Updated: 2018-12-30

US Equity Institutional Holdings

By Sage Data Service

    Quarterly holdings of institutions, including a complete list of which stocks are owned by these institutions.

    About the data

    Institutional investors include pension funds, hedge funds, mutual funds, insurance companies, high net worth family trusts, and exchange traded funds. These investors manage large amounts of money and hold significant equity positions in several companies. Keeping track of the buy/sell activity of the institutions provides insight for investment opportunities. It is equally important to know the volume of institutional ownership of a specific company. Our data sets identify the institutional owners of companies as well as the specific companies held by each institution.

    Data Included:

    • By Institution
    • By Ticker
    • Includes at least one year of historical information for all institutions and tickers.

    Up to date information on 3,600+ institutions including:

    • Tickers of companies held
    • Total positions held
    • Number of shares owned per ticker
    • Value of shares held – aggregate and per ticker
    • % change in holdings quarter to quarter
    • Type of securities held

    About the Vendor

    Sage Data Service was founded on the concept of making financial data more available, more transparent and more affordable. We are based in San Francisco and also have an office in Youngstown, Ohio.

    Our founders and investors have decades of experience in the financial industry having founded Sage Clearing Corporation (acquired by ABN-AMRO in 1998), the broker-dealer Preferred Capital Markets (acquired by Fimat in 2005) and having acquired Revere Data, LLC (sold to FactSet in 2013). Our management team includes the former Chairman and CEO of Revere Data and a CFA Charterholder. Our advisory board includes the former Acting Chairman of the Pacific Stock Exchange.

    Our objective is to leverage XBRL and our proprietary technology to deliver the most accurate data to our customers at affordable prices. Every piece of data presented is reviewed by an analyst based in the United States according to strictly defined processes to ensure that our data sets the standard for accuracy.

    Our Research Platform provides professional-grade tools to retail investors, while our Data Feeds deliver timely information to our customers. We seek to fill the needs of all customers including active traders, market analysts, fund managers, corporate competitive intelligence analysts, broker-dealers, online trading platforms, investment thought leaders and academic institutions at the most affordable price point on the market.