Canadian institutional holdings

Know who bought or sold before you walk into the meeting.

Targeted tracks institutional and significant holdings of Canadian securities so IR teams, dealers, and executives can see the book — and get a daily email when it changes.

Request a free trial See subscription options
Ownership has changed. Do not spend staff time checking a register that has not moved — or miss a holder who has. Targeted is the early-warning system for institutional ownership.

Built for the people who have to act on the register

Shareholder analysis is still the principal tool for investor due diligence and an effective IR programme. The site is the data. No advertisements.

01

Investor relations & the CEO

See current holders, peer holders who should be buyers, and whether a sale is profit-taking or a decision to leave. Prepare the one-on-one before you walk in.

02

Sales, trading & research

Identify the book for a block, the accounts on coverage, and the managers who already own the peers your analyst writes about.

03

Corporate finance

Put real holder lists into the pitch book for IPOs, secondaries, and the conversations that precede a financing.

What you can do in the database

  • Email alerts when selected holders change
  • Look up holders for 8,000+ securities
  • Track any holder’s position in any name over time
  • View holders of 450+ private companies
  • All holders of a security by calendar year, 1996–present
  • Peer-group analysis
  • Custom portfolios of issuers you follow
  • Excel download of any holdings screen

Why firms subscribe

The most likely source of new capital is an institution that already owns a similar company. Targeted shows whether a proposed investor is a long-term holder — or sells at the first print of a profit.

When an existing holder reduces, you can see it in time to ask whether the sale should be countered.

“The share ownership information compiled by Targeted facilitates efficient sales and trading coverage of the investing public, more effective share distribution enhancing share values and good corporate governance.” Investment Dealers Association of Canada

Try the database on your own names

Free trial accounts are available. Public-company subscriptions are priced by market capitalization. Brokerages, call for a time-limited trial and full-access pricing.

Request a trial Public company pricing