Top New Institutional Positions — US Stocks with Broadest Recent Professional Buy-In
US stocks where the most institutional investors have recently opened new positions — early-stage professional accumulation before wider market recognition.
About This Screen
New institutional positions — freshly opened stakes by professional investors who previously held no position — are among the most significant signals of early-stage institutional accumulation. When multiple institutions simultaneously open new positions in the same stock, it suggests a common analytical conclusion has been reached independently across multiple research teams. This early-stage conviction, before wider recognition, is where some of the best return opportunities emerge.
WHAT THIS SCREEN FINDS: US NYSE and NASDAQ stocks where the most institutional investors have recently opened new positions (held by the most institutions in the most recent 6-month period), with market cap above $500M and ROE above 10%. The institutional holder count reflects fresh buy-in breadth, not legacy ownership.
KEY METRICS EXPLAINED: New institutional positions reflect fresh analytical conclusions — these institutions just did the research and decided to buy. Unlike established ownership (where some institutions may be holding out of inertia), new positions represent active buy decisions made recently. Multiple simultaneous new positions signal convergent professional research across independent teams.
WHY INVESTORS USE IT: Institutional investors move slowly and in large sizes — they can't buy quickly without moving the price. Early identification of stocks where multiple institutions are opening new positions allows retail investors to potentially accumulate alongside the institutional buying before the full position building is complete and prices reflect the demand. This is one of the most actionable institutional-tracking signals available.
BENEFITS: Identifies early-stage institutional accumulation before full market recognition. Multiple new positions in the same stock confirm independent research convergence. ROE filter ensures quality underlying the institutional interest. Particularly valuable for identifying potential breakout candidates where institutional buying will drive sustained demand. Available from publicly filed 13F data.
RISKS AND LIMITATIONS: 13F filings have a 45-day lag — 'new positions' reflect buying up to 45 days ago, not real-time activity. Institutions opening positions can also close them quickly. The count of new institutional holders doesn't indicate the size of the positions. A stock can receive many new institutional holders at a peak valuation, making entry after the fact risky.
HOW TO ANALYZE STOCKS FROM THIS SCREEN: Identify which specific institutions are the new holders — the quality and style of the institutions matters. Cross-reference with recent price and volume action — institutional buying often shows up in rising prices on above-average volume before the 13F disclosure. Check if forward earnings estimates are rising, which often triggers institutional fresh positioning.
COMMON MISTAKES: Treating new institutional positions as a real-time signal — the 45-day lag means prices may have already moved significantly. Ignoring the size of new positions. Not distinguishing between long-term quality investors opening positions and tactical hedge fund trades. Following institutional buying as a strategy requires accepting that you're entering after the fact.
Related screens: High Institutional Holding (established institutional ownership), High Mutual Fund Concentration (fund holder breadth), Strong Buy Analyst Consensus (analyst conviction that often precedes institutional buying), Undervalued vs Analyst Target (gap between price and institutional price targets).
Frequently Asked Questions
What are new institutional positions?
New institutional positions are equity stakes opened by institutional investors (mutual funds, hedge funds, pension funds) that had no prior holding in the stock. These are first-time purchases by professional investors — fresh analytical conviction rather than maintained legacy positions. Multiple simultaneous new institutional positions in the same stock signal convergent professional research.
Why do new institutional positions signal opportunity?
When multiple institutions independently conclude a stock is worth owning for the first time, it suggests new or changing analytical conclusions about the business. This often coincides with earnings acceleration, valuation improvements, or business model changes that professional analysts have identified before wider market recognition. Early-stage institutional accumulation has historically been a leading indicator of sustained price strength.
How can I access 13F filing data to verify new positions?
SEC EDGAR (edgar.sec.gov) provides all 13F filings free of charge. Search by institution name to find their latest quarterly filing and compare to prior quarters. Third-party services like WhaleWisdom, Dataroma, and 13F.info aggregate this data and make comparison easier. Note the 45-day reporting lag — Q1 positions are disclosed by mid-May.
