Our investors dataset provides additional company insights in the form of holdings and transaction data for key institutional investors and insiders across more than 25,000 issuers. The data is updated daily and covers holdings and transactions related to approximately 9,000 institutional investors and more than 200,000 insiders.
Highlights and Key Features
Institutional investors data
Institutional investor holdings data for 25,000+ issuers and approximately 9,000 investors
Covers all reported securities including: common shares, funds, calls, puts, warrants, preferred stock, and debt
Data is sourced directly from SEC form 13F filings, which requires that medium to large institutional investment managers report details of certain US security holdings
History back to June 2013
Quarterly resolution
Insiders Data
Insider transaction data for 15,000+ issuers and more than 200,000 insiders
Companies data is sourced directly from SEC form 3, 4 and 5 filings
History back to January 2008
Reference grade data that can be reconciled back to original source documents
Updated daily
Data Overview
Delivery Frequency
Daily
Data Frequency
Quarterly
Reporting Lag
< 1 day
History
January 2008 (insiders) / June 2013 (institutional investors)
Coverage
25 000+ issuers, 9 000+ investors and 200 000+ insiders
Subscription
Paid
Explore the tables in the Investors dataset
Indicator Descriptions
(descriptions)
Samples
Overview of the entire database, including all table and indicator details.
Table details
Delivery Frequency
Daily
Data Frequency
Point in time
Reporting Lag
Not applicable
History
Not applicable
Coverage
All findl data tables
Included in
Fundamentals, Prices, Investors, Ultimate Bundle
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Explore table metadata
Indicator Name
Unit Type
Indicator Code
More
Indicator Code
text
indicator
Is Filter?
Y/N
isFilter
Is Primary Key?
Y/N
isPrimaryKey
Indicator Title
text
title
Indicator Description
text
description
Indicator Unit Type
text
unitType
Table
text
tableName
Insiders
(insiders)
Samples
More than 12 years of insider holdings & transactions history across all security types for more than 15,000 issuers and 200,000 insiders.
Table details
Delivery Frequency
Daily
Data Frequency
Infrequent / on event
Reporting Lag
< 1 day
History
January 2008
Coverage
15,000+ issuers and 200,000+ insiders
Included in
Investors, Ultimate Bundle
View table
Explore table metadata
Indicator Name
Unit Type
Indicator Code
More
Ticker Symbol
text
ticker
Filing Date
date (YYYY-MM-DD)
date
Form Type
text
formtype
Issuer Name
text
issuername
Owner Name (Insider / Investor)
text
ownername
Officer Title
text
officertitle
Is Director?
Y/N
isdirector
Is Officer?
Y/N
isofficer
Is Ten Percent Owner?
Y/N
istenpercentowner
Transaction Date
date (YYYY-MM-DD)
transactiondate
Security Acquired/Disposed Code
text
securityadcode
Transaction Code
text
transactioncode
Shares Owned Before Transaction
units
sharesownedbeforetransaction
Transaction Shares
units
transactionshares
Shares Owned Following Transaction
units
sharesownedfollowingtransaction
Transaction Price per Share
USD/share
transactionpricepershare
Transaction Value
USD
transactionvalue
Security Title
text
securitytitle
Direct or Indirect?
text
directorindirect
Nature of Ownership
text
natureofownership
Date Exercisable
date (YYYY-MM-DD)
dateexercisable
Price Exercisable
USD
priceexercisable
Expiration Date
date (YYYY-MM-DD)
expirationdate
Row Number
numeric
rownum
Institutional Investors
(holdings)
Samples
More than 10 years of harmonized 13F holdings data for 25,000+ issuers and 9,500+ investors.
Table details
Delivery Frequency
Daily
Data Frequency
Quarterly
Reporting Lag
< 1 day
History
June 2013
Coverage
25,000+ issuers and 9,500 institutional investors
Included in
Investors, Ultimate Bundle
View table
Explore table metadata
Indicator Name
Unit Type
Indicator Code
More
Ticker Symbol
text
ticker
Value
USD
value
Security Type
text
securitytype
Calendar Date
date (YYYY-MM-DD)
date
Units
units
units
Price
USD/share
price
Institutional Investor Name
text
investorname
Institutional Investors (by Investor)
(holdings_investor)
Samples
A summary of more than 10 years of institutional investor holdings data by investor and security type.
