Return Latest Company Ownership Holdings With Owner Type And Investment Orientation

The following sample query returns the latest ownership holdings for a specified company for the most recent reporting period,excludes mutual fund owners, and provides shares held and percentage of shares outstanding.

Enhancement Date: 5/6/2026

  • SourceMarket Intelligence
  • Data Packages Required
    Base CompanyOwnership DetailIntel ProfessionalOwnership Company Investment Type Intraday
  • Associated Datasets
    Ownership

Query Types

  • MSSQL
  • Snowflake