Holdings

Top institutional holders (13F filers) of an exact stock or ETF listing, ranked by reported quantity. A row's quantity is common shares, an option position's notional underlying shares, or a principal amount, so the total is aggregate 13F exposure rather than pure ownership. While the newest quarter's 13F filing window is open, non-ETF primary stocks use the combined view (new filings + prior-quarter carry-forward); ETF listings remain exact and as-filed because carry-forward is filer-wide. Share counts are restated onto today's basis. Each row carries the holder's entity type from regulatory records, never from its name, and its style band measured from its filed 13F book in one quarter for every row.

get/v1/securities/{ticker}/institutional-holders

Request

Path parameters

tickerstring required

Listed security ticker (e.g. AAPL or VOO).

Query parameters

reportDatestring date

13F report date (yyyy-MM-dd, defaults to the latest available). Must be one of the stock's 13F report dates — any other date returns 400 listing the available dates.

limitinteger

Maximum rows to return (1–500; default varies per endpoint).

offsetinteger

Rows to skip before the first returned row (default 0).

holderTypesstring

Comma-separated holder type tokens to keep: adv, era, ia, bank, ins, bd, fund, plan, nonus, hc, unk (unk also matches a holder not yet classified). Totals and percentages stay over every institution.

stylesstring

Comma-separated style band tokens to keep: idx (index-like), sys (systematic-like), conc (concentrated), divact (diversified active), unk (book too small or unvalued to band). Bands come from the newest measured quarter on or before the report date; a holder not measured that quarter matches no style. Totals and percentages stay over every institution.

Response

OK

Changes

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