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 | 1,258 | 28.00 | 13.12 | 13.35 |
| 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 | 1211 | 189 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 3 | 9 | 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 | 73 | 5 | 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 | 30,450,420 | 13.57 | 6.52 | 35,269,072 | 15.72 | 13.31 |
| 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 |
|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORP | 44,603,072 | |
| VANGUARD GROUP INC | 17,928,827 | |
| Vanguard Group Inc | 17,410,922 | 13.12 |
| BlackRock Inc. | 15,320,271 | |
| BlackRock Inc. | 15,118,710 | 13.12 |
| State Street Corp | 6,642,388 | 13.12 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 5,263,643 | 13.12 |
| IJH - iShares Core S&P Mid-Cap ETF | 5,068,410 | 13.12 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 4,487,865 | 13.12 |
| Allspring Global Investments Holdings, LLC | 4,176,087 | 13.12 |
| Jpmorgan Chase & Co | 3,673,297 | 13.12 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | 2,943,462 | 13.12 |
| Neuberger Berman Group LLC | 2,666,297 | 13.12 |
| Greenlight Capital Inc | 2,420,400 | 13.12 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 2,399,923 | 13.12 |
| Aqr Capital Management Llc | 2,189,401 | 13.12 |
| SCHD - Schwab U.S. Dividend Equity ETF | 2,083,825 | 15.86 |
| Wells Fargo & Company/mn | 1,835,316 | 13.12 |
| Geode Capital Management, Llc | 1,830,802 | 13.12 |
| Northern Trust Corp | 1,622,373 | 13.12 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORP | 44,603,072 | |
| VANGUARD GROUP INC | 17,928,827 | |
| Vanguard Group Inc | 17,410,922 | 13.12 |
| BlackRock Inc. | 15,320,271 | |
| State Street Corp | 6,642,388 | 13.12 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 5,263,643 | 13.12 |
| IJH - iShares Core S&P Mid-Cap ETF | 5,068,410 | 13.12 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 4,487,865 | 13.12 |
| Allspring Global Investments Holdings, LLC | 4,176,087 | 13.12 |
| Jpmorgan Chase & Co | 3,673,297 | 13.12 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | 2,943,462 | 13.12 |
| Neuberger Berman Group LLC | 2,666,297 | 13.12 |
| Greenlight Capital Inc | 2,420,400 | 13.12 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 2,399,923 | 13.12 |
| Aqr Capital Management Llc | 2,189,401 | 13.12 |
| SCHD - Schwab U.S. Dividend Equity ETF | 2,083,825 | 15.86 |
| Wells Fargo & Company/mn | 1,835,316 | 13.12 |
| Geode Capital Management, Llc | 1,830,802 | 13.12 |
| Northern Trust Corp | 1,622,373 | 13.12 |
| Bank of New York Mellon Corp | 1,604,898 | 13.12 |
| Name | Shares | PPS |
|---|---|---|
| Leelyn Smith, LLC | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| Eagle Bay Advisors LLC | ||
| Morgan Dempsey Capital Management Llc | ||
| Sawyer & Company, Inc | ||
| Hgk Asset Management Inc | ||
| Norges Bank | ||
| Sumitomo Life Insurance Co | ||
| BNP Paribas Asset Management Holding S.A. | ||
| Fjarde Ap-fonden /fourth Swedish National Pension Fund | ||
| Solas Capital Management, LLC | ||
| Parkside Investments, LLC | ||
| Amplius Wealth Advisors, LLC | ||
| Total Clarity Wealth Management, Inc. | ||
| Compagnie Lombard Odier SCmA | ||
| Rinkey Investments | ||
| Guggenheim Strategic Opportunities Fund | ||
| Avalon Advisors, Llc | ||
| Exane Derivatives | ||
