Code Snippets
curl "https://financialdata.net/api/v1/institutional-holdings?identifier=AXP&key=API_KEY"import requests
url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=AXP&key=API_KEY'
response = requests.get(url)
print(response.json())
const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=AXP&key=API_KEY';
const response = await fetch(url);
const data = await response.json();
console.log(data);
Sample Response
[
{
"investor_name": "Whitener Capital Management, Inc.",
"central_index_key": "0000825217",
"period_of_report": "2026-09-30",
"issuer_name": "AMERICAN EXPRESS CO",
"trading_symbol": "AXP",
"cusip_number": "025816109",
"title_of_security": "COM",
"market_value": 549813.0,
"amount_of_securities": 1808,
"price_per_security": 304.100110619469,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 0.00109726095276979
},
...
]Query Parameters
| Name | Type | Description |
|---|---|---|
| identifier | string | The trading symbol or CUSIP number of a security, or the institutional investor's central index key. The latter is assigned to the investor by the US Securities and Exchange Commission. (e.g., MSFT, 594918104, 0001067983) |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. (e.g., 100) |
| format | string | (Optional) The format of the returned data, either JSON or CSV. Defaults to JSON. (e.g., json, csv) |
Endpoint Overview
Institutional holdings are the securities in an investment portfolio owned by investment or pension funds, insurance companies, investment firms, or other large organizations that manage funds on behalf of others. The API endpoint provides data on institutional investors with holdings of at least $100 million. There is a limit of 100 records per API call.
Company Profile
AMERICAN EXPRESS CO
NYSE: AXP- Market Cap:$221.80B
- ISIN:US0258161092
- Fiscal Year End:12/31
- CEO:Stephen Squeri
- Employees:76800
American Express Company (Amex) is an American bank holding company and multinational financial services corporation that specializes in payment cards. It is headquartered at 200 Vesey Street, also known as American Express Tower, in the Battery Park City neighborhood of Lower Manhattan; in 2026, the company announced that it would develop and be the sole occupant of the new 2 World Trade Center skyscraper in the nearby World Trade Center complex.