List of Institutions
Returns a list of institutions.
WARNING: An institution’s 13F reporting can move to a different CIK. Check the succession field of each row before you request holdings, sectors or activity for an institution. Those endpoints return the data filed under one CIK and do not include quarters reported under a predecessor’s or successor’s CIK.
If you are looking to build a database of insitutional positions use https://unusualwhales.com/skills/institutional.md
Succession
A succession is recorded when a filer that previously filed 13F holdings reports files a 13F notice (form 13F-NT) naming exactly one other manager, and that manager filed a 13F holdings report for the same quarter. From that quarter on, the other manager reports the filer’s holdings. effective_report_date is the end date of that quarter in ISO format.
succeeded_byis the institution that took over this institution’s reporting. Request its CIK for quarters on or aftersucceeded_by.effective_report_date. It isnullif this institution’s reporting has not moved.current_holderis the last institution in the chain of successors. It is set only when the reporting moved again aftersucceeded_bytook over, and it isnullotherwise. It has noeffective_report_date.predecessorslists the institutions whose reporting this institution took over directly, oldesteffective_report_datefirst. Request a predecessor’s CIK for quarters before itseffective_report_date. The array is empty when there are none.successionisnullwhen the institution has neither a successor nor predecessors.
The field has one of five shapes.
A. No succession
{ "succession": null }
B. Succeeded. Starting with the quarter ending 2026-06-30, PERSHING SQUARE INC. reports the holdings of PERSHING SQUARE CAPITAL MANAGEMENT, L.P. This is the row of PERSHING SQUARE CAPITAL MANAGEMENT, L.P.
{
"succession": {
"succeeded_by": {
"name": "PERSHING SQUARE INC.",
"cik": "0002026053",
"effective_report_date": "2026-06-30"
},
"current_holder": null,
"predecessors": []
}
}
C. Succeeded, and the holdings moved again. Starting with the quarter ending 2017-06-30, BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD reported this institution’s holdings. They later moved to BTG PACTUAL ASSET MANAGEMENT US LLC, the last institution in the chain. Request current_holder.cik for the latest quarters.
{
"succession": {
"succeeded_by": {
"name": "BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD",
"cik": "0001567992",
"effective_report_date": "2017-06-30"
},
"current_holder": {
"name": "BTG PACTUAL ASSET MANAGEMENT US LLC",
"cik": "0001569579"
},
"predecessors": []
}
}
D. Took over another filer. This is the row of PERSHING SQUARE INC. It reports the holdings of PERSHING SQUARE CAPITAL MANAGEMENT, L.P. starting with the quarter ending 2026-06-30. Holdings for earlier quarters are filed under CIK 0001336528.
{
"succession": {
"succeeded_by": null,
"current_holder": null,
"predecessors": [
{
"name": "PERSHING SQUARE CAPITAL MANAGEMENT, L.P.",
"cik": "0001336528",
"effective_report_date": "2026-06-30"
}
]
}
}
E. Both sides at once. This institution took over the reporting of BTG PACTUAL ASSET MANAGEMENT S.A. DTVM starting with the quarter ending 2017-06-30, and handed its own reporting to BTG PACTUAL ASSET MANAGEMENT US LLC starting with the quarter ending 2024-06-30. current_holder is null because BTG PACTUAL ASSET MANAGEMENT US LLC has not handed its reporting on.
{
"succession": {
"succeeded_by": {
"name": "BTG PACTUAL ASSET MANAGEMENT US LLC",
"cik": "0001569579",
"effective_report_date": "2024-06-30"
},
"current_holder": null,
"predecessors": [
{
"name": "BTG PACTUAL ASSET MANAGEMENT S.A. DTVM",
"cik": "0001569785",
"effective_report_date": "2017-06-30"
}
]
}
}
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Query Parameters
A large entity that manages funds and investments for others. Queryable by name or cik.
"VANGUARD GROUP INC or 0000102909"
The min value of the given field.
"0.5"
The max value of the given field.
"10.0"
The min value of the given field.
"0.5"
The max value of the given field.
"10.0"
An array of institution tags
advisor, value_investor, brokerage, hedge_fund, private_fund, biotech, activist, top_fund, tiger_club, esg, credit, 13d_activist, energy, small_cap, event, real_estate, technology, all, public_companies, known Optional columns to order the result by
name, call_value, put_value, share_value, call_holdings, put_holdings, share_holdings, total_value, warrant_value, fund_value, pfd_value, debt_value, total_holdings, warrant_holdings, fund_holdings, pfd_holdings, debt_holdings, percent_of_total, date, buy_value, sell_value "name"
Whether to sort descending or ascending. Descending by default.
desc, asc "asc"
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
Response
The summary data for an institution.
The rounded total buy value in the institution's portfolio.
"2394292.0"
The number of call units in the institution's portfolio.
"2394292.0"
The rounded total call value in the institution's portfolio.
"2394292.0"
The institution's CIK.
"0000102909"
The end date of the report period in ISO format.
"2024-10-02T00:00:00.000Z"
The number of debt units in the institution's portfolio.
"2394292.0"
The rounded total debt value in the institution's portfolio.
"2394292.0"
The institution's description.
"Florida-based hedge fund founded in 1977 by Paul Singer. Elliott and Singer himself are famous activists known for acquiring board seats and influencing management, but Elliott has many active arms and runs multiple strategies concurrently like distressed debt, convertible arbitrage, equity long/short, and more."
The latest filing date in ISO format.
"2024-10-02T00:00:00.000Z"
The URL to the institution's founder's image.
"https://storage.googleapis.com/uwassets/institution-img/ELLIOTT%20INVESTMENT%20MANAGEMENT%20L.P.%20Paul%20Singer.jpg"
The number of fund units in the institution's portfolio.
"2394292.0"
The rounded total fund value in the institution's portfolio.
"2394292.0"
true
The URL to the institution's logo.
"https://storage.googleapis.com/uwassets/institution-img/ELLIOTT%20INVESTMENT%20MANAGEMENT%20L.P.%20logo.webp"
The institution's name.
"VANGUARD GROUP INC"
Persons of interest in the institution.
The number of preferred share units in the institution's portfolio.
"2394292.0"
The rounded total preferred share value in the institution's portfolio.
"2394292.0"
The number of put units in the institution's portfolio.
"2394292.0"
The rounded total put value in the institution's portfolio.
"2394292.0"
The rounded total sell value in the institution's portfolio.
"2394292.0"
The rounded total share value in the institution's portfolio.
"2394292.0"
The institution's short name.
"Vanguard"
Whether this institution's 13F reporting moved to or from another CIK, and which institutions are involved. It is null when the institution has neither a successor nor predecessors. The description of the institutions list endpoint shows all five possible shapes.
Tags related to the institution.
The rounded total value of the institution's portfolio.
"2394292.0"
The number of warrant units in the institution's portfolio.
"2394292.0"
The rounded total warrant value in the institution's portfolio.
"2394292.0"
The institution's website.
"https://www.elliottmgmt.com/"
