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 | 1,266 | 56.00 | 57.37 | 56.86 |
| Previous Quarter | 1,294 | 57.00 | 57.37 | 57.20 |
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 | 18 | 136 | 178 | 1 | 110 | 47 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 1 | 0 | 0 | 1 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 1 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 2 | 2 | 18 | 0 | 11 | 3 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 1 | 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 | 71,005,539 | 22.33 | 29.22 | 99,362,183 | 31.24 | 56.65 |
| Previous Quarter | 36,202,978 | 11.38 | 57.36 | 98,585,433 | 31.00 | 57.27 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 50,627,965 | 57.37 |
| VANGUARD GROUP INC | 48,274,114 | |
| COHEN & STEERS, INC. | 43,378,707 | |
| Cohen & Steers, Inc. | 39,580,098 | 57.38 |
| BlackRock Inc. | 34,773,820 | |
| BlackRock Inc. | 34,543,802 | 57.37 |
| State Street Corp | 20,573,811 | 57.37 |
| STATE STREET CORP | 18,511,451 | |
| NORGES BANK | 18,129,085 | |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 14,843,374 | 53.21 |
| Invesco Ltd. | 12,054,497 | 57.37 |
| Fmr Llc | 9,800,616 | 57.37 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 9,154,190 | 57.37 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 7,225,886 | 57.37 |
| PGGM Investments | 7,066,821 | 59.99 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 6,543,989 | 57.37 |
| Geode Capital Management, Llc | 6,518,442 | 57.25 |
| Jpmorgan Chase & Co | 6,126,345 | 57.37 |
| CSRSX - Cohen & Steers Realty Shares Class L | 5,895,598 | 57.37 |
| Capital World Investors | 5,671,240 | 57.37 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 50,627,965 | 57.37 |
| Cohen & Steers, Inc. | 39,580,098 | 57.38 |
| BlackRock Inc. | 34,543,802 | 57.37 |
| State Street Corp | 20,573,811 | 57.37 |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 14,167,506 | 56.84 |
| Invesco Ltd. | 12,054,497 | 57.37 |
| Fmr Llc | 9,800,616 | 57.37 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 9,154,190 | 57.37 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 7,225,886 | 57.37 |
| PGGM Investments | 7,066,821 | 59.99 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 6,543,989 | 57.37 |
| Geode Capital Management, Llc | 6,518,442 | 57.25 |
| Jpmorgan Chase & Co | 6,126,345 | 57.37 |
| CSRSX - Cohen & Steers Realty Shares Class L | 5,895,598 | 57.37 |
| Capital World Investors | 5,671,240 | 57.37 |
| CSEIX - Cohen & Steers Real Estate Securities Fund Class A | 5,642,609 | 57.37 |
| Centersquare Investment Management Llc | 5,531,428 | 57.37 |
| Dimensional Fund Advisors Lp | 4,815,107 | 57.37 |
| CSRIX - Cohen & Steers Institutional Realty Shares | 4,782,279 | 57.37 |
| Northern Trust Corp | 4,541,553 | 57.37 |
| Name | Shares | PPS |
|---|---|---|
| VANGUARD GROUP INC | 48,274,114 | |
| COHEN & STEERS, INC. | 43,378,707 | |
| STATE STREET CORP | 18,511,451 | |
| NORGES BANK | 18,129,085 | |
| KCRIX - Knights Of Columbus Global Real Estate Fund I Shares | 134,782 | 53.21 |
| ALTL - Pacer Lunt Large Cap Alternator ETF | 87,520 | 53.21 |
| TASHX - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A | 86,981 | 53.21 |
| FNILX - Fidelity ZERO Large Cap Index Fund | 43,869 | 53.20 |
