PREMIUM DATABASE
FactSet Ownership
sample

DATA PROVIDER
FactSet
www.factset.com/data

FREQUENCY OF UPDATE
Daily

DESCRIPTION
The FactSet Ownership database collects global equity ownership data for institutions, mutual fund portfolios, and insiders/stakeholders. FactSet provides both summary and detailed ownership data that can be viewed by security or by holder (institution, mutual fund, insider/stakeholder, as well as beneficial owner in the case of UK domiciled securities). Data is collected from from the SEC's electronic filing system (EDGAR), using a proprietary parsing application. Sources include 13D, 13F, 13G, registration forms (S-1, S-2, and S-3), Proxy, 10-K, and N-30D filings and proprietary research for non-US domiciled funds, institutions, and "declarable stakes" information.