How to Get Institutional Holdings in Excel

Get institutional holdings directly in Excel using custom formulas. Retrieve financial data, automate your workflows, and keep your spreadsheets updated with our Excel add-in.

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EXCEL FORMULA
=FDN("InstitutionalHoldings", "MSFT", "", 5)

This formula pulls data into your spreadsheet once our Excel add-in is installed.

Formula Result

See exactly how data fills into your sheet when the formula runs. This example shows the actual up-to-date information returned.

ABCDEFGHIJKLMN
1investor_namecentral_index_keyperiod_of_reportissuer_nametrading_symbolcusip_numbertitle_of_securitymarket_valueamount_of_securitiesprice_per_securityshares_or_principalput_or_callinvestment_discretionportfolio_weight
2ANCHOR CAPITAL ADVISORS LLC00008139332026-06-30MICROSOFT CORPMSFT594918104COM33761082.090507373.021777321091SHN/ASOLE0.00948671668693575
3Allianz Asset Management GmbH00015353232026-06-30MICROSOFT CORPMSFT594918104COM257458404.0690200373.02SHPutDFND0.00209101091021502
4Allianz Asset Management GmbH00015353232026-06-30MICROSOFT CORPMSFT594918104COM223998510.0600500373.02SHCallDFND0.00181925826077096
5Allianz Asset Management GmbH00015353232026-06-30MICROSOFT CORPMSFT594918104COM3029348016.08121141373.020000022164SHN/ADFND0.0246035850991068
6CAPITAL & PLANNING, LLC00020537502026-06-30MICROSOFT CORPMSFT594918104Common Stock16630804.044584373.021801543154SHN/ASOLE0.0858745214030684
ABCDEF
1investor_nameANCHOR CAPITAL ADVISORS LLCAllianz Asset Management GmbHAllianz Asset Management GmbHAllianz Asset Management GmbHCAPITAL & PLANNING, LLC
2central_index_key00008139330001535323000153532300015353230002053750
3period_of_report2026-06-302026-06-302026-06-302026-06-302026-06-30
4issuer_nameMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORP
5trading_symbolMSFTMSFTMSFTMSFTMSFT
6cusip_number594918104594918104594918104594918104594918104
7title_of_securityCOMCOMCOMCOMCommon Stock
8market_value33761082.0257458404.0223998510.03029348016.016630804.0
9amount_of_securities90507690200600500812114144584
10price_per_security373.021777321091373.02373.02373.020000022164373.021801543154
11shares_or_principalSHSHSHSHSH
12put_or_callN/APutCallN/AN/A
13investment_discretionSOLEDFNDDFNDDFNDSOLE
14portfolio_weight0.009486716686935750.002091010910215020.001819258260770960.02460358509910680.0858745214030684
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 formula provides data on institutional investors with holdings of at least $100 million.

Steps to Get Started

01
Install the Add-in

Open Excel, navigate to the Home tab, select Add-ins, and search for FinancialData.Net.

02
Grab Your Key

Sign in to your account at FinancialData.Net, open the dashboard, and copy your API key.

03
Run Your Formula

Open the task pane in Excel, save your API key, and start typing the =FDN(...) formula.

Formula Reference

Use the formula to retrieve financial data by specifying a dataset, ticker symbol, and additional parameters.

=FDN(dataset, identifier, argument, maxRows)
datasetString
Specifies the dataset to query. Enter the dataset name enclosed in quotation marks, for example "InstitutionalHoldings".
identifierString
Accepts one or multiple identifiers such as ticker symbols (e.g., "AAPL" or "AAPL,MSFT") or other supported identifier types.
argumentString
Filters the dataset output using an additional parameter, such as a date like "2025-01-15" or a reporting period like "year" or "quarter".
maxRowsInteger
Limits the number of records returned by the formula. For example, setting the value to 5 returns the five most recent rows.

Troubleshooting & FAQ

If Excel doesn't recognize the =FDN() formula, the add-in may not have loaded correctly. Restart Excel or reinstall the add-in from the Office Add-ins Store.

Excel displays this error when it does not recognize the =FDN() formula. This means the add-in is either not installed or has been disabled.

The =FDN() formula outputs multiple rows and columns of data, which Excel blocks if any existing text or formatting occupies the surrounding cells. Simply clear these obstructing cells to allow the formula to expand completely.

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Access 80+ financial datasets directly in Excel using simple formulas.

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