The ultimate platform for shareholder data
The ultimate platform for shareholder data
Holdings is by far the most up-to-date and complete solution for ownership data. More frequent updates, richer detail and advanced analytical features.
Holdings is by far the most up-to-date and complete solution for ownership data. More frequent updates, richer detail and advanced analytical features.
PRODUCT OVERVIEW
Holdings
Holdings turns shareholder data into actionable insight, for professionals in banking and finance.
Analyse UK and Nordic Listed Companies
View detailed data of owners and holdings for all UK and Nordic listed companies.
Track and analyse the latest transactions, ownership trends, history, Rule 8 tracker and more using intuitive tools and extensive filtering options.
Analyse and Track Owners
View the holdings of more than 400,000 global funds, hedge funds, private individuals and more owner types.
Track and analyse latest transactions, portfolio trends and history using intuitive features and extensive filtering options.
Top-Tier Data Quality Makes the Difference
Holdings delivers the most frequently updated, granular and accurate shareholder database.
Our in house team of data specialists collect, clean, verify data from multiple sources before it is added to Holdings.
Conduct More Impactful Investor Targeting
Features such as our screener, aggregation view and more helps you find relevant investors based on your own criteria, or AI.
View investor profiles with contact details, and export custom tear sheets with comprehensive data.
Follow Short Data, Insiders and Buybacks
Stay up-to-date with the market with complete data on short positions and short sellers, insider holdings, PDMR transactions, major shareholder disclosures, and buybacks.
An Intuitive and User-Friendly Platform
Holdings is built with automations, visualisations, filters and AI-features so you can quickly and easily benefit from the data. Or, you can export it to your own excel-sheets and reports.
Analyse UK and Nordic Listed Companies
View detailed data of owners and holdings for all UK and Nordic listed companies.
Track and analyse the latest transactions, ownership trends, history, Rule 8 tracker and more using intuitive tools and extensive filtering options.
Analyse and Track Owners
View the holdings of more than 400,000 global funds, hedge funds, private individuals and more owner types.
Track and analyse latest transactions, portfolio trends and history using intuitive features and extensive filtering options.
Top-Tier Data Quality Makes the Difference
Holdings delivers the most frequently updated, granular and accurate shareholder database.
Our in house team of data specialists collect, clean, verify data from multiple sources before it is added to Holdings.
Conduct More Impactful Investor Targeting
Features such as our screener, aggregation view and more helps you find relevant investors based on your own criteria, or AI.
View investor profiles with contact details, and export custom tear sheets with comprehensive data.
Follow Short Data, Insiders and Buybacks
Stay up-to-date with the market with complete data on short positions and short sellers, insider holdings, PDMR transactions, major shareholder disclosures, and buybacks.
An Intuitive and User-Friendly Platform
Holdings is built with automations, visualisations, filters and AI-features so you can quickly and easily benefit from the data. Or, you can export it to your own excel-sheets and reports.
A FEW OF OUR
Holdings Customers
A FEW OF OUR
Holdings Customers
Add-ons
Our add-ons open up for even more data and features in Holdings
Our add-ons open up for even more data and features in Holdings
Pro
Pro
Additional data and more powerful analysis tools.
Lock-up calendar
Holdings mobile app with push notifications
Analysis of Active/Passive funds & ESG classified funds
Liquidity data for all markets & categories
Additional data for short interest including lending data for all companies
Delivery of custom data requests in Excel/CSV format
Additional data and more powerful analyzing tools.
Lock-up calendar
Holdings mobile app with push notifications
Analysis of Active/Passive funds & ESG classified funds
Liquidity data for all markets & categories
Additional data for short interest including lending data for all companies
Delivery of custom data requests in Excel/CSV format
Additional data and more powerful analysis tools.
Lock-up calendar
Holdings mobile app with push notifications
Analysis of Active/Passive funds & ESG classified funds
Liquidity data for all markets & categories
Additional data for short interest including lending data for all companies
Delivery of custom data requests in Excel/CSV format
Bonds
Bonds
Ownership data for Swedish corporate bonds.
Identify both domestic and foreign owners
See data for specific bonds, issuers, and portfolios
Multiple sources contribute to the most comprehensive ownership registry for Swedish bonds
Manual audits
Updates as soon as new data becomes available
Ownership data for Swedish corporate bonds.
Identify both domestic and foreign owners
See data for specific bonds, issuers, and portfolios
Multiple sources contribute to the most comprehensive ownership registry for Swedish bonds
Manual audits
Updates as soon as new data becomes available
Ownership data for Swedish corporate bonds.
Identify both domestic and foreign owners
See data for specific bonds, issuers, and portfolios
Multiple sources contribute to the most comprehensive ownership registry for Swedish bonds
Manual audits
Updates as soon as new data becomes available
Unlisted
Ownership data on unlisted companies in Sweden
Find information about unlisted companies
1000+ unlisted companies
Estimated value
Find owners of unlisted companies
Historical changes in ownership
Ownership trends
Ownership data on unlisted companies in Sweden
Find information about unlisted companies
1000+ unlisted companies
Estimated value
Find owners of unlisted companies
Historical changes in ownership
Ownership trends
Ownership data on unlisted companies in Sweden
Find information about unlisted companies
1000+ unlisted companies
Estimated value
Find owners of unlisted companies
Historical changes in ownership
Ownership trends
Why Holdings?
