Back
Institutional Holdings
Report Data Overview
Report Format
Navigation
Sorting
Glossary
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission. Major institutions are defined as firms or individuals that exercise investment discretion, over the assets of others, in excess of $100 Million. Major institutions include financial holdings companies, banks, insurance companies, mutual fund managers, portfolio managers, self managed pension and endowment funds. The report is limited to equity securities, including common and equivalents, convertible preferred and convertible bonds. The report does not include fixed income, real estate, or cash equivalents. Reports are filed within 45 days after calendar quarter end with the vast majority of updates occurring near the 45th day of the quarter.
|
|
The Security report page lists the holders of a given security and provides specific information about their ownership of that stock.
|
-Use the links below the navigation bar to jump to the summary, insider, or form 144 filer reports.
-Click on Owner name to jump to
the Portfolio report.
|
|
Click on column headers to sort the report by that column. Repeat clicking will reverse the sort.
|
|
Label
|
Description
|
|
|
|
|
Owner Name
|
The name of the institution reporting investment discretion over the security.
|
|
|
|
|
Date
|
The effective date of the filing. 13F documents are filed as of calendar quarter end.
|
|
|
|
|
Shares Held
|
The number of shares held of the security held by the institution. All shares held are adjusted daily to reflect corporate actions, such as stock splits, mergers and name changes.
|
|
|
|
|
Change
|
The change in the number of
shares of the security held by the institution. Change is calculated by
subtracting the shares held reported in the prior filing from the shares
in the current filing. A dash is displayed when change cannot be calculated due to the absence of a
previous report.
|
|
|
|
|
%Change
|
The percentage change in the number of shares of the security held by the
institution. The percentage change is calculated by dividing the change in the number of shares by the
shares held in the prior filing. A dash is displayed when the percentage change cannot be calculated
due to the absence of a previous report.
|
|
|
|
|
Value ($1000)
|
The value of the shares
held. The value is calculated by multiplying the number of shares held by the most recent closing price
of the security. All prices are adjusted daily to reflect corporate actions, such as stock splits and mergers.
|
|
|
|
|
Institutional Percentage of TSO
|
The percentage of the total
shares outstanding (TSO) of the security held in aggregate by all filing
institutions. The percentage of TSO is calculated by dividing the total institutional shares
held of the security by the most recent total shares outstanding of the security.
|
|
|
|
|
Number of Institutions Holding the Security
|
The total number of holders of the security, including holders that have
liquidated their positions.
|
|
|
|
|
Total Shares Outstanding
|
The total number of shares outstanding of the security.
|
|
|
|
Market Capitalization
(In $Millions)
|
The market capitalization of the security.
|
Top
|
