Institutional Holders & Quarterly History (by SEC CIK)

{
  "type": "object",
  "required": [
    "cik"
  ],
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK number of the company (e.g. '320193' for Apple Inc)"
    },
    "name": {
      "type": "string",
      "description": "Company name for display context"
    },
    "symbol": {
      "type": "string",
      "description": "Stock ticker symbol for display context"
    },
    "shares_outstanding": {
      "type": "integer",
      "description": "Number of shares outstanding for ownership percentage calculation"
    }
  },
  "additionalProperties": false
}

{
  "type": "object",
  "properties": {
    "data": {
      "type": "object",
      "properties": {
        "al": {
          "type": "integer",
          "description": "Observed as -1 on BOTH real calls -- the found case (Apple) and the not-found case alike. Not a reliable found/not-found indicator; its documented meaning, if any, is unconfirmed by the vendor."
        },
        "moneyflow": {
          "type": "array",
          "items": {
            "type": "number"
          },
          "description": "Net institutional dollar money flow for each quarter in quarterList, same length and order -- positive values on net buying quarters, negative on net selling quarters, observed on the Apple fixture. Absent when the CIK has no data on record."
        },
        "tableData": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "pnl": {
                "type": "number",
                "description": "Observed as 0 on every row in the Apple fixture -- unconfirmed when populated."
              },
              "price": {
                "type": "number",
                "description": "Share price used for this row's valuation."
              },
              "value": {
                "type": "number",
                "description": "Dollar value of the holder's position."
              },
              "holder": {
                "type": "string",
                "description": "The institution's name, as raw HTML -- an anchor tag linking to the vendor's own portfolio-holdings page, e.g. '<a href=\"/portfolio-holdings/1364742.html\">BlackRock, Inc.</a>', sometimes followed by a second inline anchor for a related ticker symbol. This is public SEC 13F filer-identity data -- see verification.notes."
              },
              "quarter": {
                "type": "string",
                "description": "e.g. '2026Q2'."
              },
              "put_call": {
                "type": "string",
                "description": "Observed as the literal string '0' on every row in the Apple fixture -- its other possible values are unconfirmed."
              },
              "moneyFlow": {
                "type": "number",
                "description": "Observed as 0 on every row in the Apple fixture -- its populated meaning is unconfirmed (distinct from the top-level data.moneyflow[] quarterly series, which is populated)."
              },
              "newShares": {
                "type": "number",
                "description": "Shares reported for this quarter."
              },
              "portWeight": {
                "type": "string",
                "description": "Percent of the holder's own portfolio, as a string, e.g. '5.03%'."
              },
              "sharesChanged": {
                "type": "number",
                "description": "Observed EQUAL to newShares on every row in the Apple fixture -- whether it ever diverges (e.g. representing a period-over-period change instead) is unconfirmed."
              },
              "report_date_time": {
                "type": "string",
                "description": "The filing's report date and time joined by a literal '<BR>' tag, e.g. '2026-08-07<BR>12:29:42' -- not a plain ISO timestamp."
              }
            },
            "additionalProperties": true
          },
          "description": "One entry per institutional holder for the most recent quarter, largest holders generally first on the Apple fixture (90 entries). Empty array when the CIK has no institutional holder data on record (observed for CIK '9999999')."
        },
        "quarterList": {
          "type": "array",
          "items": {
            "type": "string"
          },
          "description": "One entry per quarter of history, oldest first, e.g. '2013-06-30' through '2026-06-30' on the Apple fixture (53 quarters). Absent when the CIK has no data on record."
        },
        "holderCntList": {
          "type": "array",
          "items": {
            "type": "number"
          },
          "description": "Total count of institutional holders reported for each quarter in quarterList, same length and order. Absent when the CIK has no data on record."
        },
        "currentQuarter": {
          "type": "string",
          "description": "The most recent quarter covered by tableData, e.g. '2026Q2'. Absent entirely when the CIK has no institutional holder data on record (observed for CIK '9999999')."
        },
        "putShareCntList": {
          "type": "array",
          "items": {},
          "description": "Observed as an empty array on the only fixture with any data (Apple) -- its item type when populated is unconfirmed. Absent when the CIK has no data on record."
        },
        "callShareCntList": {
          "type": "array",
          "items": {},
          "description": "Observed as an empty array on the only fixture with any data (Apple) -- its item type when populated is unconfirmed. Absent when the CIK has no data on record."
        },
        "stockShareCntList": {
          "type": "array",
          "items": {
            "type": "number"
          },
          "description": "Aggregate institutional shares held for each quarter in quarterList, same length and order. Absent when the CIK has no data on record."
        }
      },
      "additionalProperties": true
    },
    "status": {
      "type": "string",
      "description": "'success' on both real calls observed."
    }
  },
  "description": "The institutional-holder record, as returned at routing.responseResultPath ($.output).",
  "additionalProperties": true
}