The US Institutional Holdings data feed provides flexible access to understand the accumulation and distribution trends by institutional investors.  We monitor over 10,000 institutional investor 13-F filing reports to bring you access to the data that will help identify the trends before you hear about them by monitoring how the "smart money" is positioning in certain companies.

IMPORTANT LINKS

WHAT DATA IS INCLUDED?

  • Owner master - a list of all institutional owners and related information
  • Holdings by an owner - a list of all securities owned by an institutional owner
  • Owners by security - a list of all institutional owners for a certain security

ACCESS VIA API

If you're leveraging the REST API to access the US Institutional Holdings Data Feed, you'll want to get started with the following tutorial:

Getting Started With the Intrinio API

Below is the API Call and example response for retrieving the Owner master:

https://api.intrinio.com/owners?institutional=true

{
  "result_count": 10701,
  "page_size": 100,
  "current_page": 1,
  "total_pages": 108,
  "api_call_credits": 1,
  "data": [
    {
      "owner_cik": "0000002110",
      "owner_name": "COLUMBIA ACORN TRUST"
    },
    {
      "owner_cik": "0000002230",
      "owner_name": "ADAMS DIVERSIFIED EQUITY FUND, INC."
    },
    ...
    {
      "owner_cik": "0000200245",
      "owner_name": "Citigroup Global Markets Holdings Inc."
    },
    {
      "owner_cik": "0000200724",
      "owner_name": "SMITH, MOORE & CO."
    }
  ]
}


To get more information for a certain owner, you can make the following API Call for the State of Wisconsin Investment Board:

https://api.intrinio.com/owners?identifier=0000854157&institutional=true

{
  "owner_cik": "0000854157",
  "owner_name": "STATE OF WISCONSIN INVESTMENT BOARD",
  "business_address": "121 EAST WILSON STREET, MADISON, WI 53703",
  "mailing_address": "P.O. BOX 7842, 121 EAST WILSON STREET, MADISON, WI 53707",
  "state": "Wisconsin",
  "state_inc": "Wisconsin",
  "country_inc": "United States of America",
  "business_phone_no": "6082662381",
  "institutional": true
}

The current Institutional Holdings reported by the State of Wisconsin Investment Board can be requested with the following API Call:

https://api.intrinio.com/owners/institutional_holdings?identifier=0000854157

{
  "result_count": 1406,
  "page_size": 100,
  "current_page": 1,
  "total_pages": 15,
  "api_call_credits": 1,
  "data": [
    {
      "cusip": "060505104",
      "ticker": "BAC",
      "security_name": "BANK OF AMERICA CORP",
      "security_type": "Common Stock",
      "title_of_class": "COM",
      "stock_exchange": "NYSE",
      "period_ended": "2017-09-30",
      "value": 355084000,
      "amount": 14012773,
      "type": "SH",
      "investment_discretion": "SOLE",
      "other_manager": " ",
      "sole_voting_authority": 14012773,
      "shared_voting_authority": 0,
      "no_voting_authority": 0
    },
    {
      "cusip": "369604103",
      "ticker": "GE",
      "security_name": "GENERAL ELECTRIC CO",
      "security_type": "Common Stock",
      "title_of_class": "COM",
      "stock_exchange": "NYSE",
      "period_ended": "2017-09-30",
      "value": 276971000,
      "amount": 11454537,
      "type": "SH",
      "investment_discretion": "SOLE",
      "other_manager": " ",
      "sole_voting_authority": 11454537,
      "shared_voting_authority": 0,
      "no_voting_authority": 0
    },
    {
      "cusip": "594918104",
      "ticker": "MSFT",
      "security_name": "MICROSOFT CORP",
      "security_type": "Common Stock",
      "title_of_class": "COM",
      "stock_exchange": "NASDAQ",
      "period_ended": "2017-09-30",
      "value": 729402000,
      "amount": 9791940,
      "type": "SH",
      "investment_discretioan": "SOLE",
      "other_manager": " ",
      "sole_voting_authority": 9791940,
      "shared_voting_authority": 0,
      "no_voting_authority": 0
    },
    ...
  ]
}


To discover the Instituional Owners for a certain security, such as Tesla Motors (TSLA), you can make the following API Calls:

https://api.intrinio.com/securities/institutional_ownership?identifier=TSLA

{
  "result_count": 898,
  "page_size": 100,
  "current_page": 1,
  "total_pages": 9,
  "api_call_credits": 1,
  "data": [
    {
      "owner_cik": "0000315066",
      "owner_name": "FMR LLC",
      "period_ended": "2017-09-30",
      "value": 6657903000,
      "amount": 19518920,
      "sole_voting_authority": 2408293,
      "shared_voting_authority": 0,
      "no_voting_authority": 17110627,
      "prev_amount": 0,
      "amount_chg": 19518920,
      "amount_pct_chg": null
    },
    {
      "owner_cik": "0001088875",
      "owner_name": "BAILLIE GIFFORD & CO",
      "period_ended": "2017-09-30",
      "value": 4467100000,
      "amount": 13096158,
      "sole_voting_authority": 7600853,
      "shared_voting_authority": 0,
      "no_voting_authority": 5495305,
      "prev_amount": 13424092,
      "amount_chg": -327934,
      "amount_pct_chg": -0.024429
    },
    ...
  ]
}


You'll find the API Explorer incredibly helpful. Simply fill in the security, time frame, and type of data you're looking for and it will create an API call for you. You can copy and paste that syntax directly into the browser or into your codebase.

If you'd like to download a flat CSV file of the data, you'll want to get started with the following tutorial:

File Download Tutorial

Here is an example of a download link that will download the complete list of Institutional Owners for Tesla Motors (TSLA):

https://api.intrinio.com/securities/institutional_ownership.csv?identifier=TSLA

You'll find the Download Link Maker incredibly helpful. Simply fill in the security, time frame, and type of data you're looking for and it will create a download link for you. 

HOW MUCH DOES THIS DATA COST?

Intrinio's underlying technology uses algorithms and machine learning to source data on US securities, which keeps costs extraordinarily low. Fortunately for you, we pass those cost savings on to the end user. We're proud to provide the most affordable US securities data on the market.

Each plan has an upper limit for the number of API Calls you can request each day. If you find that you're hitting the limit, it's very easy to upgrade.

Should you need more data than is available on the Enterprise Plan, we are happy to provide you with a quote. Send our team a message!

Quotes are generally returned within 1 business day and are paid month to month or yearly. A quote and a free trial are made available before subscribing.

If you have any additional questions about the US Institutional Holdings Data Feed, feel free to chat with a member of our team and get started with Intrinio!

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