Institutions

Search the tracked 13F filer set by name or SEC CIK. Every punctuation-independent query word is required first; the search broadens to any word only when no strict row matches. CIK-prefix matches and verified flagship aliases are included. Results rank recently-active, larger filers first and include their latest 13F report date, published tracked portfolio value and position count so namesakes can be distinguished. The legacy reportedAum field normally uses report-date closing prices, may fall back to filer values, and can include zero for unavailable valuations. The returned CIK is the identifier every v1/institutions/{cik}/* endpoint accepts; meta reports the total tracked match count so truncation is visible. Each filer carries its entity type from regulatory records, never from its name.

get/v1/institutions

Request

Query parameters

querystring

Institution name, partial name, or CIK (required).

limitinteger

Maximum results to return (default 10, max 500).

holderTypesstring

Comma-separated holder type tokens to keep: adv, era, ia, bank, ins, bd, fund, plan, nonus, hc, unk (unk also matches a filer not yet classified).

Response

OK

Changes

No recorded changes to this operation across all 1 revision of this API.