> ## Documentation Index
> Fetch the complete documentation index at: https://docs.davidhf.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Institutional holdings

> 13F-style institutional holdings by ticker and by filer.

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

```http theme={null}
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.                       |

<CodeGroup>
  ```bash cURL theme={null}
  curl -s "https://api.davidhf.com/institutional-holdings?scenario_id=<id>&ticker=AAPL" \
    -H "X-API-KEY: YOUR_API_KEY"
  ```

  ```python Python theme={null}
  dd.institutional.holdings(scenario_id="<id>", ticker="AAPL")
  ```
</CodeGroup>

```json theme={null}
{
  "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

```http theme={null}
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.   |

<CodeGroup>
  ```bash cURL theme={null}
  curl -s "https://api.davidhf.com/institutional-holdings/investors?scenario_id=<id>" \
    -H "X-API-KEY: YOUR_API_KEY"
  ```

  ```python Python theme={null}
  dd.institutional.investors(scenario_id="<id>")
  ```
</CodeGroup>

```json theme={null}
{ "investors": [ { "cik": "0000102909", "name": "Vanguard Group" } ] }
```

## Discovery helper

```http theme={null}
GET /institutional-holdings/tickers
```

Takes only `scenario_id`; returns tickers with institutional holdings.

```json theme={null}
{ "tickers": ["AAPL", "MSFT", "..."] }
```