Share Percent Held By Institutions Formula in Excel

The Share Percent Held By Institutions formula in Excel (with MarketXLS) helps you quickly retrieve the percentage of a given stock’s shares that are held by institutional investors. By incorporating reliable market data directly into your spreadsheets, this formula enables more informed investment analysis and decision-making.

Understanding Share Percent Held By Institutions

• Purpose: This function serves to provide the proportion of a company’s outstanding shares controlled by institutions such as mutual funds, pension funds, and insurance companies.
• Key Benefits:
  • Instantly assess institutional ownership levels.
  • Enhance your fundamental stock research with real-time data.
  • Streamline analysis by integrating market data directly into Excel.
• When to Use: Utilize this function when you want to determine how heavily a stock is held by large institutional entities, which can be an indicator of market sentiment and stability.

Syntax and Parameters

Syntax

=SharePercentHeldByInstitutions(Symbol)

Parameter Table

Return Value

• The function returns a numeric value (in percentage form) representing the proportion of shares held by institutional investors.
• If the symbol is invalid, "NA" is returned.

?? Note: Ensure you have a valid MarketXLS license for full data retrieval, otherwise "NA" may be returned.

Examples and Usage

Below are some common ways to use the SharePercentHeldByInstitutions formula in Excel.

Basic Example

=SharePercentHeldByInstitutions("MSFT")

Retrieves the percentage of Microsoft’s shares held by institutions.

Advanced Examples

• Using an index symbol:

  =SharePercentHeldByInstitutions("^SPX")

• Checking an option contract:

  =SharePercentHeldByInstitutions("@MSFT 110122C00020000")

• Fetching data for a cryptocurrency:

  =SharePercentHeldByInstitutions("BTCUSD:DEFAULT")

? Pro Tip: Combine this function with other MarketXLS formulas (e.g., =MarketCapitalization("MSFT")) for deeper analysis of institutional ownership in relation to overall market value.

Common Questions

1. What happens if the data is not available?

   • The function returns "NA" if no data is found or if the MarketXLS license is invalid.

2. Does this formula update automatically?

   • The data typically refreshes on a scheduled basis. How often it updates may depend on your MarketXLS settings.

3. Can I use cell references for the symbol?

   • Yes! For instance, if cell A2 has the symbol "MSFT", then:

     =SharePercentHeldByInstitutions(A2)

4. Is the formula resource-intensive?

   • This formula makes a web request to pull data. In most cases, performance impact is minimal, but if you are using many formulas simultaneously, it may slightly affect calculation times.

5. Why am I getting “NA” for some symbols or asset classes?

   • Not all assets or lesser-known securities have available or reported institutional ownership data. Double-check the symbol format or verify if data exists for that security.

?? Note: For unusual or international symbols, confirm that MarketXLS supports that specific data stream before using this function.

By following these guidelines, you can easily integrate the Share Percent Held By Institutions formula into your Excel spreadsheets and deepen your investment research with actionable insights.