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Portfolio Holdings dates API

Provides the dates on which portfolio holdings data is updated.

About Portfolio Holdings dates API

The portfolio holdings dates endpoint provides the dates on which portfolio holdings data is updated. This information is useful for investors who need to stay up-to-date on the latest portfolio holdings data and who need to track changes in the investment portfolios of institutional investors.

For example, investors may want to use the portfolio holdings dates endpoint to ensure that they are viewing the most recent portfolio holdings data for a particular institutional investor or to track changes in the portfolio holdings of an institutional investor over time.

Portfolio Holdings dates API Parameters

Query Parameter

Type

Example

cik*

string

0001067983

(*) Required

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Related Portfolio Holdings dates APIs

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Institutional Stock Ownership

Provides the institutional ownership of individual stocks. Read more

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Institutional Ownership by Shares Held and Date

Provides the ownership of stocks by number of shares held. Read more

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Form 13F

Provides quarterly reports on the equity holdings of institutional investment managers with over $100 million in assets under management. Read more

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Institutional Holders List

Provides a list of all institutional investment managers that are required to file Form 13F reports. Read more

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Institutional Holder

Provides detailed information on individual institutional investment managers, including their holdings, contact information, and investment style. Read more

Portfolio Holdings dates API FAQs

How can I get historical data for ETF holdings using the API?

To retrieve historical data for ETF holdings, the API call should be structured as follows: financialmodelingprep.com/stable/etf/holdings?date=desired_date&symbol=SPY&apikey=YOUR-API-KEY. You can find more information on how to make the API call for historical data on the Financial Modeling Prep documentation: https://site.financialmodelingprep.com/developer/docs#etf-holding-dates-etf-holdings

Do you offer a bulk API endpoint for the institutional-ownership/symbol-positions-summary?

At the moment, we do not have a bulk API for the institutional-ownership/symbol-positions-summary endpoint.

What is the average latency from the filing (insider or 13f) appearing on SEC Edgar to being available through your APIs?

The initial extraction of data from when it gets filed to being available through our APIs should be under a few hours. However, the full holding analytics can take up to 48 hours as all the holdings previously would need to be recalculated.

How can I access historical share-float values older than 2021 through the API?

At the moment, we provide historical shares float data from 2021 onwards. If you require access to historical share-float values older than 2021, unfortunately, that data is not available through our API at this time.

Can I access historical data through the Financial Statement APIs?

Yes, the Financial Statement APIs offer access to more than 10 years of historical financial data. This includes quarterly and annual statements, growth rates, and comparison views. With such a deep archive, you can perform trend analysis, sector benchmarking, or backtesting with high confidence in the consistency and reliability of the data.

Do you cover TSX-listed ETFs that hold only TSX-listed stocks? How far back does the holdings data go?

Yes, we cover TSX-listed ETFs, including those with TSX-listed holdings. To get historical holdings, use this API format: https://financialmodelingprep.com/stable/etf/holdings?symbol=SPY&date=YYYY-MM-DD&apikey=YOUR_API_KEY

How can I get access to historical financial data through your API?

To access historical financial data through our API, you can make use of our historical data endpoints. These endpoints allow you to retrieve historical stock prices, financial statements, and other relevant data for analysis and research purposes. Please refer to our API documentation for more details on how to access this information.

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Financial Modeling Prep API provides real time stock price, company financial statements, major index prices, stock historical data, forex real time rate and cryptocurrencies. Financial Modeling Prep stock price API is in real time, the company reports can be found in quarter or annual format, and goes back 30 years in history.
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