Retrieve Institutional Holdings
Returns the holdings for a given institution.
get/api/institution/{name}/holdings
Path parameters
namestring required
Example:VANGUARD GROUP INC
A large entity that manages funds and investments for others. Queryable by name or CIK.
Query parameters
datestring date
Example:2024-01-18T00:00:00.000Z
A trading date in the format of YYYY-MM-DD. Defaults to the last trading date if not provided.
limitinteger
Example:10
How many items to return. Default 500. Max 500. Min 1.
order'date' | 'ticker' | 'security_type' | 'put_call' | 'first_buy' | 'price_first_buy' | 'units' | 'units_change' | 'historical_units' | 'value' | 'avg_price' | 'close' | 'shares_outstanding'
Example:ticker
Optional columns to order the result by.
order_direction'desc' | 'asc'
Example:asc
Whether to sort descending or ascending. Default is descending.
pageinteger
Example:1
Page number (use with limit). Starts on page 0.
security_typesstring[]
An array of security types.
[ "Share" ]
Response
Successful response with institutional holdings data.
Example response
{
"data": [
{
"avg_price": "156.53",
"close": "419.23",
"date": "2024-10-02",
"first_buy": "2012-02-23",
"full_name": "MICROSOFT CORP",
"historical_units": [
4103,
4423
],
"price_first_buy": "23.42",
"put_call": "put",
"sector": "Technology",
"security_type": "Share",
"shares_outstanding": "71984388.0",
"ticker": "MSFT",
"units": 4103,
"units_change": -320,
"value": 1672230
}
]
}