Institutional Ownership Stats

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 915 50.00 51.36 50.54
Previous Quarter 0 0.00 0.00 0.00

Institutional Ownership Counts

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 877 209 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 3 4 4 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 28 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 Ownership Stats

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 12,520,749 14.84 25.96 18,038,484 21.38 51.46
Previous Quarter 0 0.00 0.00 0 0.00 0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
Fmr Llc 10,140,180 51.36
FMR LLC 9,605,698
VANGUARD GROUP INC 8,527,168
LONE PINE CAPITAL LLC 8,195,810
Vanguard Group Inc 8,090,870 51.36
Windacre Partnership Llc 7,449,300 51.36
Lone Pine Capital Llc 7,396,702 51.36
WINDACRE PARTNERSHIP LLC 7,204,300
BBRC INTERNATIONAL PTE LTD 6,922,374
BlackRock Inc. 6,199,973 51.36
BlackRock Inc. 6,193,385
Wellington Management Group Llp 3,366,496 51.36
FBGRX - Fidelity Blue Chip Growth Fund 3,322,930 47.12
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,556,008 51.36
Primecap Management Co/ca/ 2,340,497 51.36
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,220,954 51.36
IJH - iShares Core S&P Mid-Cap ETF 2,064,699 51.36
State Street Corp 2,041,463 51.36
Sound Shore Management Inc /ct/ 1,752,152 51.36
Candlestick Capital Management LP 1,620,142 51.36

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS

 

