Institutional Holdings

Get 13F institutional holdings

Changed on

Query 13F institutional holdings by filer CIK or by held ticker. Provide exactly one of filer_cik or ticker. When no report_period filter is supplied, ?filer_cik=... returns the filer's most recent 13F and ?ticker=... returns one position per institutional filer whose most recent 13F currently includes the ticker (filers who have since dropped the position are excluded).

get/institutional-holdings

Request

  • Base URL
    https://api.financialdatasets.ai
  • Auth
    API key in header X-API-KEY

Query parameters

filer_cikstring

The 10-digit zero-padded SEC CIK of the institutional filer. Mutually exclusive with ticker.

tickerstring

The held security's ticker symbol. Mutually exclusive with filer_cik. Without a report_period filter, returns one position per institutional filer whose most recent 13F currently includes this ticker.

limitinteger

The total number of rows to return (default: 10; no maximum). This is the total across all pages, not a page size: each page holds up to 10 records, linked by next_page_url.

report_periodstring date

Filter by exact report period date in YYYY-MM-DD format.

report_period_gtestring date

Filter by report period greater than or equal to date in YYYY-MM-DD format.

report_period_ltestring date

Filter by report period less than or equal to date in YYYY-MM-DD format.

report_period_gtstring date

Filter by report period greater than date in YYYY-MM-DD format.

report_period_ltstring date

Filter by report period less than date in YYYY-MM-DD format.

cursorstring

Opaque pagination cursor from a previous response's next_page_url. When provided, all other query parameters are ignored: the cursor carries the original request's filters. Treat it as opaque; do not construct or modify it.

Response

Institutional holdings response

tickerstring

Echoed back when the request used ?ticker=... mode.

filer_cikstring

Echoed back when the request used ?filer_cik=... mode.

next_page_urlstring

Absolute URL of the next page of results. Present only when more results remain; request it as-is to continue. Each page holds up to 10 records.

Changes

    • warning

      removed the optional property // from the response with the status

    • info

      added the new optional query request parameter cursor

    • info

      added the optional property to the response with the status