Table details
Delivery Frequency
Daily
Data Frequency
Infrequent / on event
Reporting Lag
< 1 day
History
June 2013
Coverage
9,500+ institutional investors
Included in
Investors, Ultimate Bundle
View table
Explore table metadata
Indicator Name
Unit Type
Indicator Code
More
Value of Warrant units held (institutional)
USD
wntvalue
Value of Debt units held (institutional)
USD
dbtvalue
Calendar Date
date (YYYY-MM-DD)
date
Institutional Investor Name
text
investorname
Number of Distinct Share holdings (institutional)
numeric
shrholdings
Number of Distinct Call holdings (institutional)
numeric
cllholdings
Number of Distinct Put holdings (institutional)
numeric
putholdings
Number of Distinct Warrant holdings (institutional)
numeric
wntholdings
Number of Distinct Debt holdings (institutional)
numeric
dbtholdings
Number of Distinct Preferred Stock holdings (institutional)
numeric
prfholdings
Number of Distinct Fund holdings (institutional)
numeric
fndholdings
Number of Distinct Unidentified Security type holdings (institutional)
numeric
undholdings
Number of Share Units held (institutional)
units
shrunits
Number of Call Units held (institutional)
units
cllunits
Number of Put Units held (institutional)
units
putunits
Number of Warrant Units held (institutional)
units
wntunits
Number of Debt Units held (institutional)
units
dbtunits
Number of Preferred Stock units held (institutional)
units
prfunits
Number of Fund units held (institutional)
units
fndunits
Number of Unidentified Security type units held (institutional)
units
undunits
Value of Share units held (institutional)
USD
shrvalue
Value of Call units held (institutional)
USD
cllvalue
Value of Put units held (institutional)
USD
putvalue
Value of Preferred Stock units held (institutional)
USD
prfvalue
Value of Fund units held (institutional)
USD
fndvalue
Value of Unidentified Security type units held (institutional)
USD
undvalue
Total Value of all Security types held (institutional)
USD
totalvalue
Percentage of Total Institutional Holdings for the Quarter
%
percentoftotal
Institutional Investors (by Ticker)
(holdings_ticker)
Samples
A summary of more than 10 years of institutional holdings data by ticker and security type.
Table details
Delivery Frequency
Daily
Data Frequency
Infrequent / on event
Reporting Lag
< 1 day
History
June 2013
Coverage
25,000+ issuers
Included in
Investors, Ultimate Bundle
View table
Explore table metadata
Indicator Name
Unit Type
Indicator Code
More
Ticker Symbol
text
ticker
Calendar Date
date (YYYY-MM-DD)
date
Issuer Name
text
name
Number of Shareholders (Institutional)
numeric
shrholders
Number of Call holders (Institutional)
numeric
cllholders
Number of Put holders (institutional)
numeric
putholders
Number of Warrant holders (institutional)
numeric
wntholders
Number of Debt holders (institutional)
numeric
dbtholders
Number of Preferred Stock holders (institutional)
numeric
prfholders
Number of Fund holders (institutional)
numeric
fndholders
Number of Unidentified Security type holders (institutional)
numeric
undholders
Number of Share Units held (institutional)
units
shrunits
Number of Call Units held (institutional)
units
cllunits
Number of Put Units held (institutional)
units
putunits
Number of Warrant Units held (institutional)
units
wntunits
Number of Debt Units held (institutional)
units
dbtunits
Number of Preferred Stock units held (institutional)
units
prfunits
Number of Fund units held (institutional)
units
fndunits
Number of Unidentified Security type units held (institutional)
units
undunits
Value of Share units held (institutional)
USD
shrvalue
Value of Call units held (institutional)
USD
cllvalue
Value of Put units held (institutional)
USD
putvalue
Value of Warrant units held (institutional)
USD
wntvalue
Value of Debt units held (institutional)
USD
dbtvalue
Value of Preferred Stock units held (institutional)
USD
prfvalue
Value of Fund units held (institutional)
USD
fndvalue
Value of Unidentified Security type units held (institutional)
USD
undvalue
Total Value of all Security types held (institutional)
USD
totalvalue
Percentage of Total Institutional Holdings for the Quarter