Unusual Whales UnusualWhales API

Institutional Holdings

GET https://api.unusualwhales.com/api/institution/{name}/holdings

Request

Security: Bearer Auth Authorization: Bearer <token>

Path Parameters

name Institution required

A large entity that manages funds and investments for others. Queryable by name or cik.

Example: VANGUARD GROUP INC or 0000102909

Query Parameters

ticker_symbol Ticker optional

A comma separated list of tickers. To exclude certain tickers prefix the first ticker with a `-`.

Example: AAPL,INTC
date Optional Market Date optional

A trading date in the format of YYYY-MM-DD. This is optional and by default the last trading date.

Example: 2024-01-18
start_date Institutional Report Start Date optional

A date in the format of YYYY-MM-DD, only institutional holdings with `report_date` values on or after this date will be returned.

Example: 2023-01-01
end_date Institutional Report End Date optional

A date in the format of YYYY-MM-DD, only institutional holdings with `report_date` values on or before this date will be returned.

Example: 2023-03-31
security_types Security Types optional

An array of security types

Example: Share
limit Default 500 Max 500 Min 1 optional

How many items to return. Default: 500. Max: 500. Min: 1.

Example: 10 Default: 500
>= 1 <= 500
page Page optional

Page number (use with limit). Starts on page 0.

Example: 1
order Institutional Holdings Order By optional

Optional columns to order the result by

Example: ticker
enum: date, ticker, security_type, put_call, first_buy, price_first_buy, units, units_change, historical_units, value, avg_price, close, shares_outstanding
order_direction OrderDirection optional

Whether to sort descending or ascending. Descending by default.

Example: asc Default: desc
enum: desc, asc

Responses

200 422 500

Response Body 200 OK

avg_price Avg Price
Example: 23.49
close Stock Close Price

The close stock price of the ticker.

Example: 182.91
date General ISO Date

An ISO date.

Example: 2024-01-09
first_buy General ISO Date

An ISO date.

Example: 2024-01-09
full_name Full Name
Example: MICROSOFT CORP
historical_units Historical Units

Historical unit counts. Maximum length = 8.

Example: [4103,4423]
perc_of_share_value Perc of Share Value

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.

Example: 0.04
perc_of_total Perc of Total

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.

Example: 0.002
price_first_buy Price First Buy

The close price of the ticker on the first buy date.

Example: 42.39
put_call PutCall

Whether the holding is a put or a call (null if neither).

Example: put
sector Sector

A financial sector.

Example: Technology
security_type Security Type
Example: Share
shares_outstanding Shares Outstanding

Total outstanding shares for the ticker.

Example: 424295343.0
ticker Ticker Symbol
Example: MSFT
units Units
Example: 4103
units_change Units Change

The change in units

Example: -320
value Value

The rounded total value on the reporting date.

Example: 2429329
Try It GET
Path Parameters
Query Parameters
Request Sample 
curl -X GET "https://api.unusualwhales.com/api/institution/{name}/holdings" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Accept: application/json"
Response Example 200 
{
  "data": [
    {
      "avg_price": "156.53",
      "close": "419.23",
      "date": "2024-10-02",
      "first_buy": "2012-02-23",
      "full_name": "MICROSOFT CORP",
      "historical_units": [
        4103,
        4423
      ],
      "perc_of_share_value": 0.04,
      "perc_of_total": 0.002,
      "price_first_buy": "23.42",
      "put_call": null,
      "sector": "Technology",
      "security_type": "Share",
      "shares_outstanding": "71984388.0",
      "ticker": "MSFT",
      "units": 4103,
      "units_change": -320,
      "value": 1672230
    },
    {
      "avg_price": "359.21",
      "close": "568.23",
      "date": "2024-10-02",
      "first_buy": "2019-12-15",
      "full_name": "ADOBE INC",
      "historical_units": [
        500,
        0
      ],
      "perc_of_share_value": 0.04,
      "perc_of_total": 0.002,
      "price_first_buy": "239.33",
      "put_call": null,
      "sector": "Technology",
      "security_type": "Share",
      "shares_outstanding": "6714388.0",
      "ticker": "ADBE",
      "units": 500,
      "units_change": 500,
      "value": 250000
    }
  ]
}