Institutional investor portfolio

GET/api/ownership/portfolio

Returns the full portfolio of an institutional investor (identified by CIK) from a 13F filing. This is the inverse of /api/ownership/institutional-holders — instead of "who owns this stock", this answers "what does this investor own". Only managers with $100M+ AUM who file Form 13F-HR are included.

By default the manager's own most recent filing is used, so different managers may resolve to different quarters during the 45-day filing window. Pass reportDate to pin every manager to the same quarter for side-by-side comparisons.

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Query parameters

cik integer required

CIK of the institutional manager

Example: 1067983
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 manager's most recent 13F filing on or before this date. Exact quarter-ends aren't required — the returned reportDate field tells you which quarter you actually got. When omitted, the manager's latest filing is used.

When to use it: comparing several managers' portfolios side-by-side. Without a pin, one manager may resolve to Q4 while another has already reported Q1, producing apples-to-oranges results during the 45-day 13F filing window.

Example: 2025-12-31

Example request

curl 'https://api.stockfit.io/v1/api/ownership/portfolio?cik=1067983&reportDate=2025-12-31' \
  -H 'Authorization: Bearer YOUR_API_TOKEN'

Responses

200 OK

Paginated portfolio of holdings ordered by value (descending)

Response schema

managerName string
Name of the institutional manager
managerCik integer
reportDate string | null
Quarter end date of the latest filing (YYYY-MM-DD)
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 holdings in the portfolio
data array of object
array of:
- issuerName string
  Name of the issuer (company)
- titleOfClass string | null
  Title of the security class
- cusip string
  CUSIP identifier (9 characters)
- symbol string | null
  Ticker symbol (null if CUSIP could not be matched)
- value number
  Market value of the position (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) |
- putCall string
  Options position type. Omitted 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 |
- 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 |
- soleVoting number
  Shares with sole voting authority
- sharedVoting number
  Shares with shared voting authority
- noneVoting number
  Shares with no voting authority

Example response

{
  "managerName": "BERKSHIRE HATHAWAY INC",
  "managerCik": 1067983,
  "reportDate": "2025-12-31",
  "page": 1,
  "pageSize": 100,
  "totalPages": 1,
  "totalResults": 42,
  "data": [
    {
      "issuerName": "APPLE INC",
      "titleOfClass": "COM",
      "cusip": "037833100",
      "symbol": "AAPL",
      "value": 75145782000,
      "shares": 300000000,
      "shareType": "SH",
      "putCall": "string",
      "investmentDiscretion": "SOLE",
      "soleVoting": 0,
      "sharedVoting": 0,
      "noneVoting": 0
    }
  ]
}

400 Bad Request

Invalid parameters or manager 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

{}