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latestOpenAPI 3.0.02026-08-2010141507.9 KB

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Ownership

Institutional ownership history

Stock Pro

Returns quarterly time series of institutional ownership for a stock. Each entry represents one quarter's aggregated 13F data: total holder count, shares, value, and ownership percentage. Useful for tracking how institutional interest in a stock has changed over time.

For symbols without an issuer-level shares-outstanding figure (e.g. ETFs, funds), the pctOfSharesOutstanding field is omitted from each entry.

get/api/ownership/institutional-holders/history

Query parameters

symbolstring

Stock ticker symbol. Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.

cikinteger

SEC Central Index Key (CIK).

cusipstring

CUSIP identifier (9 characters).

composite_figistring

Composite OpenFIGI identifier.

share_class_figistring

Share-class OpenFIGI identifier.

Response

Quarterly ownership data points sorted chronologically (ascending)

reportDatestring

Quarter end date (YYYY-MM-DD)

holderCountinteger

Number of distinct institutional holders that quarter

totalSharesnumber

Total shares held by all institutions

totalValuenumber

Total market value of all institutional holdings (USD)

pctOfSharesOutstandingnumber

Total institutional ownership as percentage of shares outstanding. Omitted when no issuer-level shares-outstanding figure is available (e.g. for ETFs/funds).

Example response

[
  {
    "reportDate": "2025-09-30",
    "holderCount": 2801,
    "totalShares": 10087654321,
    "totalValue": 2456789012000,
    "pctOfSharesOutstanding": 68.62
  }
]