institutional-ownershiplisted
Install: claude install-skill Serennity007/invest-skill
# Institutional Ownership Analysis
## ⚠️ Data Verification — Do This Before Any Analysis
Before running any analysis, always retrieve the latest market data for the ticker:
1. **Fetch current price** — use web search or ask the user for the live price, 52-week range, and market cap. Never assume a price from training data.
2. **Confirm key figures** — recent earnings, revenue, key ratios (P/E, P/S, etc.) as applicable to this skill.
3. **State your data source** — note where the numbers came from (e.g., "Google Finance, June 19 2026") at the top of the output.
4. **Flag stale data explicitly** — if live data is unavailable, display this warning before proceeding:
> ⚠️ **Live data unavailable.** The following analysis uses training-data estimates which may be significantly out of date. Verify all prices and metrics before making any decisions.
Never silently substitute training-data estimates for current prices. When in doubt, ask the user to paste the latest quote.
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Comprehensive analysis of institutional investor holdings to identify "smart money" trends, ownership concentration, and investment signals from SEC 13F filings.
## Analysis Framework
### 1. Institutional Ownership Overview
Provide current snapshot of institutional holdings:
**Aggregate Statistics**
- Total institutional ownership: [%] of shares outstanding
- Number of institutional holders: [N]
- Total shares held by institutions: [Number] shares
- Total value held: $[Amount]
- Float ownership by in