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

# Institutional ownership history

`GET /api/ownership/institutional-holders/history`

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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.

## Query parameters

- `symbol` string
- `cik` integer
- `cusip` string
- `composite_figi` string
- `share_class_figi` string

## Response `200`

Quarterly ownership data points sorted chronologically (ascending)

- object[]
  - `reportDate` string — Quarter end date (YYYY-MM-DD)
  - `holderCount` integer — Number of distinct institutional holders that quarter
  - `totalShares` number — Total shares held by all institutions
  - `totalValue` number — Total market value of all institutional holdings (USD)
  - `pctOfSharesOutstanding` number — Total institutional ownership as percentage of shares outstanding. Omitted when no issuer-level shares-outstanding figure is available (e.g. for ETFs/funds).

## Other responses

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

---

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