Institutional ownership intelligence
Built for banks, brokers, fund managers and IR teams
Search for a specific company, sector, investment manager, locations, sub fund or click on a link below to see the constituents of each dataset.
Commonwealth Bank of Australia
ASX: CBA | BanksTop Holders
| Investment Manager | Holding % | Change |
|---|---|---|
| State Street Investment Mgt | 5.23% | +0.02% |
| Vanguard Group | 4.43% | +0.06% |
| BlackRock Investment Mgt | 3.90% | -0.03% |
*Data for example only
Sorata is the largest provider of ownership intelligence in the Australian market
Data that is trusted and relied upon by investment banks, brokers, fund managers and corporations (through IR platforms) for Trading · ECM · Corporate Access · Peer Analysis · Investor Relations.
ASX companies
Investment managers
Sub-funds
Unmatched data
We resolve raw regulatory filings into clean ownership datasets, mapping investment managers to sub-funds across the ASX.
Companies tracked
Ownership analytics across 400+ ASX companies, from mega, to large, to mid and very small caps. Full sub-fund to investment manager mapping with parent group resolution.
Historical movement
Track how institutional positions change and evolve over time. See fund manager accumulation and disposal patterns, sector rotation and style drift across your coverage universe.
Domain Expertise
Proprietary technology built to map nominee structures, custodian chains and cross-holdings into clean ownership datasets. See through the noise to the actual decision-makers.
For Brokers
Don't be the last to know who's buying and selling
Know where to place or look for stock. Identify which funds are accumulating or reducing across the companies and sectors you follow.
| Trading strategies | ||
| Pre-meeting institutional briefings | ||
| Capital raise demand intelligence | ||
For Fund Managers
Track peer positioning across your sector
See where competitors are building or trimming. Compare your positioning against peers and identify crowded or orphaned trades.
| Peer fund tracking and comparison | ||
| Sector concentration analysis | ||
| Sub-fund mandates for marketing | ||
| Add a new dimension to your models for trading signals | ||
For Corporates & IR
Ownership strategy and investor targeting
Identify investors who hold your peers but are not on your register. Track their behaviour across your peer group as you engage with them.
| Peer group analysis | ||
| Investor targeting and engagement | ||
| AGM preparation and activism monitoring | ||
Technology driven
A proprietary analytics platform that harnesses advanced AI to deliver the most accurate and timely ownership datasets available. Whether you are a consumer of public ownership data or a provider of ownership intelligence to listed companies, Sorata has the solution.
PUBLIC OWNERSHIP
Institutional ownership data across the market
Access our market wide dataset through our web portal, Pulse, or integrate our API directly into your internal systems.
ORIGINATION
Proprietary share register analysis
Integrate our outsourced analytics solution into your workflow and client facing platforms to deliver an unrivalled customer experience.
Built by the team that pioneered ownership analytics
The team behind Sorata are the same team that built Orient Capital (now owned by MUFG) into the world's largest analyser of share registers. We bring decades of experience in resolving complex nominee structures and opaque equity holdings into actionable intelligence.
Our deep domain expertise in the Australian market allows us to navigate the nuances of regulatory filings and custodial chains with great precision. The accuracy of our ownership intelligence is unmatched.
Our team will respond promptly to your enquiry. Pulse registration is managed separately.