What is the 13F reporting delay and why does it matter?
US institutions with AUM above $100M must file 13F reports within 45 days of each quarter end. This means positions held at March 31 are disclosed by May 15. By the time new institutional positions are visible, 45+ days have passed — prices may have already moved significantly. The 13F signal is most useful as confirmation of quality rather than a real-time trading signal.
How many new institutional positions is a strong signal?
There's no absolute threshold — context matters. A stock receiving 5 new institutional holders in a quarter out of 50 total institutional holders has added 10% new interest. A stock receiving 20 new institutional holders out of 5 previously is a much stronger signal of new discovery. The count in this screen ranks by breadth of new buying; the highest-count stocks have the broadest fresh professional interest.
Can institutions open new positions and sell quickly?
Yes, particularly hedge funds with short-term strategies. Long-only mutual funds and pension funds generally hold for quarters to years once they open a position. Hedge funds may open and close within a single quarter. The signal quality depends on the type of institution opening the position — long-only quality fund new positions are more bullish than hedge fund tactical positions.
Does this screen differentiate between large and small new positions?
No — it counts the number of distinct new institutional holders, not the dollar size of positions. A fund opening a $50M position and one opening a $500,000 position both count equally as one new holder. For size context, the 13F filings themselves disclose the number of shares held, allowing dollar value calculation from the current share price.
What fundamental research triggers institutional new position opening?
Most commonly: earnings acceleration (multiple quarters of accelerating EPS growth), analyst upgrades with significantly raised targets, new product or market expansions, management changes that signal strategic improvement, and sector rotation thesis (when a sector becomes undervalued relative to peers). The ROE filter on this screen ensures quality is present alongside whatever specific catalyst triggered the fresh institutional interest.
How does this screen differ from the High Institutional Holding screen?
High Institutional Holding shows total current ownership percentage — stocks with the most institutional ownership overall, including long-held legacy positions. Top Institutional New Positions shows freshness of buying — stocks where the most institutions recently opened positions for the first time. Both are useful signals but measure different things: depth of existing conviction vs. breadth of new conviction.
Should I act on institutional new position data alone?
