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 | 632 | 23.00 | 17.45 | 20.80 |
| Previous Quarter | 668 | 23.00 | 17.48 | 21.05 |
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 | 7 | 126 | 126 | 5 | 56 | 55 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 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 | 0 | 3 | 18 | 0 | 9 | 6 |
| 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 | 75,389,637 | 17.17 | 0.10 | 22,877,117 | 5.21 | 16.13 |
| Previous Quarter | 277,658 | 0.06 | 28.76 | 22,046,002 | 5.02 | 16.70 |
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. | 75,116,146 | |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 11,374,929 | 16.21 |
| Nuance Investments, Llc | 10,256,123 | 31.90 |
| PRITX - T. Rowe Price International Stock Fund | 9,574,208 | 16.21 |
| Fiduciary Management Inc /wi/ | 7,622,581 | 31.90 |
| DISAX - BNY Mellon International Stock Fund Class A | 6,856,300 | 17.94 |
| FMIJX - International Fund Investor Class | 6,465,000 | 15.90 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares | 6,333,798 | 15.90 |
| NMVLX - Nuance Mid Cap Value Fund Institutional Class | 5,204,945 | 32.40 |
| IEFA - iShares Core MSCI EAFE ETF | 4,710,891 | 16.21 |
| LISOX - Lazard International Strategic Equity Portfolio Open Shares | 3,936,405 | 15.94 |
| FSKLX - Fidelity SAI International Low Volatility Index Fund | 3,915,199 | 16.21 |
| FDIVX - Fidelity Diversified International Fund | 3,531,005 | 16.21 |
| TRWAX - Transamerica International Equity A | 3,396,900 | 16.21 |
| EFA - iShares MSCI EAFE ETF | 2,901,258 | 16.21 |
| FMIHX - Large Cap Fund Investor Class | 2,450,000 | 31.90 |
| FSOSX - Fidelity Series Overseas Fund | 2,400,300 | 16.21 |
| VSIEX - JPMorgan International Equity Fund Class I | 2,146,978 | 16.21 |
| WEUSX - Siit World Equity Ex-us Fund - Class A | 2,080,790 | 17.70 |
| FSPSX - Fidelity International Index Fund | 2,070,980 | 17.89 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 11,477,009 | 17.01 |
| Nuance Investments, Llc | 10,256,123 | 31.90 |
| PRITX - T. Rowe Price International Stock Fund | 9,227,832 | 17.01 |
| Fiduciary Management Inc /wi/ | 7,622,581 | 31.90 |
| DISAX - BNY Mellon International Stock Fund Class A | 6,856,300 | 17.94 |
| FMIJX - International Fund Investor Class | 6,465,000 | 15.90 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares | 6,333,798 | 15.90 |
| FSOSX - Fidelity Series Overseas Fund | 4,928,500 | 17.01 |
| NMVLX - Nuance Mid Cap Value Fund Institutional Class | 4,686,405 | 33.86 |
| IEFA - iShares Core MSCI EAFE ETF | 4,544,577 | 17.01 |
| FSKLX - Fidelity SAI International Low Volatility Index Fund | 3,957,214 | 17.01 |
| LISOX - Lazard International Strategic Equity Portfolio Open Shares | 3,936,405 | 15.94 |
| FDIVX - Fidelity Diversified International Fund | 3,918,151 | 17.01 |
| FOSFX - Fidelity Overseas Fund | 3,290,500 | 17.01 |
| TRWAX - Transamerica International Equity A | 3,106,900 | 17.01 |
| EFA - iShares MSCI EAFE ETF | 2,905,591 | 17.01 |
| FMIHX - Large Cap Fund Investor Class | 2,450,000 | 31.90 |
| WEUSX - Siit World Equity Ex-us Fund - Class A | 2,080,790 | 17.70 |
| FSPSX - Fidelity International Index Fund | 2,070,980 | 17.89 |
| VSIEX - JPMorgan International Equity Fund Class I | 2,014,040 | 17.01 |
