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POST
/
api
/
v1
/
ownership
/
institutional-holdings
Institutional holders of one symbol.
finterm tool institutional_holdings AAPL --as-of-date 2024-03-15
{
  "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>"
    }
  }
}

Authorizations

Authorization
string
header
required

A live account API key from FINTERM_API_KEY.

Body

application/json
ticker
string

Ticker holder mode

investor_cik
string

Investor portfolio mode SEC CIK

as_of_date
string

Filing-date cutoff in YYYY-MM-DD format

limit
integer

Maximum rows to return

Required range: 1 <= x <= 100

Response

Success.

The two-key success envelope.

finterm
object
required

Canonical result meta header.

data
object
required