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FinanceBoards Widget Spotlight #17: The Institutions Widget

Knowing Who the Major Institutions are that are holding a particular stock and the key metrics thereof along with the investment styles of those Holders should be a must-have Widget(s) on your Research Dashboard(s). It should also lead you to add additional types Institutional Holdings widgets to your dashboard(s) as well.

With FinanceBoards you can configure your researching and Investing dashboard(s) with any of our 500 + financial data or information widgets. In our FinanceBoards Widget Spotlight Series, We pick one or a group of these widgets and explain how it works and go over why you should consider adding them to your FinanceBoard dashboard(s).

The Widget in the Spotlight today is the Institutions Widget

Institutions Widget

The Institutions Holdings Widget is the main Institutions Summary Holdings Widget that is available on the FinanceBoards platform. Using the Stock Symbol for the stock that one is researching or invested in, the researcher can then see the names of the Institutions that are holding that particular stock ranked by number of shares owned, the Investment Style of the Institution holding it, the % of outstanding shares owned, the number of shares and the % change in ownership since the last recording period.

After you have placed the Institutions Holdings on one of your dashboard(s) or created a new one just for Institutions holdings., you can then go to the widget search tab and find the following additional Institutions Holdings Widgets; Aggressive Growth Institutions Holdings, Deep Value Institutions Holdings, GARP Institutions Holdings, Growth Institution’s Holdings, Income Institutions Holdings, Passive /Index Institutions Holdings, Value Institution’s Holdings and the Top 10, 20, and 50 Institutions Holdings all with their own specific Metrics showing, created with Data from Zacks.com.


By then entering the ticker symbol at the top of the screen in the search tab for the company being researched or held you can then see the data for all of the Institutional widgets that you added to your new Institutional Holdings Dashboard or those Dashboards that you have added these Institutions Holdings to.

The breadth of FinanceBoards’ research data and information widgets are much greater than just the Institutions Holdings Widgets though. You can also create any Widget yourself from any API and add them to your dashboard(s), either our premade ones or ones you’ve created. Signing up for a free account below is a great way to explore all the widgets FinanceBoards offers.


Click here for a seven minute overview of FinanceBoards that includes the steps on how to add widgets such as these to your dashboard.

Thanks for reading, and stay tuned for our next Widget Spotlight.

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