Institutional Ownership

• API Overview
  • Introduction
  • What you can do with the API
  • URI Formats & Examples
  • Useful API Calls
  • Error Codes
• Resources
  • Description Resource
  • Filter Expressions
  • Notifications
  • Metadata Resource
  • Taxonomy Resource
• Data APIs
  • Companies Metadata
  • Core Financials
  • Full Financials
  • Insider Trades
  • Aggregate Fields
  • Institutional Ownership
• Product Information & Packages
  • Data Packages
  • Concept Groups for Core Financials
  • Rate Limits
• API Version 1 Documentation

Institutional Ownership

Overview

Current Issue Holders

Current Owner Holdings

Issues

Owners

Overview

Ownership Data from EDGAR Online provides near real-time access to institutional trading based on quarterly 13F filings. All U.S. and international companies listed on the NYSE, NASDAQ, OTC and regional exchanges are covered. Our in-depth coverage of Institutional Ownership Data pulled directly from 13F filings. Data can be accessed according to company name or ticker symbol to retrieve positons held, changes, market value and percentages of portfolios or total shares outstanding. The data is accessible via four resources: Current Issue Holder, Current Owner Holding, Issue or Owner; through these resources, data can be assessed to understand total positions, changes, activity, position by sector or total market value.

Institutional Ownership Data is supported with four resources: CurrentIssueHolder, CurrentOwnerHolding, Issue, Owner

Current Issue Holders

Every field can be used with a filter parameter, example:

filter=issueid in (xxxxxxx,xxxxxx,xxxxxx)

Examples:

Search CurrentIssueHolder based on IssueIds:

https://datafied.api.edgar-online.com/v2/ownerships/currentissueholders?issueids=539631&appkey={APPKEY}

Search CurrentIssueHolder based on Cusips:

https://datafied.api.edgar-online.com/v2/ownerships/currentissueholders?cusip=xxxxxxx&appkey={APPKEY}

Search CurrentIssueHolder based on Tickers:

https://datafied.api.edgar-online.com/v2/ownerships/currentissueholders?tickers=msft&appkey={APPKEY}

Search CurrentIssueHolder based on IssueTitles:

https://datafied.api.edgar-online.com/v2/ownerships/currentissueholders?filter=issuetitle eq "COM"&appkey={APPKEY}

Search CurrentIssueHolder based on FilerIds:

https://datafied.api.edgar-online.com/v2/ownerships/currentissueholders?filter=filerid eq 1112&appkey={APPKEY}

Filter CurrentIssueHolder based on SharesOutPercent less than 10:

https://datafied.api.edgar-online.com/v2/ownerships/currentissueholders?issueids=539631&filter=sharesoutpercent lt 10&appkey={APPKEY}

Current Owner Holdings

Every field can be used with a filter parameter, example:

filter=issueid in (xxxxxxx,xxxxxx,xxxxxx)

Examples:

Search CurrentOwnerHoldings based on FilerIds:

https://datafied.api.edgar-online.com/v2/ownerships/currentownerholdings?filerids=135&appkey={APPKEY}

Search CurrentOwnerHoldings based on CIKs:

https://datafied.api.edgar-online.com/v2/ownerships/currentownerholdings?ciks=0000701853&appkey={APPKEY}

Search CurrentOwnerHoldings based on Tickers:

https://datafied.api.edgar-online.com/v2/ownerships/currentownerholdings?filter=ticker eq "BAC"&appkey={APPKEY}

Search CurrentOwnerHoldings based on IssueIds:

https://datafied.api.edgar-online.com/v2/ownerships/currentownerholdings?filter=issueid eq 539631&appkey={APPKEY}

Filter CurrentOwnerHoldings based on SharesOutPercent Less than 10:

https://datafied.api.edgar-online.com/v2/ownerships/currentownerholdings?filter=issueid eq 539631 and sharesoutpercent lt 10&appkey={APPKEY}

Filter CurrentOwnerHoldings based on PortfolioPercent Less than 0.002:

https://datafied.api.edgar-online.com/v2/ownerships/currentownerholdings?filter=portfoliopercent lt 0.002&appkey={APPKEY}

Filter CurrentOwnerHoldings based on MarketValue Greater than 1500000

https://datafied.api.edgar-online.com/v2/ownerships/currentownerholdings?filter=marketvalue gt 1500000&appkey={APPKEY}

Issues

Every field can be used with a filter parameter, example:

filter=issueid in (xxxxxxx,xxxxxx,xxxxxx)

Examples:

Search issues based on IssueIds:

https://datafied.api.edgar-online.com/v2/ownerships/issues?issueids=517119&appkey={APPKEY}

Search issues based on Ticker:

https://datafied.api.edgar-online.com/v2/ownerships/issues?filter=ticker eq "MSFT"&appkey={APPKEY}

Search issues based on Sectors parameter with suppressed white spaces:

https://datafied.api.edgar-online.com/v2/ownerships/issues?sectors=CapitalGoods&appkey={APPKEY}

Search issues based on Industries parameter with suppressed special characters and white spaces:

https://datafied.api.edgar-online.com/v2/ownerships/issues?industries=OilGas Integrated&appkey={APPKEY}

Filter issues based on NumberSellOuts Less than 10:

https://datafied.api.edgar-online.com/v2/ownerships/issues?filter=numbersellouts gt 11 and ticker eq "MSFT"&appkey={APPKEY}

Filter issues based on NumSellers Greater than 150:

https://datafied.api.edgar-online.com/v2/ownerships/issues?filter=numsellers gt 150&appkey={APPKEY}

Owners

Every field can be used with a filter parameter, example:

filter=filerids in (xxxxxxx,xxxxxx,xxxxxx)

Examples:

Search owners based on FilerIds:

https://datafied.api.edgar-online.com/v2/ownerships/owners?filerids=54239&appkey={APPKEY}

Filter issues based on SoldOutPositions Less than 10:

https://datafied.api.edgar-online.com/v2/ownerships/owners?filter=soldoutpositions gt 10 and city eq "LOS ANGELES"&appkey={APPKEY}

Filter issues based on DecreasedPositions Less than 10:

https://datafied.api.edgar-online.com/v2/ownerships/owners?filter=decreasedpositions lt 10&appkey={APPKEY}

Filter issues based on DecreasedPositions Less than 10 and DCN equals "0000950123-15-003698":

https://datafied.api.edgar-online.com/v2/ownerships/owners?filter=decreasedpositions gt 10 and dcn eq "0000950123-15-011992"&appkey={APPKEY}