Overview
- Introduction
- Authentication
- Querying
- Bulk Downloads
- Frequently Asked Questions
Data Tables
- Indicator Descriptions
- Fundamentals
- Equity Prices
- Fund Prices
- Corporate Actions
- Material Corporate Events
- S&P500 Constituents
- Price Based Metrics
- Insiders
- Tickers and Metadata
- Daily Fundamentals
- Institutional Investors
- Institutional Investors Summary by Ticker
- Institutional Investors Summary by Investor
Institutional Investors
Returns data from the [holdings] table.
This table provides more than 12 years of insider holdings & transactions history for more than 15,000 issuers and 200,000 insiders.
Covers all securities, including common shares, funds, calls, puts, warrants, preferred stock and debt.
Data is sourced from SEC form 13F filings, which requires that medium to large institutional investment managers report details of certain US security holdings. More information on SEC form 13F reporting can be found here.
For more information on the dataset and the available indicators, please review the holdings table on the Explorer page.
The table is queried via the following endpoint
https://api.sharadar.com/v1.0/data/holdings?api_key=test-api-keyThe queries are authenticated and filtered using query parameters. A query parameter specifies a particular option or filter for the data to be returned. Examples of query parameter include the data format to be returned (format), the table columns to return (fields) or a filter to be applied (tablename). These are appended to the endpoint above, following a ?. The most important of these is your API key (api_key) which is used to authenticate you. Without a valid API key, results will not be returned.
The holdings table supports the following query parameters.
| Parameter | Description | Default | Examples |
|---|---|---|---|
| format | The format of the results to be returned. | csv | format=json |
| years | Bulk download only. History length to download: 5, 10, or full. Defaults to the longest history included in your subscription that has a published bulk file. Alias: history. | max available | years=5 |
| from | Specifies the filing date from which to return data. | 30 days ago | from=2023-08-01 |
| to | Specifies the filing date to return data until. | prior day | to=2023-08-31 |
| fields | The fields (table columns) to return. | all | fields=date,ticker,units,securitytype |
| investorname | Returns results for the specified institutional investor. | investorname=BERKSHIRE HATHAWAY INC | |
| securitytype | Returns results for the specified security type. | securitytype=SHR | |
| ticker | Returns results for the specified ticker. Multiple tickers should be separated with a comma(,). | all | ticker=TSLA |
| limit | The number of records to return. | 10000 | limit=100000 |
| skip | The number of results to skip before returning data. | 0 | skip=10000 |
| sort | The field used to sort the data and the sort method (asc/desc). | date.desc | sort=value.asc |
Return all institutional holdings data for a specified ticker
https://api.sharadar.com/v1.0/data/holdings?api_key=test-api-key&format=csv&ticker=AAPLReturn all institutional holdings data for a specified date range
https://api.sharadar.com/v1.0/data/holdings?api_key=test-api-key&format=csv&from=2023-08-01&to=2023=08-31Return institutional holdings data for a specified insitutional investor
https://api.sharadar.com/v1.0/data/holdings?api_key=test-api-key&format=csv&investorname=BERKSHIRE HATHAWAY INCReturn specific columns from institutional holdings data for a specified ticker, insitutional investor, date range and where the security held is a share
https://api.sharadar.com/v1.0/data/holdings?api_key=test-api-key&format=csv&fields=date,value,units&investorname=BERKSHIRE HATHAWAY INC&ticker=AAPL&from=2018-08-01&to=2023-07-31&securitytype=SHRIn Google Sheets, retrieve institutional holdings for a single ticker (AAPL) with IMPORTDATA. You can change the query parameters (ticker, dates, fields, filters, and so on) in the same way as the Examples in the preceding section. Paste this formula into a cell (A1):
=IMPORTDATA("https://api.sharadar.com/v1.0/data/holdings?api_key=test-api-key&format=csv&ticker=AAPL")Download the [holdings] table as a compressed CSV. The API responds with a redirect to a time-limited download URL.
https://api.sharadar.com/v1.0/data/holdings?api_key=test-api-key&bulk=TrueUse years=5, years=10, or years=full to select history length when split bulk files are published. If years is omitted, the longest history included in your subscription is used.
https://api.sharadar.com/v1.0/data/holdings?api_key=test-api-key&bulk=True&years=5Example using curl (follow redirects and write the file):
curl -L -o holdings.csv.zip "https://api.sharadar.com/v1.0/data/holdings?api_key=test-api-key&bulk=True"Check the bulk file status (name, size, last modified) without downloading:
https://api.sharadar.com/v1.0/data/holdings?api_key=test-api-key&status=TrueExample response:
{
"table": "holdings",
"name": "holdings.csv.zip",
"size": 694547316,
"sizeLabel": "662.4 MB",
"modified": "2026-07-16T04:24:50.184000+00:00"
}