| Name | Shares | PPS |
|---|---|---|
| FSOSX - Fidelity Series Overseas Fund | 2,400,300 | 16.21 |
| VTRIX - Vanguard International Value Fund Investor Shares | 1,023,363 | 16.21 |
| SWHFX - Schwab Health Care Fund | 131,707 | 16.21 |
| WINAX - Wilmington International Fund Class A Shares | 111,500 | 16.21 |
| SWMIX - Laudus International MarketMasters Fund Select Shares | 16,955 | 16.22 |
| Dimensional ETF Trust - Dimensional International Core Equity 2 ETF | 1,602 | 32.46 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 | 295 | 16.95 |
| Name | Shares | PPS |
|---|---|---|
| FSOSX - Fidelity Series Overseas Fund | 4,928,500 | 17.01 |
| NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio | 1,495,500 | 17.17 |
| Millennium Management Llc | 1,330,243 | 31.90 |
| EFG - iShares MSCI EAFE Growth ETF | 435,620 | 17.27 |
| Marshall Wace North America L.P. | 322,739 | 34.34 |
| Citadel Advisors Llc | 272,592 | 31.90 |
| IHDG - WisdomTree International Hedged Quality Dividend Growth Fund N/A | 163,978 | 17.36 |
| ABIAX - AB International Value Fund Class A | 91,690 | 16.08 |
| Manning & Napier Group, LLC | 64,298 | 31.90 |
| IQDG - WisdomTree International Quality Dividend Growth Fund N/A | 51,633 | 17.35 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio | 42,925 | 17.24 |
| Susquehanna International Group, Llp | 31,894 | 31.89 |
| Susquehanna International Group, Llp | 31,894 | 31.89 |
| TWWDX - Thomas White International Fund Investor Class | 30,300 | 17.19 |
| PCIEX - PACE International Equity Investments Class P | 17,949 | 17.16 |
| DOL - WisdomTree International LargeCap Dividend Fund N/A | 16,183 | 17.36 |
| Jane Street Group, Llc | 7,937 | 32.13 |
| Jane Street Group, Llc | 7,937 | 32.13 |
| Everett Harris & Co /ca/ | 7,385 | 31.96 |
| EUDG - WisdomTree Europe Quality Dividend Growth Fund N/A | 7,285 | 17.30 |
| Franklin Street Advisors Inc /nc | 7,004 | 31.84 |
| Heritage Wealth Management, Llc | 6,690 | 34.38 |
| Harrington Investments, INC | 6,311 | 31.85 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio | 6,181 | 17.15 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio | 4,167 | 17.28 |
| JOPSX - JOHCM International Opportunities Fund Class Z Shares | 3,105 | 17.07 |
| Bbva Usa | 877 | 34.21 |
| Covington Capital Management | 801 | 32.46 |
| Koshinski Asset Management, Inc. | 332 | 33.13 |
| Carroll Financial Associates, Inc. | 167 | 29.94 |
| Berman Capital Advisors, LLC | 161 | 31.06 |
| Money Concepts Capital Corp | 12 | |
| Core Alternative Capital | ||
| Motco | ||
| Wcm Investment Management, Llc | ||
| Crestline Management, LP | ||
| Checchi Capital Advisers, LLC | ||
| Lester Murray Antman dba SimplyRich | ||
| Sowell Financial Services LLC | ||
| Park Avenue Securities Llc | ||
| CIBC Asset Management Inc | ||
| Advisory Services Network, LLC | ||
| Old Mission Capital Llc | ||
| Altium Wealth Management LLC | ||
| Gemmer Asset Management LLC | ||
| Simon Quick Advisors, Llc | ||
| Enterprise Financial Services Corp | ||
| Amundi | ||
| VMNVX - Vanguard Global Minimum Volatility Fund Admiral Shares | ||
| Whittier Trust Co Of Nevada Inc | ||
| Cullen/frost Bankers, Inc. | ||
| IFP Advisors, Inc | ||
| Quantitative Systematic Strategies LLC | ||
| Arlington Partners LLC | ||
