---
title: "Institutional investor portfolio"
method: GET
path: "/api/ownership/portfolio"
tags: ["Ownership"]
---

# Institutional investor portfolio

`GET /api/ownership/portfolio`

## Request

- Base URL: `https://api.stockfit.io/v1`
- URL: `https://api.stockfit.io/v1/api/ownership/portfolio`
- Auth: HTTP bearer
- TypeScript: <https://skmtc.dev/stockfit/apis/stockfit-api/docs/api/ownership/portfolio/get.ts> (a function with typed inputs; its response is checked against the schema)

![Stock](https://img.shields.io/badge/Stock-f97316) ![Pro](https://img.shields.io/badge/Pro-8b5cf6)

Returns the full portfolio of an institutional investor (identified by CIK) from a 13F filing.
This is the inverse of `/api/ownership/institutional-holders`, instead of "who owns this stock", this answers "what does this investor own".
Only managers with $100M+ AUM who file Form 13F-HR are included.

By default the manager's own most recent filing is used, so different managers may resolve
to different quarters during the 45-day filing window. Pass `reportDate` to pin every manager
to the same quarter for side-by-side comparisons.

## Query parameters

- `cik` integer, required
- `page` integer
- `pageSize` integer
- `reportDate` string, date

## Response `200`

Paginated portfolio of holdings ordered by value (descending)

- object
  - `managerName` string: Name of the institutional manager
  - `managerCik` integer
  - `reportDate` string, nullable: Quarter end date of the latest filing (YYYY-MM-DD)
  - `page` integer: Current page number (1-indexed)
  - `pageSize` integer: Number of results per page
  - `totalPages` integer: Total number of pages
  - `totalResults` integer: Total number of holdings in the portfolio
  - `data` object[]
    - `issuerName` string: Name of the issuer (company)
    - `titleOfClass` string, nullable: Title of the security class
    - `cusip` string: CUSIP identifier (9 characters)
    - `symbol` string, nullable: Ticker symbol (null if CUSIP could not be matched)
    - `value` number: Market value of the position (USD)
    - `shares` number: Number of shares held
    - `shareType` string: Type of shares held: | Code | Meaning | |------|---------| | SH | Shares (common/preferred stock) | | PRN | Principal amount (bonds, convertible notes) |
    - `putCall` string: Options position type. Omitted for direct equity holdings. | Code | Meaning | |------|---------| | PUT | Put option, right to sell shares at a specified price | | CALL | Call option, right to buy shares at a specified price |
    - `investmentDiscretion` string: Level of investment discretion the manager has over the position: | Code | Meaning | |------|---------| | SOLE | Manager has sole discretion over investment decisions | | SHARED | Discretion is shared with another manager or entity | | DEFINED | Discretion is defined by a specific agreement or plan |
    - `soleVoting` number: Shares with sole voting authority
    - `sharedVoting` number: Shares with shared voting authority
    - `noneVoting` number: Shares with no voting authority

## Other responses

- `400`: Invalid parameters or manager not found
- `403`: Feature not available on current plan

---

[API](https://skmtc.dev/stockfit/apis/stockfit-api.md) - [All operations](https://skmtc.dev/stockfit/apis/stockfit-api/llms.txt) - [OpenAPI document](https://skmtc.dev/stockfit/apis/stockfit-api/revisions/6063af256548?raw)