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Portfolio Holdings Summary API

Provides a summary of portfolio holdings, including the top holdings, sector allocation, and industry allocation.

About Portfolio Holdings Summary

The portfolio holding summary endpoint provides a summary of portfolio holdings, including the top holdings, sector allocation, and industry allocation. This information is useful for investors who need to get a quick overview of the investment portfolio of a particular institutional investor or to compare the investment portfolios of multiple institutional investors.

For example, investors may want to use the portfolio holding summary data to see the top holdings of a particular institutional investor or to compare the sector and industry allocation of two institutional investors.

Endpoint:

https://financialmodelingprep.com/api/v4/institutional-ownership/portfolio-holdings-summary?cik=0001067983&page=0

Portfolio Holdings Summary API Parameters

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Related Portfolio Holdings Summary APIs

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Form 13F dates

Provides the dates on which Form 13F reports are filed. 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 Holder

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

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Institutional Holders Search

Allows users to search for institutional investment managers by name, ticker symbol, or CUSIP number. Read more

Portfolio Holdings Summary API FAQs

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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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