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 33 21.00 19.17 19.58
Previous Quarter 40 28.00 20.45 20.48

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 1 10 17 0 16 1
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 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 0 0 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 0 0.00 0.00 14,672,974,715 0.00 0.00
Previous Quarter 0 0.00 0.00 9,734,101,427 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
VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares 1,266,063,220 19.17
VTIVX - Vanguard Target Retirement 2045 Fund Investor Shares 1,218,036,341 19.17
VFORX - Vanguard Target Retirement 2040 Fund Investor Shares 1,203,564,663 19.17
VTHRX - Vanguard Target Retirement 2030 Fund Investor Shares 1,170,287,102 19.17
VTTVX - Vanguard Target Retirement 2025 Fund Investor Shares 1,002,116,415 19.17
VFIFX - Vanguard Target Retirement 2050 Fund Investor Shares 991,165,687 19.17
VIRSX - Vanguard Institutional Target Retirement 2040 Fund Institutional Shares 806,213,330 20.45
VITFX - Vanguard Institutional Target Retirement 2035 Fund Institutional Shares 785,367,390 20.45
VITLX - Vanguard Institutional Target Retirement 2045 Fund Institutional Shares 774,835,506 20.45
VTTWX - Vanguard Institutional Target Retirement 2030 Fund Institutional Shares 761,647,821 20.45
VTRLX - Vanguard Institutional Target Retirement 2050 Fund Institutional Shares 653,943,178 20.45
VRIVX - Vanguard Institutional Target Retirement 2025 Fund Institutional Shares 619,790,791 20.45
VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares 598,038,555 19.17
VTWNX - Vanguard Target Retirement 2020 Fund Investor Shares 464,251,540 19.17
VIVLX - Vanguard Institutional Target Retirement 2055 Fund Institutional Shares 389,443,197 20.45
VASGX - Vanguard LifeStrategy Growth Fund Investor Shares 334,533,444 17.97
VITWX - Vanguard Institutional Target Retirement 2020 Fund Institutional Shares 290,904,815 20.45
VTTSX - Vanguard Target Retirement 2060 Fund Investor Shares 286,969,954 19.17
VSMGX - Vanguard LifeStrategy Moderate Growth Fund Investor Shares 260,331,207 17.97
VILVX - Vanguard Institutional Target Retirement 2060 Fund Institutional Shares 165,237,329 20.45

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
VIRSX - Vanguard Institutional Target Retirement 2040 Fund Institutional Shares 806,213,330 20.45
VITFX - Vanguard Institutional Target Retirement 2035 Fund Institutional Shares 785,367,390 20.45
VITLX - Vanguard Institutional Target Retirement 2045 Fund Institutional Shares 774,835,506 20.45
VTTWX - Vanguard Institutional Target Retirement 2030 Fund Institutional Shares 761,647,821 20.45
VTRLX - Vanguard Institutional Target Retirement 2050 Fund Institutional Shares 653,943,178 20.45
VRIVX - Vanguard Institutional Target Retirement 2025 Fund Institutional Shares 619,790,791 20.45
VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares 546,658,123 20.45
VTIVX - Vanguard Target Retirement 2045 Fund Investor Shares 505,201,013 20.45
VTHRX - Vanguard Target Retirement 2030 Fund Investor Shares 479,739,607 20.45
VTTVX - Vanguard Target Retirement 2025 Fund Investor Shares 466,963,736 20.45
VFORX - Vanguard Target Retirement 2040 Fund Investor Shares 464,399,944 20.45
VIVLX - Vanguard Institutional Target Retirement 2055 Fund Institutional Shares 389,443,197 20.45
VFIFX - Vanguard Target Retirement 2050 Fund Investor Shares 386,388,106 20.45
VASGX - Vanguard LifeStrategy Growth Fund Investor Shares 325,355,247 20.86
VITWX - Vanguard Institutional Target Retirement 2020 Fund Institutional Shares 290,904,815 20.45
VSMGX - Vanguard LifeStrategy Moderate Growth Fund Investor Shares 253,505,429 20.86
VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares 224,829,837 20.45
VTWNX - Vanguard Target Retirement 2020 Fund Investor Shares 223,569,068 20.45
VILVX - Vanguard Institutional Target Retirement 2060 Fund Institutional Shares 165,237,329 20.45
VTTSX - Vanguard Target Retirement 2060 Fund Investor Shares 121,159,789 20.45

 

