Shareholder Monitoring

Yes, FactSet integrates directly with Irwin's IR suite, giving you specialized tools for CRM logging, contextualizing capital markets data without leaving your existing workflow, and additional services for investor surveillance.

Yes, Irwin’s NOBO service automatically integrates your NOBO lists to reveal retail ownership patterns, giving you visibility beyond the institutional holders that appear in standard 13F filings. This means you can track both retail and institutional ownership in one unified platform, rather than managing them as separate data sets.

The feedback we hear most often from clients who have switched from other platforms is that Irwin feels better to use. The interface is modern and intuitive, but the real difference goes deeper than design. Irwin brings together reported holdings, NOBO data, third-party surveillance feeds, and CRM activity in one unified platform, so there is no toggling between systems or reconciling data from multiple sources. Irwin's ability to consolidate ownership information across multiple different categories — Reported, NOBO, Surveillance, and Custom — gives you a more complete and actionable picture of your shareholder base than most other tools can offer.

Yes, Irwin is embedded within the FactSet Workstation as an integrated product. Users with existing FactSet licenses can add Irwin, and the shareholder monitoring data (as well as CRM, targeting, etc.) is accessible directly from the FactSet interface.

Yes, if you are already working with a surveillance provider, Irwin can ingest those reports and display the data alongside your reported ownership information for an additional cost. This means you get a unified view of your shareholder base without having to switch between platforms or sacrifice the existing relationships you have with your providers.

Yes, Irwin's database goes beyond institutional investors who file 13Fs to include non-reporting investors such as family offices, foundations, and smaller hedge funds. With access to over two million institutional and opaque investors worldwide, along with approximately 4.75 million contacts, Irwin gives you a more complete picture of the investment landscape so you can uncover investors you might not find elsewhere.

Irwin offers both. You can view ownership at the individual fund level for granular detail, or switch to a group view that consolidates all relevant organizations under a parent company, for example, seeing all BlackRock entities rolled up into a single profile. Toggling between the two views is straightforward, giving you the flexibility to analyze ownership at whichever level is most useful for your needs.

Shareholder data in Irwin is updated on a rolling basis depending on the source. Institutional ownership from 13F filings is reported quarterly, and fund data frequency may vary from monthly to annually depending on the fund’s individual reporting schedule. To supplement this, Irwin offers additional plans including NOBO data and provides weekly surveillance services, giving you a more timely and complete picture of your shareholder base. For the most accurate view, we recommend verifying data, dates, and sources directly within the platform.

Irwin unifies multiple data sources in one platform to give you complete visibility into your shareholder base. This includes publicly reported filings such as 13F and fund data sourced via FactSet, shareholder registry data, and optionally additional services such as NOBO (Non-Objecting Beneficial Owner) data obtained directly from Broadridge and surveillance intelligence delivered by a dedicated analyst. Additionally, Irwin allows you to import your own data which can be displayed alongside what Irwin offers. All together, these sources give you a comprehensive view of both institutional and retail ownership.