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Equity Ownership

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This package includes the full history of equity ownership holdings tables for both the organization and fund holdings. Ownership Reference data package is required to map to owners and securities.

Industry Domain:


Financial Markets

Publisher:


IHS Markit

Content Type:


Structured

Access/Delivery Methods:


REST, Python, S3 Proxy, SQL

Keywords

  • 13F
  • Equity
  • Finance
  • Financial
  • Fund
  • Holders
  • Holdings
  • Market value
  • Ownership
  • Porfolio
  • Shareholder
  • Shareholdings
Interested in this data? Download free data samples, dictionaries and documentation

Data Set

Dataset NameDataset DescriptionData FormatPublishing Frequency
Equity Fund OwnershipDescribes the fund ownership including the market value, percentage held, average cost basis and share quality. A full dataset will be loaded the first Sunday of each month. The remainder of the files contains changes that happened during that day.ParquetWeekday
Equity Ultimate Parent OwnershipThis dataset describes equity ownership rolled up at the ultimate parent of the organization shareholder. For example, all individual Blackrock subsidiaries that are distinct owners in standard ownership, will be rolled up to "Blackrock, Inc." in this entity.ParquetWeekday
Equity Organization OwnershipDescribes the organization ownership including the market value, percentage held, average cost basis and share quality.ParquetWeekday
Insider Contacts OwnershipThis dataset describes officer, director and other individual shareholders ownership of equity securities information. A full dataset will be loaded the first Sunday of each month. The remainder of the files contains changes that happened during that day.ParquetWeekday
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