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 | 945 | 54.00 | 54.25 | 53.90 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0.00 |
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 | 932 | 138 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 1 | 2 | 4 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 25 | 2 | 0 | 0 | 0 | 0 |
| 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 | 20,132,627 | 20.82 | 27.15 | 19,593,402 | 20.26 | 54.19 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
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. | 10,055,188 | |
| Vanguard Group Inc | 9,763,732 | 54.26 |
| VANGUARD GROUP INC | 9,705,093 | |
| BlackRock Inc. | 9,692,328 | 54.26 |
| Mitsubishi UFJ Trust & Banking Corp | 3,482,700 | 54.26 |
| Zimmer Partners, LP | 3,303,605 | 54.26 |
| State Street Corp | 2,847,158 | 54.88 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,799,730 | 54.26 |
| IJH - iShares Core S&P Mid-Cap ETF | 2,736,434 | 54.26 |
| Energy Income Partners, LLC | 2,679,615 | 54.26 |
| Goldman Sachs Group Inc | 2,552,030 | 54.26 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 2,425,666 | 54.26 |
| Cohen & Steers, Inc. | 2,024,213 | 54.26 |
| Newport Trust Co | 1,894,497 | 54.26 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | 1,587,959 | 54.26 |
| EMLP - First Trust North American Energy Infrastructure Fund | 1,546,512 | 53.75 |
| Kayne Anderson Capital Advisors Lp | 1,543,800 | 54.26 |
| Capital Research Global Investors | 1,540,502 | 54.26 |
| SMCWX - SMALLCAP WORLD FUND INC Class A | 1,344,202 | 54.26 |
| Blackstone Group Inc | 1,325,873 | 54.26 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 10,055,188 | |
| Vanguard Group Inc | 9,763,732 | 54.26 |
| VANGUARD GROUP INC | 9,705,093 | |
| Mitsubishi UFJ Trust & Banking Corp | 3,482,700 | 54.26 |
| Zimmer Partners, LP | 3,303,605 | 54.26 |
| State Street Corp | 2,847,158 | 54.88 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,799,730 | 54.26 |
| IJH - iShares Core S&P Mid-Cap ETF | 2,736,434 | 54.26 |
| Energy Income Partners, LLC | 2,679,615 | 54.26 |
| Goldman Sachs Group Inc | 2,552,030 | 54.26 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 2,425,666 | 54.26 |
| Cohen & Steers, Inc. | 2,024,213 | 54.26 |
| Newport Trust Co | 1,894,497 | 54.26 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | 1,587,959 | 54.26 |
| EMLP - First Trust North American Energy Infrastructure Fund | 1,546,512 | 53.75 |
| Kayne Anderson Capital Advisors Lp | 1,543,800 | 54.26 |
| Capital Research Global Investors | 1,540,502 | 54.26 |
| SMCWX - SMALLCAP WORLD FUND INC Class A | 1,344,202 | 54.26 |
| Blackstone Group Inc | 1,325,873 | 54.26 |
| Geode Capital Management, Llc | 1,324,783 | 54.26 |
| Name | Shares | PPS |
|---|---|---|
| Glassman Wealth Services | ||
| Strs Ohio | ||
| IndexIQ Advisors LLC | ||
| Eagle Bay Advisors LLC | ||
| Cozad Asset Management Inc | ||
| Cahill Financial Advisors Inc | ||
| Holocene Advisors, LP | ||
| DekaBank Deutsche Girozentrale | ||
| Surevest, LLC | ||
| NUSC - Nuveen ESG Small-Cap ETF | ||
| Foresight Capital Management Advisors, Inc. | ||
| Aviva Plc | ||
| Janney Montgomery Scott LLC | ||
| Sage Private Wealth Group, Llc | ||
| PXI - Invesco DWA Energy Momentum ETF | ||
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 | ||
| PLRG - Principal U.S. Large-Cap Adaptive Multi-Factor ETF | ||
| AMP Capital Investors Ltd | ||
| O'shaughnessy Asset Management, Llc | ||
| Enterprise Trust & Investment Co | ||
| Voya Investment Management Llc | ||
| Nordea Investment Management Ab | ||
| Massachusetts Financial Services Co /ma/ | ||
| GoalVest Advisory LLC | ||
| Robbins Farley Llc | ||
| Barrett Asset Management, LLC | ||
| Algert Global Llc | ||
| VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W | ||
| Rather & Kittrell, Inc. | ||
| GPS Wealth Strategies Group, LLC | ||
| Metropolitan Life Insurance Co/ny | ||
| HRLIX - The Hartford Global Real Asset Fund Class I | ||
| Retirement Planning Co of New England, Inc. | ||
| Widmann Financial Services, Inc. | ||
| Nomura Holdings Inc | ||
| Standard Life Aberdeen plc | ||
| Fsb Premier Wealth Management, Inc. | ||
| GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares | ||
| Employees Retirement System of Texas | ||
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 | ||
| Signet Financial Management, Llc | ||
| Citadel Advisors Llc | ||
| GDMYX - Defensive Market Strategies Fund Institutional | ||
| Sumitomo Mitsui Trust Holdings, Inc. | ||
| Cwm, Llc | ||
| Amplius Wealth Advisors, LLC | ||
| Koshinski Asset Management, Inc. | ||
| Sierra Capital LLC | ||
| Hudson Bay Capital Management LP | ||
| KBC Group NV | ||
| Godsey & Gibb Associates | ||
| Concord Wealth Partners | ||
| State Of Michigan Retirement System | ||
| Snowden Capital Advisors LLC | ||
| Dai-Ichi Life Insurance Company, Ltd | ||
| TMFCX - Touchstone Mid Cap Value Fund Class C | ||