Recent Quarter Analysis

Name Shares PPS
Fmr Llc 10,140,180 51.36
FMR LLC 9,605,698
VANGUARD GROUP INC 8,527,168
LONE PINE CAPITAL LLC 8,195,810
Vanguard Group Inc 8,090,870 51.36
Windacre Partnership Llc 7,449,300 51.36
Lone Pine Capital Llc 7,396,702 51.36
WINDACRE PARTNERSHIP LLC 7,204,300
BBRC INTERNATIONAL PTE LTD 6,922,374
BlackRock Inc. 6,199,973 51.36
Wellington Management Group Llp 3,366,496 51.36
FBGRX - Fidelity Blue Chip Growth Fund 3,322,930 47.12
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,556,008 51.36
Primecap Management Co/ca/ 2,340,497 51.36
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,220,954 51.36
IJH - iShares Core S&P Mid-Cap ETF 2,064,699 51.36
State Street Corp 2,041,463 51.36
Sound Shore Management Inc /ct/ 1,752,152 51.36
Candlestick Capital Management LP 1,620,142 51.36
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 1,454,344 51.36
Name Shares PPS
Shay Capital LLC
Formula Growth Ltd
Clearline Capital LP
Point72 Hong Kong Ltd
Waratah Capital Advisors Ltd.
Mattern Wealth Management LLC
Palestra Capital Management LLC
Surevest, LLC
Exane Derivatives
Great Lakes Advisors, Llc
MIMPX - Global Strategist Portfolio Class I
Dorsey Wright & Associates
Goldman Sachs Group Inc
Bayesian Capital Management, LP
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
Panagora Asset Management Inc
MBAAX - Global Strategist Portfolio Class A Shares
Allstate Corp
Stormborn Capital Management, Llc
Ensign Peak Advisors, Inc
MUFG Securities EMEA plc
Blueshift Asset Management, LLC
Jackson Square Capital, Llc
McCarthy Asset Management, Inc.
Interval Partners, LP
Bank Of Nova Scotia
CoreCap Advisors, LLC
Shay Capital LLC
Lombard Odier Asset Management (USA) Corp
Pinnacle Family Advisors, LLC
Dynamic Technology Lab Private Ltd
Caption Management, LLC
Employees Retirement System of Texas
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
Makaira Partners LLC
Impala Asset Management LLC
Voya Investment Management Llc
APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A
Mirae Asset Global Investments Co., Ltd.
CIBC Asset Management Inc
Cetera Investment Advisers
Bowling Portfolio Management LLC
AMOMX - AQR Large Cap Momentum Style Fund Class I
QRPNX - AQR Alternative Risk Premia Fund Class N
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a)
AdvisorNet Financial, Inc
Harel Insurance Investments & Financial Services Ltd.
Glassman Wealth Services
Financial Management Professionals, Inc.
Hanlon Investment Management, Inc.
Aqr Capital Management Llc
Union Square Park Capital Management, LLC
Norges Bank
Parallax Volatility Advisers, L.P.
Toronto Dominion Bank
SHLDX - Ziegler FAMCO Hedged Equity Fund Institutional
Tarbox Family Office, Inc.
FKICX - Fidelity Small Cap Stock K6 Fund
Engrave Wealth Partners LLC
Stony Point Capital LLC
PEAK6 Investments LLC
FSLCX - Fidelity Small Cap Stock Fund
SPEDX - Alger Dynamic Opportunities Fund Class A
AMGAX - Alger MidCap Growth Fund Class A
ALMRX - Alger MidCap Growth Institutional Fund Class I
Capital Impact Advisors, LLC
Zions Bancorporation, N.A.
Magnetar Financial LLC
Meridian Wealth Partners, LLC
Russell Investments Group, Ltd.
Td Asset Management Inc
Metropolitan Life Insurance Co/ny
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
Pitcairn Co
Hrt Financial Lp
Signet Financial Management, Llc
Maj Invest Holding A/S
Zweig-DiMenna Associates LLC
Goldman Sachs Group Inc
Standard Life Aberdeen plc
Itau Unibanco Holding S.A.
JustInvest LLC
Baltimore-Washington Financial Advisors, Inc.
Weiss Multi-Strategy Advisers LLC
Kowal Investment Group, LLC
Toroso Investments, LLC
GWM Advisors LLC
SkyView Investment Advisors, LLC
NewEdge Wealth, LLC
Northern Right Capital Management, L.P.
Handelsbanken Fonder AB
P Schoenfeld Asset Management Lp
Douglas Lane & Associates, LLC
Ci Investments Inc.
Two Sigma Securities, Llc
Bellevue Asset Management, Llc
Illinois Municipal Retirement Fund
Jacobi Capital Management LLC
Nomura Holdings Inc
Eqis Capital Management, Inc.
Systematic Alpha Investments, LLC
Verition Fund Management LLC
Cahill Financial Advisors Inc
Weiss Strategic Interval Fund
Westpac Banking Corp
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio
DSTL - Distillate U.S. Fundamental Stability & Value ETF
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
Mml Investors Services, Llc
City Holding Co
Citigroup Inc
Mitsubishi UFJ Trust & Banking Corp
Seeyond
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
Brown Advisory Securities, LLC
Mutual Advisors, LLC
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
NOLCX - Northern Large Cap Core Fund
Yarger Wealth Strategies, Llc
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
Sentry Investment Management Llc
PLRG - Principal U.S. Large-Cap Adaptive Multi-Factor ETF
FWATX - Fidelity Advisor Multi-Asset Income Fund Class A
Kb Financial Partners, Llc
Monarch Partners Asset Management LLC
Marshall Wace, Llp
Truist Financial Corp
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
D. E. Shaw & Co., Inc.
Koshinski Asset Management, Inc.
Nuveen Core Equity Alpha Fund
GHPLX - Gotham Hedged Plus Fund Institutional Class
Cinctive Capital Management LP
Achmea Investment Management B.V.
VSLU - Applied Finance Valuation Large Cap ETF
Optimum Investment Advisors
Nomura Holdings Inc
IMPLX - ERShares US Large Cap Fund Institutional Class
Liberty Wealth Management Llc
Resolute Advisors LLC
Asset Dedication, LLC
Harbour Investments, Inc.
Morgens Waterfall Vintiadis & Co Inc
LPL Financial LLC
State Of Michigan Retirement System
Cypress Capital Group
Seven Eight Capital, Lp
Putnam Investments Llc
PNRAX - Putnam Research Fund Class A Shares
Mv Capital Management, Inc.
Plante Moran Financial Advisors, LLC
RDLAX - Columbia Disciplined Growth Fund Class A
Melvin Capital Management LP
REVS - Columbia Research Enhanced Value ETF
Public Sector Pension Investment Board
PGEOX - GEORGE PUTNAM FUND OF BOSTON Class A Shares
Distillate Capital Partners LLC
Two Sigma Advisers, Lp
Kwmg, Llc
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Commonwealth Equity Services, Llc
First Quadrant L P/ca
Gerber Kawasaki Wealth & Investment Management
Herold Advisors, Inc.
Venator Capital Management Ltd.
Railway Pension Investments Ltd
Emerson Point Capital Lp
Laurion Capital Management LP
Connacht Asset Management LP
Empirical Finance, LLC
SG3 Management, LLC
MSSGX - Inception Portfolio CLASS I
Vident Investment Advisory, LLC
PDS Planning, Inc
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
JJJ Advisors Inc.
HN Saltoro Capital, LP
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Elmwood Wealth Management, Inc.
Two Sigma Investments, Lp
Boothbay Fund Management, Llc
Cambridge Investment Research Advisors, Inc.
Advisors Asset Management, Inc.
Egerton Capital (UK) LLP
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
Qube Research & Technologies Ltd
PEAK6 Investments LLC
Holocene Advisors, LP
Widmann Financial Services, Inc.
PTMC - Pacer Trendpilot US Mid Cap ETF
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Capitolis Advisors LLC
WESPAC Advisors, LLC
Congress Park Capital LLC
Bank Of America Corp /de/
NN Investment Partners Holdings N.V.
APG Asset Management N.V.
IVCSX - Voya Small Company Portfolio Class I
Northwestern Mutual Wealth Management Co
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
Bedel Financial Consulting, Inc.
Cwm, Llc
FLQL - Franklin LibertyQ U.S. Equity ETF
GLCAX - Global Counterpoint Portfolio A
Ford Financial Group, LLC
Y-Intercept (Hong Kong) Ltd
AustralianSuper Pty Ltd
Strategic Wealth Advisors Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Citadel Advisors Llc 120,119
Wolverine Trading, Llc 22,900
Cutler Group LP 18,500
Name Current Calls
Walleye Capital LLC 200,000
Jane Street Group, Llc 160,300
Parallax Volatility Advisers, L.P. 20,600
SG3 Management, LLC 0
Name
SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
SEIAX - SIIT Multi-Asset Real Return Fund - Class A
VASFX - Vanguard Alternative Strategies Fund Investor Shares
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

