MarketXLS

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

Syntax

=SharePercentHeldByInstitutions(Symbol)
Excel Desktop (Windows)

Returns

number

Percentage of shares held by institutions as a decimal

Examples

=SharePercentHeldByInstitutions("AAPL")
Apple institutional ownership
=SharePercentHeldByInstitutions("MSFT")
Microsoft institutional ownership
=SharePercentHeldByInstitutions("TSLA")
Tesla institutional ownership
=SharePercentHeldByInstitutions(A1)
Symbol from cell
=SharePercentHeldByInstitutions("AAPL") * 100
Convert to percentage

When 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

Why am I getting "NA"?

Check that:

  • The symbol is valid
  • The company is publicly traded
  • Ownership data is available for this stock

How do I convert to percentage?

Multiply by 100: =SharePercentHeldByInstitutions("AAPL") * 100

What's a typical institutional ownership level?

It varies by company size:

  • Large-cap: 60-80%
  • Mid-cap: 50-70%
  • Small-cap: 30-50%
  • Very small/micro-cap: often lower

Excel Templates Using Share Percent Held by Institutions

These ready-made MarketXLS templates call SharePercentHeldByInstitutions() in their worksheet formulas. Open one to see the function working inside a complete model.

Related Formulas

More MarketXLS Profile formulas you can use in the same worksheet:

See SharePercentHeldByInstitutions used in a complete workbook: Insider Buying Screener Excel: How to Build a High Insider Ownership Watchlist (May 2026)

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MarketXLS Excel Add-in Tutorial - How to Use Share Percent Held by Institutions and Other Financial Formulas
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