Ownership
The FactSet 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 or via an XML-based data feed.
Scope and Coverage
(as of January 2010)
| Global Institutions Covered | more than 13,000 |
| Global Institutional Contacts | more than 150,000 |
| Global Portfolios Covered (Funds and 13F) | more than 33,000 |
| Global Insiders/Stakes Positions | more than 280,000 |
| UKSR Beneficial Owners | more than 27,000 |
| 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.
