Intelligence

Get institution portfolio holdings

Full portfolio holdings for a specific institution by CIK. Returns all positions from their latest 13F holdings period with shares, value, and portfolio weight. Supports pagination for institutions with large portfolios.

One row per security (CUSIP), resolved across the period's filings the same way signal8.ai does: a restatement replaces the original (never summed with it), a NEW HOLDINGS amendment is merged, and voting- authority split rows are summed. Put/call rows are excluded unless includeDerivatives=true, in which case each row carries putCall.

Credit cost: 10

get/intelligence/institution/{cik}/holdings

Request

  • Base URL: https://api.signal8.ai/api/v1/public
  • URL: https://api.signal8.ai/api/v1/public/intelligence/institution/{cik}/holdings
  • Auth: API key in header X-Api-Key

Path parameters

cikstring required

SEC Central Index Key (1-10 digits)

Query parameters

periodstring

Quarter end (YYYY-MM-DD). Defaults to the latest holdings period.

includeDerivativesboolean

Include PUT/CALL rows (labelled via putCall). Default false.

limitinteger

Maximum number of results (1-500, default 50)

offsetinteger

Number of results to skip (default 0)

Response

Institution holdings

object required

Changes

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