v3

latestOpenAPI 3.1.02026-07-26490368.4 KB

Ownership

Get holdings for an institutional holder

Returns a holder-centric portfolio. Defaults to the latest reported quarter; use year + quarter for history.

get/v1/ownership/institutional/holdings

Query parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

holderIdstring

Ownership holder UUID. Provide either holderId or cik.

Example:88b0adf8-ff23-4540-8f15-56d930a71050

Ownership holder UUID. Provide either holderId or cik.

cikstring

SEC CIK of the holder (with or without leading zeros). Provide either holderId or cik.

Example:102909

SEC CIK of the holder (with or without leading zeros). Provide either holderId or cik.

yearinteger

Calendar year for a historical quarter. Must be supplied with quarter.

Example:2025

Calendar year for a historical quarter. Must be supplied with quarter.

quarterinteger

Calendar quarter for a historical period. Must be supplied with year.

Example:4

Calendar quarter for a historical period. Must be supplied with year.

pageNumberinteger

Page number (1-indexed)

Example:1

Page number (1-indexed)

pageSizeinteger

Number of records per page, max 1000

Example:1000

Number of records per page, max 1000

Response

Institutional holdings for a holder

Example response

{
  "pagination": {
    "page": 1,
    "pageSize": 1000,
    "totalCount": 142,
    "totalPages": 1
  },
  "data": [
    {
      "holderId": "88b0adf8-ff23-4540-8f15-56d930a71050",
      "holdingType": "company",
      "company": {
        "companyId": 1234,
        "name": "Apple Inc.",
        "ticker": "AAPL",
        "exchangeSymbol": "NASDAQ"
      },
      "fund": {
        "fundId": "88b0adf8-ff23-4540-8f15-56d930a71050",
        "name": "SPDR S&P 500 ETF Trust",
        "ticker": "SPY",
        "exchangeSymbol": "ARCA"
      },
      "reportDate": "2025-12-31",
      "filingDate": "2026-02-14",
      "shares": 1354289280,
      "currency": "USD",
      "value": 339120000000,
      "sharesChange": 1250000,
      "sharesChangePercent": 9,
      "valueChange": 420000000,
      "percentOfPortfolio": 4.32,
      "sources": [
        {
          "document": "https://api.fiscal.ai/v1/company/ownership/filing/0000320193-25-000073/pdf?companyKey=NASDAQ_AAPL"
        }
      ]
    }
  ]
}