Past Week Analysis

Name Shares PPS
Artemis Investment Management LLP 1,414,944 28.02
Frontier Capital Management Co Llc 764,520 27.97
Peregrine Capital Management Llc 200,906 27.97
Wealthfront Advisers Llc 34,106 27.97
Louisiana State Employees Retirement System 17,800 30.79
Everett Harris & Co /ca/ 16,857 27.94
LeJeune Puetz Investment Counsel LLC 12,048 27.89
New Mexico Educational Retirement Board 10,700 27.94
Hengehold Capital Management Llc 8,536 28.00
SPMIX - S&P MidCap Index Fund Direct Shares 3,980 41.21
Umb Bank N A/mo 819 28.08
JNBA Financial Advisors 333 27.03
Ellevest, Inc. 114 26.32
Geneos Wealth Management Inc. 111 27.03
Beacon Capital Management, LLC 50 60.00
Spire Wealth Management 45 22.22
Heritage Financial Services, LLC 33
Hexagon Capital Partners LLC 18 55.56
Bogart Wealth, LLC 9
Steward Financial Group LLC 8
TCI Wealth Advisors, Inc. 8
Money Concepts Capital Corp 5
Baldwin Brothers Inc/ma 3
Commonwealth Equity Services, Llc 0
McCarthy Asset Management, Inc. 0
Asset Dedication, LLC 0
Tarbox Family Office, Inc. 0
Douglas Lane & Associates, LLC 0
Name Shares PPS
Tarbox Family Office, Inc.
McCarthy Asset Management, Inc.
Douglas Lane & Associates, LLC
Commonwealth Equity Services, Llc
Asset Dedication, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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