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Company Data | Ownership

Investment Professionals

Profile data on investment professionals, supporting ownership and company relationship analysis.

  1. Key facts
  2. Overview
  3. Description
  4. Access
  5. All categories
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Key facts for Investment Professionals

Coverage metric

Geography:
North America, Asia / Pacific, EMEA, Latin America and the Caribbean
History:
From 1997; US 13F from 1978; US Insider from 1986; Canadian Insider from 2003
Coverage count:
75k listed/delisted Stocks; 42k Invst Firms; 111k funds; 910k declarable stake owners; 215k Buy & Sell-side invst professionals profiles; 3m Insider/Director holdings; 72k+ global Portfolio holdings
Asset Class
Closed-End Funds, Bonds, Depository Receipts, Ordinary Shares, Exchange-Traded Funds (AssetClass) (1), Depositary Shares, Insurance Funds, Equities, Funds, Hedge Funds (AssetClass) (1), Preference Shares, Units, Fixed Income, Participation Shares, Rights, Pension Funds

Delivery metadata

Data Frequency
Continuous
Language
Japanese, English
Delivery methods:
Excel, Deployed/Onsite Servers, API, Web Service, Cloud, Desktop, FTP, Bulk, Snowflake, Website, RSS Feed
Data formats:
PDF, GZIP, XML, JSON, CSV, SQL, Text, Python, HTML, Bitmap, MPEG, User Interface, PCAP
Minimum service frequency
Continuous

Overview of Investment Professionals

Description of the dataset

  • Covering more than 70 countries, LSEG's Investment Professionals data identifies key investment decision-makers at global investment firms and securities houses. We provide details on more than 235,000 professionals to help clients understand who manages assets and influences market activity.
  • We capture professional attributes including job title, job role, contact details, employment history and industry specialties. Our profiles help clients map expertise, coverage responsibilities and decision-making influence across buy-side and sell-side organisations.
  • LSEG sources this information from public websites, regulatory filings and direct engagement with investment firms and securities houses. We apply disciplined data collection practices while maintaining strict adherence to data privacy requirements.
  • Our Investment Professionals content supports relationship management, market intelligence, sales targeting and institutional research workflows. We help clients connect ownership activity with the people and firms behind investment decisions.

Accessing the dataset

This dataset can be used by the following products. Talk to us to learn more about different packages and offerings.

LDMS - LSEG Data Management Solution
Cloud-hosted data management and repository platform for commodities content. Supports loading and consolidation of LSEG, third-party, and proprietary data and delivers near-streaming and non-streaming datasets such as pricing, reference data, and fundamentals via a unified interface for integration and analysis.
  • Data formats:
    • CSV, XML, JSON, Text, Python, HTML, User Interface
  • Delivery methods:
    • Excel, Web Service, API, Cloud, Desktop
  • Minimum service frequency:
    • Daily
  • Service Frequency Description:
    • Updated every hour

All categories

Full list of all categories