Recent Quarter Analysis

Name Shares PPS
MKIEX - Mckee International Equity Portfolio Institutional Class Shares 131,560 55.86
Name Shares PPS
CAGLX - Cornerstone Advisors Global Public Equity Fund Institutional Shares 250,000 64.94
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial 122,844 63.26
EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 56,995 65.67
EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 22,405 65.70
EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 13,334 65.70
EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 3,121 65.68
EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
Name Current Shares Current PPS Previous Shares Previous PPS
VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares 1,266,063,220 19.17 546,658,123 20.45
VTIVX - Vanguard Target Retirement 2045 Fund Investor Shares 1,218,036,341 19.17 505,201,013 20.45
VFORX - Vanguard Target Retirement 2040 Fund Investor Shares 1,203,564,663 19.17 464,399,944 20.45
VTHRX - Vanguard Target Retirement 2030 Fund Investor Shares 1,170,287,102 19.17 479,739,607 20.45
VTTVX - Vanguard Target Retirement 2025 Fund Investor Shares 1,002,116,415 19.17 466,963,736 20.45
VFIFX - Vanguard Target Retirement 2050 Fund Investor Shares 991,165,687 19.17 386,388,106 20.45
VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares 598,038,555 19.17 224,829,837 20.45
VTWNX - Vanguard Target Retirement 2020 Fund Investor Shares 464,251,540 19.17 223,569,068 20.45
VASGX - Vanguard LifeStrategy Growth Fund Investor Shares 334,533,444 17.97 325,355,247 20.86
VTTSX - Vanguard Target Retirement 2060 Fund Investor Shares 286,969,954 19.17 121,159,789 20.45
VSMGX - Vanguard LifeStrategy Moderate Growth Fund Investor Shares 260,331,207 17.97 253,505,429 20.86
VTINX - Vanguard Target Retirement Income Fund Investor Shares 145,380,013 19.17 95,487,468 20.45
VTXVX - Vanguard Target Retirement 2015 Fund Investor Shares 134,300,754 19.17 78,099,979 20.45
VSCGX - Vanguard LifeStrategy Conservative Growth Fund Investor Shares 99,233,027 17.97 96,596,719 20.86
VLXVX - Vanguard Target Retirement 2065 Fund Investor Shares 61,018,553 19.17 28,492,911 20.45
VASIX - Vanguard LifeStrategy Income Fund Investor Shares 22,747,719 17.97 23,338,844 20.86
VPGDX - Vanguard Managed Payout Fund Investor Shares 16,746,893 19.17 16,125,979 20.45
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
VFORX - Vanguard Target Retirement 2040 Fund Investor Shares 739,164,719 1,203,564,663 19.17 464,399,944 20.45 159.17
VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares 719,405,097 1,266,063,220 19.17 546,658,123 20.45 131.60
VTIVX - Vanguard Target Retirement 2045 Fund Investor Shares 712,835,328 1,218,036,341 19.17 505,201,013 20.45 141.10
VTHRX - Vanguard Target Retirement 2030 Fund Investor Shares 690,547,495 1,170,287,102 19.17 479,739,607 20.45 143.94
VFIFX - Vanguard Target Retirement 2050 Fund Investor Shares 604,777,581 991,165,687 19.17 386,388,106 20.45 156.52
VTTVX - Vanguard Target Retirement 2025 Fund Investor Shares 535,152,679 1,002,116,415 19.17 466,963,736 20.45 114.60
VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares 373,208,718 598,038,555 19.17 224,829,837 20.45 166.00
VTWNX - Vanguard Target Retirement 2020 Fund Investor Shares 240,682,472 464,251,540 19.17 223,569,068 20.45 107.65
VTTSX - Vanguard Target Retirement 2060 Fund Investor Shares 165,810,165 286,969,954 19.17 121,159,789 20.45 136.85
VTXVX - Vanguard Target Retirement 2015 Fund Investor Shares 56,200,775 134,300,754 19.17 78,099,979 20.45 71.96
VTINX - Vanguard Target Retirement Income Fund Investor Shares 49,892,545 145,380,013 19.17 95,487,468 20.45 52.25
VLXVX - Vanguard Target Retirement 2065 Fund Investor Shares 32,525,642 61,018,553 19.17 28,492,911 20.45 114.15
VASGX - Vanguard LifeStrategy Growth Fund Investor Shares 9,178,197 334,533,444 17.97 325,355,247 20.86 2.82
VSMGX - Vanguard LifeStrategy Moderate Growth Fund Investor Shares 6,825,778 260,331,207 17.97 253,505,429 20.86 2.69
VSCGX - Vanguard LifeStrategy Conservative Growth Fund Investor Shares 2,636,308 99,233,027 17.97 96,596,719 20.86 2.73
VPGDX - Vanguard Managed Payout Fund Investor Shares 620,914 16,746,893 19.17 16,125,979 20.45 3.85
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
VASIX - Vanguard LifeStrategy Income Fund Investor Shares 591,125 22,747,719 17.97 23,338,844 20.86 -2.53
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 Percentage Decrease
Name
CPG Cooper Square International Equity, LLC

Past Week Analysis

Name Shares PPS
Name Shares PPS
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