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 | 543 | 39.00 | 38.70 | 38.72 |
| Previous Quarter | 605 | 39.00 | 38.70 | 38.71 |
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 | 3 | 162 | 1 | 0 | 1 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 3 | 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 | 0 | 14 | 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 | 612,162 | 0.00 | 0.00 | 17,111,991 | 0.00 | 0.00 |
| Previous Quarter | 612,162 | 0.00 | 0.00 | 17,111,991 | 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 |
|---|---|---|
| Capital Research Global Investors | 12,429,030 | |
| AMECX - INCOME FUND OF AMERICA Class A | 11,510,300 | 38.88 |
| Capital World Investors | 11,425,000 | 38.70 |
| Capital Research Global Investors | 11,363,182 | 38.70 |
| Capital World Investors | 11,065,000 | |
| Principal Financial Group Inc | 10,166,690 | 38.70 |
| Barrow Hanley Mewhinney & Strauss Llc | 9,603,516 | 38.70 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 9,404,327 | |
| Vanguard Group Inc | 8,687,372 | 38.70 |
| VANGUARD GROUP INC | 8,583,893 | |
| CAIBX - CAPITAL INCOME BUILDER Class A | 7,528,878 | 38.88 |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 7,475,571 | 38.88 |
| Blackstone Group Inc | 4,891,395 | 38.70 |
| Capital International Investors | 4,879,104 | 38.70 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 | 4,798,800 | 38.70 |
| Jpmorgan Chase & Co | 4,792,676 | 38.70 |
| Centersquare Investment Management Llc | 4,366,191 | 38.70 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 | 3,912,000 | 38.70 |
| American Century Companies Inc | 3,865,486 | 38.70 |
| Goldman Sachs Group Inc | 3,546,670 | 38.70 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| AMECX - INCOME FUND OF AMERICA Class A | 11,510,300 | 38.88 |
| Capital World Investors | 11,425,000 | 38.70 |
| Capital Research Global Investors | 11,363,182 | 38.70 |
| Principal Financial Group Inc | 10,166,690 | 38.70 |
| Barrow Hanley Mewhinney & Strauss Llc | 9,603,516 | 38.70 |
| Vanguard Group Inc | 8,687,372 | 38.70 |
| CAIBX - CAPITAL INCOME BUILDER Class A | 7,528,878 | 38.88 |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 7,475,571 | 38.88 |
| Blackstone Group Inc | 4,891,395 | 38.70 |
| Capital International Investors | 4,879,104 | 38.70 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 | 4,798,800 | 38.70 |
| Jpmorgan Chase & Co | 4,792,676 | 38.70 |
| Centersquare Investment Management Llc | 4,366,191 | 38.70 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 | 3,912,000 | 38.70 |
| American Century Companies Inc | 3,865,486 | 38.70 |
| Goldman Sachs Group Inc | 3,546,670 | 38.70 |
| Soros Fund Management Llc | 3,312,814 | 38.70 |
| Magnetar Financial LLC | 3,215,039 | 38.70 |
| Federated Hermes, Inc. | 3,127,406 | 38.70 |
| Millennium Management Llc | 3,120,375 | 38.70 |
| Name | Shares | PPS |
|---|---|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 9,404,327 | |
| VANGUARD GROUP INC | 8,583,893 | |
| Marshall Financial Group LLC | 6,385 | 38.68 |
| Name | Shares | PPS |
|---|---|---|
| Wedge Capital Management L L P/nc | 819,677 | 38.70 |
| ABASX - AB Discovery Value Fund Class A | 496,155 | 36.61 |
| ARBFX - ARBITRAGE FUND Class R | 399,165 | 36.61 |
| Sonora Investment Management, LLC | 327,092 | 38.30 |
| Citadel Advisors Llc | 311,853 | 38.70 |
| Citadel Advisors Llc | 311,853 | 38.70 |
| MNA - IQ Merger Arbitrage ETF | 269,098 | 38.88 |
| Alpine Global Premier Properties Fund | 236,627 | 39.38 |
| Capital Investment Advisors, LLC | 210,828 | 38.70 |
| Tcw Group Inc | 207,949 | 38.70 |
| SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 | 165,268 | 39.38 |
