/ownership/institutional-holdings/security

One security's holder rows across managers — who holds it, quarter by quarter. Flat mode returns institutional holding objects with manager_cik / manager_name and source_urls ({accession, url} for each filing the row cites; url may be null) on each row; group_by_quarter=true switches to one aggregate row per quarter.

POST/api/v1/ownership/institutional-holdings/security

Rate limit120 per minute

Request:

cusipstring

9 characters. Provide exactly one of cusip / ticker.

tickerstring

Uppercased automatically; any symbol the company has traded under. A ticker can match several CUSIPs; rows for all of them are included, securities lists each one, and a _warnings entry says how many matched.

quarterstring

YYYYQn. Omitted = every quarter, newest first.

Default omitted

typestring

As in POST /ownership/institutional-holdings/portfolio.

Default omitted

activitystring[]

As in POST /ownership/institutional-holdings/portfolio.

Default omitted

group_by_quarterbool

true → one aggregate row per quarter (period, holders, total_shares, total_value, computed over live stock rows), unpaged; type / activity / sort_by / page are ignored with a warning.

Default false

sort_bystring

period, d_shares, ticker, issuer_norm, type, shares, value. Omitted = newest quarter first.

Default omitted

sort_order"desc" | "asc"

Default "desc"

pageint ≥ 1

Default 1

page_sizeint 1–100

Default 50

detailstring

"light" leaves out each holding's submgr_breakdown and the types and group_by_quarter echoes. With sort_by issuer_norm in flat mode, "minimal" returns the light view. See Response detail.

Default "full"

Response: securities — one entry per matched CUSIP: cusip, ticker, current_ticker, ticker_status, issuer_norm, security_type, first_seen / last_seen (first / latest quarter end the security appears in), latest_holders (holder count at last_seen); then group_by_quarter, credits_used, and either the flat fields (types, transactions, page, page_size, total_items, has_more, next_page) or the grouped ones (transactions, total_items, unpaged).

Credits: 30 per page (flat mode); 40 flat (group_by_quarter=true, unpaged).

Errors: 404 OWNERSHIP_SECURITY_NOT_FOUND (charged), 422 VALIDATION_ERROR, 402 CREDITS_INSUFFICIENT.