Institutional Holdings
Returns the holdings for a given institution.
WARNING: Providing partial names e.g. “VANGUARD” might lead to unexpected results. To ensure you get the expected result, it is recommended to use the company CIK (e.g. 0000102909 for VANGUARD GROUP INC) as the name parameter.
You can use endpoint “api/institutions” with a partial name like “VANGUARD” to get all matching institutions with their CIKs.
If you are looking to build a database of insitutional positions use https://unusualwhales.com/skills/institutional.md
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Path Parameters
A large entity that manages funds and investments for others. Queryable by name or cik.
"VANGUARD GROUP INC or 0000102909"
Query Parameters
A comma separated list of tickers. To exclude certain tickers prefix the first ticker with a -.
"AAPL,INTC"
A trading date in the format of YYYY-MM-DD. This is optional and by default the last trading date.
"2024-01-18T00:00:00.000Z"
A date in the format of YYYY-MM-DD, only institutional holdings with report_date values on or after this date will be returned.
"2023-01-01T00:00:00.000Z"
A date in the format of YYYY-MM-DD, only institutional holdings with report_date values on or before this date will be returned.
"2023-03-31T00:00:00.000Z"
An array of security types
How many items to return. Max: 500. Min: 1. Returns up to 500 when omitted.
1 <= x <= 50010
Page number (use with limit). Starts on page 0.
1
Optional columns to order the result by
date, ticker, security_type, put_call, first_buy, price_first_buy, units, units_change, historical_units, value, avg_price, close, shares_outstanding "ticker"
Whether to sort descending or ascending. Descending by default.
desc, asc "asc"
Response
The holdings for an institution.
"23.49"
The close stock price of the ticker.
"182.91"
An ISO date.
"2024-01-09T00:00:00.000Z"
An ISO date.
"2024-01-09T00:00:00.000Z"
"MICROSOFT CORP"
Historical unit counts. Maximum length = 8.
The percentage of the total share value of this institution that this holding represents. For example, if the sum of all the institution's holdings total $100 million and this holding has reported value $4 million, then the perc_of_share_value result will be 0.04.
0.04
The percentage of the total outstanding shares owned by this institution. For example, if there are 500 million outstanding shares and this institution owns 1 million shares, then the perc_of_total result will be 0.002.
0.002
The close price of the ticker on the first buy date.
"42.39"
Whether the holding is a put or a call (null if neither).
"put"
A financial sector.
Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Healthcare, Industrials, Real Estate, Technology, Utilities "Technology"
"Share"
Total outstanding shares for the ticker.
"424295343.0"
"MSFT"
4103
The change in units
-320
The rounded total value on the reporting date.
2429329
