Federal contractor profile

INSTITUTIONAL SHAREHOLDER SERVICES INC.

UEI WJHCECWJW8Y7CAGE 5CTF0Company website ↗

Active

Overview

Legal name
INSTITUTIONAL SHAREHOLDER SERVICES INC.
Registered location
ROCKVILLE, MD, USA
Website
Company website ↗
Primary NAICS
541219 — Other Accounting Services
Latest award activity
Jun 26, 2026
Read company summary

INSTITUTIONAL SHAREHOLDER SERVICES INC. is associated with UEI WJHCECWJW8Y7 and CAGE 5CTF0 in public federal records. AcornBids currently links 2 prime awards totaling $541.3K in obligations to this entity. Its largest recorded federal customer by obligations is Securities and Exchange Commission. Its recorded federal awards include work classified as Other Accounting Services; Colleges, Universities, and Professional Schools. These categories describe the loaded award records, not a complete list of company capabilities. Its primary SAM.gov NAICS is 541219 (Other Accounting Services). Its public SAM.gov registration lists ROCKVILLE, MD, USA.

At a glance

Lifetime prime obligations$541.3K
Prime awards2
Awards with future end dates1
Top-agency concentration100.0%

Prime contract obligations across loaded award records. Obligations are not revenue or contract ceilings. Summary updated Sep 28, 2026. Refresh pending; these totals may be out of date.

Business information

Public SAM.gov registration details.

Legal name
INSTITUTIONAL SHAREHOLDER SERVICES INC.
UEI
WJHCECWJW8Y7
CAGE
5CTF0
Registered address
702 KING FARM BLVD STE 300, ROCKVILLE, MD, 20850, USA
Registration status
Active
Primary NAICS
541219 — Other Accounting Services
SAM activation
Sep 11, 2025
Initial registration
Mar 13, 2009
Entity start
Jan 1, 1986
SAM updated
Sep 11, 2025
Registration expires
Sep 10, 2026
Fiscal year end
Dec 31
Place of incorporation
DE, USA

View SAM.gov source

Federal award analysis

Net transaction obligations by federal fiscal period.

Transaction history is not available in the loaded data. Annual funding is not estimated from current award totals.

Recent federal awards

Prime contract awards. Select an award to review its history and source evidence.

Award / descriptionAwarding agencyObligationsStart dateEnd date
50310224P0034ACCESS TO CURRENT AND HISTORICAL PROXY VOTING RESULTS DATASecurities and Exchange Commission$213.1KJul 1, 2024Jun 30, 2028
50310219C0053ACCESS TO CURRENT AND HISTORICAL PROXY VOTING RESULTS DATASecurities and Exchange Commission$328.2KJul 1, 2019Jun 30, 2024

Upcoming positioning windows

Modeled recompete windows are estimates, not announced solicitations or guarantees.

Registration, certifications & contacts

Registration evidenceDate
SAM updatedSep 11, 2025
Source loadedSep 26, 2026
Initial registrationMar 13, 2009
Entity startJan 1, 1986
IndustryReported size status
541219 — Other Accounting ServicesNot reported
ContactRolePublished contact methodsEvidenceSource date
JOE HENZLIKGovernment businessContact method not publishedSAM registrationNot available
STEVEN FRIEDMANAlternate government businessContact method not publishedSAM registrationNot available
JOE HENZLIKElectronic businessContact method not publishedSAM registrationNot available
STEVEN FRIEDMANAlternate electronic businessContact method not publishedSAM registrationNot available
Registered industries
  • 541219 — Other Accounting Services

Registration classifications and published certificates do not by themselves establish eligibility for a particular solicitation. View SAM source

Related companies worth researching

Explore the customer, work and award-size evidence behind each match.

ASCELLA TECHNOLOGIES, INC.

Repeated wins in this contractor's leading agency and category; not bid-level competitor proof
8 awards

RELX INC.

Repeated wins in this contractor's leading agency and category; not bid-level competitor proof
2 awards

WEST PUBLISHING CORPORATION

Repeated wins in this contractor's leading agency and category; not bid-level competitor proof
2 awards

FACTIVA INC

Repeated wins in this contractor's leading agency and category; not bid-level competitor proof
2 awards

BLOOMBERG FINANCE LP

Repeated wins in this contractor's leading agency and category; not bid-level competitor proof
1 awards

REFINITIV US LLC

Repeated wins in this contractor's leading agency and category; not bid-level competitor proof
1 awards

ICE DATA PRICING & REFERENCE DATA, LLC

Repeated wins in this contractor's leading agency and category; not bid-level competitor proof
1 awards

2NDWAVE LLC

Repeated wins in this contractor's leading agency and category; not bid-level competitor proof
1 awards
Data coverage and methodology

Sources: SAM.gov registration, USAspending awards and transactions, and linked supporting records. Prime contract obligations, IDV ceilings and assistance amounts are kept separate. Missing records are not zero activity. Company claims are labeled separately. Recompete signals are rule-based scores out of 100. Positioning windows are AcornBids estimates.

No official subaward rows are loaded, so Acorn does not claim known teaming relationships.

Keep your research moving

Save this company, track changes, and evaluate upcoming work against your targets.

Save to my research Find my fit