FIfiscal
Ownership

Get institutional holdings for a company

Returns institutional holder positions for a company. Defaults to the latest reported quarter; use year + quarter for history.

get/v1/company/ownership/institutional/holders

Request

  • Base URL
    https://api.fiscal.ai (the document declares no server; this is the origin it was published from)
  • URL
    https://api.fiscal.ai/v1/company/ownership/institutional/holders
  • Auth
    API key in query parameter apiKey

Query parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

tickerstring

Company ticker, use with mic or alone for US tickers

Example:MSFT
micCodestring

Company MIC, use with ticker

Example:XNAS
exchangestring

Company exchange code, use with ticker

Example:NASDAQ
companyKeystring

Company key (alternative to ticker/micCode/exchange)

Example:NASDAQ_MSFT
cusipstring

Requires CUSIP/ISIN license. An alternative to ticker/micCode/exchange. Company CUSIP

Example:594918104
isinstring

Requires CUSIP/ISIN license. An alternative to ticker/micCode/exchange. Company ISIN

Example:US5949181045
figistring

FIGI (Financial Instrument Global Identifier). An alternative to ticker/micCode/exchange.

Example:BBG000BPH459
cikstring

Company CIK (SEC Central Index Key). An alternative to ticker/micCode/exchange.

Example:789019
fsclstring

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

Example:FSCLC6CGT4DXS597
yearinteger

Calendar year for a historical quarter. Must be supplied with quarter.

Example:2025
quarterinteger

Calendar quarter for a historical period. Must be supplied with year.

Example:4
pageNumberinteger

Page number (1-indexed). page is accepted as an alias when pageNumber is absent.

Example:1
pageSizeinteger

Number of records per page, max 1000

Example:1000

Response

Institutional holdings for a company

Example response

{
  "pagination": {
    "page": 1,
    "pageSize": 1000,
    "totalCount": 142,
    "totalPages": 1
  },
  "data": [
    {
      "holderId": "88b0adf8-ff23-4540-8f15-56d930a71050",
      "holderName": "Vanguard Group Inc",
      "cik": "102909",
      "reportDate": "2025-12-31",
      "filingDate": "2026-02-14",
      "shares": 1354289280,
      "currency": "USD",
      "value": 339120000000,
      "sharesChange": 1250000,
      "sharesChangePercent": 9,
      "valueChange": 420000000,
      "percentOfSharesOutstanding": 8.71,
      "sources": [
        {
          "document": "https://api.fiscal.ai/v1/company/ownership/filing/0000320193-25-000073/pdf?companyKey=NASDAQ_AAPL"
        }
      ]
    }
  ]
}

Changes

No recorded changes to this operation across all 24 revisions of this API.