US Institutional Holdings | Intrinio

US Institutional Holdings

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Value and Buyback Indicators

The Institutional Holdings Data Feed keeps you and your customers informed about the securities institutions are holding. Gain insight into the confidence a company has in its own future performance relative to its current share price and monitor the capacity an organization has to buyback its own shares. Keep track of companies in the sweet spot, with enough shares to show confidence and enough room to add more shares to support healthy buyback programs. Enhance customer reports and end user applications with the insight of an insider and watch for major share purchases of the stocks you follow at outside institutions.

Track the Key Players

 

Large institutions are required to disclose their holdings and these disclosures can form another source of insight for your customers and personal portfolio. In addition to influencing the price of a stock directly, institutional moves can indicate the value teams of expert analysts at the institution place on that stock. The Institutional Holdings Data Feed puts this data in your hands with industry leading flexibility to build custom models in Excel, websites, organizational dashboards, and 3rd party applications. Instant chat support, game changing redistribution allowances, and unrestrictive terms make this data set affordable and easy to integrate.   

Flexible Access

This data is available via Web API.

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Frequently Asked Questions

Below you will find the most frequently asked questions about this data feed. We have also curated some resources to help you get started, listed on the right. As always, feel free to chat with us if you have any questions.
What is the source of this data?
  • Institutional holdings data is sourced from the 13-F SEC filings.
How much history is available?
  • Ownership data is strictly the current ownership, with fields that show any recent changes that occurred.
Can I access this data in Excel?
  • No, this data is strictly available through the API.
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Data Categories

Intrinio offers a variety of ways to access this data feed. Choose your preferred access method below:

API
CSV

API Documentation

There are two versions of our API. We recommend "v2". To learn which one may be right for you, click here.
API v1
API v2

{{ docSectionTitle }} Documentation

Welcome to the Intrinio Financial Data Platform! Through our Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. The Intrinio API uses HTTPS verbs and a RESTful endpoint structure, which makes it easy to request data from Intrinio. Basic Authentication is administered over HTTPS. Responses are delivered in JSON format.

If you need additional help in using the API, chat with us.

Getting Started

For a quick guide to getting started with our API, please see the Tutorial.

Authentication

Private

For private/trusted environments, use Basic Authentication over HTTPS.

You can find your API Username and API Password on your Account page. You must include these credentials with every request in order to receive access to the API.

To include the credentials in your HTTPS request, specify an Authorization header, with the value Basic (key) , replacing (key) with the Base-64 encoded string API_USERNAME:API_PASSWORD .

If your credentials are not authorized, a status code of 401 will be returned.

Public

For public/untrusted environments (such as client-side JavaScript), use our public key authentication over HTTPS.

You can create a Public Access Key on your Account page. Make sure to specify all domains from which this key may be used. Any domain not listed will be rejected by the API. For development purposes, localhost is listed as a domain by default. Make sure to delete this domain before going to production.

To include a public key in your HTTPS request, specify it as the value of an X-Authorization-Public-Key header.

If your public key is not authorized, a status code of 401 will be returned.

Response Codes

Intrinio uses normal HTTP response codes to indicate the success or failure of an API request. A response code of 200 indicates success and codes in the 4xx range indicate an error that failed given the information provided, and codes in the 5xx range indicate an error with Intrinio’s servers (these are rare).

The Intrinio API uses the following error codes:

Code Meaning
200 OK – Everything worked as expected
401 Unauthorized – Your User/Password API Keys are incorrect
403 Forbidden – You are not subscribed to the data feed requested
404 Not Found – The endpoint requested does not exist
429 Too Many Requests – You have hit a limit. See limits
500 Internal Server Error – We had a problem with our server. Try again later.
503 Service Unavailable – You have hit your throttle limit or Intrinio may be experiencing high system load.

Paging

Often there is too much information in our system to serve in a single request of reasonable size. Therefore we limit results to a certain number per request and provide you with paging information which can be used to retrieve the remaining pages of data.

In the Web API, you will notice that most requests contain paging information.

File Downloads may have paging information as well, listed in the first row.

In order to request the next page of data, append a page_number parameter to your request:

https://api.intrinio.com/companies
https://api.intrinio.com/companies?page_number=2
https://api.intrinio.com/companies?page_number=3

Limits

The Intrinio API employs several reasonable limits to ensure that stable, reliable service is provided to all users. These limits can vary based on which data feeds you are subscribed to, as well as which API call you are making. The limits are grouped as: daily calls, 10-minute calls, paging, throttling, and timeouts. If you hit an API limit, the response will contain a 429 code and an explanation of the limit.

