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Where can I find data on institutional vs. individual ownership of equities in the U.S.?
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Where can I find data on institutional vs. individual ownership of equities in the U.S.?
Institutional holding information going back to 1980 is available by using Thomson Reuters Ownership Databases in WRDS.
FactSet includes Holder Type Trend data. Click on Ownership then search for the security of interest. Click on Holder Trend Type and adjust dates to locate information.
Some of this ownership information also can be found on FactSet’s “Lionshares” database in an aggregated format. A detailed overview of Lionshares can be found at this link, and access to Lionshares is available here (through WRDS).
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