Skip to Main Content

Investment Research Resources (FINC 325, 440, 713): Stock Holdings & Historical Data

Resources for company, industry, and investment analysis

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.

Business Librarians

Marianne Hageman

Jim Kelly

Andrea Koeppe

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. 

Return Data