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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 AUM7,351
Global Financial Sponsors34,801, representing 212,420 contacts
UKSR Beneficial Owners42,959
Countries Covered120
13F Historysince 1999
Update Cycle for Pricing/HoldingsDaily


  • 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 Securities433,255
Total Fund Holders29,423
HistorySince 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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