A Dataset for Blockholders in US-Listed Firms

Abstract

I introduce a new dataset for research on institutional and individual blockholders in US-listed firms. As of June 2021, the dataset contains 758,666 parsed Form 13D and 13G filings from November 1993 to May 2021, sourced from SEC EDGAR. Due to the semi-structured nature of these filings, a comparable dataset was not available for research before.