👋 Overview
The institutional ownership API provides access to the equity holdings of investment managers overseeing $100M+ in assets. This quarterly data comes directly from Form 13F filings and includes tickers, share quantities, estimated holding prices, and market values. When you query by ticker, the API returns the institutional owners of the specified ticker. You can use this data to:- Track the institutional owners of a ticker
- Identify emerging sector rotations and market themes
- Build investment strategies based on institutional money flows
- Monitor industry concentration and portfolio overlap
📊 Available Tickers
You can fetch a list of available tickers with aGET
request to:
https://api.financialdatasets.ai/institutional-ownership/tickers/
🚀 Getting Started
There are only 3 steps for making a successful API call:- Add your API key to the header of the request as
X-API-KEY
. - Add query params like
ticker
andlimit
to filter the data. - Execute the API request.
🔎 Filtering the Data
You can filter the data byticker
, limit
, and report_period
.
Note: ticker
is required required. By default, limit
is 10
and report_period
is null
.
The limit
parameter is used to specify the number of periods to return.
The report_period
parameter is used to specify the date of the holdings. For example, you can include filters like report_period_lte=2024-09-30
and report_period_gte=2024-01-01
to get holdings between January 1, 2024 and September 30, 2024.
The available report_period
operations are:
report_period_lte
report_period_lt
report_period_gte
report_period_gt
report_period
💻 Example
Institutional Ownership
💻 Example (with report_period)
Institutional Ownership
Authorizations
API key for authentication.
Query Parameters
The name of the investment manager
The ticker symbol, if queried by investor.
The maximum number of holdings to return (default: 10).
Response
Institutional ownership response