FactSet

FactSet provides financial data and market intelligence on securities, companies, and industries: (1) FactSet Fundamentals contains financial statements and and other metrics used to analyze publicly traded companies; (2) FactSet Revere maps company exposures, competitors, and supply chain relationships; (3) FactSet Ownership provides information on institutional and insider ownership of publicly traded companies.

Data Available

The availability and depth of data and tools within FactSet may vary based on the specific subscription, as it offers a range of products and solutions tailored to different organizations.

FactSet Fundamentals enables access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets. Composed of annual and interim/quarterly data, detailed historical financial statement content, per share data, and calculated ratios, FactSet Fundamentals provides you with the information you need for a global investment perspective .

FactSet Revere specialty datasets offer a detailed mapping of company multi-industry exposures and competitors (Hierarchy, Hierarchy with Revenue, and RBICS); customers, suppliers, partners and competitors (Supply Chain Relationships); standardized revenues by geography (“GeoRev” Geographic Revenue Exposure).

FactSet Ownership provides institutional, mutual fund, stakeholder, and float-related share ownership information for equities and fixed income securities worldwide from company and institutional filings, investor reports, and press releases. Updated daily, this database provides 17+ years of history across 120 countries.

How does the FactSet Ownership Summary Tool enhance the Ownership data?

  • By providing aggregate ownership measures (at the firm-quarter level) commonly used in analysis or papers not often easy to compute from the original data.
  • Delivering a downloadable file with new data insight: details in terms of origin and type of institutional investors (Herfindhal Index).

    This tool was created by Professor Miguel Ferreria (Nova School of Business and Economics) and Pedro Matos (University of Virginia – Darden School of Business), in collaboration with WRDS.

Learn More about FactSet

For pricing information on FactSet data, please contact:

WRDS
Phone: 877-GETWRDS (438-9737)
Email: wrds@wharton.upenn.edu

Products

Description

Data Product Details

Title:

Factset Common Files

Product Code/Schema:

factset_common

Data Dictionary

Data Specifications

Date Range:

1900-01-01 - 9999-12-31

Update Frequency:

Quarterly

Total Size:

33.88 GiB

Data Last Updated:

Sept. 10, 2025, 12:33 p.m.

Usage:


Niche Extensive

Content Summary

Identifiers:

  • cusip_full
  • isin
  • sedol
  • sic
  • ticker

Regions:

No associated region tags.

Concepts:

No associated concept tags.

Often Paired With:

Data Product Details

Title:

Factset Fundamentals non US and CAN region

Product Code/Schema:

factset_ff_int

Data Dictionary

Data Specifications

Date Range:

1962-03-26 - 2026-09-28

Update Frequency:

Quarterly

Total Size:

81.82 GiB

Data Last Updated:

Sept. 9, 2025, 2:12 p.m.

Usage:


Niche Extensive

Content Summary

Identifiers:

  • cusip_full
  • isin
  • sedol
  • ticker

Regions:

Global

Concepts:

Financial Statements

Often Paired With:

Data Product Details

Title:

Factset Fundamentals US and CAN region

Product Code/Schema:

factset_ff_usc

Data Dictionary

Data Specifications

Date Range:

1963-06-09 - 2026-09-22

Update Frequency:

Quarterly

Total Size:

48.90 GiB

Data Last Updated:

Sept. 10, 2025, 11:08 a.m.

Usage:


Niche Extensive

Content Summary

Identifiers:

  • cusip_full
  • isin
  • sedol
  • ticker

Regions:

North America

Concepts:

Financial Statements

Often Paired With:

Data Product Details

Title:

Factset Ownership LionShares

Product Code/Schema:

factset_own

Data Dictionary

Data Specifications

Date Range:

1900-01-01 - 2050-12-31

Update Frequency:

Quarterly

Total Size:

323.91 GiB

Data Last Updated:

Sept. 16, 2025, 11:08 a.m.

Usage:


Niche Extensive

Content Summary

Identifiers:

Regions:

Global

Concepts:

Ownership

Often Paired With:

Data Product Details

Title:

Factset Revere - Common Files included with all Revere subscriptions

Product Code/Schema:

factset_revere_common

View Sample Data
WRDS Overview
Data Dictionary

Data Specifications

Date Range:

2003-04-03 - 4000-01-01

Update Frequency:

Weekly

Total Size:

2.90 GiB

Data Last Updated:

Nov. 8, 2025, 4:37 a.m.

Usage:


Niche Extensive

Content Summary

Identifiers:

  • cusip_full
  • isin
  • sedol
  • ticker

Regions:

No associated region tags.

Concepts:

No associated concept tags.

Often Paired With:

Data Product Details

Title:

Factset Revere - Geographic Revenue Exposure

Product Code/Schema:

factset_revere_geo_rev

View Sample Data
WRDS Overview
Data Dictionary

Data Specifications

Date Range:

1992-07-31 - 9999-12-31

Update Frequency:

Weekly

Total Size:

18.88 GiB

Data Last Updated:

Nov. 8, 2025, 4:57 a.m.

Usage:


Niche Extensive

Content Summary

Identifiers:

No identifiers specified for this product.

Regions:

Global

Concepts:

Segments / Industry Data

Often Paired With:

Data Product Details

Title:

Factset Revere - Industry Classification and Business Segment Revenue

Product Code/Schema:

factset_revere_ind_class

View Sample Data
WRDS Overview
Data Dictionary

Data Specifications

Date Range:

1945-01-01 - 9999-12-31

Update Frequency:

Weekly

Total Size:

32.30 GiB

Data Last Updated:

Nov. 8, 2025, 5:31 a.m.

Usage:


Niche Extensive

Content Summary

Identifiers:

No identifiers specified for this product.

Regions:

Global

Concepts:

Segments / Industry Data

Often Paired With:

Data Product Details

Title:

Factset Revere - Supply Chain / Relationships

Product Code/Schema:

factset_revere_supply_chain

View Sample Data
WRDS Overview
Data Dictionary

Data Specifications

Date Range:

2003-04-03 - 4000-01-01

Update Frequency:

Weekly

Total Size:

3.63 GiB

Data Last Updated:

Nov. 8, 2025, 5:46 a.m.

Usage:


Niche Extensive

Content Summary

Identifiers:

No identifiers specified for this product.

Regions:

Global

Concepts:

Segments / Industry Data

Often Paired With:

Data Product Details

Title:

Factset sample

Product Code/Schema:

factsamp_all

Data Dictionary

Data Specifications

Date Range:

1980-06-30 - 2013-06-28

Update Frequency:

N/A

Total Size:

124.9 MiB

Data Last Updated:

None

Usage:


Niche Extensive

Content Summary

Identifiers:

No identifiers specified for this product.

Regions:

Global

Concepts:

Financial Statements, Ownership

Often Paired With:


No related products specified.

Data Product Details

Title:

Factset Revere - Trial / Sample

Product Code/Schema:

factsamp_revere

WRDS Overview
Data Dictionary

Data Specifications

Date Range:

2000-12-29 - 4000-01-01

Update Frequency:

N/A

Total Size:

318.8 MiB

Data Last Updated:

Aug. 31, 2015, 6:28 p.m.

Usage:


Niche Extensive

Content Summary

Identifiers:

No identifiers specified for this product.

Regions:

Global

Concepts:

Segments / Industry Data

Often Paired With:


No related products specified.
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