Yes, the Fintel screener provides comprehensive data on institutional ownership, including the percentage of shares held by institutions. This information is a crucial indicator for understanding "smart money" conviction in a stock.
Here's how you can leverage it:
- Data Source: Fintel aggregates institutional ownership data primarily from quarterly 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets under management. These filings detail their equity holdings, offering insights into their investment strategies and changes in their positions.1
- Screener Functionality: While the exact filter name might vary, Fintel's advanced screening tools, including the Fintel Workbench, allow users to filter stocks based on various institutional ownership metrics. This enables you to screen for companies with high institutional ownership, significant increases in institutional holdings, or even specific types of institutional investors.2
- Significance: A high percentage of institutional ownership can suggest that professional money managers have confidence in a company's prospects. Monitoring changes in this percentage can also reveal emerging trends, as institutions buying or selling in large volumes can influence stock prices. Fintel also offers a "Fund Sentiment Score," which is a multi-factor quantitative model identifying companies with high levels of institutional accumulation, providing a more nuanced view beyond just raw ownership percentage.1
By utilizing these features, you can integrate institutional sentiment directly into your stock selection process.