| FTC - First Trust Large Cap Growth AlphaDEX Fund | 30,753 | 53.20 |
| FEX - First Trust Large Cap Core AlphaDEX Fund | 18,039 | 53.22 |
| Dimensional ETF Trust - Dimensional US Real Estate ETF | 13,380 | 53.21 |
| RTDAX - Multifactor U.S. Equity Fund Class A | 3,371 | 53.10 |
| FAD - First Trust Multi Cap Growth AlphaDEX Fund | 3,230 | 53.25 |
| HAUS - Home Appreciation U.S. REIT ETF | 2,172 | 53.41 |
| TILDX - DCM/INNOVA High Dividend Income Innovation Fund | 840 | 53.57 |
| CPI - IQ Real Return ETF | 103 | 48.54 |
| Wolff Wiese Magana Llc | 10 | |
| ACG Wealth | 1 |
| Name | Shares | PPS |
|---|---|---|
| DON - WisdomTree U.S. MidCap Dividend Fund N/A | 248,362 | 52.98 |
| Tudor Investment Corp Et Al | 179,806 | 57.37 |
| CRCRX - MainStay CBRE Real Estate Fund Class C | 161,400 | 55.53 |
| PCGRX - Pioneer Mid Cap Value Fund : Class A | 146,343 | 55.53 |
| Royal Bank Of Canada | 100,908 | 57.38 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I | 55,766 | 52.97 |
| FULVX - Fidelity U.S. Low Volatility Equity Fund | 47,340 | 55.53 |
| Wolverine Trading, Llc | 20,078 | 58.02 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) | 16,031 | 52.96 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio | 14,193 | 52.98 |
| World Asset Management Inc | 8,305 | 52.98 |
| NuWave Investment Management, LLC | 4,681 | 57.47 |
| B. Metzler seel. Sohn & Co. Holding AG | 4,227 | 52.99 |
| FSMD - Fidelity Small-Mid Factor ETF | 4,151 | 56.85 |
| PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2,217 | 55.48 |
| Berman Capital Advisors, LLC | 1,551 | 52.22 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) | 1,208 | 52.98 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B | 1,041 | 52.83 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial | 915 | 52.46 |
| RNMC - Mid Cap US Equity Select ETF | 862 | 53.36 |
| GDMYX - Defensive Market Strategies Fund Institutional | 300 | 53.33 |
| Cutler Group LP | 50 | 40.00 |
| Sonora Investment Management, LLC | 47 | 42.55 |
| IFP Advisors, Inc | 45 | 66.67 |
| Carroll Financial Associates, Inc. | 22 | 45.45 |
| SOA Wealth Advisors, LLC. | 10 | |
| Exane Derivatives | 6 | |
| Winton Capital Group Ltd | ||
| Eii Capital Management, Inc. | ||
| Quantitative Systematic Strategies LLC | ||
| Legacy Private Trust Co. | ||
| Teza Capital Management LLC | ||
| Enterprise Financial Services Corp | ||
| Advisor Resource Council | ||
| Weld Capital Management Llc | ||
| IYF - iShares U.S. Financials ETF | ||
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | ||
| CIBC Private Wealth Group, LLC | ||
| Ergoteles LLC | ||
| Acadian Asset Management Llc | ||
| Capital Square, LLC | ||
| Sovarnum Capital L.p. | ||
| Clal Insurance Enterprises Holdings Ltd | ||
| MXMVX - Great-West Mid Cap Value Fund Investor Class | ||
| Lowe Brockenbrough & Co Inc | ||
| FORA Capital, LLC | ||
| Bp Plc | ||
| LDR Capital Management LLC | ||
| HGI Capital Management, LLC | ||
| Cbre Clarion Global Real Estate Income Fund | ||
| Bailard, Inc. | ||
| FLFGX - GLOBAL ALLOCATION FUND Retail Class | ||
| Marcum Wealth, LLC | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| DHS - WisdomTree U.S. High Dividend Fund N/A | ||
| Hourglass Capital, Llc | ||
| FLDGX - DYNAMIC ALLOCATION FUND Retail Class | ||
