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 | 1,157 | NaN | 0.00 | 20.48 |
| Previous Quarter | 1,149 | NaN | 0.00 | 20.45 |
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 | 31 | 108 | 54 | 167 | 112 | 72 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 1 | 0 | 1 | 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 | 4 | 4 | 26 | 1 | 11 | 9 |
| 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 | 79,943,907 | 36.21 | 13.21 | 77,518,444 | 35.11 | 19.22 |
| Previous Quarter | 40,482,199 | 18.33 | 26.08 | 78,379,953 | 35.50 | 18.59 |
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. | 39,462,883 | 26.44 |
| BlackRock Inc. | 39,462,883 | |
| Vanguard Group Inc | 24,329,328 | 26.44 |
| VANGUARD GROUP INC | 24,329,328 | |
| IJR - iShares Core S&P Small-Cap ETF | 15,808,465 | 26.44 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 13,952,453 | 7.82 |
| MILLENNIUM MANAGEMENT LLC | 13,664,564 | |
| State Street Corp | 12,302,671 | 26.56 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class | 12,004,935 | 7.82 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares | 7,753,100 | 8.16 |
| Wellington Management Group Llp | 7,494,895 | 26.44 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 6,395,727 | 26.44 |
| Long Pond Capital, LP | 6,342,473 | 26.44 |
| DEUTSCHE BANK AG\ | 5,940,146 | |
| IEFA - iShares Core MSCI EAFE ETF | 5,802,171 | 7.82 |
| STATE STREET CORP | 5,548,712 | |
| POSAX - Global Real Estate Securities Fund Class A | 5,446,455 | 7.82 |
| Deutsche Bank Ag\ | 5,177,175 | 26.44 |
| VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral | 5,138,932 | 7.82 |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 5,046,902 | 27.26 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 39,462,883 | 26.44 |
| Vanguard Group Inc | 24,329,328 | 26.44 |
| IJR - iShares Core S&P Small-Cap ETF | 15,808,465 | 26.44 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 14,355,748 | 7.28 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class | 12,637,130 | 7.28 |
| State Street Corp | 12,302,671 | 26.56 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares | 7,753,100 | 8.16 |
| Wellington Management Group Llp | 7,494,895 | 26.44 |
| POSAX - Global Real Estate Securities Fund Class A | 6,587,879 | 7.28 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 6,395,727 | 26.44 |
| Long Pond Capital, LP | 6,342,473 | 26.44 |
| IEFA - iShares Core MSCI EAFE ETF | 5,698,929 | 7.28 |
| Deutsche Bank Ag\ | 5,177,175 | 26.44 |
| VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral | 5,111,494 | 7.28 |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 5,015,406 | 22.99 |
| IWM - iShares Russell 2000 ETF | 4,957,968 | 26.44 |
| Alliancebernstein L.p. | 4,817,276 | 26.44 |
| Geode Capital Management, Llc | 4,010,567 | 26.44 |
| EFA - iShares MSCI EAFE ETF | 3,547,409 | 7.28 |
| Aew Capital Management L P | 3,220,108 | 26.44 |
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 39,462,883 | |
| VANGUARD GROUP INC | 24,329,328 | |
| MILLENNIUM MANAGEMENT LLC | 13,664,564 | |
| DEUTSCHE BANK AG\ | 5,940,146 | |
| STATE STREET CORP | 5,548,712 | |
| ALLIANCEBERNSTEIN L.P. | 4,597,487 | |
| GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares | 177,508 | 7.82 |
| CRCRX - MainStay CBRE Real Estate Fund Class C | 158,400 | 27.26 |
| RYLD - Global X Russell 2000 Covered Call ETF | 62,664 | 27.26 |
| JHSC - John Hancock Multifactor Small Cap ETF | 36,438 | 27.25 |
| New Mexico Educational Retirement Board | 34,700 | 20.72 |
| SWMIX - Laudus International MarketMasters Fund Select Shares | 33,855 | 7.83 |
| Thrivent Core Funds - Thrivent Core Small Cap Value Fund | 30,914 | 27.27 |
| TPWCX - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class | 28,093 | 27.27 |
