Institutional holders

GET/api/ownership/institutional-holders

Returns institutional holders from SEC 13F filings, aggregated by manager for a given reporting quarter and paired with the prior quarter for change tracking. Ownership percentage is calculated against shares outstanding. By default the most recent quarter with any filings is used; pass reportDate to pin an earlier quarter (see the parameter description for the filing-lag caveat).

For symbols without an issuer-level shares-outstanding figure (e.g. ETFs, funds), the per-row pctOfShares and prevPctOfShares fields are omitted.

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Query parameters

symbol string optional min length 1 · max length 10

Stock ticker symbol. Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.

Example: AAPL
cik integer optional

SEC Central Index Key (CIK).

Example: 320193
cusip string optional min length 9 · max length 9

CUSIP identifier (9 characters).

Example: 037833100
composite_figi string optional

Composite OpenFIGI identifier.

Example: BBG000B9XRY4
share_class_figi string optional

Share-class OpenFIGI identifier.

Example: BBG001S5N8V8
page integer optional min 1 · max 1000 · default 1

Page number (1-indexed)
pageSize integer optional min 1 · max 500 · default 100

Number of results per page (max 500)
reportDate string (date) optional

Optional as-of date (YYYY-MM-DD) that pins the query to the most recent 13F quarter-end on or before this date. Exact quarter-ends aren't required — any date works, and the returned reportDate on each row tells you which quarter you actually got. When omitted, the latest quarter with any filings is used.

Filing lag note: Managers have up to 45 days after quarter end to file Form 13F, so coverage of the current quarter is thin during that window. For a complete picture, pass the prior quarter's end explicitly (e.g. 2025-12-31 during Q1 2026).

Example: 2025-12-31

Example request

curl 'https://api.stockfit.io/v1/api/ownership/institutional-holders?symbol=AAPL&cik=320193&cusip=037833100&composite_figi=BBG000B9XRY4&share_class_figi=BBG001S5N8V8&reportDate=2025-12-31' \
  -H 'Authorization: Bearer YOUR_API_TOKEN'

Responses

200 OK

Paginated list of institutional holders ordered by value (descending)

Response schema

page integer
Current page number (1-indexed)
pageSize integer
Number of results per page
totalPages integer
Total number of pages
totalResults integer
Total number of institutional holders for this stock
data array of object
array of:
- managerName string
  Name of the institutional manager
- managerCik integer
  CIK of the institutional manager
- value number
  Market value of holdings (USD)
- shares number
  Number of shares held
- shareType string
  Type of shares held: | Code | Meaning | |------|---------| | SH | Shares (common/preferred stock) | | PRN | Principal amount (bonds, convertible notes) |
- investmentDiscretion string
  Level of investment discretion the manager has over the position: | Code | Meaning | |------|---------| | SOLE | Manager has sole discretion over investment decisions | | SHARED | Discretion is shared with another manager or entity | | DEFINED | Discretion is defined by a specific agreement or plan |
- putCall string | null
  Options position type, if applicable. Null for direct equity holdings. | Code | Meaning | |------|---------| | PUT | Put option — right to sell shares at a specified price | | CALL | Call option — right to buy shares at a specified price |
- soleVoting number
  Shares with sole voting authority
- sharedVoting number
  Shares with shared voting authority
- noneVoting number
  Shares with no voting authority
- reportDate string
  Report quarter end date (YYYY-MM-DD)
- prevShares number | null
  Shares held in the previous quarter (null if new position)
- prevValue number | null
  Value of holdings in the previous quarter (null if new position)
- pctOfShares number
  Percentage of total shares outstanding. Omitted when no issuer-level shares-outstanding figure is available (e.g. for ETFs/funds).
- accessionNumber string | null
  SEC accession number of the 13F filing
- prevPctOfShares number
  Previous quarter ownership percentage. Omitted when the manager had no position in the prior quarter, or when no issuer-level shares-outstanding figure is available.

Example response

{
  "page": 1,
  "pageSize": 100,
  "totalPages": 29,
  "totalResults": 2847,
  "data": [
    {
      "managerName": "BlackRock, Inc.",
      "managerCik": 2012383,
      "value": 314465315556,
      "shares": 1157054556,
      "shareType": "SH",
      "investmentDiscretion": "SOLE",
      "putCall": null,
      "soleVoting": 1037350935,
      "sharedVoting": 0,
      "noneVoting": 119703621,
      "reportDate": "2025-12-31",
      "prevShares": 1148562978,
      "prevValue": 292378841109,
      "pctOfShares": 7.87,
      "accessionNumber": "0002012383-26-000920",
      "prevPctOfShares": 7.81
    }
  ]
}

400 Bad Request

Invalid parameters or company not found

Response schema

error string
Human-readable error message

Example response

{}

403 Forbidden

Feature not available on current plan

Response schema

error string
Human-readable error message

Example response

{}