Skip to main content
Institutional holdings are 13F-style position disclosures: which managers hold which tickers, how many shares, market value, portfolio weight, and quarter-over-quarter change. Each row includes a composed 13F filing text.

​
Holdings

GET /institutional-holdings
Query by ticker (who owns it) or by filer_cik (what a manager owns).
ParameterTypeRequiredDefaultDescription
scenario_idstringYes-The world to read from.
tickerstringNoallHoldings of a specific security.
filer_cikstringNoallHoldings of a specific manager (by CIK).
report_period_gtedateNo-Report period on or after.
report_period_ltedateNo-Report period on or before.
limitintegerNo50Page size (max 200).
offsetintegerNo0Pagination offset.
curl -s "https://api.davidhf.com/institutional-holdings?scenario_id=<id>&ticker=AAPL" \
  -H "X-API-KEY: YOUR_API_KEY"

{
  "institutional_holdings": [
    {
      "id": "hold_...",
      "manager_name": "Vanguard Group",
      "report_period": "2026-03-31",
      "ticker": "AAPL",
      "shares": 1320000000,
      "market_value": 252000000000,
      "portfolio_weight": 0.061,
      "change_shares": 4200000,
      "form_type": "13F-HR",
      "filing_date": "2026-05-15",
      "filing_text": "Vanguard Group ... 13F-HR ...",
      "details": { "...": "..." }
    }
  ]
}

​
Investors

GET /institutional-holdings/investors
List the institutional managers (filers) in the scenario, with CIKs.
ParameterTypeRequiredDescription
scenario_idstringYesThe world to read from.
namestringNoOptional name filter.
curl -s "https://api.davidhf.com/institutional-holdings/investors?scenario_id=<id>" \
  -H "X-API-KEY: YOUR_API_KEY"

{ "investors": [ { "cik": "0000102909", "name": "Vanguard Group" } ] }

​
Discovery helper

GET /institutional-holdings/tickers
Takes only scenario_id; returns tickers with institutional holdings. 
{ "tickers": ["AAPL", "MSFT", "..."] }