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 | 908 | NaN | 0.00 | 25.68 |
| Previous Quarter | 939 | NaN | 0.00 | 25.68 |
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 | 11 | 111 | 46 | 101 | 67 | 64 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 1 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 1 | 1 | 16 | 0 | 7 | 3 |
| 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 | 70,753,601 | 23.70 | 12.69 | 89,513,195 | 29.98 | 25.73 |
| Previous Quarter | 34,800,690 | 11.66 | 25.81 | 89,411,972 | 29.95 | 25.72 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 45,190,584 | 25.81 |
| VANGUARD GROUP INC | 44,821,183 | |
| BlackRock Inc. | 35,956,258 | |
| BlackRock Inc. | 34,470,603 | 25.81 |
| JPMORGAN CHASE & CO | 21,234,537 | |
| Wellington Management Group Llp | 20,119,950 | 25.81 |
| Jpmorgan Chase & Co | 18,332,726 | 25.81 |
| State Street Corp | 16,686,118 | 25.81 |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 14,247,514 | 25.38 |
| Massachusetts Financial Services Co /ma/ | 10,613,457 | 25.81 |
| Centersquare Investment Management Llc | 9,486,688 | 25.81 |
| Invesco Ltd. | 8,643,371 | 25.81 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 8,575,502 | 25.81 |
| IJH - iShares Core S&P Mid-Cap ETF | 8,449,943 | 25.81 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 7,467,901 | 25.81 |
| Fuller & Thaler Asset Management, Inc. | 6,264,660 | 25.81 |
| Bank of New York Mellon Corp | 5,437,556 | 25.81 |
| UBVLX - Undiscovered Managers Behavioral Value Fund Class L | 4,993,558 | 25.81 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | 4,889,470 | 25.81 |
| Geode Capital Management, Llc | 4,614,449 | 25.81 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 45,190,584 | 25.81 |
| BlackRock Inc. | 34,470,603 | 25.81 |
| Wellington Management Group Llp | 20,119,950 | 25.81 |
| Jpmorgan Chase & Co | 18,332,726 | 25.81 |
| State Street Corp | 16,686,118 | 25.81 |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 14,171,790 | 25.36 |
| Massachusetts Financial Services Co /ma/ | 10,613,457 | 25.81 |
| Centersquare Investment Management Llc | 9,486,688 | 25.81 |
| Invesco Ltd. | 8,643,371 | 25.81 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 8,575,502 | 25.81 |
| IJH - iShares Core S&P Mid-Cap ETF | 8,449,943 | 25.81 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 7,467,901 | 25.81 |
| Fuller & Thaler Asset Management, Inc. | 6,264,660 | 25.81 |
| Bank of New York Mellon Corp | 5,437,556 | 25.81 |
| UBVLX - Undiscovered Managers Behavioral Value Fund Class L | 4,993,558 | 25.81 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | 4,889,470 | 25.81 |
| Geode Capital Management, Llc | 4,614,449 | 25.81 |
| Dimensional Fund Advisors Lp | 4,484,598 | 25.81 |
| MVCAX - MFS Mid Cap Value Fund A | 4,456,206 | 25.81 |
| Aew Capital Management L P | 4,235,393 | 25.81 |
| Name | Shares | PPS |
|---|---|---|
| VANGUARD GROUP INC | 44,821,183 | |
| BlackRock Inc. | 35,956,258 | |
| JPMORGAN CHASE & CO | 21,234,537 | |
| Tcw Group Inc | 75,987 | 20.21 |
| TGREX - TCW Global Real Estate Fund Class I | 64,568 | 25.38 |
| WRAAX - Wilmington Global Alpha Equities Fund Class A Shares | 21,232 | 25.39 |
| KBC Group NV | 16,065 | 20.23 |
| TLORX - Transamerica Large Value Opportunities R | 12,627 | 25.34 |
