Institutional holdings

Get 13F institutional holdings

Returns SEC Form 13F institutional-holdings rows for a security, sourced from the SECForm4 provider’s institutional-holdings route (go/service/institutionalholdings.go). Only the ticker path is routed: filer_cik is accepted for Financial Datasets parameter parity, but every call that sets it answers HTTP 200 with a bad_request ErrorResponse body. Without a report_period filter, this server returns the most recent quarter the underlying route has on file for the ticker. cusip, filing_date, form_type, accession_number, title_of_class, put_call, reported_price, filer_cik, and subsidiaries are declared on InstitutionalHolding for Financial Datasets schema parity but always omitted: the source route never reports them.

GET

institutional-holdings

curl --request GET \
  --url https://financialdatasets.rip/institutional-holdings \
  --header 'X-API-KEY: <api-key>'

const options = {method: 'GET', headers: {'X-API-KEY': '<api-key>'}};

fetch('https://financialdatasets.rip/institutional-holdings', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://financialdatasets.rip/institutional-holdings",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://financialdatasets.rip/institutional-holdings"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("X-API-KEY", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://financialdatasets.rip/institutional-holdings")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["X-API-KEY"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "institutional_holdings": [
    {
      "ticker": "AAPL",
      "name_of_issuer": "Apple Inc.",
      "report_period": "2025-06-30",
      "shares": 1300000000,
      "value_usd": 260000000000,
      "filer_name": "Example Capital Management LLC"
    }
  ]
}

Authorizations

X-API-KEY

string

header

required

The caller's own Monid API key (get one at https://monid.ai?fpr=dhruv-15136b). Passed straight through to Monid on every call, so usage bills the caller's own wallet — this is never a shared server-side credential, and the server never logs or stores it. Missing, empty, or malformed values answer 401 unauthorized before any paid call is attempted.

Query Parameters

filer_cik

string

SEC CIK of an institutional filer. Accepted for Financial Datasets parameter parity, but every call that sets it answers HTTP 200 with a bad_request ErrorResponse body ("filer_cik lookup is not routed; pass ticker instead"); this server routes the ticker path only.

ticker

string

Ticker of the held security to look up institutional filers for, for example AAPL. Required unless filer_cik is set (which is always rejected - see filer_cik above).

report_period

string<date>

Restricts to the 13F quarter-end whose report_period exactly equals this date (YYYY-MM-DD).

report_period_gte

string<date>

Restricts to quarter-ends on or after this date (YYYY-MM-DD).

report_period_lte

string<date>

Restricts to quarter-ends on or before this date (YYYY-MM-DD).

limit

integer

default:10

Number of records to retrieve (default: 10, max: 200).

Required range: 1 <= x <= 200

cursor

string

Opaque base64url pagination cursor from a previous response's next_page_url. Omit for the first page.

Response

Illustrative shape (no captured live sample committed for this route); values are structural placeholders, not a claim about real reported figures.

Wrapped list envelope: {"institutional_holdings": [...], "next_page_url": "..."}. Page size is 10 records. Unlike Financial Datasets' own contract, the envelope does not echo ticker or filer_cik back (this route's ticker is only carried per-row, on each InstitutionalHolding), matching every other ticker-scoped list route in this API (get_financial_metrics, get_filings, and so on) except /prices. May instead be a two-key ErrorResponse when filer_cik is set (see the route description).

institutional_holdings

InstitutionalHolding · object[]

required

Show child attributes

next_page_url

string<uri>

Get 13F institutional holdings

curl --request GET \
  --url https://financialdatasets.rip/institutional-holdings \
  --header 'X-API-KEY: <api-key>'

const options = {method: 'GET', headers: {'X-API-KEY': '<api-key>'}};

fetch('https://financialdatasets.rip/institutional-holdings', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://financialdatasets.rip/institutional-holdings",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://financialdatasets.rip/institutional-holdings"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("X-API-KEY", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://financialdatasets.rip/institutional-holdings")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["X-API-KEY"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "institutional_holdings": [
    {
      "ticker": "AAPL",
      "name_of_issuer": "Apple Inc.",
      "report_period": "2025-06-30",
      "shares": 1300000000,
      "value_usd": 260000000000,
      "filer_name": "Example Capital Management LLC"
    }
  ]
}

Financial statements

Financial metrics

Earnings

Filings

Prices

News

Insider trades

Screener

Company

KPIs

Not implemented

Macroeconomics

Index funds

Institutional holdings

Ownership

Get 13F institutional holdings

Authorizations

Query Parameters

Response