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- Ownership, Insiders and Institutional Profiles
An overview of Ownership, Insiders and Institutional Profiles
- Perform detailed company and investor analysis with our Ownership, Insiders, and Institutional Profiles, the most comprehensive global share ownership and profiles data in the industry.
- Delivers intelligence on investment managers, securities firms, and their key decision-makers.
- Coverage is available for more than 70 countries and includes sources such as US SEC filings, international Declarable Stakes notifications, global Mutual Fund and ETF portfolios, UK Share Registers, US, Canadian, UK, European and Asian directors/insiders disclosures, and Japanese Detailed Shareholdings notifications.
- Direct contact with institutional investors and securities firms ensures accurate and timely Profiles and Contacts data.
Key Facts
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Geographical coverageGlobal
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HistoryFrom 1997
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Data formatCSVDelimitedGZIPJSONPDFPythonSQLTextUser InterfaceXMLZip Archive
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Delivery mechanismAPICloudDeployed/Onsite ServersDesktopDigital FilesExcelFTPSFTP
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Data frequencyContinuousDailyMonthlyQuarterlySemiannualAnnual
Features & Benefits
What you get with Ownership, Insiders and Institutional Profiles
- Analyze data on more than 70,000 securities in over 70 markets, representing holdings worth approximately $71 trillion.
- Global depth supported by regional content specialties (such as deep UK share register content) to provide local insight.
- Industry Leadership - Leading provider of Ownership metrics used by the industry to measure their own performance and those of peers.
- Access to robust attributes and affiliations data such as associated companies, name changes, mergers, and employment history providing intelligence on investment firms and the people moving markets.
- Proprietary Consolidation logic used to ensure the most accurate and relevant holdings data is made available with minimum risk of duplication.
- With over 30 years of collection experience, we ensure the highest quality standards and are committed to extending coverage and driving innovation.
How it works
Accessing the dataset
This dataset can be used by the following products. Talk to us to learn more about different packages and offerings.
Refinitiv Data Platform
The Refinitiv Data Platform delivers a single, consistent data experience to access, distribute and build with Refinitiv and third party data. With cloud-enabled platform capabilities and flexible distribution options, the Refinitiv Data Platform enables faster deployment of applications, greater scale with workflow-critical analytics and a reimagined approach to technology innovation, data distribution and management
- Data Formats:
- JSON
- Delivery Mechanisms:
- API
- Service Frequencies:
- Intraday snapshot
- Daily
Refinitiv Quantitative Analytics
Refinitiv Quantitative Analytics – a powerful, scalable platform to manage, maintain and integrate quantitative analysis and investment data. It is available with the following deployment options:
o Deployed (On Premise)
o Deployed (VM Hosted)
o Cloud (Azure)
o Cloud (Snowflake)
- Data Formats:
- SQL
- Delivery Mechanisms:
- Deployed/Onsite Servers
- Cloud
- Service Frequencies:
- Intraday snapshot
- Daily
Refinitiv DataScope Select
Refinitiv DataScope Select is a unique platform that offers intuitive, cross-asset and timely access to all of Refinitiv reference and pricing data. Data is delivered by Refinitiv DataScope Select across the following platforms: HTTP/HTTPS, SFTP and API.
- Data Formats:
- CSV
- XML
- Zip Archive
- GZIP
- Delimited
- Delivery Mechanisms:
- FTP
- API
- SFTP
- Service Frequencies:
- Daily
Refinitiv On Demand
Refinitiv On Demand is a delivery channel for Refinitiv content and capabilities enabling clients to customize the information they want to receive on a bespoke basis. Refinitiv On Demand provides a consultative approach to provide efficient, timely custom solutions to help clients make informed decisions. The final reports and analysis are delivered to clients via email.
Note: Refinitiv On Demand is not available as part of a Refinitiv Access deal. Please consult your account manager.
- Data Formats:
- CSV
- Text
- Delivery Mechanisms:
- Digital Files
- Service Frequencies:
- On-demand
Eikon
Refinitiv Eikon delivers a powerful combination of information, analytics and exclusive news on financial markets – delivered in an elegant and intuitive desktop and mobile interface.
- Data Formats:
- CSV
- XML
- JSON
- User Interface
- Python
- Delivery Mechanisms:
- API
- Desktop
- Excel
- Service Frequencies:
- Intraday snapshot
- Daily
LSEG Workspace
Workspace delivers a powerful combination of information, analytics and exclusive news on financial markets – delivered in an elegant and intuitive desktop and mobile interface.
- Data Formats:
- CSV
- XML
- JSON
- User Interface
- Python
- Delivery Mechanisms:
- API
- Desktop
- Excel
- Service Frequencies:
- Intraday snapshot
- Daily
Request Details
Call your local sales team
Americas
All countries (toll free): +1 800 427 7570
Brazil: +55 11 47009629
Argentina: +54 11 53546700
Chile: +56 2 24838932
Mexico: +52 55 80005740
Colombia: +57 1 4419404
Europe, Middle East, Africa
Europe: +442045302020
Africa: +27 11 775 3188
Middle East & North Africa: 800035704182
Asia Pacific (Sub-Regional)
Australia & Pacific Islands:
+612 8066 2494
China mainland: +86 10 6627 1095
Hong Kong & Macau: +852 3077 5499
India, Bangladesh, Nepal, Maldives & Sri Lanka:
+91 22 6180 7525
Indonesia: +622150960350
Japan: +813 6743 6515
Korea: +822 3478 4303
Malaysia & Brunei: +603 7 724 0502
New Zealand: +64 9913 6203
Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
Singapore and all non-listed ASEAN Countries:
+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576
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