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 resource offers real-time access to comprehensive data and independent analysis on thousands of publicly traded companies. Company profiles include: stock performance, quarterly and annual financials, ratios, company valuation (current, forward, and historical), shareholder demographics, SEC filings, and detailed coverage of bonds issued by the company. Researchers will also find information covering mutual funds, exchange-traded funds, and closed-end funds.

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.
New York Times (Historical)
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 (St. Paul)
mdhageman@stthomas.edu
651-962-5404

John Heintz (Mpls. & St. Paul)
jpheintz@stthomas.edu
651-962-4646

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