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 | 1,508 | 5108.00 | 57.12 | 1308.91 |
| 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 | 1486 | 176 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 3 | 3 | 1 | 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 | 9 | 0 | 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 | 37,718,888 | 28.95 | 35.55 | 27,763,004 | 21.31 | 57.37 |
| 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. | 14,237,515 | 57.11 |
| BlackRock Inc. | 14,237,286 | |
| Vanguard Group Inc | 12,573,777 | 57.11 |
| Wellington Management Group Llp | 7,645,573 | 57.11 |
| Jpmorgan Chase & Co | 5,348,420 | 57.11 |
| JPMORGAN CHASE & CO | 5,242,648 | |
| State Street Corp | 4,954,559 | 57.11 |
| Harris Associates L P | 4,238,472 | 57.11 |
| IJH - iShares Core S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,960,313 | 57.11 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,880,436 | 57.11 |
| Pictet Asset Management Sa | 3,687,217 | 0.06 |
| OAKMX - Oakmark Fund Investor Class | 3,154,500 | 57.11 |
| JMVSX - JPMorgan Mid Cap Value Fund Class I | 2,471,549 | 57.11 |
| Select Equity Group, L.P. | 2,154,670 | 57.11 |
| Dimensional Fund Advisors Lp | 2,086,587 | 0.06 |
| Federated Hermes, Inc. | 2,020,589 | 57.11 |
| Morgan Stanley | 1,864,359 | 57.11 |
| Geode Capital Management, Llc | 1,781,782 | 0.06 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,739,558 | 57.11 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,661,812 | 57.11 |
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. | 14,237,515 | 57.11 |
| Vanguard Group Inc | 12,573,777 | 57.11 |
| Wellington Management Group Llp | 7,645,573 | 57.11 |
| Jpmorgan Chase & Co | 5,348,420 | 57.11 |
| JPMORGAN CHASE & CO | 5,242,648 | |
| State Street Corp | 4,954,559 | 57.11 |
| Harris Associates L P | 4,238,472 | 57.11 |
| IJH - iShares Core S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,960,313 | 57.11 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,880,436 | 57.11 |
| Pictet Asset Management Sa | 3,687,217 | 0.06 |
| OAKMX - Oakmark Fund Investor Class | 3,154,500 | 57.11 |
| JMVSX - JPMorgan Mid Cap Value Fund Class I | 2,471,549 | 57.11 |
| Select Equity Group, L.P. | 2,154,670 | 57.11 |
| Dimensional Fund Advisors Lp | 2,086,587 | 0.06 |
| Federated Hermes, Inc. | 2,020,589 | 57.11 |
| Morgan Stanley | 1,864,359 | 57.11 |
| Geode Capital Management, Llc | 1,781,782 | 0.06 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,739,558 | 57.11 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,661,812 | 57.11 |
| Amundi | 1,567,295 | 58.76 |
| Name | Shares | PPS |
|---|---|---|
| Signature Estate & Investment Advisors Llc | ||
| Employees Retirement System of Texas | ||
| IFG Advisory, LLC | ||
| Mirae Asset Global Investments Co., Ltd. | ||
| Atria Wealth Solutions, Inc. | ||
| Brandywine Oak Private Wealth Llc | ||
| DWSH - AdvisorShares Dorsey Wright Short ETF | ||
| GHP Investment Advisors, Inc. | ||
| Uncommon Cents Investing LLC | ||
| GEFPX - Gotham Enhanced 500 Plus Fund Institutional Class | ||
| GCHDX - Gotham Hedged Core Fund Institutional Class | ||
| 180 Wealth Advisors, Llc | ||
| Karp Capital Management Corp | ||
| Qube Research & Technologies Ltd | ||
| Hgk Asset Management Inc | ||
| Austin Private Wealth, LLC | ||
| Sentry Investment Management Llc | ||