| Simplex Trading, Llc | ||
| Oakworth Capital, Inc. | ||
| Mystic Asset Management, Inc. | ||
| Royal London Asset Management Ltd | ||
| Baillie Gifford & Co | ||
| Tudor Investment Corp Et Al | ||
| Wellington Management Group Llp | ||
| Bedel Financial Consulting, Inc. | ||
| Better Money Decisions, LLC | ||
| Covington Capital Management | ||
| PTMC - Pacer Trendpilot US Mid Cap ETF | ||
| FLDFX - BALANCED FUND Retail Class | ||
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A | ||
| Krs Capital Management, Llc | ||
| FLMFX - MUIRFIELD FUND Retail Class | ||
| Zurcher Kantonalbank (Zurich Cantonalbank) | ||
| Jacobi Capital Management LLC | ||
| Delta Asset Management Llc/tn | ||
| Agf Investments Inc. | ||
| Meridian Wealth Partners, LLC | ||
| AGF Investments LLC | ||
| Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) | ||
| EVUAX - Wells Fargo Utility and Telecommunications Fund Class A | ||
| PALCX - AllianzGI Global Allocation Fund Class C | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| WASHINGTON TRUST Co | ||
| Soros Fund Management Llc | ||
| Group One Trading, L.p. | ||
| Yaupon Capital Management LP | ||
| CX Institutional | ||
| Walleye Trading LLC | ||
| UPRO - ProShares UltraPro S&P500 | ||
| Walleye Trading LLC | ||
| Walleye Trading LLC | ||
| City State Bank | ||
| Westwood Holdings Group Inc | ||
| Standard Family Office LLC | ||
| Allegheny Financial Group LTD | ||
| Westpac Banking Corp | ||
| Liberty Wealth Management Llc | ||
| Norges Bank | ||
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class | ||
| Marshall Wace, Llp | ||
| Ibex Wealth Advisors | ||
| Mackenzie Financial Corp | ||
| Lenox Wealth Advisors, LLC | ||
| Jump Financial, LLC | ||
| Financial Advocates Investment Management | ||
| Arkadios Wealth Advisors | ||
| GWM Advisors LLC | ||
| ROUS - Hartford Multifactor US Equity ETF | ||
| Bank Of Nova Scotia | ||
| Investors Research Corp | ||
| Td Asset Management Inc | ||
| Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 | ||
| Arrow Financial Corp | ||
| LPL Financial LLC | ||
| AE Wealth Management LLC | ||
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 | ||
| Arlington Partners LLC | ||
| NSFOX - Natixis Sustainable Future 2065 Fund Class N | ||
| Confluence Wealth Services, Inc. | ||
| Financial Advantage, Inc. | ||
| FKINX - Franklin Income Fund Class A1 | ||
| Chilton Capital Management Llc | ||
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class | ||
| Mirae Asset Global Investments Co., Ltd. | ||
| MMBDX - MassMutual Premier Balanced Fund Class A | ||
| MML Series Investment Fund II - MML Equity Rotation Fund Class II | ||
| VIVAX - Vanguard Value Index Fund Investor Shares | ||
| VLACX - Vanguard Large-Cap Index Fund Investor Shares | ||
| Aventail Capital Group, LP | ||
| First Quadrant L P/ca | ||
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | ||
| Assetmark, Inc | ||
| Newbridge Financial Services Group, Inc. | ||
| Benefit Street Partners LLC | ||
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class | ||
| Cascade Investment Advisors, Inc. | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Russell Investments Group, Ltd. | ||
| Virtus ETF Advisers LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Parallax Volatility Advisers, L.P. | 70,300 |
| Name | Current Calls |
|---|---|
| Susquehanna International Group, Llp | 12,100 |
| Walleye Trading LLC | 0 |
| Name |
|---|
| AQRNX - AQR Multi-Asset Fund Class N |
| BEARX - Federated Prudent Bear Fund Class A Shares |
| FTLS - First Trust Long/Short Equity ETF |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Franklin Universal Trust | 15,000 | 58.13 |
| Cambridge Investment Research Advisors, Inc. | 13,899 | 49.00 |
| SS&H Financial Advisors, Inc. | 5,512 | 48.98 |
| Burleson & Company, LLC | 3,528 | 49.04 |
| Gradient Investments LLC | 1,449 | 49.00 |
| Webster Bank, N. A. | 900 | 48.89 |
| Atticus Wealth Management, Llc | 317 | 50.47 |
| SOA Wealth Advisors, LLC. | 236 | 46.61 |
| American National Bank | 234 | 47.01 |
| Allworth Financial LP | 230 | 47.83 |
| RWM Asset Management, LLC | 169 | 47.34 |
| Mascoma Wealth Management LLC | 147 | 47.62 |
| Parkside Financial Bank & Trust | 136 | 51.47 |
| Tsfg, Llc | 117 | 51.28 |
| First Financial Corp /in/ | 117 | 51.28 |
| West Oak Capital, LLC | 57 | 52.63 |
| BerganKDV Wealth Management, LLC | 50 | 40.00 |
| Dividend Asset Capital, Llc | 50 | 40.00 |
| Pinnacle Bancorp, Inc. | 50 | 40.00 |
| Global Retirement Partners, LLC | 46 | 43.48 |
| ACG Wealth | 32 | 62.50 |
| CVA Family Office, LLC | 15 | 66.67 |
| Financial Management Professionals, Inc. | 7 | |
| Foresight Capital Management Advisors, Inc. | 0 | |
| Koshinski Asset Management, Inc. | 0 |
| Name | Shares | PPS |
|---|---|---|
| Foresight Capital Management Advisors, Inc. | ||
| Koshinski Asset Management, Inc. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
|---|