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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, 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 

  • Data format
    CSV
    JSON
    PDF
    Python
    SQL
    Text
    User Interface
    XML
  • Delivery mechanism
    API
    Cloud
    Deployed/Onsite Servers
    Desktop
    Digital Files
    Excel
  • Publishing frequency
    Daily
    Intra-day
    On Demand
    Quarterly
    Weekly

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.

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
Publishing Frequencies:
Daily
Intra-day

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
Publishing Frequencies:
Daily
Quarterly
Weekly
Intra-day

Refinitiv DataScope

Refinitiv DataScope is a strategic custom delivery platform that supports a full cross-asset offering for pricing, reference data, and derived analytics. Covering all major asset classes, including fixed income, equities, futures and options, money, funds, loans, CDS/IRS and OTC equity options, as well as corporate actions data, estimates, entity data and news, Refinitiv DataScope Select provides flexible extraction capabilities, including file customization, scheduling and trigger options, intraday snaps and third-party entitlements. Cross-platform support is available for data retrieval and includes a zero-footprint web interface, FTP connection (internet or private network (BT Radianz (MPLS) or Delivery Direct) and API internet client server. Fee-liable, subject to terms and conditions.
Data Formats:
CSV
Delivery Mechanisms:
API
Publishing Frequencies:
On Demand

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.
Data Formats:
CSV
PDF
Text
Delivery Mechanisms:
Digital Files
Publishing 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
Publishing Frequencies:
Daily
Intra-day

Workspace

Refinitiv 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
Publishing Frequencies:
Daily
Intra-day

Request Details  

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Russia and CIS: +7 495 775 1200
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Thailand & Laos: +662 844 9576

 

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