| AGF Investments LLC | ||
| Enterprise Trust & Investment Co | ||
| Boothbay Fund Management, Llc | ||
| AE Wealth Management LLC | ||
| Manning & Napier Group, LLC | ||
| Providence Capital Advisors, LLC | ||
| Regentatlantic Capital Llc | ||
| Ionic Capital Management LLC | ||
| J. Goldman & Co LP | ||
| Allegheny Financial Group LTD | ||
| Group One Trading, L.p. | ||
| DB Wealth Management Group, LLC | ||
| State Of Michigan Retirement System | ||
| Argent Trust Co | ||
| Arcadia Investment Management Corp/mi | ||
| Walleye Trading LLC | ||
| SBK Financial, Inc. | ||
| First National Trust Co | ||
| CIBC World Markets Inc. | ||
| Gemmer Asset Management LLC | ||
| Krs Capital Management, Llc | ||
| Mechanics Financial Corp | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Delos Wealth Advisors, LLC | ||
| Envestnet Asset Management Inc | ||
| Amerivest Investment Management LLC | ||
| Syverson Strege & Co | ||
| IndexIQ Advisors LLC | ||
| Livforsakringsbolaget Skandia, Omsesidigt | ||
| Oppenheimer Asset Management Inc. | ||
| Truvestments Capital Llc | ||
| TAP Consulting, LLC | ||
| Newtyn Management, LLC | ||
| Concord Wealth Partners | ||
| Ameliora Wealth Management Ltd. | ||
| Cibc World Markets Corp | ||
| Richwood Investment Advisors, LLC | ||
| Fiduciary Trust Co | ||
| PARK CIRCLE Co | ||
| Cwm, Llc | ||
| Herold Advisors, Inc. | ||
| Koshinski Asset Management, Inc. | ||
| Elmwood Wealth Management, Inc. | ||
| Seeyond | ||
| West Bancorporation Inc | ||
| D. E. Shaw & Co., Inc. | ||
| True Link Financial Advisors, LLC | ||
| CenterBook Partners LP | ||
| Carroll Investors, Inc | ||
| Pinnacle Financial Partners Inc | ||
| Aries Wealth Management | ||
| Cassady Schiller Wealth Management, LLC | ||
| Mirae Asset Global Investments Co., Ltd. | ||
| Stonehage Fleming Financial Services Holdings Ltd | ||
| Advanced Research Investment Solutions, Llc | ||
| Weiss Multi-Strategy Advisers LLC | ||
| Voya Investment Management Llc | ||
| DekaBank Deutsche Girozentrale | ||
| Stephens Inc /ar/ | ||
| Meyer Handelman Co | ||
| Arlington Partners LLC | ||
| Dai-Ichi Life Insurance Company, Ltd | ||
| Weiss Multi-Strategy Advisers LLC | ||
| Robbins Farley Llc | ||
| Snowden Capital Advisors LLC | ||
| First Citizens Bank & Trust Co | ||
| Cornerstone Advisory, LLC | ||
| Empyrean Capital Partners, LP | ||
| Marshall Wace, Llp | ||
| Outfitter Financial LLC | ||
| Illinois Municipal Retirement Fund | ||
| Jackson, Grant Investment Advisers, Inc. | ||
| Kb Financial Partners, Llc | ||
| Wagner Wealth Management, Llc | ||
| Edgar Lomax Co/va | ||
| Edmond De Rothschild Holding S.a. | ||
| IronBridge Private Wealth, LLC | ||
| AlphaMark Advisors, LLC | ||
| Welch & Forbes Llc | ||
| Farmers & Merchants Trust Co of Chambersburg PA | ||
| First Trust Advisors Lp | ||
| Silvant Capital Management LLC | ||
| Clear Perspectives Financial Planning, LLC | ||
| Ford Financial Group, LLC | ||
| D.a. Davidson & Co. | ||
| Nordea Investment Management Ab | ||
| Steigerwald, Gordon & Koch Inc. | ||
| Financial Advantage, Inc. | ||
| Gofen & Glossberg Llc /il/ | ||
| Bray Capital Advisors | ||
| Kempen Capital Management N.v. | ||
| Fsb Premier Wealth Management, Inc. | ||
| Norwood Financial Corp | ||
| First PREMIER Bank | ||
| Pittenger & Anderson Inc | ||
| CTC Capital Management, LLC | ||
| Wedbush Securities Inc | ||
| CoreCap Advisors, LLC | ||
