Key facts for Institutional Profiles
Coverage metric
Geography:
North America, Asia / Pacific, EMEA, Latin America and the Caribbean
History:
From 1997
Coverage count:
Legal entities - 46000 Organisations/People
Asset Class
Units, Other Equities (AssetClass), Company Options, Participation Shares, Depository Receipts, Rights, Equity Derivatives, Ordinary Shares, Depositary Shares, Preference Shares, Company Warrants, Equities
Delivery metadata
Data Frequency
Continuous
Language
English
Delivery methods:
Excel, Deployed/Onsite Servers, API, Web Service, Cloud, Desktop, FTP, Bulk, Snowflake, Website
Data formats:
PDF, GZIP, XML, JSON, CSV, SQL, Text, Python, HTML, Bitmap, MPEG, User Interface, PCAP
Minimum service frequency
Continuous
Overview of Institutional Profiles
INSTITUTIONAL OWNERSHIP PROFILES
Intelligence on institutional investors
- Covers 46,000+ institutional investors and securities firms for ownership analysis.
- Provides firm overview, affiliations, classifications, investment approach, and portfolio summary.
- Includes names, addresses, key contacts, roles and funds managed.
SOURCING AND GOVERNANCE
Investor-level Insights
- Links firm profiles to share counts, percent ownership, valuation, and reporting dates.
- Continuous research and updates ensure accurate and meaningful Profile data
- Self-sourced data follows national and local privacy rules.
INVESTOR INTELLIGENCE
Gain insight on institutional shareholders
- Discover who is investing in equities and their key decision makers.
- Supports time-series analysis, trend detection and benchmarking.
- For investor relations, research, competitive analysis and monitoring.
Description of the dataset
- LSEG's Institutional Profiles data standardises information on institutional investors and their disclosed ownership in companies. We provide structured profiles that capture legal identity, classification, domicile and key identifiers.
- We link institutional profiles to company-level positions covering share counts, percent ownership, valuation, reporting dates and disclosure sources. Our connected view helps clients understand which investors hold stakes in specific companies and how those positions are reported.
- LSEG maintains historical ownership snapshots to support time-series analysis and trend detection. Our data helps clients monitor changes in institutional holdings, benchmark shareholder bases and support market intelligence workflows.
- We organise institution and company ownership relationships into a consistent framework for shareholder tracking. Our ownership intelligence supports investor relations, research, competitive analysis and portfolio monitoring.
Accessing the dataset
This dataset can be used by the following products. Talk to us to learn more about different packages and offerings.
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