Question 1

What does institutional ownership mean?

Accepted Answer

Institutional ownership refers to shares of a company held by large investment managers such as hedge funds, mutual funds, pension funds, and bank trust departments. These institutions manage $100M or more and must disclose their holdings quarterly via SEC 13F filings.

Question 2

How current is this data?

Accepted Answer

Institutional ownership data comes from quarterly SEC 13F filings, which are due within 45 days of each calendar quarter end. HoldingsIntel processes new filings within hours of publication on SEC EDGAR, so data reflects the most recently available regulatory disclosures.

Question 3

What is the Smart Money Verdict?

Accepted Answer

The Smart Money Verdict is a composite signal that synthesizes four independent data sources - institutional 13F filings, SEC Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional disclosures - into a single directional score for each stock. It highlights stocks where multiple types of informed investors are converging on the same position.

#	Ticker	Issuer	Filers	Total Value	Consensus	Activity
1	MSFT	Microsoft Corporation	470	$2.4T	52%	+13-12
2	AMZN	Amazon.com, Inc.	461	$1.4T	57%	+18-4
3	GOOGL	Alphabet Inc.	459	$1.3T	48%	+16-6
4	META	Meta Platforms, Inc.	451	$984.7B	54%	+17-20
5	NVDA	NVIDIA Corporation	445	$2.7T	54%	+13-5
6	AAPL	Apple Inc.	431	$2.3T	50%	+15-10
7	AVGO	Broadcom Inc.	430	$1.1T	54%	+20-9
8	GOOG	Alphabet Inc.	420	$885.4B	47%	+16-2
9	V	Visa Inc.	420	$452.4B	46%	+16-7
10	NFLX	Netflix, Inc.	420	$285.3B	96%	+18-11
11	LLY	Eli Lilly and Company	413	$775.3B	60%	+21-8
12	UNH	UnitedHealth Group Incorporated	413	$221.2B	47%	+18-7
13	JPM	JP Morgan Chase & Co.	411	$563.2B	47%	+18-3
14	MA	Mastercard Incorporated	405	$400.4B	50%	+14-3
15	CRM	Salesforce, Inc.	405	$180B	44%	+16-15
16	ORCL	Oracle Corporation	404	$220.1B	52%	+18-18
17	BAC	Bank of America Corporation	400	$275.1B	53%	+16-8
18	WMT	Walmart Inc.	399	$294.9B	58%	+21-7
19	TSLA	Tesla, Inc.	397	$664.7B	61%	+13-5
20	TMO	Thermo Fisher Scientific Inc	396	$173.1B	53%	+17-18
21	UBER	Uber Technologies, Inc.	395	$125.5B	54%	+22-14
22	DHR	Danaher Corporation	394	$115.1B	49%	+19-21
23	NOW	ServiceNow, Inc.	394	$119.4B	96%	+24-8
24	ADBE	Adobe Inc.	393	$106.3B	44%	+15-13
25	BRK/B	Berkshire Hathaway Inc. New	393	$397B	54%	+15-6
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