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

Query Forms

FactSet
FactSet | Sample Sample

Products

Product Description

Data Last Updated

factset_common Factset Common Files

Last updated January 17th, 2024. Data updated quarterly.

factset_ff_int Factset Fundamentals non US and CAN region

Last updated January 17th, 2024. Data updated quarterly.

factset_ff_usc Factset Fundamentals US and CAN region

Last updated January 17th, 2024. Data updated quarterly.

factset_own Factset Ownership LionShares

Last updated March 25th, 2024. Data updated quarterly.

factset_revere_common Factset Revere - Common Files included with all Revere subscriptions

Last updated April 20th, 2024. Data updated weekly.

factset_revere_geo_rev Factset Revere - Geographic Revenue Exposure

Last updated April 20th, 2024. Data updated weekly.

factset_revere_ind_class Factset Revere - Industry Classification and Business Segment Revenue

Last updated April 20th, 2024. Data updated weekly.

factset_revere_supply_chain Factset Revere - Supply Chain / Relationships

Last updated April 20th, 2024. Data updated weekly.

factsamp_all Factset sample Sample

Data update frequency is not defined.

factsamp_revere Factset Revere - Trial / Sample Sample

Last updated August 31st, 2015. Data update frequency is not defined.

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