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Answered By: Emilie Codega
Last Updated: May 13, 2024     Views: 40778

Q.
Stock ownership: who

How do I find who owns a particular stock, currently or historically?

A.

For a current list of owners use BamSec. 

  1. Enter company name or ticker  search box.
  2. From the profile page choose Institutional Owners.

 

For current and historical ownership use Capital IQ:

  1. Enter company name in top search box
  2. Select Public or Private Ownership under Investors from the left navigation bar.
  3. For historical holdings of the top holders, select View All by Top Holders
  4. Select History tab on the top of screen
  5. To save, select Excel from the left corner  
     

For a current list of all holders and historical holdings of the top owners back to 1997, use LSEG Workspace:   

  1. Type a company name or ticker into the main search bar and select the appropriate company to load the company overview.
  2. Hover over the Ownership tab and select Shareholders History Report for a complete list of current holders.
  3. Use the filters along the top to adjust the concentration (top 10, 20, etc.), location, type of investor, etc.
  4. Below those filters, adjust the date range to see historical holdings back to 1997.
  5. Click on the Excel icon to download.

 

For historical ownership use Thomson Reuters in WRDS: 

How do I find insider holding data from Thomson Reuters in WRDS?
How do I find institutional holdings information from Thomson Reuters in WRDS?

 

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