Institutional ownership

The share of the company held by funds and other institutions, from their quarterly 13F filings.

How to read it

13F holdings are reported up to 45 days after quarter end, so they describe positions as they were.

How to use it

High ownership means a well-researched, widely held stock.

In Kereon

Kereon shows this figure as its data vendor publishes it and does not recompute it, so the vendor's exact inputs — which period's earnings, which balance sheet, which adjustments — are not visible here. The calculation above is the standard definition.

Also called: institutional, held by institutions, net 13f change.

Related terms

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