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INSTITUTIONAL HOLDINGS

Big institutions’ stock holdings

The tool covers the holdings of about 50 big US institutions from their official filings every 3 months. Type a ticker to see whether institutions are adding or trimming, who the biggest holders are, and open any institution to see its top 10 stocks and what it bought or sold.

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INSTITUTIONAL HOLDINGS — Big institutions’ stock holdings
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How to use it

  1. What do big institutions own?The tool shows the stocks of about 50 big US institutions, from their official filings every 3 months. Choose “Who owns a stock?” or “What does an institution own?”.
  2. Type the tickerType the ticker or company name, or tap one of the tickers under “Popular”.
  3. Adding or trimming?The answer is Adding, Trimming or Mixed, with how many institutions added, bought new, trimmed or exited last quarter.
  4. Biggest holdersEach row is an institution: the value of its stake and what it did last quarter. Tap any institution to see its whole portfolio.
  5. Institutions by typeOpen a group and pick an institution to see its top 10 stocks, and what it bought new, added, trimmed or sold this quarter.
  6. Mind the timingFilings arrive up to 45 days after the quarter ends, so they tell you where big money went, not what it is doing today.

Why it helps

Big money moves slowly and deliberately, and knowing its direction gives context to your decision. Mind the timing: filings arrive up to 45 days after the quarter ends, so they tell you where money went, not what it is doing today.

FAQ

What are institutional holdings?

The share of a company owned by funds, banks and large asset managers, known from their official quarterly filings.

How often is the data updated?

Every 3 months with the quarterly filings, which arrive up to 45 days after the quarter ends.

Can I see one institution’s portfolio?

Yes. Open the institution to see its top 10 stocks and what it added, trimmed or sold last quarter.

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Educational content, not investment advice.