Daily Call Limits

Most data feed subscriptions have limited daily usage. This means that you can make up to a certain number of API calls in a 24-hour period (resetting at midnight Eastern). To view the limits for a data feed subscription, go to your Account page, click on Subscriptions, click on the subscription in question, and click on Limits.

10-Minute Call Limits

Some data feed subscriptions have limited 10-minute usage. This means that you can make up to a certain number of API calls in a 10-minute period.

1-Minute Call Limits

As an alternative to Daily Call Limits, some data feeds employ a 1-minute call limit. This means that you can make up to a certain number of API calls in a 1-minute period.

Paging Limits

API endpoints that employ paging are limited by the maximum page size that you may request. This varies by endpoint:

Endpoint Maximum Page Size
/historical_data 1,000
All others 100

Throttle Limits

Users enjoying free data feed subscriptions only are limited to 100 requests-per-second.

Timeout Limits

Each request must be fulfilled within 25 seconds, otherwise it will be dropped with a 503 error. Given the flexibility of our endpoints and the complexity of potential API calls, we leave it to the users to fashion requests which can be satisfied in a reasonable time.

Usage & Limits

The following endpoints will help you to check your API access, limits, and usage:

Note: this is limited to data feeds with daily API call limits.

Endpoints

Below are all of the API endpoints available for this data feed:

Welcome to the Intrinio Financial Data Platform! Through our Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. All of our data is available for download in the CSV (comma-separated values) format.

If you need additional help, chat with us.

Getting Started

For a quick guide to getting started with our CSV Download functionality, please see the Tutorial.

Authentication

When using the download links, your browser will prompt you for a username and password. These credentials correspond to your access keys, which can be found in your Account page.

Paging

Sometimes there is too much information in our system to put into a single file of reasonable size. Therefore we limit file downloads to 10,000 rows. In order to retrieve the rest of the rows, you will have to request the second "page" of results. The first row of each file will contain paging information: RESULT_COUNT: 6342 , PAGE_SIZE: 10000 , CURRENT_PAGE: 1, TOTAL_PAGES: 1 , API_CALL_CREDITS: 1

  • RESULT_COUNT tells you how many total rows there are in our system
  • PAGE_SIZE tells you how many records you are fetching per page
  • CURRENT_PAGE tells you which page you are currently viewing
  • TOTAL_PAGES tells you how many total pages there are
  • API_CALL_CREDITS tells you how many API calls credits your request consumed

If the TOTAL_PAGES field in your file is greater than 1 and you want to see the other pages, append a page_number parameter to the URL:

https://api.intrinio.com/indices.csv?type=economic&page_number=1
https://api.intrinio.com/indices.csv?type=economic&page_number=2
https://api.intrinio.com/indices.csv?type=economic&page_number=3

To exclude the paging information from your file, include a hide_paging parameter in the URL:

https://api.intrinio.com/indices.csv?type=economic&page_number=1&hide_paging=true

URL Formatting

URLs must be formatted correctly in order for file downloads to be processed successfully. Here are examples of correct URLs:

https://api.intrinio.com/indices.csv
https://api.intrinio.com/indices.csv?type=economic
https://api.intrinio.com/indices.csv?type=economic&query=GDP
https://api.intrinio.com/data_point.csv?identifier=AAPL&item=marketcap,beta

Here are examples of incorrect URLs:

https://api.intrinio.com/indices.csv&type=economic
https://api.intrinio.com/indices.csv?type=economic?query=GDP
https://api.intrinio.com/data_point.csv?identifier=AAPL&item=marketcap/beta

Here is a key to the different parts of a URL:

https://api.intrinio.com /data_point.csv ? identifier = AAPL & item = marketcap,beta
1 2 3 4 5 6 7 8 9 10

  1. Intrinio's API web address.
  2. The location of the data you are trying to access.
  3. The separator between the URL address and the URL parameters.
  4. The name of the URL parameter.
  5. The separator between the name of the URL parameter and the value of the URL parameter.
  6. The value of the URL parameter.
  7. The separator between URL parameters.
  8. The name of the URL parameter.
  9. The separator between the name of the URL parameter and the value of the URL parameter.
  10. The value of the URL parameter. Note some parameters allow multiple values - separate them with a comma.

