Institutional Holdings API

Our data sets identify the institutional owners of companies as well as the specific companies held by each institution. The data is accessible by institution or by ticker and includes:

  • Up to date information on 3,600+ institutions including:
    • Total positions and the types of securities held
    • Tickers of companies held and the number of shares held per ticker
    • Value of shares held, aggregate and per ticker, and the percentage change quarter to quarter
  • Institutional ownership information for all 5,000+ U.S. market listed companies including:
    • Name of institutional owners
    • Volume of shares held per holder and the value of shares held
    • Percentage change of in holdings quarter to quarter

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