About

The Shareholder Tracker is a collaborative project between Inclusive Development International (IDI) and the University of Chicago Data Science Institute (DSI). It is designed to help civil society organizations uncover the shareholders of publicly traded companies. Shareholders are important campaign pressure points for advocates working to defend the rights of people and protect the environment.

For advice on how to follow the money behind harmful investment projects—including how to uncover shareholders using other methods and target them in advocacy—see the Follow the Money to Justice website.

The Shareholder Tracker scrapes data from the following sources:

• The shareholdings of more than 4,200 institutional investors that are required to report to the U.S. Securities and Exchange Commission. These investors must file a 13F form disclosing their investments to the U.S. Securities and Exchange Commission because they have more than $100 million in assets under management and do business in the United States (note that they are not all based in the United States). This database scrapes those 13F forms on a quarterly basis, when they are required to be filed.
• The shareholdings of 17 European pension funds that do not report to the U.S. Securities and Exchange Commission. This database compiles information disclosed by the pension funds on their websites. The pension funds are: Norges Bank Investment Management, PME pensioenfonds, BPL Pensioen, PFZW, Tredje AP – Fonden, Sjunde AP-fonden, KPA Pensions, Pensionskassernes Administration, Pension Danmark, Sampension, Danica, Fjärde AP – Fonden, Stichting Pensioenfonds ABP, Andra AP-Fonden, bpf BOUW, Pensioenfonds Vervoer, and AMF Pension.

This tool is a part of an open-source initiative at the Data Science Institute and will continue to be maintained by the DSI and contributors from around the world.