| Freedman Financial Associates, Inc. | ||
| Leisure Capital Management | ||
| Polar Asset Management Partners Inc. | ||
| Harbour Investments, Inc. | ||
| Meridian Wealth Partners, LLC | ||
| Tuttle Tactical Management LLC | ||
| Impax Asset Management Group plc | ||
| Squarepoint Ops LLC | ||
| First Hawaiian Bank | ||
| Evermay Wealth Management Llc | ||
| LMR Partners LLP | ||
| CAPROCK Group, Inc. | ||
| Norges Bank | ||
| Hill Winds Capital LP | ||
| South Dakota Investment Council | ||
| Campbell & CO Investment Adviser LLC | ||
| Riverpoint Wealth Management Holdings, LLC | ||
| Neo Ivy Capital Management | ||
| Coastal Bridge Advisors, LLC | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| Zimmer Partners, LP | ||
| Confluence Wealth Services, Inc. | ||
| Duality Advisers, Lp | ||
| Capitolis Advisors LLC | ||
| Forsta Ap-fonden | ||
| Ieq Capital, Llc | ||
| Gyon Technologies Capital Management, LP | ||
| Howard Capital Management Inc. | ||
| Gluskin Sheff & Assoc Inc | ||
| WASHINGTON TRUST Co | ||
| CX Institutional | ||
| Advisory Services Network, LLC | ||
| Truvestments Capital Llc | ||
| O'shaughnessy Asset Management, Llc | ||
| Capula Management Ltd | ||
| Markston International Llc | ||
| Chilton Capital Management Llc | ||
| Edgestream Partners, L.P. | ||
| Los Angeles Capital Management Llc | ||
| Symmetry Investments LP | ||
| Pacitti Group Inc. | ||
| Capital Advisors, Ltd. LLC | ||
| Dynamic Technology Lab Private Ltd | ||
| Jump Financial, LLC | ||
| Jefferies Group LLC | ||
| Fsb Premier Wealth Management, Inc. | ||
| Arcus Capital Partners, LLC | ||
| Twin Capital Management Inc | ||
| Eagle Bay Advisors LLC | ||
| AIEQ - AI Powered Equity ETF | ||
| Stevens Capital Management Lp | ||
| Blair William & Co/il | ||
| Arkadios Wealth Advisors | ||
| Nomura Holdings Inc | ||
| Ubs Oconnor Llc | ||
| GWM Advisors LLC | ||
| Castleview Partners, Llc | ||
| Two Sigma Investments, Lp | ||
| ICRPX - VY(R) Clarion Real Estate Portfolio Class ADV | ||
| VMNFX - Vanguard Market Neutral Fund Investor Shares | ||
| Osborne Partners Capital Management, Llc | ||
| CoreCap Advisors, LLC | ||
| Old North State Trust, LLC | ||
| Fulcrum Asset Management LLP | ||
| Gsa Capital Partners Llp | ||
| Blueshift Asset Management, LLC | ||
| MORGAN STANLEY INSTITUTIONAL FUND INC - Global Focus Real Estate Portfolio Class IS | ||
| Amplius Wealth Advisors, LLC | ||
| McIlrath & Eck, LLC | ||
| M&g Investment Management Ltd | ||
| Legend Financial Advisors, Inc. | ||
| American Investment Services, Inc. | ||
| Mascoma Wealth Management LLC | ||
| Machina Capital S.a.s. | ||
| Widmann Financial Services, Inc. | ||
| Proequities, Inc. | ||
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund | 52.87 | |
| Advantage Advisers Xanthus Fund, L.l.c. | 52.98 | |
| Acap Strategic Fund | 52.98 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 34,773,820 | 34,543,802 | 57.37 | |
| VGSIX - Vanguard Real Estate Index Fund Investor Shares | 14,843,374 | 53.21 | 14,167,506 | 56.84 |
| FRESX - Fidelity Real Estate Investment Portfolio | 3,321,141 | 53.21 | 3,470,141 | 56.84 |
| DFREX - Dfa Real Estate Securities Portfolio - Institutional Class | 2,271,014 | 53.21 | 2,278,514 | 56.84 |