| Dimensional ETF Trust - Dimensional US Real Estate ETF | 12,501 | 25.36 |
| STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C | 11,100 | 25.41 |
| Wolff Wiese Magana Llc | 15 |
| Name | Shares | PPS |
|---|---|---|
| CGMRX - CGM Realty Fund | 800,000 | 22.11 |
| Citadel Advisors Llc | 492,759 | 25.81 |
| Alexandria Capital, LLC | 380,640 | 22.11 |
| Real Estate Management Services Llc | 316,700 | 25.41 |
| CSMIX - Columbia Small Cap Value Fund I Class A | 214,890 | 23.44 |
| PRRSX - PIMCO RealEstateRealReturn Strategy Fund Institutional | 199,841 | 22.11 |
| MLVIX - BMO Large-Cap Value Fund Class I | 160,897 | 22.74 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 | 146,680 | 22.11 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund | 106,743 | 22.11 |
| Adirondack Research & Management Inc. | 68,886 | 22.11 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio | 55,024 | 22.12 |
| Gilman Hill Asset Management, LLC | 42,310 | 25.81 |
| PTMC - Pacer Trendpilot US Mid Cap ETF | 32,642 | 23.44 |
| PZRMX - PIMCO Inflation Response Multi-Asset Fund Class A | 32,193 | 22.12 |
| Susquehanna International Group, Llp | 30,100 | 25.81 |
| World Asset Management Inc | 15,948 | 22.13 |
| Group One Trading, L.p. | 15,900 | 25.79 |
| USMF - WisdomTree U.S. Multifactor Fund N/A | 13,708 | 22.10 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 10,600 | 22.08 |
| Aaron Wealth Advisors LLC | 9,549 | 38.75 |
| Wolverine Trading, Llc | 8,726 | 26.24 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II | 2,694 | 22.27 |
| PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 | 1,438 | 23.64 |
| ADMQX - 361 Domestic Long/Short Equity Fund Investor Class | 937 | 25.61 |
| Investmark Advisory Group LLC | 900 | 24.44 |
| Berman Capital Advisors, LLC | 537 | 20.48 |
| IFP Advisors, Inc | 108 | 27.78 |
| Financial Management Professionals, Inc. | 62 | 32.26 |
| Exane Derivatives | 17 | |
| Tsfg, Llc | 1 | |
| Capital Growth Management Lp | ||
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund | ||
| Sovarnum Capital L.p. | ||
| SHE - SPDR SSGA Gender Diversity Index ETF | ||
| Oppenheimer Asset Management Inc. | ||
| Cutler Group LP | ||
| Quantitative Systematic Strategies LLC | ||
| Advisory Services Network, LLC | ||
| Huntington National Bank | ||
| ACVVX - Ac Alternatives Market Neutral Value Fund Investor Class | ||
| Landscape Capital Management, L.l.c. | ||
| GEM Realty Capital | ||
| Voya Global Advantage & Premium Opportunity Fund | ||
| Prelude Capital Management, Llc | ||
| Voya Global Equity Dividend & Premium Opportunity Fund | ||
| Allianz Asset Management GmbH | ||
| AMP Capital Investors Ltd | ||
| VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| Zions Bancorporation, N.A. | ||
| Capitolis Advisors LLC | ||
| Allstate Corp | ||
| Stevens Capital Management Lp | ||
| Two Sigma Investments, Lp | ||
| Teamwork Financial Advisors, LLC | ||
| Versor Investments LP | ||
| Poplar Forest Capital LLC | ||
| USA Financial Portformulas Corp | ||
| Meridian Wealth Partners, LLC | ||
| Norges Bank | ||
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio | ||
| William Blair Investment Management, Llc | ||
| XTX Topco Ltd | ||
| Lmcg Investments, Llc | ||
| Cigna Investments Inc /new | ||
| Proequities, Inc. | ||
| Pacer Advisors, Inc. | ||
| Snowden Capital Advisors LLC | ||
