Data releases

Each release of the all-firms ownership data has a name. Cite it with your results, and see what changed from one release to the next.

• Release 2026.10-1

  First versioned releasePublished 29 Oct 2026 · 2000Q4–2020Q4 · 7,221 companies · 46.3 M holdings

  Removes 13F holdings that were repeated into quarters the institution never reported, fixes a dozen specific errors, and adds a link file from companies to permno and CUSIP.

  • ~14.3 Mholdings corrected
  • at most 3,600holdings made wrong
  • What changed
  • Known problems
  • On GitHub
  • Request this release

Before this release, the site served unversioned data, last updated in August 2026.