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 | 475 | 3219.00 | 42.57 | 2285.27 |
| Previous Quarter | 478 | 34.00 | 33.30 | 33.58 |
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 | 38 | 87 | 26 | 333 | 145 | 121 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 3 | 0 | 0 | 1 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 1 | 1 | 0 | 0 | 1 | 1 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 0 | 0 | 1 | 0 | 0 | 1 |
| 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 | 5,247,713 | 7.44 | 42.33 | 4,035,388 | 5.72 | 42.71 |
| Previous Quarter | 5,099,479 | 7.23 | 33.30 | 3,659,385 | 5.19 | 33.60 |
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. | 3,027,118 | 42.57 |
| Vanguard Group Inc | 2,023,824 | 42.57 |
| IJR - iShares Core S&P Small-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 | 1,313,912 | 42.57 |
| Dimensional Fund Advisors Lp | 818,338 | 0.04 |
| Allspring Global Investments Holdings, LLC | 772,004 | 42570.00 |
| State Street Corp | 605,777 | 42.66 |
| ESPAX - Wells Fargo Special Small Cap Value Fund Class A | 567,440 | 42.57 |
| 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 | 505,643 | 42.57 |
| Invesco Ltd. | 457,647 | 42.57 |
| 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 | 415,213 | 42.57 |
| Renaissance Technologies Llc | 383,376 | 0.04 |
| IWM - iShares Russell 2000 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 | 355,878 | 42.57 |
| Geode Capital Management, Llc | 339,286 | 0.04 |
| HFR Wealth Management, LLC | 331,999 | 0.04 |
| Bank of New York Mellon Corp | 255,258 | 42.57 |
| VISGX - Vanguard Small-Cap Growth 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 | 239,162 | 42.57 |
| SMDV - ProShares Russell 2000 Dividend Growers ETF | 228,745 | 44.95 |
| 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 | 216,353 | 42.57 |
| VCSAX - Vanguard Consumer Staples Index Fund Admiral 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 | 205,127 | 44.95 |
| ProShare Advisors LLC | 204,458 | 42.57 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 3,014,851 | 33.28 |
| Vanguard Group Inc | 1,842,055 | 33.28 |
| IJR - iShares Core S&P Small-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 | 1,300,959 | 33.28 |
| Allspring Global Investments Holdings, LLC | 905,633 | 33.28 |
| Dimensional Fund Advisors Lp | 811,338 | 33.28 |
| ESPAX - Wells Fargo Special Small Cap Value Fund Class A | 672,640 | 33.28 |
| State Street Corp | 621,230 | 33.28 |
| Renaissance Technologies Llc | 411,476 | 33.28 |
| 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 | 403,643 | 33.28 |
| 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 | 357,725 | 33.28 |
| HFR Wealth Management, LLC | 343,721 | 33.28 |
| Geode Capital Management, Llc | 333,675 | 33.28 |
| IWM - iShares Russell 2000 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 | 330,789 | 33.28 |
| Bank of New York Mellon Corp | 263,520 | 33.28 |
| 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 | 246,919 | 33.28 |
| Invesco Ltd. | 244,378 | 33.28 |
| SMDV - ProShares Russell 2000 Dividend Growers ETF | 233,648 | 35.83 |
| ProShare Advisors LLC | 228,719 | 33.28 |
| VCSAX - Vanguard Consumer Staples Index Fund Admiral 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 | 210,403 | 35.83 |
| VISGX - Vanguard Small-Cap Growth 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 | 207,152 | 33.28 |
| Name | Shares | PPS |
|---|---|---|
| First Trust Advisors Lp | 78,965 | 42.58 |
| Goldman Sachs Group Inc | 48,492 | 42.56 |
| FYX - First Trust Small Cap Core AlphaDEX Fund 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 | 41,358 | 40.38 |
| Bridgewater Associates, LP | 31,584 | 42.58 |
| FYC - First Trust Small Cap Growth AlphaDEX Fund 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 | 30,054 | 40.39 |
| Occudo Quantitative Strategies Lp | 19,683 | 42.57 |
| Schonfeld Strategic Advisors LLC | 13,200 | 42.58 |
| XTX Topco Ltd | 6,546 | 42.62 |
| Mill Creek Capital Advisors, LLC | 6,314 | 42.60 |
| Mariner, LLC | 6,172 | |
| Cascade Investment Group, Inc. | 5,911 | 42.63 |
| Campbell & CO Investment Adviser LLC | 5,123 | 42.55 |
| Palisades Hudson Asset Management, L.P. | 5,078 | |
| Sargent Investment Group, LLC | 5,000 | 42570.00 |
| Commonwealth Equity Services, Llc | 4,998 | |
| FAD - First Trust Multi Cap Growth AlphaDEX Fund 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 | 4,524 | 40.45 |
| FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc 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 | 4,278 | 40.44 |
| MMSCX - Praxis Small Cap Index Fund Class A | 2,730 | 42.49 |
| FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc 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 | 2,387 | 40.22 |
| RYWAX - S&P SmallCap 600 Pure Growth Fund Class H | 2,220 | 42.79 |
| Name | Shares | PPS |
|---|---|---|
| Goldman Sachs Group Inc | 99,095 | 33.28 |
| Parametric Portfolio Associates Llc | 87,696 | 34.96 |
| Verition Fund Management LLC | 25,267 | 33.28 |
| OUSM - O'Shares FTSE Russell Small Cap Quality Dividend ETF | 15,052 | 34.95 |
| Gruss & Co., LLC | 12,180 | 33.25 |
| Squarepoint Ops LLC | 12,031 | 33.25 |
| Jump Financial, LLC | 10,435 | 33.25 |
| Graham Capital Management, L.P. | 10,082 | 33.23 |
| Gyon Technologies Capital Management, LP | 10,023 | 33.32 |
| Sei Investments Co | 8,748 | 33.26 |
| Advisor Partners Llc | 8,373 | 35.35 |
| Amalgamated Financial Corp. | 7,687 | 34.99 |
| Susquehanna Fundamental Investments, Llc | 6,044 | 33.26 |
| IRUAX - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A | 5,511 | 35.38 |
| FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc 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 | 4,218 | 35.09 |
| Mutual Of America Capital Management Llc | 3,535 | 33.38 |
| Group One Trading, L.p. | 3,300 | 33.33 |
| Quantbot Technologies LP | 1,644 | 32.85 |
| Howe & Rusling Inc | 1,303 | 33.00 |
| MCJAX - MM Russell 2000 Small Cap Index Fund Class A | 1,252 | 35.14 |
| Investors Asset Management Of Georgia Inc /ga/ /adv | 1,030 | 33.01 |
| AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies 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 | 565 | 35.40 |
| SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp 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 | 510 | 33.33 |
| Northwestern Mutual Wealth Management Co | 251 | 31.87 |
| Meeder Asset Management Inc | 222 | 31.53 |
| Creative Financial Designs Inc /adv | 93 | 32.26 |
| DMRS - DeltaShares S&P 600 Managed Risk ETF | 33 | 30.30 |
| Guardian Wealth Advisors, LLC | 13 | |
| Fieldpoint Private Securities, LLC | 1 | |
| Td Asset Management Inc | ||
| O'Shares Investment Advisers, LLC | ||
| Hsbc Holdings Plc | ||
| Los Angeles Capital Management Llc | ||
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ||
| Jane Street Group, Llc | ||
| Mirabella Financial Services Llp | ||
| Lazard Asset Management Llc | ||
| MDYV - SPDR(R) S & P 400 Mid Cap Value ETF This fund is a listed as child fund of State Street Corp 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 | ||
| Arrowstreet Capital, Limited Partnership | ||
| Boston Private Wealth Llc | ||
| SECAX - SIIT Small Cap II Fund - Class A | ||
| Sandy Spring Bank | ||
| Ergoteles LLC | ||
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity | ||
| Snowden Capital Advisors LLC | ||
| Cutler Group LP | ||
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone 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 | ||
| Polar Asset Management Partners Inc. | ||
| Ontario Teachers Pension Plan Board | ||
| Guggenheim Active Allocation Fund | ||
| Cubist Systematic Strategies, LLC | ||
| Castleview Partners, Llc | ||
| Toronto Dominion Bank | ||
| Allegheny Financial Group LTD | ||
| Caxton Associates Lp | ||
| Macquarie Group Ltd | ||
| Sageworth Trust Co of South Dakota | ||
| Two Sigma Investments, Lp | ||
| Etf Managers Group, Llc | ||
| Hrt Financial Lp | ||
| Walleye Capital LLC | ||
| VISVX - Vanguard Small-Cap Value 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 | ||
| PBJ - Invesco Dynamic Food & Beverage ETF This fund is a listed as child fund of Invesco Ltd. 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 | ||
| Lenox Wealth Advisors, LLC | ||
| Landscape Capital Management, L.l.c. | ||
| Chilton Capital Management Llc | ||
| AIEQ - AI Powered Equity ETF | ||
| Jones Financial Companies Lllp | ||
| Captrust Financial Advisors | ||
| Sageworth Trust Co | ||
| Cordant, Inc. | ||
| Gemmer Asset Management LLC | ||
| PEAK6 Investments LLC | ||
| ISCV - iShares Morningstar Small-Cap Value 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 | ||
| Millennium Management Llc | ||
| Steward Financial Group LLC | ||
| Qube Research & Technologies Ltd | ||
