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Investment Research: Stock Holdings & Historical Data

This guide is designed to support the course objectives for both FINC 325: Investments and FINC 713: Investments.

Holdings Data: What's That?

Researchers are often interested in knowing what proportion of a company's stock is held by insiders, large investors, institutions, or other shareholders. Here are some resources for finding that information.

Sources for Holdings Data

  Historical Stock Quotes

Most databases and financial web sites provide only a few years of stock price history. Daily stock price history is available in relatively fewer sources. 

Business Librarians

Marianne Hageman (St. Paul)

John Heintz (Mpls. & St. Paul)

Andrea Koeppe (Mpls.)

During the COVID-19 Outbreak we will be working from home, but we are still available for research questions and consultations. You can email us to get in touch!