Highest data quality
Highest data quality
Dedicated customer service
Dedicated customer service
Time saving
Time saving
Smart features you need
Smart features you need
Satisfied customers
Satisfied customers
WHAT OUR CUSTOMERS SAY
about Holdings
WHAT OUR CUSTOMERS SAY
about Holdings
Per Flostrand
Head of Brokerage
ABG Sundal Collier
"Holdings is a user-friendly tool that provides our team with the best ownership data in the Nordics."
Per Flostrand
Head of Brokerage
ABG Sundal Collier
"Holdings is a user-friendly tool that provides our team with the best ownership data in the Nordics."
Per Flostrand
Head of Brokerage
ABG Sundal Collier
"Holdings is a user-friendly tool that provides our team with the best ownership data in the Nordics."
Per Flostrand
Head of Brokerage
ABG Sundal Collier
"Holdings is a user-friendly tool that provides our team with the best ownership data in the Nordics."
EXPLORE HOLDINGS
Use Cases
For full insight into Holdings' capabilities, book a demo below.
ACT QUICKER ON MORE UP-TO-DATE DATA
All publicly filed data appears instantly in the platform, with other transactions published at maximum speed. Stay ahead of market developments and act on new information as soon as it becomes available.
FOLLOW COMPANIES AND OWNERS
MORE EFFICIENT INVESTOR TARGETING
ANALYSE OWNERSHIP IN FULL DEPTH
Book a Holdings demo
Book a Holdings demo
We are happy to answer any questions, or schedule a short meeting to show how Holdings can bring value to you and your company.
Book a Holdings demo
We would love to show you how Holdings can bring value to you and your company.
Fill out the form, and we’ll get back to you.
Sign up for free to our data team’s weekly newsletter, covering the most interesting shareholder developments in Holdings right now.
LEARN MORE
Recommendations
E-book
Investor Targeting
E-book: Investor Targeting
How to identify and prioritise investors successfully.
Customer Case
How Zeus makes ownership data more actionable with Holdings.
E-book
Investor Targeting
E-book: Investor Targeting
How to identify and prioritise investors successfully.
UK Focus
What IR teams can do to decrease outflows from the stock marketArticle:
How to stem the outflow trend revitalize the market.
Customer Case
How NatWest turns SRA to smarter investor access with Monitor.
Five ways to apply investor targeting to your existing holders
Article:
How data increases efficiency and results for Investor Relations.
News:
Montrose now offers short selling data from Modular Finance.TV-interview
Our CEO interviewed by the LSE, on how data and software improve IRInterview by LSE
Learn more about us and how data and software improve IR.
We are launching
Holdings Bonds
Press release: Modular Finance launches Holdings Bonds.
Birchin Court
20 Birchin Lane
EC3V 9DU London
Analyse and Monitor Your Shareholders
The most frequently updated and detailed Share Register Analysis directly on the platform.
Analyse latest transactions, ownership distribution, trends, and more through extensive filtering options such as active funds, beneficial owners, countries, or your customised investor lists.
Analyse Investors and Company Ownership
+500,000 global investor profiles inclunding +40,000 fund profiles to analyse portolios, trends, historic ownerships and contact details.
Access +5,000 companies, for example your peers, to view and compare owners and owner changes.
View Share Data, Liquidity and Insiders
View the development of your share, valuation, liquidity and anlyse compared to peers and ownership. View insiders transactions and repurchase programs.
IR CRM – Log, prepare for and measure meetings
Create events and link them to investor profiles, review investor information and historical meetings, and comment or tag investors.
Analyse meeting statistics and their impact on ownerships.
Conduct More Impactful Investor Targeting
Monitor helps you quickly identify potential new investors and evaluate actions among existing owners.
Combining our many features for targeting with high-quality data reduces admin work, increases insights, and identifies better targets.
Mobile App, Reports and Data Exports
Benefit from Monitor in any format. The Monitor app is widely used on the go by management teams, while tailored monthly reports and data exports help with management reporting, annual reports, and board meetings.
Conduct More Impactful Investor Targeting
Features such as our screener, aggregation view and more helps you find relevant investors based on your own criteria, or AI.
View investor profiles with contact details, and export custom tear sheets with comprehensive data.
Follow Short Data, Insiders and Buybacks
Stay up-to-date with the market with complete data on short positions and short sellers, insider holdings, PDMR transactions, major shareholder disclosures, and buybacks.
An Intuitive and User-Friendly Platform
Holdings is built with automations, visualisations, filters and AI-features so you can quickly and easily benefit from the data. Or, you can export it to your own excel-sheets and reports.
Analyse UK and Nordic Listed Companies
View detailed data of owners and holdings for all UK and Nordic listed companies.
Track and analyse the latest transactions, ownership trends, history, Rule 8 tracker and more using intuitive tools and extensive filtering options.
Analyse and Track Owners
View the holdings of more than 400,000 global funds, hedge funds, private individuals and more owner types.
Track and analyse latest transactions, portfolio trends and history using intuitive features and extensive filtering options.
Top-Tier Data Quality Makes the Difference
Holdings delivers the most frequently updated, granular and accurate shareholder database.
Our in house team of data specialists collect, clean, verify data from multiple sources before it is added to Holdings.
A FEW OF OUR 400+
Holdings Customers