Share Percent Held by Institutions
Returns the percentage of a company's outstanding shares that are owned by institutional investors (mutual funds, pension funds, hedge funds, etc.).
What are Institutional Investors?
Institutional investors include:
- Mutual funds
- Pension funds
- Hedge funds
- Insurance companies
- Investment banks
- Endowments
Parameters
| Parameter | Required | Description |
|---|---|---|
| Symbol | Yes | Stock ticker symbol |
Notes
- Value is expressed as a decimal (0.70 = 70%)
- High institutional ownership can indicate analyst coverage and liquidity
- Very high ownership (>90%) may indicate limited retail interest
Examples
=SharePercentHeldByInstitutions("AAPL")=SharePercentHeldByInstitutions("MSFT")=SharePercentHeldByInstitutions("TSLA")Symbol from cell
=SharePercentHeldByInstitutions("AAPL") * 100When to Use
- Analyzing ownership structure
- Evaluating stock liquidity
- Assessing institutional interest
- Screening for widely-held stocks
- Understanding shareholder base
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need insider ownership | InsiderOwnership() |
| Need shares outstanding | SharesOutstanding() |
| Need float shares | Float() |
| Need specific holders | InstitutionalHolders() |
| Need mutual fund ownership | MutualFundOwnership() |
Common Issues & FAQ
Q: Why am I getting "NA"? A: Check that:
- The symbol is valid
- The company is publicly traded
- Ownership data is available for this stock
Q: How do I convert to percentage?
A: Multiply by 100:
=SharePercentHeldByInstitutions("AAPL") * 100
Q: What's a typical institutional ownership level? A: It varies by company size:
- Large-cap: 60-80%
- Mid-cap: 50-70%
- Small-cap: 30-50%
- Very small/micro-cap: often lower
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