Institutional ownership (Instit. own.)
The share of the company held by funds and other professional managers.
It is a rough read on how closely a company is already followed, which bears on whether anything is left to discover in it.
How it is computed here
Shares held by reporting institutions / shares outstanding x 100
Measured against the most recent quarterly balance sheet. A holdings snapshot as at the last reporting date, not a period measurement. It changes only when a new ownership filing arrives. Filed under health. Neither a high nor a low reading is good on its own, so it is never coloured as one.
No published threshold exists for this figure, so this page prints none. Read it against the company's own history and its peers instead.
When it misleads
- Neither high nor low is good. A crowded register and an ignored one each carry their own risk.
- Built from periodic institutional filings, so it describes positions as at the last reporting date, not today.
- Coverage is thin outside the largest markets, where a low figure can simply mean nobody files.
Questions
How is institutional ownership calculated?
Shares held by reporting institutions / shares outstanding x 100. Measured against the most recent quarterly balance sheet. A holdings snapshot as at the last reporting date, not a period measurement. It changes only when a new ownership filing arrives.
What does institutional ownership tell a value investor?
It is a rough read on how closely a company is already followed, which bears on whether anything is left to discover in it.
When does institutional ownership mislead?
Neither high nor low is good. A crowded register and an ignored one each carry their own risk. Built from periodic institutional filings, so it describes positions as at the last reporting date, not today. Coverage is thin outside the largest markets, where a low figure can simply mean nobody files.