Answered By: Bobray Bordelon
Last Updated: Mar 16, 2017     Views: 25

  • WRDS. 1. Choose Thomson Reuters then Institutional 13 f Holdings for USA and Canadian Holdings.  Choose Institutional Holdings (type 2) under the Ownership category for other parts of the world. 2. Thomson Ownership has institutional shareholders for many non-US markets.
  • Bloomberg in Firestone (A Floor - RIS Suite)
      Examples:
      • IBM [EQUITY] hds [GO]
      • For statistics:
        • IBM [EQUITY] des4 [GO]
      • Search companies alphabetically or by size of holdings:
        • IBM [EQUITY] phdcs [GO]
  • Capital IQ has institutional ownership information, but is difficult to use to build large datasets.
  • OSIRIS for companies outside the USA and Canada.
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