| Financial Connections Group, Inc. | ||
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | ||
| James Reed Financial Services, Inc. | ||
| Tarbox Family Office, Inc. | ||
| Stonebridge Financial Planning Group, LLC | ||
| Citizens National Bank Trust Department | ||
| BI Asset Management Fondsmaeglerselskab A/S | ||
| Antonetti Capital Management LLC | ||
| Motco | ||
| Letko, Brosseau & Associates Inc | ||
| Mystic Asset Management, Inc. | ||
| Spirit Of America Management Corp/ny | ||
| Confluence Wealth Services, Inc. | ||
| Janney Montgomery Scott LLC | ||
| U.S. Capital Wealth Advisors, LLC | ||
| Retirement Planning Co of New England, Inc. | ||
| Future Financial Wealth Managment LLC | ||
| Cinctive Capital Management LP | ||
| Russell Investments Group, Ltd. | ||
| Surevest, LLC | ||
| Paladin Advisory Group, LLC | ||
| Ci Investments Inc. | ||
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class | ||
| CNB Bank | ||
| Cetera Investment Advisers | ||
| Zurcher Kantonalbank (Zurich Cantonalbank) | ||
| Royal Bank Of Canada | ||
| Central Bank & Trust Co | ||
| Goldman Sachs Group Inc | ||
| Point72 Hong Kong Ltd | ||
| Econ Financial Services Corp | ||
| Ahl Investment Management, Inc. | ||
| Metropolitan Life Insurance Co/ny | ||
| Royal Bank Of Canada | ||
| Tiaa, Fsb | ||
| Two Sigma Investments, Lp | ||
| Poplar Forest Capital LLC | ||
| City State Bank | ||
| National Asset Management, Inc. | ||
| Verition Fund Management LLC | ||
| Sumitomo Mitsui Trust Holdings, Inc. | ||
| Tyler-Stone Wealth Management | ||
| Oakworth Capital, Inc. | ||
| Tradition Wealth Management, LLC | ||
| Mirova | ||
| Bivin & Associates, Inc. | ||
| Boston Private Wealth Llc | ||
| Shore Point Advisors, LLC | ||
| Investmark Advisory Group LLC | ||
| Core Alternative Capital | ||
| Lynwood Capital Management Inc. | ||
| Wahed Invest LLC | ||
| Eukles Asset Management | ||
| Chilton Capital Management Llc | ||
| Banco Bilbao Vizcaya Argentaria, S.a. | ||
| Level Financial Advisors, Inc. | ||
| Byrne Asset Management LLC | ||
| Campbell Capital Management Inc | ||
| Soros Fund Management Llc | ||
| Alyeska Investment Group, L.P. | ||
| CapWealth Advisors, LLC | ||
| Glassman Wealth Services | ||
| Lombard Odier Asset Management (USA) Corp | ||
| Edge Wealth Management LLC | ||
| Moser Wealth Advisors, LLC | ||
| DAVENPORT & Co LLC | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Eisler Capital (UK) Ltd. | ||
| DnB Asset Management AS | ||
| Varma Mutual Pension Insurance Co | ||
| Strategic Asset Management, LLC | ||
| Paragon Capital Management Ltd |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Jefferies Group LLC | 500,700 |
| Parallax Volatility Advisers, L.P. | 354,200 |
| HAP Trading, LLC | 15,600 |
| Name | Current Calls |
|---|---|
| Lion Point Capital, LP | 1,000,000 |
| Jane Street Group, Llc | 570,080 |
| Susquehanna International Group, Llp | 315,400 |
| Caption Management, LLC | 225,000 |
| Walleye Trading LLC | 134,960 |
| Shay Capital LLC | 50,000 |
| Cutler Group LP | 13,800 |
| Weiss Multi-Strategy Advisers LLC | 0 |
| Paladin Advisory Group, LLC | 0 |
| Name |
|---|
| 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 |
|---|---|---|
| Douglas Lane & Associates, LLC | 495,720 | 9.78 |
| Clean Yield Group | 152,172 | 9.78 |
| Clear Harbor Asset Management, LLC | 130,996 | 9.78 |