| Sound Income Strategies, LLC | 151,847 | 38.70 |
| ICRPX - VY(R) Clarion Real Estate Portfolio Class ADV | 121,243 | 38.30 |
| Truist Financial Corp | 108,114 | 38.70 |
| SREAX - PGIM Select Real Estate Fund Class A | 100,376 | 39.38 |
| ABVAX - AB Value Fund Class A | 88,747 | 36.61 |
| RSVAX - Victory RS Value Fund Class A | 82,210 | 38.30 |
| MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | 72,957 | 38.30 |
| Wedbush Securities Inc | 57,637 | 38.71 |
| DAVENPORT & Co LLC | 53,991 | 38.69 |
| Spirit Of America Management Corp/ny | 51,150 | 38.69 |
| TGREX - TCW Global Real Estate Fund Class I | 50,091 | 38.89 |
| Covington Capital Management | 47,021 | 38.71 |
| Bbva Usa | 39,314 | 38.28 |
| VRAI - Virtus Real Asset Income ETF | 36,336 | 39.38 |
| Private Advisor Group, LLC | 33,617 | 38.70 |
| AEDFX - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R | 32,000 | 36.62 |
| CAMG Solamere Management, LLC | 27,229 | 38.30 |
| Gilman Hill Asset Management, LLC | 23,316 | 38.69 |
| GraniteShares Advisors LLC | 19,324 | 38.66 |
| Jane Street Group, Llc | 17,865 | 38.68 |
| Carmel Capital Partners, LLC | 16,331 | 38.70 |
| TWSMX - Strategic Allocation: Moderate Fund Investor Class | 14,457 | 38.87 |
| Simplex Trading, Llc | 13,400 | 38.66 |
| YorkBridge Wealth Partners, LLC | 13,002 | 38.69 |
| M&r Capital Management Inc | 12,130 | 38.66 |
| Sawtooth Solutions, LLC | 11,883 | 38.71 |
| Element Wealth, LLC | 9,885 | 38.75 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio | 9,569 | 38.25 |
| Commonwealth Equity Services, Llc | 8,301 | 38.67 |
| OOTO - Direxion Daily Travel & Vacation Bull 2X Shares | 7,732 | 38.93 |
| Alpha Cubed Investments, LLC | 6,500 | 38.77 |
| Marshall Financial Group LLC | 6,385 | 38.68 |
| South Shore Capital Advisors | 5,984 | 38.77 |
| AACRX - Strategic Allocation: Conservative Fund R Class | 5,940 | 38.89 |
| First Mercantile Trust Co | 5,031 | 38.36 |
| MARB - First Trust Merger Arbitrage ETF | 4,118 | 38.85 |
| Stuart Chaussee & Associates, Inc. | 3,765 | 38.78 |
| Byrne Asset Management LLC | 2,630 | 38.78 |
| Berman Capital Advisors, LLC | 2,500 | 38.00 |
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class | 1,034 | 38.68 |
| AAARX - Strategic Allocation: Aggressive Fund R Class | 779 | 38.51 |
| Geneos Wealth Management Inc. | 750 | 38.67 |
| Future Financial Wealth Managment LLC | 500 | 38.00 |
| Carroll Financial Associates, Inc. | 259 | 38.61 |
| IFP Advisors, Inc | 254 | 39.37 |
| Umb Bank N A/mo | 205 | 39.02 |
| ABPAX - AB Conservative Wealth Strategy Class A | 80 | 37.50 |
| American National Bank | 45 | 44.44 |
| Exane Derivatives | 11 | |
| Horizon Investments, LLC | ||
| Land & Buildings Investment Management, LLC | ||
| Loomis Sayles & Co L P | ||
| Arete Wealth Advisors, LLC | ||
| Advisor Resource Council | ||
| Natixis | ||
| Waterfront Capital Partners, LLC | ||
| Eaton Vance Management | ||
| Forward Management, LLC | ||
| Marshall Wace North America L.P. | ||
| Foundry Partners, LLC | ||
| Paloma Partners Management Co | ||
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | ||
| Weiss Multi-Strategy Advisers LLC | ||
| Massmutual Trust Co Fsb/adv | ||
| Exchange Traded Concepts, Llc | ||
| Better Money Decisions, LLC | ||
| Telemus Capital, Llc | ||
| Grantham, Mayo, Van Otterloo & Co. LLC | ||
| Two Sigma Investments, Lp | ||
| Acadian Asset Management Llc | ||
| Asset Management One Co., Ltd. | ||
| Walleye Trading LLC | ||
| Boothbay Fund Management, Llc | ||
| Edge Wealth Management LLC | ||
| Arkadios Wealth Advisors | ||
| Full18 Capital LLC | ||
| Wexford Capital Lp | ||
| Dark Forest Capital Management Lp | ||
