Investors Data
Our investors dataset provides additional company insights in the form of holdings and transaction data for key institutional investors and insiders across more than 25,000 issuers. The data is updated daily and covers holdings and transactions related to approximately 9,000 institutional investors and more than 200,000 insiders.
Highlights and Key Features
- Institutional investors data
- Institutional investor holdings data for 25,000+ issuers and approximately 9,000 investors
- Covers all reported securities including: common shares, funds, calls, puts, warrants, preferred stock, and debt
- Data is sourced directly from SEC form 13F filings, which requires that medium to large institutional investment managers report details of certain US security holdings
- History back to June 2013
- Quarterly resolution
- Insiders Data
- Insider transaction data for 15,000+ issuers and more than 200,000 insiders
- Companies data is sourced directly from SEC form 3, 4 and 5 filings
- History back to January 2008
- Reference grade data that can be reconciled back to original source documents
- Updated daily
Data Overview
Delivery Frequency
Daily
Data Frequency
Quarterly
Reporting Lag
< 1 day
History
January 2008 (insiders) / June 2013 (institutional investors)
Coverage
25 000+ issuers, 9 000+ investors and 200 000+ insiders
Subscription
Paid
Explore Investors Tables
Provides an overview of all tables in the datasets, including descriptions of all the indicators (fields), the indicator data types, and which indicators make up the primary key and filter fields for each table.
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Insider holdings & transactions as reported to the SEC via forms 3, 4 and 5. Normalised officer titles (ie CEO) to easily identify executive by position. Normalised security titles (ie ClA or ClB) to easily segment these. Current count of 16,000 tickers and 200,000 insiders.
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Institutional holdings reported to the SEC via form 13F, harmonised to group dozens of different security identifiers into a single identifier for each security - the ticker. Current count of 31,000 tickers and 13,000 institutional investors.
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A summary of the holdings table aggregated by investor across holdings counts, volumes and values. Current count of 13,000 institutional investors.
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A summary of the holdings table aggregated by ticker across holder counts, volumes and values. Current count of 31,000 tickers.
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This table acts as the securities master for Sharadar datasets. It provides a rich variety of reference information for each active and delisted ticker in the fundamentals, stocks and funds tables; each insider in the insiders table; and each investor in holdings table.
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