Ownership
Release notes
Ownership Company Investment Type package is now available. It allows you to identify the underlying owners in the Ownership dataset, regardless of investment type. Owners may include institutional investors, individuals/insiders, and strategic entities such as corporations or ESOPs.
The Ownership dataset provides detailed institutional, mutual fund and insiders/individuals equity share ownership data for public companies along with public float shares, buys and sells of insiders and major shareholders. In addition, you can access deep insights into portfolio data on investments for Institutions and Funds. This dataset can be used to track market momentum and identify the frequency by which assets within a fund are bought and sold.
This dataset includes:
- Ownership Summary: Aggregate ownership information at company and issue level for specific time periods
- Ownership Detail: Detailed institutional ownership holding information at company and issue level, including shares held, transaction sizes and ranking
- Ownership Insider Trading: A detailed breakdown of insider trading activity at security level
- Ownership Portfolio Holdings: Detailed ownership holding information at issue level at actual reporting dates, including shares held and transaction sizes
- Ownership Fund View: Information on how the underlying funds are linked to the parent investment manager
- Ownership Float: Current and historical freely tradable float shares for Company and Security
Vendor information
- Primary Entity TypeCompany
- Coverage Count90,000+
- Geographic CoverageGlobal
- Industry CoverageConsumer, Energy and Utilities, Financials, Healthcare, Industrials, Materials, Real Estate, Technology, Media & Telecommunications
- History Initiated2004
- Earliest Significant Coverage2004
- Point In TimeYes
- Point In Time DetailsFilling date and the ownership holding date
- Data SourceRegulatory filings and documents from news vendors
- Field Count100s
- Delivery ChannelAPI, Cloud, Desktop, Feed
- Delivery PlatformAPI, API Drive, ClariFI®, FTP, S&P Capital IQ, S&P Capital IQ Pro, S&P Capital IQ Workbench, Snowflake, Xpressfeed™
- Reporting FrequencyDaily
- Dataset LatencyDaily
- Dataset Size (GB)120