Get Company Institution Holders Info
OpenAPI JSON Spec Retrieve institution holder information for a specified stock symbol. This endpoint provides detailed data about institutional investors holding the stock, including their positions, changes, and performance metrics.
Main Use Cases
- Institutional Analysis: Analyze institutional investor positions and changes
- Ownership Tracking: Track institutional ownership and concentration
- Investment Research: Understand institutional investor behavior and trends
- Risk Management: Assess institutional ownership concentration and changes
Response Data Structure
holders([]CompanyHolderInfo): Array of institution holder information
CompanyHolderInfo fields:
calendar_end_date(string): Date of the holding recordcik(string): CIK identifierfiling_date(string): Filing dateinvestor_name(string): Name of the institutional investorsymbol(string): Stock symbolsecurity_name(string): Security nametype_of_security(string): Type of securitysecurity_cusip(string): Security CUSIPshares_type(string): Shares typeput_call_share(string): Put/Call/Share indicatorinvestment_discretion(string): Investment discretion typeindustry_title(string): Industry titleweight(float64): Portfolio weightlast_weight(float64): Previous portfolio weightchange_in_weight(float64): Change in weightchange_in_weight_percentage(float64): Change in weight percentagemarket_value(float64): Market valuelast_market_value(float64): Previous market valuechange_in_market_value(float64): Change in market valuechange_in_market_value_percentage(float64): Change in market value percentageshares_number(string): Number of shares heldlast_shares_number(string): Previous number of shares heldchange_in_shares_number(string): Change in shares numberchange_in_shares_number_percentage(float64): Change in shares number percentagequarter_end_price(float64): Quarter end priceavg_price_paid(float64): Average price paidis_new(bool): Whether this is a new positionis_sold_out(bool): Whether position was sold outownership(float64): Ownership percentagelast_ownership(float64): Previous ownership percentagechange_in_ownership(float64): Change in ownershipchange_in_ownership_percentage(float64): Change in ownership percentageholding_period(int32): Holding period in quartersfirst_added(string): First added dateperformance(string): Performance valueperformance_percentage(float64): Performance percentagelast_performance(string): Previous performance valuechange_in_performance(string): Change in performanceis_counted_for_performance(bool): Whether counted for performanceobserved_at(int64): Observed timestamp (seconds)
Query Parameters:
- symbol: Stock symbol (required, uppercase, e.g., TSM, AAPL, MSFT)
- start_time: Start time (required, Unix timestamp in seconds)
- end_time: End time (required, Unix timestamp in seconds)
- limit: Limit number of results (optional, default: 50, max: 5000)
- time_type: Time type for filtering (required)
CALENDAR_END_DATE: Filter by Date (calendarEndDate) fieldFILING_DATE: Filter by FilingDate fieldOBSERVED_AT: Filter by publish_time field
Authorizations
API Key authentication. Example: "your-api-key-here"
Query Parameters
Stock symbol (uppercase, e.g., TSM, AAPL, MSFT)
Limit number of results (default: 50, max: 5000)
1 <= x <= 5000Start time (Unix timestamp, required)
End time (Unix timestamp, required)
Time type for filtering: 'CALENDAR_END_DATE' uses Date field, 'FILING_DATE' uses FilingDate field, 'OBSERVED_AT' uses publish_time field
CALENDAR_END_DATE, FILING_DATE, OBSERVED_AT 
