---
title: "Institutional investor portfolio"
method: GET
path: "/api/ownership/portfolio"
tags: ["Ownership"]
---

# Institutional investor portfolio

`GET /api/ownership/portfolio`

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Returns the full portfolio of an institutional investor (identified by CIK) from a 13F filing.
This is the inverse of `/api/ownership/institutional-holders` — instead of "who owns this stock", this answers "what does this investor own".
Only managers with $100M+ AUM who file Form 13F-HR are included.

By default the manager's own most recent filing is used, so different managers may resolve
to different quarters during the 45-day filing window. Pass `reportDate` to pin every manager
to the same quarter for side-by-side comparisons.

## Query parameters

- `cik` integer, required
- `page` integer
- `pageSize` integer
- `reportDate` string, date

## Response `200`

Paginated portfolio of holdings ordered by value (descending)

- object
  - `managerName` string — Name of the institutional manager
  - `managerCik` integer
  - `reportDate` string, nullable — Quarter end date of the latest filing (YYYY-MM-DD)
  - `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 holdings in the portfolio
  - `data` object[]
    - `issuerName` string — Name of the issuer (company)
    - `titleOfClass` string, nullable — Title of the security class
    - `cusip` string — CUSIP identifier (9 characters)
    - `symbol` string, nullable — Ticker symbol (null if CUSIP could not be matched)
    - `value` number — Market value of the position (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) |
    - `putCall` string — Options position type. Omitted 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 |
    - `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 |
    - `soleVoting` number — Shares with sole voting authority
    - `sharedVoting` number — Shares with shared voting authority
    - `noneVoting` number — Shares with no voting authority

## Other responses

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

---

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