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Institutional Ownership Data

(13F Data)


Institutional investment managers with at least $100 million in assets under management (AUM) are required to file quarterly 13F filings with the SEC. These documents are especially important for tracking the holdings of institutional investors that hold less than 5% of an issuer's outstanding shares. The Washington Service captures information from these 13Fs when they are filed.

Key Features

This product is specialized for wealth management and investment professionals who want to stay updated on holdings changes at institutional investment management firms.

Our Institutional Ownership Data is updated as forms are disseminated by the SEC, and includes all amendments filed (such as Restatements and Additional Holdings Amendments).

Our Form 13F data can be set up to filter for holdings information based on keywords and parameters such as market cap and industry groupings.

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