US Institutional Holdings

Frequently Asked Questions

Below you will find the most frequently asked questions about this data feed. We have also curated some resources to help you get started, listed on the right. If you have any questions or issues, please visit our Help Center. if you have any questions.
What is the source of this data?
  • Institutional holdings data is sourced from the 13-F SEC filings.
How much history is available?
  • Ownership data is strictly the current ownership, with fields that show any recent changes that occurred.
Can I access this data in Excel?
  • No, this data is strictly available through the API.
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