srata

Institutional ownership intelligence for the Australian market

sorata.io/pulse/BHP

BHP Group Limited

ASX: BHP | MATERIALS

Total Inst. Ownership

48.2%

Top Holders

Investment ManagerHolding %Change
BlackRock Inc.7.42%+0.12%
Vanguard Group6.85%0.00%
State Street Global Advisors4.10%-0.05%
Share Ownership Research And Trading Analytics
MARKET PROOF & AUDIENCE

Sorata is the largest provider of ownership intelligence in the Australian market.

300+
ASX companies
1,800+
Investment managers
10k+
Sub-funds

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.

OUR PLATFORM

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.

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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.

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ORIGINATION

Proprietary share register analysis.

Integrate our outsourced analytics solution into your workflow and client facing platforms to deliver an unrivalled customer experience.

WHY SORATA

Unmatched data

We resolve raw regulatory filings into clean ownership datasets, mapping investment managers to sub-funds across the ASX.

Unmatched Coverage

Ownership analytics across 335+ ASX companies, from mega, to large, to mid and very small caps. Full sub-fund to investment manager mapping with parent group resolution.

335+
companies tracked

Historical Depth

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.

90d
movement tracking

Entity Resolution

Proprietary technology maps nominee structures, custodian chains and cross-holdings into a clean ownership dataset. See through the noise to the actual decision-makers.

25yr
domain expertise
How It Works

From raw filings to actionable intelligence

Sorata's proprietary workflow solution transforms fragmented regulatory data into a clean, navigable ownership dataset.

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Data Ingestion

RORI filings, registry data, and public disclosures are continuously ingested from primary sources.

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Entity Resolution

Proprietary algorithms resolve nominee structures, custodian chains, and group relationships into clean entities.

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Ownership Mapping

Sub-funds are mapped to investment managers with holdings, investment styles, and parent groups.

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Delivery

Access via Pulse platform, API integration, or bespoke confidential reports tailored to your needs.

USE CASES

Built for how you actually work

Whether you're preparing for a client meeting, sizing a capital raise, or tracking peer positioning — Pulse delivers the ownership intelligence you need.

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/sectors you follow.

  • candlestick_chartTrading strategies
  • groupsPre-meeting institutional briefings
  • monetization_onCapital 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.

  • compare_arrowsPeer fund tracking and comparison
  • pie_chartSector concentration analysis
  • insightsOwnership-driven alpha signals
For Corporates & IR

Ownership strategy and investor targeting

Identify potential investors which hold your peers but are not on your register. Track their behaviour across your peer group as you engage with them.

  • hubPeer group analysis
  • campaignInvestor targeting and engagement
  • gavelAGM preparation and activism monitoring
apiAPI Access

Integrate ownership data directly into your systems

RESTful API with six core endpoints covering companies, beneficial owners, investment managers, and cross-mapped relationships. Simple key-based auth. JSON responses.

data_objectRESTful JSON API
cloud_syncSnowflake & S3 Data Shares
menu_bookFull SDK Documentation
GET /v1/ownership/asx/CBA
{
  "ticker": "CBA",
  "name": "CommBank",
  "metadata": {
    "sector": "Financials",
    "market_cap": 172.4B,
    "last_updated": "2024-05-20T08:00:00Z"
  },
  "resolved_holders": [
    {
      "entity_id": "SRT_82931",
      "name": "The Vanguard Group, Inc.",
      "total_shares": 102450892,
      "percent_held": 6.12,
      "movement_30d": "+0.04%"
    },
    {
      "entity_id": "SRT_11042",
      "name": "BlackRock, Inc.",
      "total_shares": 84210554,
      "percent_held": 5.03,
      "movement_30d": "-0.12%"
    }
  ]
}
LEADERSHIP

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 cross-border 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 unmatched precision, ensuring our clients always have the most accurate view of their register.

Founding & Innovation

Orient Capital

Pioneered ownership analytics and nominee resolution at institutional scale.

Global Scale

MUFG Acquisition

Joined MUFG to become the world's largest share register analyser.

Next-Gen Intelligence

Sorata

The same team, rebuilt for next-generation register intelligence.

Request Access

Get early access to institutional ownership intelligence for the Australian equity market.