| Commonwealth Equity Services, Llc | 66,844 | 9.77 |
| Alpha Omega Wealth Management LLC | 59,769 | 9.79 |
| Louisiana State Employees Retirement System | 47,200 | 10.44 |
| Truist Financial Corp | 41,081 | 9.76 |
| Umb Bank N A/mo | 41,029 | 9.77 |
| New Mexico Educational Retirement Board | 28,289 | 9.79 |
| USS Investment Management Ltd | 22,660 | 13.11 |
| American Research & Management Co. | 20,091 | 9.76 |
| Money Concepts Capital Corp | 18,178 | 10.07 |
| Belvedere Trading LLC | 17,176 | 10.42 |
| Wesbanco Bank Inc | 15,981 | 9.76 |
| Kestra Advisory Services, LLC | 12,907 | |
| American Assets Investment Management, LLC | 11,000 | 9.82 |
| SPMIX - S&P MidCap Index Fund Direct Shares | 9,501 | 12.31 |
| Geneos Wealth Management Inc. | 4,528 | 9.94 |
| Spire Wealth Management | 1,796 | 10.02 |
| North Star Investment Management Corp. | 1,070 | 9.35 |
| Investors Research Corp | 1,061 | 9.43 |
| TCI Wealth Advisors, Inc. | 1,051 | 9.51 |
| Steward Financial Group LLC | 991 | 9.08 |
| Heritage Financial Services, LLC | 968 | 9.30 |
| Asset Dedication, LLC | 866 | 5.77 |
| BCR Wealth Strategies, LLC | 824 | 9.71 |
| Hartford Financial Management Inc. | 777 | 10.30 |
| Endurance Wealth Management, Inc. | 675 | 10.37 |
| Sandy Spring Bank | 605 | 9.92 |
| Harbor Investment Advisory, Llc | 591 | 10.15 |
| Atwood & Palmer Inc | 400 | 10.00 |
| Carolina Wealth Advisors, LLC | 342 | 8.77 |
| Hexagon Capital Partners LLC | 329 | 9.12 |
| Legacy Bridge, LLC | 322 | 9.32 |
| Field & Main Bank | 300 | 10.00 |
| Thompson Siegel & Walmsley Llc | 290 | 10.34 |
| Johnson Midwest Financial, LLC | 269 | 11.15 |
| Beacon Capital Management, LLC | 267 | 11.24 |
| Horan Securities, Inc. | 227 | 8.81 |
| Pacifica Partners Inc. | 204 | 9.80 |
| Ogorek Anthony Joseph /ny/ /adv | 193 | 5.18 |
| First Command Bank | 171 | 5.85 |
| First Command Financial Services, Inc. | 171 | 5.85 |
| PSI Advisors, LLC | 169 | 11.83 |
| Mv Capital Management, Inc. | 159 | 12.58 |
| Life Planning Partners, Inc | 147 | |
| GPS Wealth Strategies Group, LLC | 141 | 7.09 |
| DSHFX - Destinations Shelter Fund Class I | 138 | 14.49 |
| Annapolis Financial Services, LLC | 132 | 7.58 |
| Baldwin Brothers Inc/ma | 119 | 8.40 |
| Bogart Wealth, LLC | 104 | 9.62 |
| Savior LLC | 100 | 10.00 |
| Orion Capital Management LLC | 100 | 10.00 |
| Macroview Investment Management Llc | 67 | 14.93 |
| Charter Oak Capital Management, LLC | 46 | |
| Urban Wealth Management, LLC | 42 | |
| JNBA Financial Advisors | 37 | |
| PrairieView Partners, LLC | 24 | |
| PFG Private Wealth Management, LLC | 24 | |
| Evolution Advisers, Inc. | 20 | |
| Ellevest, Inc. | 20 | |
| Hanson & Doremus Investment Management | 20 | |
| First Bank & Trust | 16 | |
| Centerpoint Advisors, LLC | 16 | |
| Gould Capital, LLC | 10 | |
| Lake Point Wealth Management | 4 | |
| HighMark Wealth Management LLC | 2 | |
| Tradewinds Capital Management, LLC | 1 | |
| DAVENPORT & Co LLC | 0 | |
| Arcadia Investment Management Corp/mi | 0 | |
| Tarbox Family Office, Inc. | 0 | |
| Gemmer Asset Management LLC | 0 | |
| Enterprise Trust & Investment Co | 0 |
| Name | Shares | PPS |
|---|---|---|
| Gemmer Asset Management LLC | ||
| Enterprise Trust & Investment Co | ||
| Tarbox Family Office, Inc. | ||
| DAVENPORT & Co LLC | ||
| Arcadia Investment Management Corp/mi |
| 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 |
|---|