No. Institutional 13F signals should be combined with fundamental research and current valuation analysis. The most useful application: use the new position data as a quality signal that reduces the research effort for further investigation. If three high-quality long-only funds simultaneously open positions in a stock, it's worth reading their recent SEC filings and doing your own fundamental analysis — not blindly buying based on their prior decisions.
Results 100 stocks matched
Refreshed daily · Sorted by Market Cap (High → Low)
| S.No. | Company | Inst. Holders | Total Inst. % | Price | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | 52W High | 52W Low |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | Moog Inc. | 10 | 0.06% | $321 | 36.23 | $10.17 B | 0% | — | 0.14% | $344.41 | $177.98 |
| 2. | McCormick & Company, Incorporated | 10 | 0.07% | $47.95 | 7.86 | $12.89 B | 0.04% | — | 0.25% | $77.65 | $44.3 |
| 3. | Biglari Holdings Inc. | 10 | 0.9% | $1,446.28 | — | $907.98 M | — | — | -0.04% | $2,513 | $1,199.01 |
| 4. | Federal Agricultural Mortgage Corporation | 10 | 0.18% | $134 | 7.71 | $1.45 B | 0.05% | — | 0.13% | $148.94 | $115 |
| 5. | Z Squared Inc. | 10 | 0.01% | $16.73 | inf | $860.45 M | — | — | -4.65% | $21.41 | $6.8 |
| 6. | ZOOZ Strategy Ltd. | 10 | 0.3% | $5.61 | — | $45.45 M | — | — | -0.88% | $101.2 | $4.55 |
| 7. | Zions Bancorporation, National Association | 10 | 0.41% | $66.17 | 10.27 | $9.73 B | 0.03% | — | 0.14% | $67.99 | $46.19 |
| 8. | Zedge, Inc. | 10 | 0.14% | $2.99 | — | $39.08 M | — | — | -0.04% | $4.89 | $2.21 |
| 9. | YETI Holdings, Inc. | 10 | 0.47% | $48.97 | 24.98 | $3.71 B | — | — | 0.22% | $51.89 | $29.12 |
| 10. | Exzeo Group, Inc. | 10 | 0.05% | $13.27 | 14.12 | $1.21 B | — | — | 0.59% | $24.6 | $12.36 |
| 11. | XP Inc. | 10 | 0.45% | $15.3 | 7.81 | $7.91 B | — | — | 0.23% | $23.13 | $14.8 |
| 12. | Exxon Mobil Corporation | 10 | 0.34% | $137.81 | 23.2 | $571.22 B | 0.03% | — | 0.1% | $176.41 | $105.53 |
| 13. | XMax Inc. | 10 | 0.08% | $8.23 | — | $523.45 M | — | — | -0.12% | $8.83 | $1.27 |
| 14. | XPLR Infrastructure, LP | 10 | 0.34% | $11.82 | 9.69 | $1.11 B | — | — | -0.01% | $13.25 | $7.99 |
| 15. | X-Energy, Inc. | 10 | 0.02% | $21.56 | — | $6.2 B | — | — | — | $37.1 | $17.37 |
| 16. | WW International, Inc. | 10 | 0.49% | $19.2 | 1.57 | $191.98 M | — | — | — | $46.95 | $8.37 |
| 17. | Essential Utilities, Inc. | 10 | 0.36% | $36.7 | 18.72 | $10.41 B | — | — | 0.08% | $42.37 | $36.11 |
| 18. | WSFS Financial Corporation | 10 | 0.52% | $74.14 | 13.22 | $3.86 B | — | — | 0.11% | $76.37 | $49.92 |
| 19. | Wise Group plc | 10 | 0% | $10.84 | 21.68 | $10.84 B | — | — | 0.3% | $17.47 | $10.36 |
| 20. | Waterstone Financial, Inc. | 10 | 0.36% | $19.21 | 11.64 | $346.8 M | — | — | 0.09% | $19.76 | $13.08 |
| 21. | W. R. Berkley Corporation | 10 | 0.44% | $67.18 | 14.23 | $25.01 B | 0.01% | — | 0.2% | $78.96 | $62.87 |