| Dynamic Technology Lab Private Ltd | ||
| Tfo-tdc, Llc | ||
| Incline Global Management LLC | ||
| Paloma Partners Management Co | ||
| Two Sigma Securities, Llc | ||
| Saturna Capital CORP | ||
| Hrt Financial Lp | ||
| H. L. Ormond & Company, LLC | ||
| Axa S.a. | ||
| MQS Management LLC | ||
| Group One Trading, L.p. | ||
| ExodusPoint Capital Management, LP | ||
| XTX Topco Ltd | ||
| Calamos Advisors LLC | ||
| Aigen Investment Management, Lp | ||
| International Assets Investment Management, Llc | ||
| Alphacrest Capital Management Llc | ||
| Heartland Bank & Trust Co | ||
| Mackenzie Financial Corp | ||
| Goodman Advisory Group, LLC | ||
| Susquehanna International Group, Llp | ||
| True North Advisors, LLC | ||
| Change Path, LLC | ||
| Wells Fargo & Company/mn | ||
| Samalin Investment Counsel, LLC | ||
| Acadian Asset Management Llc | ||
| Mutual Advisors, LLC | ||
| Moody Aldrich Partners Llc | ||
| New York Life Investment Management Llc | ||
| Charter Oak Capital Management, LLC | ||
| South Dakota Investment Council | ||
| Illinois Municipal Retirement Fund | ||
| GPS Wealth Strategies Group, LLC | ||
| Guardian Wealth Advisors, LLC | ||
| Twin Tree Management, LP | ||
| Clear Street Markets Llc | ||
| Almanack Investment Partners, LLC. | ||
| Schechter Investment Advisors, LLC | ||
| FORA Capital, LLC | ||
| Nicholas Company, Inc. | ||
| Ten Capital Wealth Advisors, LLC | ||
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I | ||
| Bridgewater Associates, LP | ||
| Curi Wealth Management, LLC | ||
| Wolverine Trading, Llc | ||
| Blueshift Asset Management, LLC | ||
| Wolverine Trading, Llc | ||
| Houlihan Financial Resource Group, Ltd. | ||
| Johnson Financial Group, Inc. | ||
| Scopus Asset Management, L.p. | ||
| Claro Advisors LLC | ||
| Seven Eight Capital, Lp | ||
| PEAK6 Investments LLC | ||
| Robbins Farley Llc | ||
| Elo Mutual Pension Insurance Co | ||
| Seacrest Wealth Management, Llc | ||
| Itau Unibanco Holding S.A. | ||
| GW&K Investment Management, LLC | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| Chilton Capital Management Llc | ||
| Mirabella Financial Services Llp | ||
| PEAK6 Investments LLC | ||
| Core Alternative Capital | ||
| Gries Financial Llc | ||
| Ritholtz Wealth Management | ||
| Country Trust Bank | ||
| Loomis Sayles & Co L P | ||
| Aquatic Capital Management LLC | ||
| Walleye Capital LLC | ||
| Hudock, Inc. | ||
| Evoke Wealth, Llc | ||
| Steward Financial Group LLC | ||
| Capstone Investment Advisors, Llc | ||
| Dark Forest Capital Management Lp | ||
| Wedbush Securities Inc | ||
| RidgeWorth Capital Management LLC | ||
| Putnam Fl Investment Management Co | ||
| Capstone Investment Advisors, Llc | ||
| Trexquant Investment LP | ||
| Tortoise Investment Management, LLC | ||
| Brookfield Asset Management Inc. | ||
| Capstone Investment Advisors, Llc | ||
| Boothbay Fund Management, Llc | ||
| Financial Management Professionals, Inc. | ||
| HighTower Trust Services, LTA | ||
| PEAK6 Investments LLC | ||
| Johnson Investment Counsel Inc | ||
| Selective Wealth Management, Inc. | ||
| Worldquant Millennium Advisors Llc | ||
| Bourgeon Capital Management Llc | ||
| Natixis | ||
| Norinchukin Bank, The | ||
| MUFG Americas Holdings Corp | ||
| Caxton Associates Lp | ||
| Campbell & CO Investment Adviser LLC | ||
