Institutional Ownership

What is Inst %?

The percentage of shares owned by institutional investors like mutual funds, pension funds, and hedge funds.

Think of it like this

Like knowing what percentage of a restaurant's tables are reserved for regular, professional diners.

Formula

Institutional % = Institutional Shares ÷ Total Shares × 100
  • Institutional Shares: Shares held by funds, banks, etc.
  • Total Shares: Total shares outstanding

Why it matters

  • Shows professional investor interest
  • High ownership = quality validation
  • Can reduce volatility
  • 13F filings reveal specific holders

What's a good value?

< 20%
Low
Less institutional interest
20-50%
Moderate
Mixed ownership
50-80%
High
Strong institutional backing
> 80%
Very High
Dominated by institutions

Real-world example

Large caps like Apple have 60%+ institutional ownership, providing stability.

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