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Institutional Ownership Filings API

Stay up to date with the most recent SEC filings related to institutional ownership using the Institutional Ownership Filings API. This tool allows you to track the latest reports and disclosures from institutional investors, giving you a real-time view of major holdings and regulatory submissions.

About Institutional Ownership Filings API

The Institutional Ownership Filings API gives access to the latest SEC filings from institutional investors, providing insights into reports like Form 13F filings. It’s perfect for staying on top of which institutions hold shares in specific companies and monitoring significant ownership changes.
This API is ideal for:

  • Tracking Institutional Ownership: Stay updated on which institutions hold shares in specific companies.
  • Monitoring Investor Activity: Access filings that show when large investors are buying or selling shares.
  • Research & Analysis: Use this data for investment research and trend analysis to see which institutions are bullish or bearish on a company.
  • Compliance & Governance: Utilize filings to ensure corporate actions comply with regulatory requirements.

This API ensures real-time access to the most recent institutional filings, keeping you informed about significant investor movements.

Example Use Case
An investment researcher can use the Institutional Ownership Filings API to monitor changes in institutional ownership for companies like Apple, identifying when major hedge funds or pension funds increase or decrease their stakes.

Institutional Ownership Filings API Parameters

Query Parameter

Type

Example

page

number

0

limit

number

100

(*) Required

How it works

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The Filings Extract With Analytics By Holder API provides an analytical breakdown of institutional filings. This API offers insight into stock movements, strategies, and portfolio changes by major ins... Read more

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Institutional Ownership Filings API FAQs

How often is financial statement data updated through the APIs?

Our Financial Statement APIs update data as soon as new filings are released by public companies. Most NYSE and NASDAQ companies are covered, and our infrastructure is designed to detect and deliver updates in near real time. This ensures you're always working with the most current financial disclosures and performance metrics available.

What type of data is included in the 'Advanced Data' and 'Corporate Filings' packages that isn't in the starter package?

The 'Advanced Data' package includes more detailed financial data such as historical stock prices, financial ratios, and analyst recommendations. The 'Corporate Filings' package includes access to SEC filings, annual reports, and other regulatory documents filed by public companies.

Do you provide S1 filings data?

You can find the S1 filings data in the IPO Calendar endpoint. https://site.financialmodelingprep.com/developer/docs/#IPO-Calendar

Why does the filing date match the date?

The filing date field is populated from the SEC, as a result, international stocks do not pull in data for the filing date and thus are mapped to the date.

How can I access filing links for International stocks such as India, China, etc?

You can access filing links for International stocks by checking the final links field in our financial endpoints. Please refer to our documentation at https://site.financialmodelingprep.com/developer/docs#income-statements-financial-statements for more information.

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 often is your Financial Statement data is updated?

Typically, we are able to gather financials through an 8-K within 24 hours of an earnings report, However, this data is not as reliable or as full as the data from their 10-Q which takes a bit longer to process.

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