How do I find the institutional holdings of various stocks?

Search Capital IQ (available in the library). Find your company and look in the left margin for Investors.


Search Bloomberg (available in the Business Library).

For broad statistics on institutional ownership (total shares held, total number of owners, etc.):

    1. Enter the company's ticker symbol (e.g. IBM)
    2. Press the yellow EQUITY key
    3. Type DES4
    4. Press the green GO key

For detailed information (the individual names of the holders, the number of shares held, etc.):

    1. Enter the company's ticker symbol (e.g. IBM)
    2. Press the yellow EQUITY key
    3. Type HDS
    4. Press the green GO key

To search companies alphabetically or by size of holdings:

    1. Enter the company's ticker symbol (e.g. IBM)
    2. Press the yellow EQUITY key
    3. Type PHDC

Go to Mergent Online and search for your company. Once you have obtained the page displaying your company information click on the Ownership tab and choose the Institutional Holdings section.


If you require further assistance, please feel free to contact us.

Last Updated: Dec 18, 2019     Views: 47

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