Institutional holdings - David

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).

Parameter	Type	Required	Default	Description
`scenario_id`	string	Yes	-	The world to read from.
`ticker`	string	No	all	Holdings of a specific security.
`filer_cik`	string	No	all	Holdings of a specific manager (by CIK).
`report_period_gte`	date	No	-	Report period on or after.
`report_period_lte`	date	No	-	Report period on or before.
`limit`	integer	No	50	Page size (max 200).
`offset`	integer	No	0	Pagination offset.

curl -s "https://api.davidhf.com/institutional-holdings?scenario_id=<id>&ticker=AAPL" \
  -H "X-API-KEY: YOUR_API_KEY"

dd.institutional.holdings(scenario_id="<id>", ticker="AAPL")

{
  "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.

Parameter	Type	Required	Description
`scenario_id`	string	Yes	The world to read from.
`name`	string	No	Optional name filter.

curl -s "https://api.davidhf.com/institutional-holdings/investors?scenario_id=<id>" \
  -H "X-API-KEY: YOUR_API_KEY"

dd.institutional.investors(scenario_id="<id>")

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

Discovery helper

GET /institutional-holdings/tickers

Takes only scenario_id; returns tickers with institutional holdings.

{ "tickers": ["AAPL", "MSFT", "..."] }