| Knights of Columbus Asset Advisors LLC | ||
| P-Solve Investments Ltd | ||
| Oppenheimer & Co Inc | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| Prospera Financial Services Inc | ||
| HHM Wealth Advisors, LLC | ||
| Wahed Invest LLC | ||
| Professional Financial Advisors, LLC | ||
| Metropolitan Life Insurance Co/ny | ||
| Benjamin Edwards Inc | ||
| Petrus Trust Company, LTA | ||
| Carmichael Hill & Associates, Inc. | ||
| Walleye Trading LLC | ||
| CWS Financial Advisors, LLC | ||
| Gw Henssler & Associates Ltd | ||
| Graham Capital Management, L.P. | ||
| Prelude Capital Management, Llc | ||
| Point72 Hong Kong Ltd | ||
| Nomura Holdings Inc | ||
| CNB Bank | ||
| Bayesian Capital Management, LP | ||
| Czech National Bank | ||
| Desjardins Global Asset Management Inc. | ||
| Voloridge Investment Management, Llc | ||
| Cibc World Markets Corp | ||
| CX Institutional | ||
| CIBC Private Wealth Group, LLC | ||
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | ||
| Gsa Capital Partners Llp | ||
| Gladstone Institutional Advisory LLC | ||
| Beacon Investment Advisory Services, Inc. | ||
| Pearl River Capital, LLC | ||
| Robeco Institutional Asset Management B.V. | ||
| Two Sigma Investments, Lp | ||
| PGGM Investments | ||
| Bogart Wealth, LLC | ||
| Public Sector Pension Investment Board | ||
| Venture Visionary Partners LLC | ||
| Chevy Chase Trust Holdings, Inc. | ||
| Virtu Financial LLC | ||
| Echo Street Capital Management LLC | ||
| Eudaimonia Partners, LLC | ||
| Alps Advisors Inc | ||
| Fayez Sarofim & Co | ||
| Ckw Financial Group | ||
| Magnetar Financial LLC | ||
| Legend Financial Advisors, Inc. | ||
| Versor Investments LP | ||
| Duality Advisers, Lp | ||
| Tudor Investment Corp Et Al | ||
| Opseu Pension Plan Trust Fund | ||
| Ing Groep Nv | ||
| Eisler Capital (UK) Ltd. | ||
| Private Advisor Group, LLC | ||
| Interval Partners, LP | ||
| Hartford Investment Management Co | ||
| Jump Financial, LLC | ||
| Distillate Capital Partners LLC | ||
| Karlinski Andrew C | ||
| Capital Fund Management S.a. | ||
| Cipher Capital LP | ||
| Confluence Investment Management Llc | ||
| Scissortail Wealth Management, LLC | ||
| First Citizens Bank & Trust Co |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Susquehanna International Group, Llp | 6,900 |
| Wolverine Trading, Llc | 0 |
| PEAK6 Investments LLC | 0 |
| Name | Current Calls |
|---|---|
| Fifth Lane Capital, Lp | 20,000 |
| Walleye Trading LLC | 10,900 |
| Scopus Asset Management, L.p. | 0 |
| Name |
|---|
| FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value |
| 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 |
|---|---|---|
| GMXAX - Nationwide Mid Cap Market Index Fund Class A | 40,515 | 64.52 |
| NWHVX - Nationwide Geneva Mid Cap Growth Fund Class A | 20,321 | 64.51 |
| MCMVX - Monongahela All Cap Value Fund | 9,000 | 64.56 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 6,782 | 64.58 |
| GWILX - Women in Leadership U.S. Equity Portfolio | 3,468 | 64.59 |
| BKMC - BNY Mellon US Mid Cap Core Equity ETF | 1,575 | 64.76 |
| GQLVX - Quantitative U.S. Large Cap Value Equity Portfolio | 139 | 64.75 |
| American Portfolios Advisors | 133 | 52.63 |
| VDNI - V-Shares US Diversity ETF | 5 |
| Name | Shares | PPS |
|---|
| 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 |
|---|