| HDMV - First Trust Horizon Managed Volatility Developed International ETF | 27,383 | 7.82 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 22,353 | 27.24 |
| CSML - IQ Chaikin U.S. Small Cap ETF | 15,418 | 27.24 |
| SPMIX - S&P MidCap Index Fund Direct Shares | 11,696 | 23.51 |
| Redpoint Investment Management Pty Ltd | 11,145 | 20.73 |
| Dimensional ETF Trust - Dimensional US Real Estate ETF | 9,295 | 27.22 |
| Name | Shares | PPS |
|---|---|---|
| Advisor Group Holdings, Inc. | 1,208,155 | 24.22 |
| IJS - iShares S&P Small-Cap 600 Value ETF | 837,455 | 20.35 |
| SLYV - SPDR(R) S & P 600 Small Cap Value ETF | 381,026 | 20.35 |
| Real Estate Management Services Llc | 146,400 | 25.83 |
| AGAQX - 361 Global Long/Short Equity Fund Investor Class | 118,752 | 7.28 |
| NUSC - Nuveen ESG Small-Cap ETF | 107,549 | 23.63 |
| Highland Capital Management Fund Advisors, L.p. | 97,554 | 26.44 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B | 93,209 | 7.74 |
| NENGX - Northern Engage360 Fund | 48,120 | 7.73 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial | 33,628 | 7.70 |
| Alternative Strategies Fund | 19,156 | 20.36 |
| Retirement Guys Formula Llc | 9,486 | 26.46 |
| Ignite Planners, LLC | 9,232 | 27.62 |
| Savant Capital, LLC | 8,523 | 26.40 |
| MSVIX - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares | 8,480 | 20.40 |
| EWG Elevate Inc. | 8,304 | 26.49 |
| Goodwin Daniel L | 7,950 | 26.42 |
| DTD - WisdomTree U.S. Total Dividend Fund N/A | 7,291 | 20.30 |
| First Mercantile Trust Co | 7,085 | 20.32 |
| Exane Derivatives | 6,766 | 26.46 |
| Aaron Wealth Advisors LLC | 6,345 | 37.83 |
| PDEV - Principal International Multi-Factor Core Index ETF | 5,919 | 7.77 |
| DHS - WisdomTree U.S. High Dividend Fund N/A | 5,088 | 20.44 |
| DEW - WisdomTree Global High Dividend Fund N/A | 3,970 | 7.81 |
| Profunds - Profund Vp Small-cap Value | 2,613 | 20.28 |
| Herold Advisors, Inc. | 2,082 | 26452.45 |
| SVPIX - Small-cap Value Profund Investor Class | 1,592 | 23.87 |
| Berman Capital Advisors, LLC | 399 | 20.05 |
| Parkside Financial Bank & Trust | 321 | 24.92 |
| Enterprise Financial Services Corp | ||
| Presidio Capital Management, LLC | ||
| Avion Wealth | ||
| Colonial River Wealth Management, LLC | ||
| Marshall Wace, Llp | ||
| State Of Wisconsin Investment Board | ||
| Sequoia Financial Advisors, LLC | ||
| Arkadios Wealth Advisors | ||
| Gyon Technologies Capital Management, LP | ||
| Lloyd Advisory Services, LLC. | ||
| Atlas Private Wealth Advisors | ||
| Mirabella Financial Services Llp | ||
| CoreCap Advisors, LLC | ||
| Twinbeech Capital Lp | ||
| RGT Wealth Advisors, LLC | ||
| Graham Capital Management, L.P. | ||
| Claraphi Advisory Network, LLC | ||
| Stevens Capital Management Lp | ||
| Cobblestone Capital Advisors Llc /ny/ | ||
| AMP Capital Investors Ltd | ||
| Boothbay Fund Management, Llc | ||
| Bellwether Advisors, LLC | ||
| Vigilant Capital Management, LLC | ||
| Natixis | ||
| D. E. Shaw & Co., Inc. | ||
| Brookstone Capital Management | ||
| Neo Ivy Capital Management | ||
| Squarepoint Ops LLC | ||
| Qube Research & Technologies Ltd | ||
| Quantitative Systematic Strategies LLC | ||
| Lazard Asset Management Llc | ||
| Jefferies Group LLC | ||
| Alberta Investment Management Corp | ||
| Eii Capital Management, Inc. | ||
| Hrt Financial Lp | ||
| Walleye Capital LLC | ||
| Canada Pension Plan Investment Board | ||
| Centersquare Investment Management Llc | ||
| Verition Fund Management LLC | ||
| NinePointTwo Capital | ||
| Maven Securities LTD | ||
| Independent Wealth Network Inc. | ||
| Northwood Liquid Management Lp | ||
| Kolinsky Wealth Management, LLC | ||
| Integrated Advisors Network LLC | ||
| Arrowstreet Capital, Limited Partnership | ||
| PEAK6 Investments LLC | ||
| Schonfeld Strategic Advisors LLC | ||
