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FactSet Ownership’s strong coverage, collection methodology, symbology stitching, investor categorizations, and descriptive data empowers users to analyse investment trends and incorporate this knowledge into their investment process. If a company has not already been loaded, type in the company of interest and press 'Enter' or 'Return'.

1.877.FACTSET / 1.877.322.8738 International Numbers Email. Using FactSet’s ownership content, we can see this trend manifested in stock ownership over time.Using a query that returns 13F positions as of a historical date we can pull in the institutional holders of AAPL as of 12/31/2017 along with their Style categorization (query found in Appendix A).
Forward-looking statements may be identified by words like “expected”, “anticipates”, “plans”, “intends”, “projects”, “should”, “indicates”, “continues”, “subscriptions” and similar expressions.These statements are not guarantees of future performance and involve a number of risks, uncertainties and assumptions. For Non-North American equities, institutional ownership comes from stakes-based sources or from summing the positions of an institution’s underlying funds. Figure 8 below shows the growth in passive ownership for the Russell Top 200 vs the Russell 2000.As we can see, passive ownership has risen steadily for both groups over time and both show very similar passive ownership currently. Clients can leverage this API for their own identifier lookup to return tickers, entity names, and other identifiers that FactSet supports to answer their users' questions about FactSet symbology. Use FactSet's BookBuilder application to quickly generate a standard or customized company report.. Responsible for proprietary entity and executive collection database, operations and research.

For example, as of late 2004, U.S. mutual funds report quarterly via the SEC’s EDGAR system on forms N-Q, N-CSR, and occasionally form 485BPOS.

More than 70 countries are covered daily and all legal disclosures of changes in ownership are documented. Create customizable watch lists, alerts, models, and screens to gain actionable insight - anytime, anywhere.

This topic is explored in detail in Empirical Research’s white paper on the It is crucial for investors in today’s market to understand the ownership profile of stocks and how this can affect future performance. For example, FactSet pursues semi-annual updates of the complete ownership provided for Japanese companies, while for the U.K., information is sourced through analysis of the share register, S793 documents and RNS disclosures. Many factors, including those discussed more fully elsewhere in this release and in FactSet’s filings with the Securities and Exchange Commission, particularly its latest annual report on Form 10-K and quarterly reports on Form 10-Q, as well as others, could cause results to differ materially from those stated.These factors include, but are not limited to, the stability of global securities markets; the ability to hire qualified personnel; the maintenance of our leading technological position; the impact of global market trends on our revenue growth rate and future results of operations; the negotiation of contract terms with corporate vendors, data suppliers and potential landlords; the retention of key clients; the successful resolution of ongoing audits by tax authorities; the continued employment of key personnel; the absence of U.S. or foreign governmental regulation restricting international business; and the sustainability of historical levels of profitability and growth rates in cash flow generation.
FactSet’s unique collection approach results in the majority of funds in North America, Europe, Pacific, and Latin America being collected on a monthly frequency.FactSet provides several date fields for 13F and fund positions that help users understand when the ownership information became publicly available. FactSet Internal Research Notes Extension allows you to create notes as you browse contents on the web. History for equity securities is available back through 1999 and September 2013 for fixed income securities held within funds.Test ownership trends over time to identify signalsAdd ownership content to research portal/applicationFactSet’s primary source for institutional ownership of U.S. and Canadian traded equities are quarterly 13F filings.

Key to this analysis are institutional and fund categorizations such as type and style that enable users to easily group and filter positions.

A hot topic in recent years has been the growth of passive investing and the impact this has on stock selection.

In figure 7 below we are leveraging this categorization field to flag Passive investors as those where Style is equal to Index.By grouping on this flag, aggregating positions over a broad market index, and iterating over time we can view historical trends in institutional passive ownership. Figure 4 below highlights the continued expansion in fund coverage.

select ci.factset_rollup_entity_id holder_id --rollup entity is the aggregate managing institution for the 13f filer, factset users can choose whether to view positions at this or the more granular filer level If your firm is currently experiencing a lull in dealmaking due to COVID-19 disruptions, your team may want to initiate a search for companies in FactSet’s database that you aren’t yet in touch with. Figure 2 below shows the number of 13F Filers FactSet has collected over time. WARNING: Unauthorized access to this system is forbidden and will be prosecuted by law.

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