| Ontario Teachers Pension Plan Board | ||
| qPULA Trading Management LP | ||
| Natixis | ||
| Schonfeld Strategic Advisors LLC | ||
| Eii Capital Management, Inc. | ||
| Hillsdale Investment Management Inc. | ||
| Tiedemann Advisors, Llc | ||
| Neo Ivy Capital Management | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Commonwealth Equity Services, Llc | ||
| Blueshift Asset Management, LLC | ||
| Northwestern Mutual Wealth Management Co | ||
| Verdence Capital Advisors LLC | ||
| Boothbay Fund Management, Llc | ||
| National Bank Of Canada /fi/ | ||
| D. E. Shaw & Co., Inc. | ||
| PEAK6 Investments LLC | ||
| Campbell & CO Investment Adviser LLC | ||
| Weiss Multi-Strategy Advisers LLC | ||
| AE Wealth Management LLC | ||
| HGI Capital Management, LLC | ||
| Sageworth Trust Co | ||
| GSI Capital Advisors LLC | ||
| Rafferty Asset Management, LLC | ||
| Capula Management Ltd | ||
| Waterfront Capital Partners, LLC | ||
| NAWGX - Voya Global Equity Fund Class A | ||
| Morningstar Funds Trust - Morningstar Alternatives Fund | ||
| PEAK6 Investments LLC | ||
| Mirabella Financial Services Llp | ||
| FDMO - Fidelity Momentum Factor ETF | ||
| CoreCap Advisors, LLC | ||
| Gillson Capital LP | ||
| Firestone Capital Management | ||
| Diversified Trust Co | ||
| Arkadios Wealth Advisors | ||
| Man Group plc | ||
| Boston Private Wealth Llc | ||
| PEAK6 Investments LLC | ||
| Hrt Financial Lp | ||
| AMOMX - AQR Large Cap Momentum Style Fund Class I | ||
| Harbour Investments, Inc. | ||
| Meritage Portfolio Management |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Presima Inc. | 676,100 | 20.21 | 733,400 | 25.81 |
| Frontier Capital Management Co Llc | 207,686 | 20.21 | 179,501 | 25.81 |
| State of Alaska, Department of Revenue | 189,091 | 20.20 | 222,441 | 25.80 |
| Truist Financial Corp | 151,151 | 20.22 | 151,026 | 25.81 |
| Monarch Partners Asset Management LLC | 117,580 | 20.21 | 26,420 | 25.81 |
| Pensionfund DSM Netherlands | 113,000 | 20.21 | 121,000 | 25.81 |
| DGEFX - Destinations Equity Income Fund Class I | 105,300 | 24.38 | 108,200 | 25.12 |
| Louisiana State Employees Retirement System | 78,700 | 21.52 | 78,000 | 26.85 |
| Pensionfund Sabic | 51,711 | 20.21 | 55,711 | 25.81 |
| Spirit Of America Management Corp/ny | 50,475 | 20.21 | 47,475 | 25.80 |
| New Mexico Educational Retirement Board | 47,100 | 20.21 | 61,500 | 25.80 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,449 | 20.22 | 33,499 | 25.82 |
| Regent Investment Management LLC | 36,380 | 20.20 | 38,380 | 25.82 |
| Redpoint Investment Management Pty Ltd | 34,439 | 20.21 | 34,439 | 25.81 |
| Atlantic Union Bankshares Corp | 30,625 | 20.21 | 30,625 | 25.80 |
| PMDEX - PMC Diversified Equity Fund Advisor Class Shares | 23,482 | 24.36 | 23,482 | 25.13 |
| PMPRX - MidCap Value Fund I R-3 | 22,005 | 25.36 | 11,315 | 25.36 |
| NWHDX - Nationwide Bailard Cognitive Value Fund Class A | 16,600 | 25.36 | 26,800 | 25.37 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 16,328 | 25.36 | 16,315 | 25.38 |
| DAVENPORT & Co LLC | 16,200 | 20.19 | 12,900 | 25.81 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 14,247,514 | 25.38 | 14,171,790 | 25.36 |
| DFREX - Dfa Real Estate Securities Portfolio - Institutional Class | 2,123,100 | 25.38 | 2,199,583 | 25.36 |
