Code Snippets
curl "https://financialdata.net/api/v1/institutional-holdings?identifier=BAC&key=API_KEY"import requests
url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=BAC&key=API_KEY'
response = requests.get(url)
print(response.json())
const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=BAC&key=API_KEY';
const response = await fetch(url);
const data = await response.json();
console.log(data);
Sample Response
[
{
"investor_name": "JAMISON PRIVATE WEALTH MANAGEMENT, INC.",
"central_index_key": "0002006637",
"period_of_report": "2026-09-30",
"issuer_name": "BANK OF AMER CORP",
"trading_symbol": "BAC",
"cusip_number": "060505104",
"title_of_security": "COM",
"market_value": 14751904.0,
"amount_of_securities": 271025,
"price_per_security": 54.4300488884789,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 0.0149382150009425
},
...
]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
BANK OF AMERICA CORP /DE/
NYSE: BAC- Market Cap:$351.90B
- ISIN:US0605051046
- Fiscal Year End:12/31
- Employees:209000
The Bank of America Corporation (Bank of America; often abbreviated BAC, BofA, or, less commonly, BOA) is an American multinational bank and financial services holding company headquartered at the Bank of America Corporate Center in Charlotte, North Carolina, with investment banking and auxiliary headquarters in Manhattan. The bank was formed by the merger of NationsBank and the legacy corporation of Bank of America in 1998. It is the second-largest banking institution in the United States by consolidated assets, after JPMorgan Chase. It is also the second-largest bank in the world by market capitalization, after JPMorgan Chase.