| 22. | Western New England Bancorp, Inc. | 10 | 0.42% | $13.68 | 15.55 | $275.31 M | 0.02% | — | 0.07% | $14.52 | $8.53 |
| 23. | Weis Markets, Inc. | 10 | 0.27% | $76.74 | 18.95 | $1.9 B | 0.02% | — | 0.07% | $83.74 | $59.99 |
| 24. | Warner Music Group Corp. | 10 | 0.6% | $28.17 | 33.54 | $14.69 B | 0.03% | — | 0.51% | $35.42 | $23.34 |
| 25. | Waste Management, Inc. | 10 | 0.37% | $214.6 | 31.06 | $86.18 B | 0.02% | — | 0.3% | $248.13 | $194.11 |
| 26. | Wealthfront Corporation | 10 | 0.49% | $8.44 | — | $1.26 B | — | — | -0.13% | $14.75 | $7.2 |
| 27. | Willis Lease Finance Corporation | 10 | 0.32% | $206.43 | 12.47 | $1.64 B | 0.01% | — | 0.18% | $239.44 | $114.01 |
| 28. | Wingstop Inc. | 10 | 0.56% | $161.78 | 39.95 | $4.41 B | — | — | — | $381.45 | $116.35 |
| 29. | WhiteHorse Finance, Inc. | 10 | 0.11% | $6.45 | 15.73 | $139.39 M | — | — | 0.04% | $9.28 | $6.07 |
| 30. | WaterBridge Infrastructure LLC | 10 | 0.8% | $33.19 | 474.14 | $1.56 B | — | — | — | $36.21 | $18.64 |
| 31. | Versant Media Group, Inc. | 10 | 0.41% | $38.21 | 6.37 | $5.41 B | — | — | 0.09% | $59 | $27.17 |
| 32. | Vertex Pharmaceuticals Incorporated | 10 | 0.5% | $451.63 | 26.79 | $114.63 B | — | — | 0.24% | $507.92 | $362.5 |
| 33. | VeriSign, Inc. | 10 | 0.51% | $264.64 | 29.27 | $24.08 B | 0.01% | — | — | $312.48 | $208.86 |
| 34. | VolitionRx Limited | 10 | 0.13% | $1.43 | — | $16.57 M | — | — | — | $18.8 | $1.3 |
| 35. | Valley National Bancorp | 10 | 0.7% | $14.09 | 12.69 | $7.81 B | 0.03% | — | 0.09% | $14.72 | $8.54 |
| 36. | Village Super Market, Inc. | 10 | 0.39% | $40.69 | 11.09 | $602.6 M | 0.02% | — | 0.11% | $48.21 | $30.08 |
| 37. | Viking Therapeutics, Inc. | 10 | 0.35% | $30.38 | — | $3.53 B | — | — | -0.7% | $43.15 | $22.96 |
| 38. | Vinci Compass Investments Ltd. | 10 | 0.18% | $9.76 | 12.35 | $639.44 M | — | — | 0.14% | $13.61 | $9.2 |
| 39. | Versigent PLC | 10 | 0.05% | $45.89 | 6.86 | $3.25 B | — | — | — | $50.89 | $26.34 |
| 40. | Venture Global, Inc. | 10 | 0.63% | $11.02 | 11.48 | $27.38 B | — | — | 0.26% | $19.5 | $5.72 |
| 41. | Vermilion Energy Inc. | 10 | 0.28% | $9.83 | — | $1.51 B | 0.04% | — | -0.21% | $14.82 | $7 |
| 42. | Victory Capital Holdings, Inc. | 10 | 0.46% | $87.01 | 19.55 | $5.44 B | 0.02% | — | 0.22% | $90.19 | $57.03 |
| 43. | Vericel Corporation | 10 | 0.52% | $40.1 | 93.26 | $2.05 B | — | — | 0.07% | $43.57 | $28.95 |
| 44. | UTStarcom Holdings Corp. | 10 | 0.01% | $2.64 | — | $25.06 M | — | — | -0.19% | $3.63 | $2 |
| 45. | Universal Technical Institute, Inc. | 10 | 0.4% | $40.35 | 53.09 | $2.22 B | — | — | 0.13% | $45.74 | $21.29 |
| 46. | USANA Health Sciences, Inc. | 10 | 0.36% | $18.88 | 37.76 | $348.58 M | — | — | 0.02% | $38.32 | $16.6 |
| 47. | Usio, Inc. | 10 | 0.2% | $1.82 | — | $50.22 M | — | — | -0.12% | $2.02 | $1.03 |
