---
title: "Institutional holders"
method: GET
path: "/api/ownership/institutional-holders"
tags: ["Ownership"]
---

# Institutional holders

`GET /api/ownership/institutional-holders`

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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

- `symbol` string
- `cik` integer
- `cusip` string
- `composite_figi` string
- `share_class_figi` string
- `page` integer
- `pageSize` integer
- `reportDate` string, date

## Response `200`

Paginated list of institutional holders ordered by value (descending)

- object
  - `page` integer — Current page number (1-indexed)
  - `pageSize` integer — Number of results per page
  - `totalPages` integer — Total number of pages
  - `totalResults` integer — Total number of institutional holders for this stock
  - `data` object[]
    - `managerName` string — Name of the institutional manager
    - `managerCik` integer — CIK of the institutional manager
    - `value` number — Market value of holdings (USD)
    - `shares` number — Number of shares held
    - `shareType` string — Type of shares held: | Code | Meaning | |------|---------| | SH | Shares (common/preferred stock) | | PRN | Principal amount (bonds, convertible notes) |
    - `investmentDiscretion` string — Level of investment discretion the manager has over the position: | Code | Meaning | |------|---------| | SOLE | Manager has sole discretion over investment decisions | | SHARED | Discretion is shared with another manager or entity | | DEFINED | Discretion is defined by a specific agreement or plan |
    - `putCall` string, nullable — Options position type, if applicable. Null for direct equity holdings. | Code | Meaning | |------|---------| | PUT | Put option — right to sell shares at a specified price | | CALL | Call option — right to buy shares at a specified price |
    - `soleVoting` number — Shares with sole voting authority
    - `sharedVoting` number — Shares with shared voting authority
    - `noneVoting` number — Shares with no voting authority
    - `reportDate` string — Report quarter end date (YYYY-MM-DD)
    - `prevShares` number, nullable — Shares held in the previous quarter (null if new position)
    - `prevValue` number, nullable — Value of holdings in the previous quarter (null if new position)
    - `pctOfShares` number — Percentage of total shares outstanding. Omitted when no issuer-level shares-outstanding figure is available (e.g. for ETFs/funds).
    - `accessionNumber` string, nullable — SEC accession number of the 13F filing
    - `prevPctOfShares` number — Previous quarter ownership percentage. Omitted when the manager had no position in the prior quarter, or when no issuer-level shares-outstanding figure is available.

## Other responses

- `400` — Invalid parameters or company not found
- `403` — Feature not available on current plan

---

[API](https://skmtc.net/stockfit/apis/stockfit-api.md) · [All operations](https://skmtc.net/stockfit/apis/stockfit-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/stockfit/stockfit-api/revisions/3d5897270d8a/schema)