institutional investors

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SEC – Form 13F Institutional Investment Manager Holdings Data

Creators: U.S. Securities and Exchange Commission (SEC)
Publication Date: May 2026
Creators: U.S. Securities and Exchange Commission (SEC)

The SEC’s Form 13F data provides quarterly disclosure filings from institutional investment managers with over $100 million in assets under management, detailing their equity holdings.

Creators: Andrea M. Buffa and Idan Hodor

This dataset, hosted on Mendeley Data, contains the replication data for the study “Institutional Investors, Heterogeneous Benchmarks and the Comovement of Asset Prices” (Buffa & Hodor, 2023, Journal of Financial Economics). It includes fund-level and stock-level data used to examine how institutional investors with heterogeneous benchmark indices, such as different index compositions, generate excess co-movement among asset prices, and the implications for price discovery and market efficiency.

Replication Data: The Big Three and Board Gender Diversity – The Effectiveness of Shareholder Voice

Creators: Todd A. Gormley, Vishal K. Gupta, David A. Matsa, Sandra C. Mortal, and Lukai Yang
Publication Date: 2023-04-03
Creators: Todd A. Gormley, Vishal K. Gupta, David A. Matsa, Sandra C. Mortal, and Lukai Yang

This dataset, hosted on Mendeley Data, contains the replication data for the study “The Big Three and Board Gender Diversity: The Effectiveness of Shareholder Voice” (Gormley, Gupta, Matsa, Mortal & Yang, 2023, Journal of Financial Economics). It includes firm-level board composition and institutional ownership data used to examine how voting pressure from the three largest passive institutional investors affects board gender diversity at publicly listed U.S. firms, and the effectiveness of shareholder engagement as a governance mechanism.

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