Institutional holders of one symbol.
finterm tool institutional_holdings AAPL --as-of-date 2024-03-15import requests
url = "https://api.finterm.ai/api/v1/ownership/institutional-holdings"
payload = {
"ticker": "<string>",
"investor_cik": "<string>",
"as_of_date": "<string>",
"limit": 50
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
ticker: '<string>',
investor_cik: '<string>',
as_of_date: '<string>',
limit: 50
})
};
fetch('https://api.finterm.ai/api/v1/ownership/institutional-holdings', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.finterm.ai/api/v1/ownership/institutional-holdings",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'ticker' => '<string>',
'investor_cik' => '<string>',
'as_of_date' => '<string>',
'limit' => 50
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.finterm.ai/api/v1/ownership/institutional-holdings"
payload := strings.NewReader("{\n \"ticker\": \"<string>\",\n \"investor_cik\": \"<string>\",\n \"as_of_date\": \"<string>\",\n \"limit\": 50\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.finterm.ai/api/v1/ownership/institutional-holdings")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"ticker\": \"<string>\",\n \"investor_cik\": \"<string>\",\n \"as_of_date\": \"<string>\",\n \"limit\": 50\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.finterm.ai/api/v1/ownership/institutional-holdings")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"ticker\": \"<string>\",\n \"investor_cik\": \"<string>\",\n \"as_of_date\": \"<string>\",\n \"limit\": 50\n}"
response = http.request(request)
puts response.read_body{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"data": {
"as_of_date": "<string>",
"latest_period": "<string>",
"truncated": true,
"ticker": "<string>",
"investor_cik": "<string>",
"holders": [
{
"filer_name": "<string>",
"filer_cik": "<string>",
"period_of_report": "<string>",
"filed_at": "<string>",
"form_type": "<string>",
"accession_number": "<string>",
"name_of_issuer": "<string>",
"cusip": "<string>",
"ticker": "<string>",
"title_of_class": "<string>",
"shares": 123,
"shares_type": "<string>",
"value_usd": 123,
"investment_discretion": "<string>",
"voting_authority_sole": 123,
"voting_authority_shared": 123,
"voting_authority_none": 123,
"is_stale": true,
"filing_url": "<string>"
}
],
"positions": [
{
"filer_name": "<string>",
"filer_cik": "<string>",
"period_of_report": "<string>",
"filed_at": "<string>",
"form_type": "<string>",
"accession_number": "<string>",
"name_of_issuer": "<string>",
"cusip": "<string>",
"ticker": "<string>",
"title_of_class": "<string>",
"shares": 123,
"shares_type": "<string>",
"value_usd": 123,
"investment_discretion": "<string>",
"voting_authority_sole": 123,
"voting_authority_shared": 123,
"voting_authority_none": 123,
"is_stale": true,
"filing_url": "<string>"
}
],
"scanned_filings": 123,
"scanned_filed_range": {
"earliest": "<string>",
"latest": "<string>"
}
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}Point Tools
SEC Form 13F institutional holders for a stock or the portfolio of one manager.
Get institutional ownership from SEC Form 13F filings in either of two modes. In ticker mode, pass a symbol to list the institutional managers that hold that security, ranked by reported value across the scanned filing window. In investor mode, pass a manager’s SEC CIK to list the positions in that manager’s latest filing, ranked by value. Each row carries the filer, the period and filing dates, the security and its CUSIP, shares and reported value, voting authority, and whether the row is from a stale (superseded) filing.
POST
/
api
/
v1
/
ownership
/
institutional-holdings
Institutional holders of one symbol.
finterm tool institutional_holdings AAPL --as-of-date 2024-03-15import requests
url = "https://api.finterm.ai/api/v1/ownership/institutional-holdings"
payload = {
"ticker": "<string>",
"investor_cik": "<string>",
"as_of_date": "<string>",
"limit": 50
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
ticker: '<string>',
investor_cik: '<string>',
as_of_date: '<string>',
limit: 50
})
};
fetch('https://api.finterm.ai/api/v1/ownership/institutional-holdings', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.finterm.ai/api/v1/ownership/institutional-holdings",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'ticker' => '<string>',
'investor_cik' => '<string>',
'as_of_date' => '<string>',
'limit' => 50
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.finterm.ai/api/v1/ownership/institutional-holdings"
payload := strings.NewReader("{\n \"ticker\": \"<string>\",\n \"investor_cik\": \"<string>\",\n \"as_of_date\": \"<string>\",\n \"limit\": 50\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.finterm.ai/api/v1/ownership/institutional-holdings")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"ticker\": \"<string>\",\n \"investor_cik\": \"<string>\",\n \"as_of_date\": \"<string>\",\n \"limit\": 50\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.finterm.ai/api/v1/ownership/institutional-holdings")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"ticker\": \"<string>\",\n \"investor_cik\": \"<string>\",\n \"as_of_date\": \"<string>\",\n \"limit\": 50\n}"
response = http.request(request)
puts response.read_body{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"data": {
"as_of_date": "<string>",
"latest_period": "<string>",
"truncated": true,
"ticker": "<string>",
"investor_cik": "<string>",
"holders": [
{
"filer_name": "<string>",
"filer_cik": "<string>",
"period_of_report": "<string>",
"filed_at": "<string>",
"form_type": "<string>",
"accession_number": "<string>",
"name_of_issuer": "<string>",
"cusip": "<string>",
"ticker": "<string>",
"title_of_class": "<string>",
"shares": 123,
"shares_type": "<string>",
"value_usd": 123,
"investment_discretion": "<string>",
"voting_authority_sole": 123,
"voting_authority_shared": 123,
"voting_authority_none": 123,
"is_stale": true,
"filing_url": "<string>"
}
],
"positions": [
{
"filer_name": "<string>",
"filer_cik": "<string>",
"period_of_report": "<string>",
"filed_at": "<string>",
"form_type": "<string>",
"accession_number": "<string>",
"name_of_issuer": "<string>",
"cusip": "<string>",
"ticker": "<string>",
"title_of_class": "<string>",
"shares": 123,
"shares_type": "<string>",
"value_usd": 123,
"investment_discretion": "<string>",
"voting_authority_sole": 123,
"voting_authority_shared": 123,
"voting_authority_none": 123,
"is_stale": true,
"filing_url": "<string>"
}
],
"scanned_filings": 123,
"scanned_filed_range": {
"earliest": "<string>",
"latest": "<string>"
}
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}{
"finterm": {
"schema": "<string>",
"tool": "<string>",
"args": {},
"request_id": "<string>",
"cursor": "<string>"
},
"error": {
"code": "<string>",
"message": "<string>",
"upgrade_url": "<string>"
}
}Authorizations
A live account API key from FINTERM_API_KEY.
Body
application/json
SEC Form 4 insider transactions with a trailing 90-day open-market summary.A live 0-100 sentiment composite for a ticker: seven components scored vs the ticker's own year, grouped trend / flow / positioning.
⌘I