| Dynamic Technology Lab Private Ltd | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| SLLAX - SIMT Small Cap Fund Class F | ||
| Eaton Vance Management | ||
| Artemis Wealth Advisors, LLC | ||
| Krane Funds Advisors LLC | ||
| Robeco Institutional Asset Management B.V. | ||
| PEAK6 Investments LLC | ||
| Point72 Hong Kong Ltd | ||
| VYSVX - Vericimetry U.S. Small Cap Value Fund |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Dimensional Fund Advisors Lp | 818,338 | 0.04 | 811,338 | 33.28 |
| Renaissance Technologies Llc | 383,376 | 0.04 | 411,476 | 33.28 |
| Geode Capital Management, Llc | 339,286 | 0.04 | 333,675 | 33.28 |
| HFR Wealth Management, LLC | 331,999 | 0.04 | 343,721 | 33.28 |
| Nuveen Asset Management, LLC | 48,907 | 0.04 | 49,793 | 33.28 |
| Rhumbline Advisers | 47,647 | 0.04 | 48,276 | 33.29 |
| State Board Of Administration Of Florida Retirement System | 24,286 | 0.04 | 23,906 | 33.30 |
| Baird Financial Group, Inc. | 21,543 | 0.05 | 21,570 | 33.29 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 18,974 | 0.05 | 16,188 | 33.30 |
| Thrivent Financial For Lutherans | 18,186 | 0.05 | 18,366 | 33.27 |
| Tudor Investment Corp Et Al | 15,374 | 0.07 | 39,861 | 33.29 |
| Teacher Retirement System Of Texas | 9,117 | 9,634 | 33.32 | |
| Amalgamated Bank | 8,175 | 8,175 | 33.27 | |
| SG Americas Securities, LLC | 8,144 | 11,451 | 33.27 | |
| Barclays Plc | 8,008 | 4,513 | 33.24 | |
| State of Tennessee, Treasury Department | 7,110 | 7,110 | 33.33 | |
| Public Employees Retirement Association Of Colorado | 6,063 | 6,063 | 33.32 | |
| Price T Rowe Associates Inc /md/ | 5,304 | 9,634 | 33.32 | |
| Teachers Retirement System Of The State Of Kentucky | 5,265 | 5,265 | 33.43 | |
| KBC Group NV | 1,439 | 1,439 | 33.36 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 3,027,118 | 42.57 | 3,014,851 | 33.28 |
| Vanguard Group Inc | 2,023,824 | 42.57 | 1,842,055 | 33.28 |
| IJR - iShares Core S&P Small-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 | 1,313,912 | 42.57 | 1,300,959 | 33.28 |
| Allspring Global Investments Holdings, LLC | 772,004 | 42570.00 | 905,633 | 33.28 |
| State Street Corp | 605,777 | 42.66 | 621,230 | 33.28 |
| ESPAX - Wells Fargo Special Small Cap Value Fund Class A | 567,440 | 42.57 | 672,640 | 33.28 |
| 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 | 505,643 | 42.57 | 403,643 | 33.28 |
| Invesco Ltd. | 457,647 | 42.57 | 244,378 | 33.28 |
| 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 | 415,213 | 42.57 | 357,725 | 33.28 |
| IWM - iShares Russell 2000 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 | 355,878 | 42.57 | 330,789 | 33.28 |
| Bank of New York Mellon Corp | 255,258 | 42.57 | 263,520 | 33.28 |
| VISGX - Vanguard Small-Cap Growth 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 | 239,162 | 42.57 | 207,152 | 33.28 |
| SMDV - ProShares Russell 2000 Dividend Growers ETF | 228,745 | 44.95 | 233,648 | 35.83 |
| 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 | 216,353 | 42.57 | 246,919 | 33.28 |
| VCSAX - Vanguard Consumer Staples Index Fund Admiral 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 | 205,127 | 44.95 | 210,403 | 35.83 |
| ProShare Advisors LLC | 204,458 | 42.57 | 228,719 | 33.28 |
| IJT - iShares S&P Small-Cap 600 Growth 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 | 202,691 | 42.57 | 108,944 | 33.28 |
| Northern Trust Corp | 192,608 | 42.57 | 192,074 | 33.28 |
| DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund 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 | 177,576 | 40.39 | 158,622 | 35.12 |
| Morgan Stanley | 176,570 | 42.57 | 180,676 | 33.28 |
| Name | Current Puts |
|---|---|
| Walleye Trading LLC | 19,800 |
| Belvedere Trading LLC | 5,800 |
| FNY Investment Advisers, LLC | 25 |
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Proequities, Inc. | 0 |
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Citadel Advisors Llc | 4,802 | 16,500 | 11,698 | 41.05 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Susquehanna International Group, Llp | 8,431 | 42,400 | 33,969 | 24.82 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Simplex Trading, Llc | 6,867 | 2,300 | 9,167 | -74.91 |
| Name |
|---|
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 362 | 396 | 32.83 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| 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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