| 48. | United Maritime Corporation | 10 | 0.06% | $2.66 | — | $25.37 M | — | — | -0.03% | $2.75 | $1.38 |
| 49. | Upbound Group, Inc. | 10 | 0.58% | $18.32 | 12.72 | $1.07 B | 0.08% | — | 0.12% | $28.03 | $15.82 |
| 50. | Union Pacific Corporation | 10 | 0.39% | $256.88 | 21.16 | $152.51 B | — | — | 0.41% | $279.7 | $210.84 |
| 51. | U-Haul Holding Company | 10 | 0.22% | $47.1 | 100.21 | $9.05 B | 0% | — | 0.02% | $58.28 | $39.62 |
| 52. | United Bankshares, Inc. | 10 | 0.47% | $44.42 | 12.44 | $6.12 B | — | — | 0.09% | $46.09 | $34.1 |
| 53. | Tevogen Bio Holdings Inc. | 10 | 0.03% | $9.46 | — | $39.91 M | — | — | — | $71 | $4.13 |
| 54. | Titan America SA | 10 | 0.12% | $18.37 | 18.37 | $3.39 B | 0.01% | — | 0.19% | $19.42 | $12.18 |
| 55. | Tower Semiconductor Ltd. | 10 | 0.29% | $286.74 | 133.37 | $34.12 B | — | — | 0.09% | $302.86 | $38.9 |
| 56. | Trustmark Corporation | 10 | 0.54% | $44.67 | 11.85 | $2.62 B | — | — | 0.11% | $46.34 | $33.84 |
| 57. | First Tracks Biotherapeutics, Inc. | 10 | 0.05% | $17.42 | — | $607.83 M | — | — | — | $26.8 | $14.72 |
| 58. | TriplePoint Venture Growth BDC Corp. | 10 | 0.06% | $5 | 4.76 | $202.99 M | 0.18% | — | 0.12% | $7.5 | $4.48 |
| 59. | Turning Point Brands, Inc. | 10 | 0.4% | $82.02 | 28.09 | $1.59 B | — | — | 0.23% | $146.9 | $65.8 |
| 60. | TowneBank | 10 | 0.45% | $34.71 | 16.69 | $3.17 B | — | — | 0.07% | $37.86 | $31.91 |
| 61. | TIC Solutions, Inc. | 10 | 1.16% | $8.42 | — | $1.86 B | — | — | -0.06% | $14.94 | $6.36 |
| 62. | Gentherm Incorporated | 10 | 0.54% | $35.93 | 49.22 | $1.1 B | — | — | 0.03% | $39.48 | $27 |
| 63. | Triumph Financial, Inc. | 10 | 0.57% | $72.07 | 60.56 | $1.72 B | — | — | 0.03% | $77.84 | $46.43 |
| 64. | The Toronto-Dominion Bank | 10 | 0.27% | $119.29 | 19.56 | $197.07 B | — | — | 0.12% | $120.27 | $70.5 |
| 65. | BlackRock TCP Capital Corp. | 10 | 0.17% | $3.41 | — | $286.11 M | 0.24% | — | -0.19% | $7.92 | $3.37 |
| 66. | Taylor Devices, Inc. | 10 | 0.25% | $55.23 | 17.48 | $177.79 M | — | — | 0.16% | $90.37 | $37.56 |
| 67. | Stock Yards Bancorp, Inc. | 10 | 0.36% | $73.18 | 15.06 | $2.16 B | — | — | 0.14% | $83.83 | $61.51 |
| 68. | PowerBank Corporation | 10 | 0.02% | $1.44 | — | $67.62 M | — | — | -0.22% | $2.55 | $0.45 |
| 69. | SunocoCorp LLC | 10 | 0.39% | $63.08 | 7.32 | $3.25 B | — | — | — | $73.24 | $47 |
| 70. | Starz Entertainment Corp. | 10 | 0.58% | $28.63 | — | $480.68 M | — | — | — | $29.19 | $8.4 |
| 71. | StoneCo Ltd. | 10 | 0.5% | $10.59 | 3.86 | $2.58 B | — | — | 0.31% | $19.95 | $9.45 |
| 72. | Star Holdings | 10 | 0.53% | $8.97 | — | $108.44 M | — | — | -0.27% | $9.25 | $7.01 |
| 73. | System1, Inc. | 10 | 0.1% | $2.85 | — | $28.33 M | — | — | -8.31% | $15 | $1.35 |
| 74. | SuRo Capital Corp. | 10 | 0.15% | $13.21 | 1.89 | $344.39 M | — | — | 0.79% | $14.98 | $7.26 |
