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WRDS (Wharton Research Data Services)

Thomson Reuters Institutional Holdings (13f) via WRDS

NB! BI has a 1-year subscription from May 2023 until 31 May 2024. 


Institutional Holdings (13f) database provides institutional common stock holdings and transactions, as reported on Form 13F filed with the SEC.

This database is formerly known as CDA/Spectrum 34 database and contains ownership information by institutional managers with $100 million or more in Assets Under Management (Section 13f) Securities.

Coverage from 1980. 


s34 Master File - Historical holdings of institutional managers.

Type 1: Institutional Manager Characteristics

Type 2: Stock Characteristics

Type 3: Stock Holdings

Type 4: Change in Holdings


Link to Thomson Reuters Institutional Holdings (13f) via WRDS