---
title: "Get 13F institutional holdings"
method: GET
path: "/institutional-holdings"
tags: ["Institutional Holdings"]
---

# Get 13F institutional holdings

`GET /institutional-holdings`

Query 13F institutional holdings by filer CIK or by held ticker. Provide exactly one of `filer_cik` or `ticker`. When no `report_period` filter is supplied, `?filer_cik=...` returns the filer's most recent 13F and `?ticker=...` returns one position per institutional filer whose most recent 13F currently includes the ticker (filers who have since dropped the position are excluded).

## Query parameters

- `filer_cik` string
- `ticker` string
- `limit` integer
- `report_period` string, date
- `report_period_gte` string, date
- `report_period_lte` string, date
- `report_period_gt` string, date
- `report_period_lt` string, date

## Response `200`

Institutional holdings response

- InstitutionalHoldingsResponse — Envelope keyed by `ticker` (ticker mode) or `filer_cik` (filer mode), with the position list under `institutional_holdings`.
  - `ticker` string — Echoed back when the request used `?ticker=...` mode.
  - `filer_cik` string — Echoed back when the request used `?filer_cik=...` mode.
  - `institutional_holdings` InstitutionalHolding[]
    - `ticker` string — The ticker symbol of the held security. May be null if the CUSIP could not be resolved.
    - `name_of_issuer` string — Issuer name as reported on the 13F.
    - `cusip` string — 9-character CUSIP of the held security.
    - `report_period` string, date — The reporting period (quarter end) of the filing.
    - `filing_date` string, date — The date the filing was submitted to the SEC.
    - `form_type` '13F-HR' | '13F-HR/A' — The 13F form type (original `13F-HR` or amendment `13F-HR/A`).
    - `accession_number` string — The SEC accession number for this filing.
    - `title_of_class` string — Security class as reported (e.g., `COM`, `COM CL A`, `PREF`).
    - `put_call` 'null' | 'Put' | 'Call', nullable — Set to `Put` or `Call` for option positions; `null` for the underlying equity.
    - `shares` integer — Number of shares (or principal amount) held.
    - `value_usd` integer — Position market value in USD as reported on the 13F.
    - `reported_price` number, nullable — Per-share price implied by the reported value and shares (the 13F equivalent of Dataroma's `Reported Price`). May be null when our price lookup is unavailable for this CUSIP.
    - `filer_cik` string — Present only in ticker-mode responses. The 10-digit SEC CIK of the filer.
    - `filer_name` string — Present only in ticker-mode responses. The filer's name.
    - `subsidiaries` InstitutionalHoldingSubsidiary[] — Present only when the position aggregates multiple SEC information-table rows (voting authority splits). Omitted for single-row positions.
      - `row_num` integer — Zero-indexed row number from the SEC information table.
      - `shares` integer
      - `value_usd` integer
      - `shares_principal_amount_type` 'SH' | 'PRN' — `SH` for shares; `PRN` for principal amount (debt-like instruments).
      - `investment_discretion` 'SOLE' | 'DFND' | 'OTR' — SEC investment-discretion code.
      - `voting_authority_sole` integer
      - `voting_authority_shared` integer
      - `voting_authority_none` integer
      - `other_managers` string[] — SEC `OtherManagers` identifiers indicating which subsidiary manager reported this row.

## Other responses

- `400` — Bad request
- `401` — Unauthorized
- `402` — The request requires a paid subscription
- `404` — The specified resource was not found

---

[API](https://skmtc.net/financialdatasets/apis/financial-datasets-api.md) · [All operations](https://skmtc.net/financialdatasets/apis/financial-datasets-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/financialdatasets/financial-datasets-api/revisions/df2363101891/schema)