Research and Course Guides: Finance Resources: Historical Stock & Holdings Data

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

Morningstar This link opens in a new window
Information on stocks, mutual funds, and ETFs, plus economic and market news and analysis.

MSN Money
Yahoo Finance
Search Yahoo Finance for a company and get a list of major competitors.

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.

Factiva This link opens in a new window
Select Companies/Markets, select radio button for "Historical Quotes," select desired date range, and search.
If you use Factiva's Share>Within My Account feature to find links for emailing or to use in Canvas, that URL needs to be adjusted with a special code to connect it with our subscription. Copy that URL and paste it into our ProxyMe! widget to create the adjusted URL.
New York Times (historical) This link opens in a new window
Enter the name of the exchange (NYSE, ASE, Nasdaq, etc.); set the date for the day after your desired market date; under More Search Options -> Document type, select "Stock quote," and search.

Yahoo Finance
Find the desired company and open it's record; for pricing, select "Historical Data"; for holdings information, select "Holders."

Business Librarians

Marianne Hageman
mdhageman@stthomas.edu
651-962-5404

Jim Kelly
kell5174@stthomas.edu
651-962-5012

Andrea Koeppe
andrea.koeppe@stthomas.edu
651-962-4647