This content set is available through the Refinitiv Quantitative Analytics Database, LSEG’s symbology mapping and data integration platform available via Snowflake.
LSEG’s Ownership & Profiles data provides insight into institutional, portfolio, strategic, and insider shareholdings in global securities; plus intelligence on global investment firms and their key decision makers.
Key benefits of Ownership & Profiles:
- Perform detailed company and investor analysis with comprehensive holdings data sourced from regulatory filings, stock exchange notifications, portfolio holdings sourced directly from global fund management companies, and deep local content such as UK share registers.
- Analyse holdings data on more than 77,000 stocks in more than 70 countries, with deep history back to 1997. Holders of inactive and delisted stocks are included. Holdings data can be viewed at the security, investment firm, or fund portfolio level.
- Portfolio holdings data for more than 65,000 funds ensures extensive global coverage. Proprietary consolidation logic delivers accurate and relevant split-adjusted holdings data, while an ‘unconsolidated’ view provides access to as reported holdings.
- Collected or calculated data includes investor name, number of shares held, percent held, insider transaction data, filing source, free float, value held, and much more. LSEG’s Ownership & Profiles data links to other LSEG data sets via PermIDs.
- LSEG’s Ownership data is updated daily, monthly, quarterly, and annually depending on source, with updates applied to product on an intra-day basis.
- Firm Profiles and Investment Professionals data is constantly updated via direct contact with investment firms and securities houses.
- With over 30 years of collection experience LSEG’s Ownership & Profiles data is subject to the highest quality standards.
Key fields:
- OwnershipId
- InvestorId
- PositionId
- HoldDate
- SharesHld
- PctShoutHld
- EffectFromDate
- EffectToDate