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The Institutional Holdings page provides a summary and more detailed view of the aggregated Institutional stock holdings, including owner names and ownership analysis.
Comprehensive ownership data of US Institutions, Mutual Funds, and ETFs targeting equities and bonds in mature, emerging, and frontier markets
Investors follow institutional holdings and insider trading activity to gain valuable insights. Learn more about the Institutional Ownership or Insider Trades areas.
• Institutional Ownership, Concentration, and Breadth Ratios: A research note that calculates institutional ownership, concentration and breadth ratio using Thomson-Reuters 13F data.
IHS Markit’s Equity Point-in-Time Ownership data provides daily insights into global institutional and fund owned security positions, flow of funds and activity globally across developed and emerging markets.
FactSet’s ownership data provides institutional, mutual fund, stakeholder, insider transactions, and float-related share ownership information for equities and fixed income securities worldwide. Ownership data is collected using publicly available sources including regulatory filings and company websites.
Access institutional, mutual fund, stakeholder, and float-related share ownership information for global equities and fixed income securities from company and institutional filings, investor reports, and press releases.