| Nomura Asset Management Co Ltd | ||
| Sivik Global Healthcare LLC | ||
| Arkadios Wealth Advisors | ||
| Schonfeld Strategic Advisors LLC | ||
| IGRO - iShares International Dividend Growth ETF | ||
| Krs Capital Management, Llc | ||
| First Republic Investment Management, Inc. | ||
| Legacy Wealth Asset Management, LLC | ||
| Atria Investments Llc | ||
| SRS Capital Advisors, Inc. | ||
| GIEYX - INTERNATIONAL EQUITY FUND Institutional | ||
| FDx Advisors, Inc. | ||
| Advisor Partners Llc | ||
| Wagner Wealth Management, Llc | ||
| Pacer Advisors, Inc. | ||
| People's United Financial, Inc. | ||
| Financial Counselors Inc | ||
| Coldstream Capital Management Inc | ||
| Fifth Third Bancorp | ||
| Smithfield Trust Co | ||
| Gabelli Funds Llc | ||
| GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares | ||
| Colony Group Llc | ||
| Geode Capital Management, Llc | ||
| 1832 Asset Management L.P. | ||
| Aquatic Capital Management LLC | ||
| Aigen Investment Management, Lp | ||
| PEAK6 Investments LLC | ||
| SG Americas Securities, LLC | ||
| PEAK6 Investments LLC | ||
| M&t Bank Corp | ||
| Squarepoint Ops LLC | ||
| Point72 Asset Management, L.P. | ||
| O'shaughnessy Asset Management, Llc | ||
| Kowal Investment Group, LLC | ||
| Westside Investment Management, Inc. | ||
| Group One Trading, L.p. | ||
| CoreCap Advisors, LLC | ||
| Barclays Plc | ||
| Snowden Capital Advisors LLC | ||
| Parallax Volatility Advisers, L.P. | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| SkyView Investment Advisors, LLC | ||
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares | ||
| TD Capital Management LLC | ||
| MUFG Americas Holdings Corp | ||
| Riverwater Partners LLC | ||
| Spearhead Capital Advisors, Llc | ||
| Cahill Financial Advisors Inc | ||
| DAVENPORT & Co LLC | ||
| Balyasny Asset Management Llc | ||
| Cinctive Capital Management LP | ||
| Delos Wealth Advisors, LLC | ||
| Parallax Volatility Advisers, L.P. | ||
| Vestmark Advisory Solutions, Inc. | ||
| Liberty Wealth Management Llc | ||
| Trexquant Investment LP | ||
| Credit Suisse Ag/ | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Wolverine Trading, Llc | ||
| Delta Asset Management Llc/tn | ||
| Hrt Financial Lp | ||
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) | ||
| Knowledge Leaders Capital, LLC | ||
| FORA Capital, LLC | ||
| Russell Investments Group, Ltd. | ||
| Atwood & Palmer Inc | ||
| Deutsche Bank Ag\ | ||
| Wolverine Trading, Llc | ||
| Fortis Advisors, LLC | ||
| Charles Schwab Investment Management Inc | ||
| Trustcore Financial Services, Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 75,116,146 | 222,093 | 31.90 | |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 11,374,929 | 16.21 | 11,477,009 | 17.01 |
| PRITX - T. Rowe Price International Stock Fund | 9,574,208 | 16.21 | 9,227,832 | 17.01 |
| NMVLX - Nuance Mid Cap Value Fund Institutional Class | 5,204,945 | 32.40 | 4,686,405 | 33.86 |
| IEFA - iShares Core MSCI EAFE ETF | 4,710,891 | 16.21 | 4,544,577 | 17.01 |
| FSKLX - Fidelity SAI International Low Volatility Index Fund | 3,915,199 | 16.21 | 3,957,214 | 17.01 |
| FDIVX - Fidelity Diversified International Fund | 3,531,005 | 16.21 | 3,918,151 | 17.01 |
