Ownership and Company Fundamentals Data

Comprehensive and comparative financial and ownership data on 30,000 ticker-mapped companies worldwide

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Corporate

Ticker-mapped Financial Data

Leverage essential information to boost your investment decision-making process

Overview

This product combines quarterly-updated company fundamentals data with monthly-updated global equity ownership data.

  • The company fundamentals data contains information from income statements, balance sheets, and cash flow statements.
  • The ownership data is on investment manager level and offers intelligence on the minority holdings of institutions, mutual fund portfolios, and non-institutional insider/stakeholders in publicly-listed companies with market capitalization of at least $100 million.

Scope & Contents

Company Fundamentals Data:

  • 30,000+ tickers
  • Global coverage
  • 300+ data points
  • Monthly and Quarterly updates

Institutional Ownership Data:

  • 7000+ North American PLCs
  • 3700+ European PLCs
  • 1200+ UK PLCs
  • 16,000+ PLCs from rest of the world,
    including 3800+ from China
  • 3200 PLCs with market cap of above USD 2bn
  • 9000 PLCs with market cap of above USD 100m
  • History available since 2022

Use Cases

Understand the ownership profile of stocks, discover trends, including the frequency by which assets within a fund are bought and sold, and gain insights into stocks’ financial performance, market position, and growth potential

Copy the largest funds’ strategies by closely monitoring their buying and selling activity and overall ownership trends

Detect potential risks for companies associated with their financial results and stakeholder dynamics over time and the impact their fluctuations and potentially suspicious changes in ownership might have on their stock price