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Financial Services
Institutional Ownership
Complete, accurate institutional ownership information on covered companies.
Institutional Ownership is available in SNL UNLIMITED
A trial is only available for this product following an Expert Demo.
Through an agreement with industry leader LionShares1, SNL offers institutional ownership data. This data set allows you to analyze ownership at the institutional, mutual fund and stakeholder/insider levels and to drill down from any view to examine the holders based on such criteria as region, holder style and turnover rate, all with intuitive click-through functionality.

With three available views, you're sure to find the institutional ownership info you're seeking. The main Institutional Ownership View provides both current and historical views of ownership, with an option to display ancillary data on each holder, including style, region, turnover and more. The Mutual Ownership view represents the top individual mutual funds who own positions in the particular company being analyzed. The Stakeholders and Insiders view highlights the most up-to-date positions in both shares and options, with sourcing and notes detail.

1 FactSet LionShares is a business line of FactSet Research Systems Inc., a leading supplier of financial information to the investment community.

Financial Services, Institutional Ownership, Complete, accurate institutional ownership information on covered companies