FactSet Global Ownership
The FactSet LionShares Global Ownership database collects global equity ownership data for institutions, mutual fund portfolios, and insiders/stakeholders. FactSet provides both summary and detailed ownership data that can be viewed by security or by holder (institution, mutual fund, insider/stakeholder, as well as beneficial owner in the case of UK domiciled securities).
You can access FactSet Ownership through FactSet applications, the FactSet LionShares website, embedded within your firm's Intranet, or via an XML-based data feed.
Scope and Coverage
(as of April 2009)
| Global Institutions Covered | more than 15,000 |
| Global Insitutional Contacts | more than 96,000 |
| Global Funds Covered | more than 35,000 |
| Global Insiders | more than 260,000 |
| UKSR Beneficial Owners | more than 23,000 |
| Global VC/Private Equity Firms Covered | more than 7,200 |
| Global VC/PE Contacts | more than 47,700 |
| 13F History | back to 1999 |
| Update Cycle: Pricing | Daily |
| Update Cycle: Holdings | Daily |
Dataset Features:
- Summary data – Aggregated data for both securities and holders includes: ownership statistics and analysis, investor regional analysis, ADR/ORD analysis, contact information, portfolio characteristics, and breakdown of holder’s portfolio by region, sector, asset class and market capitalization.
- Detail data – For a holder company’s current position in each security, data provided includes position, position change, market value adjusted for daily pricing and corporate actions, percent of both portfolio and shares outstanding, source, metro region, state, style, and turnover.
- Meaningful uses – With this data you can compare ownership across a range of similar securities, conduct historical analysis upon security holdings for a money manager as well as focus on a fund’s activity for a given security and associated sector. You can also view insider transactions, perform broad and comprehensive historical analysis, and much more.
