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Institutional Money Manager (13f) Holdings

Data from Thomson Financial.

Stock holdings and transactions by more than 4,300 Institutional Money Managers and money management companies. The Institutional Holdings data source is the actual 13f form filed with the SEC on a quarterly basis by money managers/management companies. The 13f data is aggregated to a manager level. Coverage is from 1980 to the present. (formerly known as CDA/Spectrum)

Institutional Money Managers (13f) Holdings is accessed through a Wharton Research and Data Services (WRDS) account.

Special Note: WRDS accounts will only be generated for current faculty, currently enrolled students (Ph.D., masters, and undergraduate), and selected current staff of UNC-Chapel Hill.

To fill out an on-line account request form go to and click on the “Register” tab in the upper right portion of the screen.

UNC-CH users with additional password