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Company Data

Ownership, Insiders and Institutional Profiles

An overview of Ownership, Insiders and Institutional Profiles 

  • Perform detailed company and investor analysis with Refinitiv's 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 

  • Geographical coverage
    Global
  • History
    From 1997
  • Data format
    CSV
    Delimited
    GZIP
    JSON
    PDF
    Python
    SQL
    Text
    User Interface
    XML
    Zip Archive
  • Delivery mechanism
    API
    Cloud
    Deployed/Onsite Servers
    Desktop
    Digital Files
    Excel
    FTP
    SFTP
  • Data frequency
    Continuous
    Daily
    Monthly
    Quarterly
    Semiannual
    Annual

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 $69 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.

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