Ownership

The ownership data type returns how much of a company is held by institutions, insiders, and undisclosed holders. Use SF() for the latest values and SF_TIMESERIES() with the "ownership" period for date-bounded history.

Latest ownership data

SF() returns the most recent ownership observation. The year argument is ignored for this data type.

=SF(symbol, "ownership", metric, options)

• symbol is the ticker symbol of the stock (e.g. "AAPL"). Use Symbol Search to find the correct ticker symbol.

• metric selects what to return. Leave blank or use "all" for all metrics, or chain metrics with &, e.g. "date&institutionsPercent".

• options adjusts formatting. Available option: "NH" for no header row.

The metric options are:

• All ("all")

• Date ("date")

• Institutional Ownership ("institutionsPercent")

• Insider Ownership ("insidersPercent")

• Undisclosed Ownership ("undisclosedPercent")

Ownership percentages are returned as decimal fractions: 0.25 means 25%.

Example - All latest ownership data

=SF("AAPL", "ownership")

Historical ownership data

SF_TIMESERIES() returns dated ownership history, newest date first.

=SF_TIMESERIES(symbol, startDate, endDate, "ownership", metrics, options)

• startDate and endDate are optional dates in YYYY-MM-DD format. Omit both to return the full available history. Dates in the future are rejected, and endDate must not be before startDate.

• metrics uses the same options as above and defaults to "all". Chain metrics with &.

• options: "NH" for no header rows and "-" to reverse the output to oldest first. Combine options with &, e.g. "-&NH". When you request a single metric, headers are omitted automatically.

Ownership does not support scale= because its metrics are percentages and dates.

Example - Ownership history for 2026

=SF_TIMESERIES("AAPL", "2026-01-01", "2026-09-30", "ownership", "all")