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Institutional Holders List API

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

About Institutional Holders List API

The institutional holders list endpoint provides a list of all institutional investment managers that are required to file Form 13F reports. This information is useful for investors who need to identify the largest investors in the stock market and who need to track their investment activity.

For example, investors may want to use the institutional holders list to identify the top institutional holders of a particular stock or to find a list of all institutional investors that follow a specific investment strategy.

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Related Institutional Holders List APIs

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Portfolio Composition

Provides the composition of portfolios, including the asset allocation, sector allocation, and industry allocation. 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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Ownership By Shares Held

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

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Institutional Stock Ownership

Provides the institutional ownership of individual stocks. 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

Institutional Holders List API FAQs

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.

How can I filter out inactive stocks from the API?

You can filter out inactive stocks by using the API endpoint to see the list of active symbols. Please refer to this link for more information: https://site.financialmodelingprep.com/developer/docs#tradable-search-stock-list

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 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

Which subscription tier provides access to historical institution ownership and historical insider ownership data?

The Institutional ownership endpoints are available in the Ultimate plan. This plan provides access to historical institution ownership and historical insider ownership data.

How can I retrieve the tickers included in an index using your API?

To retrieve the tickers included in an index using our API, you can make a request to the following endpoint: https://financialmodelingprep.com/stable/etf-holder-bulk. This will provide you with the information you are looking for.

Does your API provide access to ETF net assets or AUM historical data?

Yes, our API does provide access to ETF net assets and AUM historical data. You can find more information about this data in the ETF Information API documentation here: https://site.financialmodelingprep.com/developer/docs#etf-information-etf-holdings

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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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