| VRTPX - Vanguard Real Estate II Index Fund | 1,815,271 | 25.38 | 1,798,676 | 25.36 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares | 1,267,435 | 25.38 | 1,242,580 | 25.36 |
| DRRAX - BNY Mellon Global Real Return Fund Class A | 1,096,822 | 25.38 | 1,096,822 | 25.36 |
| FRBSX - Franklin Mutual U.s. Value Fund Class A | 880,289 | 25.38 | 862,100 | 25.36 |
| FSMDX - Fidelity Mid Cap Index Fund | 726,181 | 25.38 | 671,022 | 25.36 |
| REET - iShares Global REIT ETF | 629,670 | 25.38 | 616,852 | 25.36 |
| REACX - Real Estate Fund Investor Class | 612,999 | 25.38 | 499,681 | 25.36 |
| FSRNX - Fidelity Real Estate Index Fund | 593,318 | 25.38 | 592,483 | 25.36 |
| USRT - iShares Core U.S. REIT ETF | 576,875 | 25.38 | 602,356 | 25.36 |
| XMMO - Invesco S&P MidCap Momentum ETF | 510,100 | 25.38 | 341,596 | 25.36 |
| SMDVX - Hartford Schroders US MidCap Opportunities Fund Class A | 408,457 | 25.38 | 408,457 | 25.36 |
| FREL - Fidelity MSCI Real Estate Index ETF | 371,824 | 25.38 | 404,895 | 25.36 |
| BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A | 360,138 | 25.38 | 354,483 | 25.36 |
| DRLAX - BNY Mellon Global Real Estate Securities Fund Class A | 350,160 | 25.38 | 440,717 | 25.36 |
| JNBAX - JPMorgan Income Builder Fund Class A | 297,065 | 25.38 | 403,433 | 25.36 |
| ARYVX - Global Real Estate Fund Investor Class | 280,421 | 25.38 | 58,411 | 25.35 |
| PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares | 278,327 | 25.38 | 283,474 | 25.36 |
| AMTAX - AB All Market Real Return Portfolio Class A | 256,260 | 25.38 | 256,260 | 25.36 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous 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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| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| Name | Shares | PPS |
|---|---|---|
| Tcw Group Inc | 75,987 | 20.21 |
| Name | Shares | PPS |
|---|---|---|
| Aaron Wealth Advisors LLC | 9,549 | 38.75 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Frontier Capital Management Co Llc | 207,686 | 20.21 | 179,501 | 25.81 |
| Truist Financial Corp | 151,151 | 20.22 | 151,026 | 25.81 |
| Monarch Partners Asset Management LLC | 117,580 | 20.21 | 26,420 | 25.81 |
| DGEFX - Destinations Equity Income Fund Class I | 105,300 | 24.38 | 108,200 | 25.12 |
| Louisiana State Employees Retirement System | 78,700 | 21.52 | 78,000 | 26.85 |
| Spirit Of America Management Corp/ny | 50,475 | 20.21 | 47,475 | 25.80 |
| New Mexico Educational Retirement Board | 47,100 | 20.21 | 61,500 | 25.80 |
| Atlantic Union Bankshares Corp | 30,625 | 20.21 | 30,625 | 25.80 |
| PMDEX - PMC Diversified Equity Fund Advisor Class Shares | 23,482 | 24.36 | 23,482 | 25.13 |
| DAVENPORT & Co LLC | 16,200 | 20.19 | 12,900 | 25.81 |
| SPMIX - S&P MidCap Index Fund Direct Shares | 15,740 | 24.40 | 15,740 | 25.10 |
| Charter Oak Capital Management, LLC | 2,430 | 20.16 | 2,430 | 25.51 |
| Ellevest, Inc. | 2,265 | 20.31 | 1,894 | 25.87 |
| Umb Bank N A/mo | 251 | 19.92 | 251 | 23.90 |
| GPS Wealth Strategies Group, LLC | 165 | 18.18 | 165 | 24.24 |
| Spire Wealth Management | 157 | 19.11 | 346 | 26.01 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Previous Puts |
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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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