| VRTPX - Vanguard Real Estate II Index Fund | 1,888,986 | 53.21 | 1,797,607 | 56.84 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares | 1,330,028 | 53.21 | 1,278,370 | 56.84 |
| RSP - Invesco S&P 500 Equal Weight ETF | 1,146,319 | 53.21 | 1,127,883 | 56.84 |
| ICF - iShares Cohen & Steers REIT ETF | 876,313 | 53.21 | 831,682 | 56.84 |
| FSMDX - Fidelity Mid Cap Index Fund | 776,685 | 53.21 | 692,207 | 56.84 |
| REET - iShares Global REIT ETF | 673,516 | 53.21 | 641,164 | 56.84 |
| REACX - Real Estate Fund Investor Class | 646,502 | 53.21 | 534,632 | 56.84 |
| USRT - iShares Core U.S. REIT ETF | 616,993 | 53.21 | 626,096 | 56.84 |
| FSRNX - Fidelity Real Estate Index Fund | 605,131 | 53.21 | 573,400 | 56.84 |
| SWPPX - Schwab S&P 500 Index Fund | 543,060 | 53.21 | 512,232 | 56.84 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES | 449,891 | 53.21 | 438,695 | 56.84 |
| TIMVX - TIAA-CREF Mid-Cap Value Fund Institutional Class | 431,364 | 53.21 | 267,236 | 56.84 |
| FREL - Fidelity MSCI Real Estate Index ETF | 386,826 | 53.21 | 400,621 | 56.84 |
| BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A | 385,184 | 53.21 | 367,465 | 56.84 |
| ARYVX - Global Real Estate Fund Investor Class | 385,055 | 53.21 | 72,429 | 56.84 |
| BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares | 355,555 | 53.21 | 329,330 | 56.84 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| XCLR - Global X S&P 500 Collar 95-110 ETF | 32 | 62.50 | 24 | 41.67 |
| Name | Current Puts |
|---|---|
| Proequities, Inc. | 0 |
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| CenterStar Asset Management, LLC | 0 |
| 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 |
|---|
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| Name | Shares | PPS |
|---|---|---|
| Wolff Wiese Magana Llc | 10 | |
| ACG Wealth | 1 |
| Name | Shares | PPS |
|---|---|---|
| SOA Wealth Advisors, LLC. | 10 | |
| Exane Derivatives | 6 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Gateway Investment Advisers Llc | 272,865 | 46.04 | 272,908 | 57.37 |
| Manning & Napier Group, LLC | 264,727 | 46.04 | 204,000 | 57.36 |
| Corsicana & Co. | 110,713 | 46.04 | 110,713 | 57.37 |
| Contravisory Investment Management, Inc. | 99,671 | 46.04 | 97,467 | 57.37 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 61,092 | 46.05 | 53,314 | 57.38 |
| IFM Investors Pty Ltd | 55,252 | 46.04 | 45,650 | 57.37 |
| Brookstone Capital Management | 36,640 | 44.81 | 36,646 | 57.50 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 19,679 | 46.04 | 19,679 | 57.37 |
| Hummer Financial Advisory Services Inc | 11,722 | 46.07 | 11,722 | 57.33 |
| Private Advisor Group, LLC | 10,896 | 46.07 | 10,150 | 57.34 |
| Cambridge Investment Research Advisors, Inc. | 4,713 | 46.04 | 4,448 | 57.33 |
| Allworth Financial LP | 1,600 | 46.25 | 1,695 | 57.23 |
| Global Retirement Partners, LLC | 1,066 | 45.97 | 1,041 | 48.03 |
| CVA Family Office, LLC | 495 | 46.46 | 475 | 56.84 |
| Parkside Financial Bank & Trust | 309 | 45.31 | 141 | 56.74 |
| Financial Management Professionals, Inc. | 307 | 45.60 | 287 | 55.75 |
| Valley National Advisers Inc | 216 | 46.30 | 216 | 55.56 |
| Newbridge Financial Services Group, Inc. | 92 | 43.48 | 50 | 60.00 |
| 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 |
|---|
| 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 |
|---|