| Meridian Wealth Management, LLC | ||
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | ||
| Kings Point Capital Management | ||
| Kovack Advisors, Inc. | ||
| PEAK6 Investments LLC | ||
| Pearl River Capital, LLC | ||
| GWM Advisors LLC | ||
| Fox Run Management, L.l.c. | ||
| Aigen Investment Management, Lp | ||
| Gitterman Wealth Management, LLC | ||
| Spouting Rock Asset Management, LLC | ||
| Willis Johnson & Associates, Inc. | ||
| O'shaughnessy Asset Management, Llc | ||
| Voloridge Investment Management, Llc | ||
| Orion Portfolio Solutions, LLC | ||
| Hill Winds Capital LP | ||
| Eaton Vance Management | ||
| West Financial Advisors, LLC | ||
| Confluence Wealth Services, Inc. | ||
| ExodusPoint Capital Management, LP | ||
| GURAX - Guggenheim Risk Managed Real Estate Fund A-Class | ||
| Ergoteles LLC | ||
| Schroder Investment Management Group | ||
| Avidian Wealth Solutions, LLC | ||
| IFG Advisory, LLC | ||
| Personal Capital Advisors Corp | ||
| CRBN - iShares MSCI ACWI Low Carbon Target ETF | ||
| Bridgefront Capital, LLC | ||
| Zacks Investment Management | ||
| Connor, Clark & Lunn Investment Management Ltd. | ||
| PLHAX - PGIM QMA Long-Short Equity Fund Class A | 20.33 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| REET - iShares Global REIT ETF | 2,276,910 | 7.82 | 219,623 | 22.99 |
| BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A | 1,311,946 | 7.82 | 123,490 | 22.99 |
| Cambridge Investment Research Advisors, Inc. | 1,146,081 | 20.73 | 1,205,257 | 26.44 |
| RIFSX - Global Real Estate Securities Fund | 975,468 | 8.14 | 246,808 | 26.44 |
| Ziegler Capital Management, LLC | 254,596 | 20.73 | 267,909 | 26.44 |
| Consolidated Capital Management, Llc | 239,327 | 20.73 | 241,220 | 26.44 |
| Manning & Napier Group, LLC | 210,110 | 20.72 | 205,333 | 26.43 |
| RRGAX - DWS RREEF Global Real Estate Securities Fund Class A | 162,835 | 8.15 | 124,911 | 26.44 |
| Geneos Wealth Management Inc. | 155,527 | 21.00 | 138,038 | 26.43 |
| Commonwealth Equity Services, Llc | 152,847 | 20.73 | 152,366 | 26.44 |
| State of Alaska, Department of Revenue | 139,708 | 20.72 | 246,698 | 26.44 |
| GREZX - Global Real Estate Securities Fund Investor | 115,966 | 8.17 | 62,329 | 26.44 |
| Bell Bank | 88,006 | 20.73 | 88,006 | 26.44 |
| Atlantic Union Bankshares Corp | 77,400 | 20.72 | 82,670 | 26.44 |
| Exchange Traded Concepts, Llc | 58,092 | 20.73 | 56,366 | 26.43 |
| Louisiana State Employees Retirement System | 58,000 | 21.28 | 107,300 | 27.84 |
| Pensionfund DSM Netherlands | 41,000 | 20.73 | 64,000 | 26.44 |
| Investment Research & Advisory Group, Inc. | 39,098 | 20.74 | 1,000 | 26.00 |
| Great Valley Advisor Group, Inc. | 32,381 | 20.72 | 26,348 | 26.45 |
| Keystone Wealth Services, LLC | 30,166 | 20.72 | 30,166 | 26.45 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 13,952,453 | 7.82 | 14,355,748 | 7.28 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class | 12,004,935 | 7.82 | 12,637,130 | 7.28 |
| IEFA - iShares Core MSCI EAFE ETF | 5,802,171 | 7.82 | 5,698,929 | 7.28 |
| POSAX - Global Real Estate Securities Fund Class A | 5,446,455 | 7.82 | 6,587,879 | 7.28 |
| VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral | 5,138,932 | 7.82 | 5,111,494 | 7.28 |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 5,046,902 | 27.26 | 5,015,406 | 22.99 |
| EFA - iShares MSCI EAFE ETF | 3,551,021 | 7.82 | 3,547,409 | 7.28 |
| BBAX - JPMorgan BetaBuilders Developed Asia ex-Japan ETF | 2,407,877 | 7.82 | 2,259,214 | 7.28 |
| VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares | 2,164,890 | 7.82 | 2,125,811 | 7.28 |
| OIEAX - JPMorgan International Research Enhanced Equity Fund Class I | 2,081,842 | 7.82 | 1,841,388 | 7.28 |
| EFV - iShares MSCI EAFE Value ETF | 2,017,797 | 7.82 | 2,038,675 | 7.28 |
