 26,400 | 16.63 | 30,500 | 21.93 |
| PSCD - Invesco S&P SmallCap Consumer Discretionary ETF | 21,333 | 21.09 | 27,120 | 24.59 |
| First Hawaiian Bank | 18,810 | 16.64 | 18,810 | 21.96 |
| SMCIX - S&P SmallCap Index Fund Direct Shares | 5,356 | 21.10 | 5,356 | 24.65 |
| FNDB - Schwab Fundamental U.S. Broad Market Index ETF | 2,568 | 21.03 | 2,486 | 24.54 |
| IUSS - Invesco RAFI(TM) Strategic US Small Company ETF | 2,378 | 21.03 | 1,993 | 24.59 |
| Umb Bank N A/mo | 1,016 | 16.73 | 1,016 | 21.65 |
| Washington Trust Advisors, Inc. | 890 | 16.85 | 760 | 22.37 |
| PBSM - Invesco PureBeta MSCI USA Small Cap ETF | 707 | 21.22 | 602 | 24.92 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF | 4,487 | 21.17 | 12,271 | 17.68 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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