Functions

Below are all of the CSV file downloads available for this data feed:

Returns owners list and information for all insider and institutional owners of securities covered by Intrinio.

Parameters

expand collapse
Name Description Example
query A string query search of owner name or cik id with the returned results being the relevant owners in compacted list format. Abbott
identifier The Central Index Key issued by the SEC, which is the unique identifier all owner filings are issued under. owner
institutional
A boolean to include only insider owners who have filed forms 3, 4, or 5 with the SEC.
Options:
Yes
No
Yes
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 5
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
owner_cik the Central Index Key issued by the SEC, which is the unique identifier all owner filings 0000001800
owner_name the name of the owner, either an institutional owner or an insider owner ABBOTT LABORATORIES

Sample Data

expand collapse

Owners Master

Returns owners list and information for all insider and institutional owners of securities covered by Intrinio.
URL: https://api.intrinio.com/owners

Owners Master

Returns owners list and information for all insider and institutional owners of securities covered by Intrinio.
URL: https://api.intrinio.com/owners.csv

Owners Master

Not available for this access method

Institutional Holdings by Owner

Returns a list of all ownership interests and the value of their interests by a single institutional owner.

Parameters

expand collapse
Name Description Example
identifier The stock market ticker symbol associated with the institutional owner’s common stock securities or the Central Index Key issued by the SEC, which is the unique identifier for the institutional owner. 0000854157
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 4
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
cusip the CUSIP number for the security report by the Institutional Owner 060505104
ticker the ticker symbol for the security BAC
security_name the name of the security Bank of America Corporation Common Stock
security_type the type of the security Common Stock
title_of_class the class of stock held COM
stock_exchange the stock exchange where the security is traded NYSE
period_ended the date of the latest 13-F filing on record with the SEC. 2016-06-30
value the market value in amount of dollars of the holding in the listed security 157505000.0
amount the number of shares held in the listed security 11869261.0
type shares SH
investment_discretion Segregate the holdings of securities of a class according to the nature of the investment discretion held by the Manager. SOLE
other_manager a code for other managerial authority of the securities listed
sole_voting_authority the number of shares where the insitutional holder has sole voting authority 11869261.0
shared_voting_authority the number of shares where the insitutional holder has shared voting authority 0.0
no_voting_authority the number of shares where the insitutional holder has no voting authority 0.0

Sample Data

expand collapse

Institutional Holdings by Owner Lookup

Returns a list of all institutional ownership interests and the value of their interests by a single owner.
URL: https://api.intrinio.com/owners/institutional_holdings?identifier=0000854157

Institutional Holdings by Owner Lookup

Returns a list of all institutional ownership interests and the value of their interests by a single owner.
URL: https://api.intrinio.com/owners/institutional_holdings.csv?identifier=0000854157

Institutional Holdings by Owner Lookup

Not available for this access method

Institutional Owners by Security

Returns a list of all institutional owners of a given security.

Parameters

expand collapse
Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities or the Central Index Key issued by the SEC, which is the unique identifier all company filings are issued under. AAPL
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. true
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
owner_cik the Central Index Key issued by the SEC, which is the unique identifier all owner filings 0000102909
owner_name the name of the institutional owner VANGUARD GROUP INC
period_ended the date of the latest 13-F filing on record with the SEC. 2016-06-30
value the market value in amount of dollars of the holding in the listed security 31681440000.0
amount the number of shares held in the listed security 331395817.0
sole_voting_authority the number of shares where the insitutional holder has sole voting authority 10414679.0
shared_voting_authority the number of shares where the insitutional holder has shared voting authority 1119643.0
no_voting_authority the number of shares where the insitutional holder has no voting authority 319861495.0
prev_amount the prior quarter number of shares held by the owner 329987175.0
amount_chg the change in number of shares held from the prior quarter 1408642.0
amount_pct_chg the percentage change in the number of shares held from the prior quarter 0.004269

Sample Data

expand collapse

Institutional Owners by Security Lookup

Returns a list of institutional owners matching the searched identifier.
URL: https://api.intrinio.com/securities/institutional_ownership?identifier=AAPL

Institutional Owners by Security Lookup

Returns a list of institutional owners matching the searched identifier.
URL: https://api.intrinio.com/securities/institutional_ownership.csv?identifier=AAPL

Institutional Owners by Security Lookup

Not available for this access method