Code Snippets
curl "https://financialdata.net/api/v1/institutional-holdings?identifier=EFX&key=API_KEY"import requests
url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=EFX&key=API_KEY'
response = requests.get(url)
print(response.json())
const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=EFX&key=API_KEY';
const response = await fetch(url);
const data = await response.json();
console.log(data);
Sample Response
[
{
"investor_name": "Activest Wealth Management",
"central_index_key": "0001883134",
"period_of_report": "2026-09-30",
"issuer_name": "EQUIFAX INC",
"trading_symbol": "EFX",
"cusip_number": "294429105",
"title_of_security": "COM",
"market_value": 274.0,
"amount_of_securities": 2,
"price_per_security": 137.0,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 5.07029992121217e-7
},
...
]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
EQUIFAX INC
NYSE: EFX- Market Cap:$32.11B
- ISIN:US2944291051
- Fiscal Year End:12/31
- CEO:Mark W. Begor
- Employees:14700
Equifax Inc. is an American multinational consumer credit reporting agency headquartered in Atlanta, Georgia, and is one of the three largest consumer credit reporting agencies, along with Experian and TransUnion (together known as the "Big Three"). Equifax collects and aggregates information on more than 800 million individual consumers and more than 88 million businesses worldwide. In addition to credit and demographic data and services to business, Equifax sells credit monitoring and fraud prevention services directly to consumers.