get_institutional_holdings
Institutional Holdings (by issuer)
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Returns top-N institutional holders of a US public company at a specific period_end (latest by default), with aggregate institutional shares, total market value, holder count, and HHI concentration (sum of squared share-of-total percentages). Sourced from Form 13F-HR via the by-issuer partition. Institutional tier only. 13F filings carry a ~45-day reporting lag — staleness_warning fires when latest data is older than 90 days.
Input schema
| Property | Type | Required | Description |
|---|---|---|---|
| ticker | string | yes | Stock ticker symbol of the issuer — or a CIK (SEC identifier). |
| period_end | string | no | Quarter-end of the 13F reporting period (YYYY-MM-DD). Omit to use the latest period available. This is a REPORTING period, NOT a point-in-time cutoff — use as_of_date for that. |
| as_of_date | string | no | Point-in-time cutoff (YYYY-MM-DD): only 13F filings ACCEPTED by SEC on or before this date are considered, applied BEFORE the latest period is resolved. A 13F/A amendment or late filing accepted after this date is excluded (zero look-ahead) — use this for survivorship-free backtests. Omit for the latest knowable book. |
| top_n | integer | no | Maximum holders to return, ranked by market_value_usd. Default 25, max 200. |
| lineage_detail | string | no | Per-row provenance envelope. compact / full / off. |
Raw JSON schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"minLength": 1,
"maxLength": 10,
"pattern": "^[A-Za-z0-9.\\-]+$",
"description": "Stock ticker symbol of the issuer — or a CIK (SEC identifier)."
},
"period_end": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Quarter-end of the 13F reporting period (YYYY-MM-DD). Omit to use the latest period available. This is a REPORTING period, NOT a point-in-time cutoff — use as_of_date for that."
},
"as_of_date": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Point-in-time cutoff (YYYY-MM-DD): only 13F filings ACCEPTED by SEC on or before this date are considered, applied BEFORE the latest period is resolved. A 13F/A amendment or late filing accepted after this date is excluded (zero look-ahead) — use this for survivorship-free backtests. Omit for the latest knowable book."
},
"top_n": {
"type": "integer",
"minimum": 1,
"maximum": 200,
"default": 25,
"description": "Maximum holders to return, ranked by market_value_usd. Default 25, max 200."
},
"lineage_detail": {
"type": "string",
"enum": [
"off",
"compact",
"full"
],
"default": "compact",
"description": "Per-row provenance envelope. compact / full / off."
}
},
"required": [
"ticker"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}