Institutional holdings are the securities in an investment portfolio owned by investment or pension funds, insurance companies, investment firms, or other large organizations that manage funds on behalf of others. The API endpoint provides data on institutional investors with holdings of at least $100 million. There is a limit of 100 records per API call.
https://financialdata.net/api/v1/institutional-holdings?identifier=MSFT| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol or CUSIP number of a security, or the institutional investor's central index key. The latter is assigned to the investor by the US Securities and Exchange Commission. | MSFT, 594918104, 0001067983 |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 100 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"investor_name": "ASSET PLANNING CORPORATION",
"central_index_key": "0000007773",
"period_of_report": "2024-09-30",
"issuer_name": "MICROSOFT CORP",
"trading_symbol": "MSFT",
"cusip_number": "594918104",
"title_of_security": "COM",
"market_value": 1401566.0,
"amount_of_securities": 3257,
"price_per_security": 430.324224746699,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 0.00914628336823397
},
...
]Get your API key instantly and start pulling data into your application.
Get Your API KeyOur robust architecture guarantees 99.9% uptime for uninterrupted API access.
Native Python SDK and REST support make data integration seamless.
The official MCP server delivers financial data directly to your AI agents.