3d5897270d8a
Institutional holders
Returns institutional holders from SEC 13F filings, aggregated by manager for a given reporting quarter and paired with the prior quarter for change tracking. Ownership percentage is calculated against shares outstanding. By default the most recent quarter with any filings is used; pass reportDate to pin an earlier quarter (see the parameter description for the filing-lag caveat).
For symbols without an issuer-level shares-outstanding figure (e.g. ETFs, funds), the per-row pctOfShares and prevPctOfShares fields are omitted.
Query parameters
Stock ticker symbol. Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.
SEC Central Index Key (CIK).
CUSIP identifier (9 characters).
Composite OpenFIGI identifier.
Share-class OpenFIGI identifier.
Page number (1-indexed)
Number of results per page (max 500)
Optional as-of date (YYYY-MM-DD) that pins the query to the most recent 13F quarter-end on or before this date. Exact quarter-ends aren't required — any date works, and the returned reportDate on each row tells you which quarter you actually got. When omitted, the latest quarter with any filings is used.
Filing lag note: Managers have up to 45 days after quarter end to file Form 13F, so coverage of the current quarter is thin during that window. For a complete picture, pass the prior quarter's end explicitly (e.g. 2025-12-31 during Q1 2026).
Response
Paginated list of institutional holders ordered by value (descending)
Example response
{
"page": 1,
"pageSize": 100,
"totalPages": 29,
"totalResults": 2847,
"data": [
{
"managerName": "BlackRock, Inc.",
"managerCik": 2012383,
"value": 314465315556,
"shares": 1157054556,
"shareType": "SH",
"investmentDiscretion": "SOLE",
"soleVoting": 1037350935,
"noneVoting": 119703621,
"reportDate": "2025-12-31",
"prevShares": 1148562978,
"prevValue": 292378841109,
"pctOfShares": 7.87,
"accessionNumber": "0002012383-26-000920",
"prevPctOfShares": 7.81
}
]
}