Bespoke PLC and fund analysis built by experts

In an era where information is abundant but discerning patterns is an art, our shareholder data stands as a beacon for those navigating the landscape of data-driven research.

Our analysis

Accuracy

Consistently 95%+ coverage and accuracy rate on each analysis

Precision

Detailed fund managers and beneficial owners uncovered

Global

Worldwide coverage spanning 151 countries identified at fund manager and beneficial owner levels

Expertise

Specialist knowledge of custodial arrangements post Brexit and beyond

Comprehensive

Our analysis brings 95% of fund types identified

Integrity

We never outsource our analysis to 3rd parties ensuring every report is built by experts

  • Unlock the power of precision with our fund analysis service – gain unparalleled insights into your fund’s investor landscape.
  • Channel your targeted marketing efforts with unmatched precision.
  • Identify and understand key buying trends shaping your fund’s success.
  • Elevate your strategy with targeted intelligence for fund issuers who demand a competitive edge.
  • Maximise your influence by knowing your shareholders like never before.
Contact to find out more

  • Transform your strategy with our PLC shareholder analysis service – uncover the faces behind your shares.
  • Gain comprehensive insights into individual shareholders shaping your company’s ownership landscape.
  • Identify key stakeholders, understand their impact, and engage strategically.
  • Empower your business with the intelligence needed to navigate today’s dynamic markets.
  • Elevate your investor relations with precision and foresight.
Contact to find out more

If you can’t track your customers, you can’t understand their buying preference

Kelly Atkinson

Managing Director, EquityWatch

How does our shareholder analysis work?

Provide

Organisation provides us with the most recent copy of its share register and letter of authorisation

Match

We match the holder IDs found in the share register against our extensive database of known client account IDs and designations

Request

We send disclosure requests to all custodians found in the share register without a known holder ID

Compile

Disclosure requests are run through our in-house extraction system and matching software to achieve a deep level of analysis

Combine

Our expert team of analysis combine the data from our database and extractions to complete the analysis to a high degree of accuracy

Return

We return the completed analysis to you in an Excel format

We build all our analysis in-house, meaning we never outsource to third parties, delivering high-quality, reliable analysis.

Get in touch to find out more