| Janney Montgomery Scott LLC | ||
| Providence Capital Advisors, LLC | ||
| Kayne Anderson Capital Advisors Lp | ||
| Illinois Municipal Retirement Fund | ||
| Morningstar Funds Trust - Morningstar Alternatives Fund | ||
| Spire Wealth Management | ||
| ExodusPoint Capital Management, LP | ||
| Winton Capital Group Ltd | ||
| Amtrust Financial Services, Inc. | ||
| Cinctive Capital Management LP | ||
| Plante Moran Financial Advisors, LLC | ||
| Farmers & Merchants Investments Inc | ||
| Cbre Clarion Securities Llc | ||
| Cornerstone Advisory, LLC | ||
| Mascoma Wealth Management LLC | ||
| First Trust Advisors Lp | ||
| CenterStar Asset Management, LLC | ||
| Cambridge Investment Research Advisors, Inc. | ||
| Globeflex Capital L P | ||
| Alphacrest Capital Management Llc | ||
| Ubs Oconnor Llc | ||
| Cito Capital Group, LLC | ||
| LDR Capital Management LLC | ||
| Victory Capital Management Inc | ||
| Kohlberg Kravis Roberts & Co. L.P. | ||
| MUFG Americas Holdings Corp | ||
| Washington Trust Advisors, Inc. | ||
| Dixon Hughes Goodman Wealth Advisors LLC | ||
| Intercontinental Wealth Advisors, LLC | ||
| Man Group plc | ||
| Calamos Advisors LLC | ||
| Eii Capital Management, Inc. | ||
| Charles Schwab Investment Management Inc | ||
| Harbour Investments, Inc. | ||
| Carolinas Wealth Consulting Llc | ||
| Point72 Asset Management, L.P. | ||
| Dakota Wealth Management | ||
| Coronation Fund Managers Ltd. | ||
| Barnett & Company, Inc. | ||
| Bamco Inc /ny/ | ||
| Bokf, Na | ||
| AMP Capital Investors Ltd | ||
| Gillson Capital LP | ||
| Intrinsic Edge Capital Management LLC | ||
| Franklin Street Capital Partners, LLC | ||
| Echo Street Capital Management LLC | ||
| GEM Realty Capital | ||
| WASHINGTON TRUST Co | ||
| MAI Capital Management | ||
| Duality Advisers, Lp | ||
| Glazer Capital, Llc | ||
| Advisory Services Network, LLC | ||
| Capstone Investment Advisors, Llc | ||
| Virtus ETF Advisers LLC | ||
| Wealth Quarterback LLC | ||
| Quantitative Systematic Strategies LLC | ||
| Laurel Wealth Advisors LLC | ||
| Ubs Oconnor Llc | ||
| Cutler Group LP | ||
| Jacobi Capital Management LLC | ||
| Walleye Capital LLC | ||
| Meritage Portfolio Management | ||
| Spreng Capital Management, Inc. | ||
| Quantbot Technologies LP | ||
| Jones Financial Companies Lllp | ||
| Wolverine Trading, Llc | ||
| Guidance Point Advisors, LLC | ||
| Wolverine Trading, Llc | ||
| Schroder Investment Management Group | ||
| Aigen Investment Management, Lp | ||
| Wolverine Trading, Llc | ||
| Cresset Asset Management, LLC | ||
| Driehaus Capital Management Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Capital Research Global Investors | 12,429,030 | 11,363,182 | 38.70 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| CenterStar Asset Management, LLC | 0 |
| Name | Previous Calls |
|---|---|
| Wolverine Trading, Llc | 0 |
| Cutler Group LP | 0 |
| Proequities, Inc. | 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| South Shore Capital Advisors | 5,984 | 38.77 |
| Alpha Cubed Investments, LLC | 6,500 | 38.77 |
| Commonwealth Equity Services, Llc | 8,301 | 38.67 |
| Truist Financial Corp | 108,114 | 38.70 |
| Tcw Group Inc | 207,949 | 38.70 |
| Element Wealth, LLC | 9,885 | 38.75 |
| Byrne Asset Management LLC | 2,630 | 38.78 |
| DAVENPORT & Co LLC | 53,991 | 38.69 |
| GraniteShares Advisors LLC | 19,324 | 38.66 |
| Spirit Of America Management Corp/ny | 51,150 | 38.69 |
| Sawtooth Solutions, LLC | 11,883 | 38.71 |
| Wedbush Securities Inc | 57,637 | 38.71 |
| Umb Bank N A/mo | 205 | 39.02 |
| Geneos Wealth Management Inc. | 750 | 38.67 |
| 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 |
|---|