| TRWAX - Transamerica International Equity A | 3,396,900 | 16.21 | 3,106,900 | 17.01 |
| EFA - iShares MSCI EAFE ETF | 2,901,258 | 16.21 | 2,905,591 | 17.01 |
| VSIEX - JPMorgan International Equity Fund Class I | 2,146,978 | 16.21 | 2,014,040 | 17.01 |
| VEURX - Vanguard European Stock Index Fund Investor Shares | 1,873,938 | 16.21 | 1,991,198 | 17.01 |
| VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares | 1,707,936 | 16.21 | 1,688,508 | 17.01 |
| EFV - iShares MSCI EAFE Value ETF | 1,643,444 | 16.21 | 1,665,420 | 17.01 |
| NBQAX - Nuveen International Growth Fund Class A | 1,592,203 | 16.21 | 1,540,787 | 17.01 |
| FOSFX - Fidelity Overseas Fund | 1,497,600 | 16.21 | 3,290,500 | 17.01 |
| FKIDX - Fidelity Diversified International K6 Fund | 1,191,301 | 16.21 | 1,229,399 | 17.01 |
| FSGEX - Fidelity Series Global ex U.S. Index Fund | 1,114,687 | 16.21 | 1,054,639 | 17.01 |
| TCIEX - TIAA-CREF International Equity Index Fund Institutional Class | 982,143 | 16.21 | 944,521 | 17.01 |
| PRESX - T. Rowe Price European Stock Fund | 963,969 | 16.21 | 1,029,710 | 17.01 |
| IXUS - iShares Core MSCI Total International Stock ETF | 929,140 | 16.21 | 926,740 | 17.01 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A | 38,214 | 38,214 | ||
| DFAX - Dimensional World ex U.S. Core Equity 2 ETF | 20,345 | 32.39 | 67,073 | 16.82 |
| FNY Investment Advisers, LLC | 10,000 | 27.90 | 0 | |
| Allworth Financial LP | 128 | 31.25 | 101 | 29.70 |
| AdvisorNet Financial, Inc | 91 | 32.97 | 200 | 30.00 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| PEAK6 Investments LLC | 0 |
| Name | Previous Calls |
|---|---|
| Parallax Volatility Advisers, L.P. | 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 |
|---|---|---|
| Money Concepts Capital Corp | 12 | |
| Everett Harris & Co /ca/ | 7,385 | 31.96 |
| Harrington Investments, INC | 6,311 | 31.85 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| DIEFX - Destinations International Equity Fund Class I | 411,642 | 16.31 | 387,339 | 17.78 |
| Clean Yield Group | 153,108 | 27.92 | 135,554 | 31.90 |
| Boston Trust Walden Corp | 83,230 | 27.92 | 83,230 | 31.90 |
| Brinker Capital Investments, LLC | 75,998 | 27.92 | 58,984 | 31.91 |
| Ridgewood Investments LLC | 29,622 | 27.92 | 29,613 | 31.91 |
| Truist Financial Corp | 22,927 | 27.91 | 71,238 | 31.89 |
| Marotta Asset Management | 15,489 | 27.96 | 15,810 | 31.88 |
| Veriti Management LLC | 9,593 | 27.94 | 8,724 | 31.87 |
| Commonwealth Equity Services, Llc | 7,917 | 27.41 | 7,397 | 29.07 |
| Harbor Investment Advisory, Llc | 4,270 | 27.87 | 2,442 | 31.94 |
| GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares | 2,611 | 16.47 | 2,611 | 18.00 |
| Baldwin Brothers Inc/ma | 2,533 | 28.03 | 2,628 | 31.96 |
| Ellevest, Inc. | 721 | 27.74 | 364 | 32.97 |
| Spire Wealth Management | 387 | 28.42 | 404 | 32.18 |
| Hexagon Capital Partners LLC | 248 | 28.23 | 194 | 30.93 |
| HighMark Wealth Management LLC | 114 | 26.32 | 114 | 35.09 |
| Geneos Wealth Management Inc. | 78 | 25.64 | 230 | 30.43 |
| Umb Bank N A/mo | 75 | 26.67 | 364 | 32.97 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
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| 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 |
|---|
| Name |
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