Institutional Investors Summary by Investor
Returns data from the [holdings_investor] table.
This table provides more than 12 years of insider holdings & transactions history for more than 15,000 issuers and 200,000 insiders summarized by investor.
Covers all securities, including common shares, funds, calls, puts, warrants, preferred stock and debt.
Data is sourced from SEC form 13F filings, which requires that medium to large institutional investment managers report details of certain US security holdings. More information on SEC form 13F reporting can be found here.
For more information on the dataset and the available indicators, please review the holdings_investor table on the Data Explorer page.
The table is queried via the following endpoint
https://api.findl.com/v1.0/data/holdings_investor?apiKey=test-api-keyThe queries are authenticated and filtered using query parameters. A query parameter specifies a particular option or filter for the data to be returned. Examples of query parameter include the data format to be returned (format), the table columns to return (fields) or a filter to be applied (tablename). These are appended to the endpoint above, following a ?. The most important of these is your API key (apiKey) which is used to authenticate you. Without a valid API key, results will not be returned.
The holdings_investor table supports the following query parameters.
| Parameter | Description | Default | Examples |
|---|---|---|---|
| format | The format of the results to be returned. | csv | format=json |
| from | Specifies the filing date from which to return data. | 30 days ago | from=2023-08-01 |
| to | Specifies the filing date to return data until. | prior day | to=2023-08-31 |
| fields | The fields (table columns) to return. | all | fields=date,investorname,value,percentoftotal |
| investorname | Returns results for the specified institutional investor. | investorname=BERKSHIRE HATHAWAY INC | |
| limit | The number of records to return. | 10000 | limit=100000 |
| skip | The number of results to skip before returning data. | 0 | skip=10000 |
| sort | The field used to sort the data and the sort method (asc/desc). | date.desc | sort=totalvalue.asc |
Return institutional holdings summary data for a specified insitution
https://api.findl.com/v1.0/data/holdings_investor?apiKey=test-api-key&format=csv&investorname=BERKSHIRE HATHAWAY INCReturn institutional holdings summary data for a specified date range
https://api.findl.com/v1.0/data/holdings_investor?apiKey=test-api-key&format=csv&from=2023-08-01&to=2023=08-31Return specific columns from institutional holdings data for a specified institution and date range
https://api.findl.com/v1.0/data/holdings_investor?apiKey=test-api-key&format=csv&fields=date,shrholdings,shrunits,shrvalue&investorname=BERKSHIRE HATHAWAY INC&from=2018-08-01&to=2023-07-31Copyright © findl 2024. All rights reserved.