---
title: "Get holdings for an institutional holder"
method: GET
path: "/v1/ownership/institutional/holdings"
tags: ["Ownership"]
---

# Get holdings for an institutional holder

`GET /v1/ownership/institutional/holdings`

Returns a holder-centric portfolio. Defaults to the latest reported quarter; use year + quarter for history. Free-trial keys can read the holders listed by /v1/ownership/institutional/holders; other holders return 403.

## Query parameters

- `apiKey` string — API Key (alternatively send via X-Api-Key header)
- `holderId` string — Ownership holder UUID. Provide either `holderId` or `cik`.
- `cik` string — SEC CIK of the holder (with or without leading zeros). Provide either `holderId` or `cik`.
- `year` integer — Calendar year for a historical quarter. Must be supplied with quarter.
- `quarter` integer — Calendar quarter for a historical period. Must be supplied with year.
- `pageNumber` integer — Page number (1-indexed)
- `pageSize` integer — Number of records per page, max 1000

## Response `200`

Institutional holdings for a holder

- object
  - `pagination` object, required
    - `page` number, required — Current page number
    - `pageSize` number, required — Number of items per page
    - `totalCount` number, required — Total number of records
    - `totalPages` number, required — Total number of pages
    - `hasNextPage` boolean, required — Whether there is a next page
    - `hasPreviousPage` boolean, required — Whether there is a previous page
  - `data` object[], required
    - `holderId` string, required
    - `holdingType` string, required — Either "company" or "fund". When "company", the `company` object is present; when "fund", the `fund` object is present.
    - `company` object
      - `companyId` integer, required
      - `name` string, required
      - `ticker` string, required
      - `exchangeSymbol` string, required
    - `fund` object
      - `fundId` string, required
      - `name` string, required
      - `ticker` string, required
      - `exchangeSymbol` string
    - `reportDate` string, required
    - `filingDate` string, required
    - `shares` number, required
    - `currency` string, required
    - `value` number
    - `sharesChange` number
    - `sharesChangePercent` number
    - `valueChange` number
    - `percentOfPortfolio` number — Percentage of the holder's total portfolio value, on a 0–100 scale.
    - `sources` object[], required
      - `document` string, required

## Other responses

- `400` — Bad Request
- `403` — Forbidden
- `404` — Not Found

---

[API](https://skmtc.dev/fiscal/apis/openapi.md) · [All operations](https://skmtc.dev/fiscal/apis/openapi/llms.txt) · [OpenAPI document](https://skmtc-service-production.skmtc.workers.dev/v1/apis/fiscal/openapi/revisions/706968b7c65f/schema)