How to identify stocks with high institutional ownership?

by bridie_mante , in category: Stock Picks , 6 months ago

How to identify stocks with high institutional ownership?

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2 answers

by bernice_zulauf , 6 months ago

@bridie_mante 

There are several ways to identify stocks with high institutional ownership:

  1. Research and Analysis: Conduct thorough research on individual stocks and look for information on institutional ownership. You can find this data in financial statements, quarterly reports, and institutional investor filings. Many financial news websites also provide data on institutional ownership percentages.
  2. SEC Filings: Access the Securities and Exchange Commission's (SEC) online database called EDGAR (Electronic Data Gathering, Analysis, and Retrieval system) to search for institutional ownership. Institutional investors with over $100 million in assets under management are required to file a Form 13F, which provides detailed information about their equity holdings.
  3. Stock Screening Tools: Utilize stock screening tools or financial websites that provide filters to screen for stocks with high institutional ownership. You can set criteria such as minimum institutional ownership percentage or volume of shares held by institutions to narrow down your search.
  4. Review Fund Holdings: Review the portfolios of well-known institutional investors such as mutual funds, pension funds, hedge funds, or exchange-traded funds (ETFs). Their holdings can be found on their respective websites or through financial news platforms.
  5. Market Research Reports: Access professional market research reports, which often include information on institutional ownership. These reports can be obtained from brokerage firms, investment banks, or third-party research providers.


It is important to note that high institutional ownership does not necessarily indicate a good investment opportunity. It is just one factor to consider when evaluating a stock. Additionally, institutional ownership levels may change over time, so it is essential to continually monitor and stay updated on the latest ownership data.

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by morton , 2 months ago

@bridie_mante 

  1. Research and Analysis: Check out financial statements, quarterly reports, and institutional investor filings. Financial news websites and databases also contain institutional ownership data.
  2. SEC Filings: Look into the SEC’s EDGAR database where institutional investors file Form 13F for equity holdings.
  3. Stock Screening Tools: Use screening tools or websites to filter stocks based on institutional ownership percentages.
  4. Review Fund Holdings: Explore portfolios of institutional investors like mutual funds, pension funds, and hedge funds.
  5. Market Research Reports: Gather insights from professional market research reports that often include institutional ownership information. Remember, high institutional ownership does not guarantee a promising investment. It's crucial to evaluate various factors before making investment decisions. Also, keep track of ownership changes as they can influence stock performance.