Q. Where can I find the institutional holdings of various stocks?

  Aug 11, 2019

You can find institutional holdings using the Bloomberg terminal at Pardee Library. Once logged in to the terminal:

  1. Type in a ticker (for example, IBM)
  2. Press <Equity> then <GO
  3. Click on Company Analysis, then Ownership Summary

You may also use Wharton Research Data Services (WRDS). (Please note that WRDS is not available to undergraduates). Once logged in:

  1. Click on the Thomson Reuters dataset on the homepage
  2. Select Institutional 13f Holdings

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