The Open UniversitySkip to content

Research shareholding and investment in England and Wales: approaches, sources and methods

Rutterford, Janette; Maltby, Josephine; Green, David R. and Owens, Alastair (2009). Research shareholding and investment in England and Wales: approaches, sources and methods. Accounting History, 14(3) pp. 269–292.

DOI (Digital Object Identifier) Link:
Google Scholar: Look up in Google Scholar


There is considerable scope for increasing the understanding of the history of share ownership. Existing studies of shareholders in the UK are limited in the industries, time periods and shareholder populations they study. This article outlines the methods used by the authors in an ESRC-funded study of shareholders in companies in England and Wales from 1870 to 1930. Data were drawn from companies' shareholder records — the Form Es submitted annually to the Registrar of Companies and the share registers and ledgers maintained by companies. The article outlines the rationale for the industrial sectors selected for study, the choice of companies and the basis on which shareholder records were sampled. The resulting database contains details of over 29,000 individual shareholders who collectively had over 33,000 shareholdings, and is larger and more representative of the investor population than any previously compiled in the UK.

Item Type: Journal Item
Copyright Holders: 2009 SAGE Publications
ISSN: 1749-3374
Keywords: investor behaviour; shareholding; share ownership; share registers; sampling methodologies
Academic Unit/School: Faculty of Business and Law (FBL) > Business > Department for Accounting and Finance
Faculty of Business and Law (FBL) > Business
Faculty of Business and Law (FBL)
Research Group: Innovation, Knowledge & Development research centre (IKD)
Item ID: 20524
Depositing User: Catherine Playle
Date Deposited: 08 Mar 2010 10:56
Last Modified: 07 Dec 2018 09:33
Share this page:


Altmetrics from Altmetric

Citations from Dimensions

Actions (login may be required)

Policies | Disclaimer

© The Open University   contact the OU