| FSSNX - Fidelity Small Cap Index Fund | 1,682,737 | 27.26 | 776,867 | 22.99 |
| FSGEX - Fidelity Series Global ex U.S. Index Fund | 1,363,802 | 7.82 | 1,283,063 | 7.28 |
| TCIEX - TIAA-CREF International Equity Index Fund Institutional Class | 1,213,846 | 7.82 | 1,131,573 | 7.28 |
| IXUS - iShares Core MSCI Total International Stock ETF | 1,134,006 | 7.82 | 1,130,082 | 7.28 |
| VPACX - Vanguard Pacific Stock Index Fund Investor Shares | 1,132,496 | 7.82 | 1,157,604 | 7.28 |
| DFREX - Dfa Real Estate Securities Portfolio - Institutional Class | 1,084,378 | 27.26 | 909,790 | 22.99 |
| ARYVX - Global Real Estate Fund Investor Class | 877,774 | 7.82 | 78,598 | 7.28 |
| Alpine Global Premier Properties Fund | 818,231 | 7.82 | 900,893 | 7.28 |
| AASMX - Thrivent Small Cap Stock Fund Class A | 793,709 | 27.26 | 731,385 | 22.99 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| CLSE - Convergence Long/Short Equity ETF |
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| PEAK6 Investments LLC | 0 |
| 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 |
|---|---|---|
| New Mexico Educational Retirement Board | 34,700 | 20.72 |
| SPMIX - S&P MidCap Index Fund Direct Shares | 11,696 | 23.51 |
| Beacon Capital Management, Inc. | 5,333 | 20.81 |
| Harbor Investment Advisory, Llc | 1,674 | 20.91 |
| Name | Shares | PPS |
|---|---|---|
| Savant Capital, LLC | 8,523 | 26.40 |
| Retirement Guys Formula Llc | 9,486 | 26.46 |
| Goodwin Daniel L | 7,950 | 26.42 |
| Aaron Wealth Advisors LLC | 6,345 | 37.83 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Ziegler Capital Management, LLC | 254,596 | 20.73 | 267,909 | 26.44 |
| Consolidated Capital Management, Llc | 239,327 | 20.73 | 241,220 | 26.44 |
| Geneos Wealth Management Inc. | 155,527 | 21.00 | 138,038 | 26.43 |
| Commonwealth Equity Services, Llc | 152,847 | 20.73 | 152,366 | 26.44 |
| Atlantic Union Bankshares Corp | 77,400 | 20.72 | 82,670 | 26.44 |
| Exchange Traded Concepts, Llc | 58,092 | 20.73 | 56,366 | 26.43 |
| Louisiana State Employees Retirement System | 58,000 | 21.28 | 107,300 | 27.84 |
| Investment Research & Advisory Group, Inc. | 39,098 | 20.74 | 1,000 | 26.00 |
| Great Valley Advisor Group, Inc. | 32,381 | 20.72 | 26,348 | 26.45 |
| CFO4Life Group, LLC | 28,883 | 20.57 | 27,275 | 26.43 |
| Money Concepts Capital Corp | 23,221 | 21.02 | 59,254 | 26.45 |
| Truist Financial Corp | 18,282 | 20.73 | 16,888 | 26.41 |
| Brinker Capital Investments, LLC | 13,943 | 20.73 | 22,200 | 26.44 |
| Baldwin Brothers Inc/ma | 13,726 | 20.76 | 13,726 | 26.45 |
| PQIN - PGIM QMA Strategic Alpha International Equity ETF | 11,619 | 7.49 | 11,619 | 7.92 |
| Teamwork Financial Advisors, LLC | 11,300 | 20.71 | 21,727 | 26.42 |
| Delta Investment Management, LLC | 9,955 | 20.69 | 9,955 | 26.42 |
| Carderock Capital Management Inc | 9,900 | 20.71 | 9,950 | 26.43 |
| GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares | 6,711 | 7.45 | 4,704 | 7.87 |
| Centerpoint Advisors, LLC | 3,635 | 20.63 | 3,635 | 26.41 |
| Asset Dedication, LLC | 2,635 | 20.87 | 2,635 | 26.57 |
| Lake Point Wealth Management | 2,418 | 20.68 | 2,418 | 26.47 |
| TCI Wealth Advisors, Inc. | 696 | 20.11 | 369 | 27.10 |
| Charter Oak Capital Management, LLC | 501 | 19.96 | 501 | 25.95 |
| Spire Wealth Management | 109 | 18.35 | 218 | 27.52 |
| Ellevest, Inc. | 63 | 15.87 | 21 | 47.62 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 512 | 21.48 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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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 |
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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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| Name |
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