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FactSet’s ownership data provides institutional, mutual fund, stakeholder, and float-related share ownership information for equities and fixed income securities worldwide.

FactSet Equity Ownership

Scope and Coverage

Global Institutions with AUM more than 7,922
Global Financial Sponsors more than 32,197, representing 212,968 contacts
UKSR Beneficial Owners more than 39,445
Countries Covered 120
13F History since 1999
Update Cycle for Pricing/Holdings Daily


  • Uncover a more accurate view of information and avoid data discrepancies
  • Benefit from ultimate transparency with links to source documents as well as report dates so you know exactly where our data originates.
  • See calculations and clear explanations of the methodology used for all aggregated statistics
  • Get unique details with reports that slice and dice the data, providing distinct views and benefits, from time-series analysis to custom charts
  • Available in the FactSet Workstation, as a web product, or as a FactSet DataFeed

FactSet Fixed Income Ownership

Scope and Coverage

Fixed Income Securities More than 263,000
Total Fund Holders More than 18,800
History Since September 2013


  • Over 90% of funds report holdings at least quarterly, and daily holdings are supported for over 90 funds
  • Data is collected straight from fund holders
  • Data includes fund characteristics, fund name, security, position, reported market value, and report date
  • Available as a FactSet DataFeed

Fixed Income Ownership data on FactSet

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