Institutional

Returns a paginated list of institutional holders for an asset.

This endpoint returns a list of institutional holders, including each holder’s reported position, percent held, and estimated value. Supports filtering and sorting.

Asset Type Compatibility

This endpoint is primarily relevant for stocks

For ETFs and mutual funds, the response is typically empty because institutional holder filings in this format are equity-focused in the upstream source. It commonly returns:

When to Use This Endpoint

  • Populate “Top Institutional Holders” tables for stocks.
  • Enable holder-based filtering and ranking (e.g., show only holders above X%).
  • Support ownership analytics and concentration views (e.g., top holders by value).

Request Parameters

POST
v1/holders/institutional
symbol stringrequired

Asset identifier (ticker symbol).

limit integeroptional

The maximum number of items returned in the response.

offset integeroptional

Pagination offset (0-based). Used to fetch the next page.

filters arrayoptional

Optional filter expressions.

Each filter condition is defined as: [field, operator, value]. Conditions can be combined using logical operators and/or.

Supported operators:

Numeric fields:

  • > - greater than
  • >= - greater than or equal
  • < - less than
  • <= - less than or equal
  • = - equals
  • <> - not equal

String fields:

  • like – pattern match (requires % as a wildcard)
  • not_like - pattern does not match (requires % as a wildcard)
  • contains - value exists in string
  • not_contains - value does not exist in string
  • startswith - string starts with value
  • endswith - string ends with value

% usage examples:

  • %abc% - matches any string containing "abc"
  • abc% - matches any string starting with "abc"
  • %abc - matches any string ending with "abc"

Example:

"filters": [
    [
        "pct_held",
        ">",
        0.0407
    ]
]
sort_by arrayoptional

Optional sorting configuration for result items. Each sorting setup is defined as [selector, desc]:

  • selector - Metric used for sorting (e.g., value).
  • desc - Sorting direction (true for descending, false for ascending).

Sortings can be combined using ,.

Example:

"sort_by": [
    {
        "selector": "value",
        "desc": true
    }
]
tag stringoptional

User-defined identifier for the task (max 255 characters).

It is returned in the response data object, allowing you to match results with the corresponding request. It does not affect API processing or filtering logic.

Example Request
curl --location "https://api.finimpulse.com/v1/holders/institutional" \
  --header "Content-Type: application/json" \
  --header "Authorization: Bearer <API_TOKEN>" \
  -d '{
      "symbol": "NVDA",
      "limit": 3,
      "offset": 0,
      "tag": "just tag"
  }'
using System.Net.Http;
using System.Net.Http.Headers;
using System.Text;

var client = new HttpClient();
var url = "https://api.finimpulse.com/v1/holders/institutional";

client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", "<API_TOKEN>");
client.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("application/json"));

var json = @"{
    ""symbol"": ""NVDA"",
    ""limit"": 3,
    ""offset"": 0,
    ""tag"": ""just tag""
}";
var content = new StringContent(json, Encoding.UTF8, "application/json");

var response = await client.PostAsync(url, content);
var result = await response.Content.ReadAsStringAsync();
Console.WriteLine(result);
<?php
$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.finimpulse.com/v1/holders/institutional",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "Authorization: Bearer <API_TOKEN>"
  ],
  CURLOPT_POSTFIELDS => json_encode(
[
      "symbol" => "NVDA",
      "limit" => 3,
      "offset" => 0,
      "tag" => "just tag"
    ]
  )
]);

$response = curl_exec($curl);
curl_close($curl);

echo $response;
import urllib.request
import json

url = "https://api.finimpulse.com/v1/holders/institutional"
headers = {
    "Content-Type": "application/json",
    "Authorization": "Bearer <API_TOKEN>"
}
data = {
    "symbol": "NVDA",
    "limit": 3,
    "offset": 0,
    "tag": "just tag"
}

req = urllib.request.Request(url,
    data=json.dumps(data).encode("utf-8"),
    headers=headers,
    method="POST")

with urllib.request.urlopen(req) as response:
    result = json.loads(response.read().decode("utf-8"))
    print(result)
const https = require('https');

const data = JSON.stringify({
    "symbol": "NVDA",
    "limit": 3,
    "offset": 0,
    "tag": "just tag"
});

const options = {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    'Authorization': 'Bearer <API_TOKEN>',
    'Content-Length': Buffer.byteLength(data)
  }
};

const req = https.request('https://api.finimpulse.com/v1/holders/institutional', options, (res) => {
  let body = '';
  res.on('data', chunk => body += chunk);
  res.on('end', () => console.log(JSON.stringify(JSON.parse(body), null, 2)));
});

req.on('error', (e) => console.error(e));
req.write(data);
req.end();

Response

Returns an object with pagination metadata and an array of holder records.

Pagination Fields

total_count integer

Total number of matching holders after filters are applied.

items_count integer

Number of holder rows returned in this page.

items array

Array of institutional holder records.

Holder Record Fields

name string

Institution name.

position_direct integer

Reported shares held (direct position).

position_report_date string

Reporting date for the filed position.

pct_held number

Percent of shares outstanding held by the institution (fraction; e.g., 0.0915 = 9.15%).

value number

Estimated market value of the position (currency per asset; typically USD for US equities).

Example Response
{
    "task_id": "b7dfb69e-8109-4cf3-a628-1e24dacb8f8b",
    "status_code": 20000,
    "status_message": "OK",
    "cost": 0.0012,
    "data": {
        "symbol": "NVDA",
        "limit": 3,
        "offset": 0,
        "filters": [
            [
                "pct_held",
                ">",
                0.0407
            ]
        ],
        "tag": "just tag",
        "sort_by": [
            {
                "selector": "value",
                "desc": true
            }
        ]
    },
    "result": {
        "total_count": 2,
        "items_count": 2,
        "items": [
            {
                "name": "Vanguard Group Inc",
                "position_direct": 2266683275,
                "position_report_date": "2025-12-31T00:00:00Z",
                "pct_held": 0.0933,
                "value": 420719084056
            },
            {
                "name": "Blackrock Inc.",
                "position_direct": 1929259144,
                "position_report_date": "2025-09-30T00:00:00Z",
                "pct_held": 0.0794,
                "value": 358089790895
            }
        ]
    }
}