Institutional Ownership
https://api.unusualwhales.com/api/institution/{ticker}/ownership
Request
Authorization: Bearer <token>
Path Parameters
ticker
Ticker
required
A comma separated list of tickers. To exclude certain tickers prefix the first ticker with a `-`.
AAPL,INTC
Query Parameters
date
Report Date
optional
The report date in the format of YYYY-MM-DD.
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.
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.
2023-03-31
tags[]
Institution Tags
optional
An array of institution tags
activist
enum: 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
order
Institutional Ownership Order By
optional
Optional columns to order the result by
name
enum: name, short_name, filing_date, first_buy, units, units_change, units_changed, value, avg_price, perc_outstanding, perc_units_changed, activity, perc_inst_value, perc_share_value
order_direction
OrderDirection
optional
Whether to sort descending or ascending. Descending by default.
asc
Default:
desc
enum: desc, asc
limit
Default 500 Max 500 Min 1
optional
How many items to return. Default: 500. Max: 500. Min: 1.
10
Default:
500
>= 1
<= 500
page
Page
optional
Page number (use with limit). Starts on page 0.
1
Responses
200 422 500Response Body 200 OK
avg_price
Avg Price
23.49
filing_date
General ISO Date
An ISO date.
2024-01-09
first_buy
General ISO Date
An ISO date.
2024-01-09
historical_units
Historical Units
Historical unit counts. Maximum length = 8.
[4103,4423]
inst_share_value
Share Value
The rounded total share value in the institution's portfolio.
2394292.0
inst_value
Total Value
The rounded total value of the institution's portfolio.
2394292.0
name
Name
The institution's name.
VANGUARD GROUP INC
people
People
Persons of interest in the institution.
["Paul Singer"]
report_date
General ISO Date
An ISO date.
2024-01-09
shares_outstanding
Shares Outstanding
Total outstanding shares for the ticker.
424295343.0
short_name
Short Name
The institution's short name.
Vanguard
tags
Tags
Tags related to the institution.
["activist","value_investor"]
units
Units
4103
units_change
Units Change
The change in units
-320
value
Value
The rounded total value on the reporting date.
2429329
curl -X GET "https://api.unusualwhales.com/api/institution/{ticker}/ownership" \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Accept: application/json"
{
"data": [
{
"avg_price": "432.31",
"filing_date": "2024-12-23",
"first_buy": "2021-02-25",
"historical_units": [
4103,
4423
],
"inst_share_value": "582093953.0",
"inst_value": "1095205923.0",
"name": "VANGUARD GROUP INC",
"people": [
"John Doe"
],
"report_date": "2024-09-30",
"shares_outstanding": "148239423.0",
"short_name": "Vanguard",
"tags": [
"value_investor"
],
"units": 5000,
"units_change": -500,
"value": "2934823.0"
}
]
}