You can search for institutional holdings by using LSEG Institutional (13F) Holdings in WRDS.
Please note: This data is based on the actions of money managers of institutions holding stock. It does not focus on the companies issuing the stock. CUSIPs for the companies issuing the stocks must be looked up beforehand in the CRSP database on WRDS and then used in the Thomson database. CUSIPs are not available through the Code Lookup feature.
Search for CUSIPs
Choose Database
Select LSEG
Under Institutional (13f) Holdings - s34 select s34 Master File
Step One: Date Range
Set Beginning Date month and year
Set Ending Date month and year
Step Two: Search
Set code format to CUSIP
Copy and paste the CUSIPs you have already looked up into the Company Codes box under Manually enter insider codes
Enter multiple codes by leaving a single space between them
Leave all other boxes in this step as is
Step Three: Variables
In Manager Description Information check Manager Name
In Holdings Information check Company Name and Shares Held
Leave all other boxes in this step as is.
Step Four: Output
Choose Tab-delimited text (*.txt) format
Leave all other boxes in this step as is
Click Submit Query
Data Request Summary window will open
Right mouse click on the highlighted file name
Choose Save Target As option
Save as a .txt file to your computer
Open file in Excel
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