How do I screen for companies by percentage of insider or institutional ownership?

See the SEC Fast Answer - Shareholder's Lists, When Can You Get Them.


Go to Bloomberg available in the Business Library. Type company ticker or fixed income security CUSIP and PHDC and hit Go. To search for insider and institutional holdings. For example: GOOG Equity PHDC

The PHDC1 provides a list of the largest shareholders and PHDC2 provides an alpha list of shareholders. The HDS provides shareholders by size .


Go to Mergent Online. Search for your company. In the company profile, click on the Ownership tab and see the Institutional Holdings section.


Go to Factiva. Click on Company/Markets in the top menu. Search for a company. In the company snapshot, click the Ownership link in the left column.


Use S&P Capital IQ (available in the Business Library). Search for a company. In the company profile, select an option underneath the Investors heading in the column to the left.


For companies in emerging markets use EMIS Intelligence. Click on Client Log In in the top right corner to access the database, then click Continue. Click the Companies tab, and search for a company. 


If you require further assistance, please contact the Business library

Last Updated: Jul 26, 2023     Views: 117

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