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 (e.g. for Apple). Absent when the CIK has no data on record."
        },
        "tableData": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "pnl": {
                "type": "number",
                "description": "Usually 0 on every row -- meaning when populated is not documented."
              },
              "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."
              },
              "quarter": {
                "type": "string",
                "description": "e.g. '2026Q2'."
              },
              "put_call": {
                "type": "string",
                "description": "Usually the literal string '0' on every row -- its other possible values are not documented."
              },
              "moneyFlow": {
                "type": "number",
                "description": "Usually 0 on every row -- its populated meaning is not documented (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": "Typically EQUAL to newShares on every row -- whether it ever diverges (e.g. representing a period-over-period change instead) is not documented."
              },
              "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 (90 entries for Apple). 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' for Apple (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": "Usually an empty array -- its item type when populated is not documented. Absent when the CIK has no data on record."
        },
        "callShareCntList": {
          "type": "array",
          "items": {},
          "description": "Usually an empty array -- its item type when populated is not documented. 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.",
  "additionalProperties": true
}