| 75. | Simpson Manufacturing Co., Inc. | 10 | 0.49% | $200.14 | 23.46 | $8.23 B | — | — | 0.18% | $211.98 | $152.11 |
| 76. | SouthState Bank Corporation | 10 | 0.4% | $96.53 | 10.4 | $9.43 B | — | — | 0.11% | $108.46 | $84.48 |
| 77. | SR Bancorp, Inc. | 10 | 0.24% | $18.83 | 32.47 | $139.99 M | 0.01% | — | 0.02% | $19.61 | $12.81 |
| 78. | Solstice Advanced Materials, Inc. | 10 | 0.33% | $85.57 | 71.91 | $13.59 B | 0% | — | 0.11% | $90.8 | $40.43 |
| 79. | Sandisk Corporation | 10 | 0.38% | $2,184.75 | 74.62 | $323.54 B | — | — | 0.39% | $2,191.69 | $40.1 |
| 80. | SmartFinancial, Inc. | 10 | 0.33% | $44.65 | 14.31 | $763.45 M | — | — | 0.1% | $46.29 | $31.27 |
| 81. | SLR Investment Corp. | 10 | 0.2% | $12.42 | 7.57 | $677.57 M | — | — | 0.09% | $16.83 | $12.27 |
| 82. | Silicom Ltd. | 10 | 0.27% | $46.95 | — | $267.87 M | — | — | -0.09% | $52.58 | $13.34 |
| 83. | Southern First Bancshares, Inc. | 10 | 0.48% | $58.03 | 13.62 | $548.68 M | — | — | 0.1% | $62.38 | $35.15 |
| 84. | Smithfield Foods, Inc. | 10 | 0.05% | $24.94 | 9.7 | $9.81 B | 0.05% | — | 0.15% | $29.8 | $21.08 |
| 85. | ServisFirst Bancshares, Inc. | 10 | 0.41% | $80.46 | 13.64 | $4.4 B | 0.02% | — | 0.17% | $90.64 | $67.2 |
| 86. | Sound Financial Bancorp, Inc. | 10 | 0.42% | $43.83 | 14.96 | $104.27 M | — | — | 0.07% | $48.85 | $40.68 |
| 87. | Stifel Financial Corp. | 10 | 0.42% | $73.54 | 14.34 | $11.28 B | — | — | 0.15% | $89.83 | $64.36 |
| 88. | Seaport Entertainment Group Inc. | 10 | 0.72% | $24.81 | — | $317.62 M | — | — | -0.26% | $28.34 | $17.57 |
| 89. | Stablecoin Development Corporat | 10 | 0.06% | $1.22 | — | $33.08 M | — | — | 7.21% | $99.75 | $1.01 |
| 90. | Seacoast Banking Corporation of Florida | 10 | 0.48% | $30.84 | 20.7 | $3 B | 0.02% | — | 0.05% | $35.55 | $24.78 |
| 91. | StandardAero, Inc. | 10 | 0.67% | $27.75 | 31.53 | $9.23 B | — | — | 0.11% | $34.48 | $23.83 |
| 92. | SailPoint, Inc. | 10 | 0.91% | $13.33 | — | $7.56 B | — | — | -0.02% | $24.95 | $10.3 |
| 93. | Royal Bank of Canada | 10 | 0.23% | $201.56 | 18.29 | $280.1 B | 0.03% | — | 0.16% | $202.9 | $126.02 |
| 94. | Revolve Group, Inc. | 10 | 0.62% | $21.79 | 24.21 | $1.56 B | — | — | 0.13% | $31.68 | $17.35 |
| 95. | RTB Digital, Inc. | 10 | 0.01% | $10.25 | — | $59.19 M | — | — | — | $34.3 | $3.25 |
| 96. | Ross Stores, Inc. | 10 | 0.4% | $232.8 | 32.56 | $74.68 B | 0.01% | — | 0.39% | $242.81 | $124.49 |
| 97. | Raymond James Financial, Inc. | 10 | 0.41% | $155.86 | 14.72 | $30.37 B | — | — | 0.17% | $177.66 | $138.82 |
| 98. | Republic Airways Holdings Inc. | 10 | 0.8% | $18.04 | 10.19 | $844.8 M | — | — | 0.06% | $26.7 | $13.5 |
| 99. | Resolute Holdings Management, Inc. | 10 | 0.3% | $128.76 | 18.69 | $1.06 B | — | — | 0.01% | $236.19 | $28.91 |
| 100. | Rafael Holdings, Inc. | 10 | 0.06% | $2.73 | — | $141.96 M | — | — | -0.41% | $2.8 | $1.12 |