Insider & Institutional Holdings

The insider ownership dataset provides ownership information for insiders classified as Directors or above at a company, as well as anyone owning more than 10% of the shares outstanding. Data is strictly the current ownership, with fields that show any recent changes that occurred.

The insider transactions dataset lets you track insider activity for US securities. View the transactions for a specific company or a specific owner with a breakdown of shares and the value of those shares for all direct holdings.

Institutional holdings data provides ownership information for institutional asset managers with greater than $100 million in assets under management. Strictly current ownership is available via the API, with a percent change field comparing the current state to the previous period reported. Use file downloads to retrieve historical data.

• Current and historical institutional shares held, value held, and change
• Current and historical insider shares held, value held, and change
• Historical insider transactional data, such as amount, date, type, and more

Insider transactions and ownership are sourced from Form 3,4, and 5 SEC filings.

Institutional holdings are sourced from 13-F SEC filings.

History is available back to 2003 for insider transactions and ownership.

History is available back to 1994 for institutional ownership.