Glossary · Stock basics

Institutional holders

Funds, pension plans and asset managers that own a company’s shares, from their quarterly 13F filings.

Why it matters

Big index funds own almost everything; what matters is which active managers are adding or cutting.

How to read it

Filings are up to 45 days old when published, so treat them as a slow signal.

Also called: 13F, ownership

Related

Insider activityShares bought or sold by a company’s own executives and directors, from SEC Form 4 filings.Short interestThe number of shares sold short, betting the price will fall, usually shown as a percentage of the shares that trade.

In the Cluenex app, this explanation opens next to every institutional holders figure, with the live reading for the stock you are looking at. Open it in Cluenex