How to Get Institutional Investors in Excel

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

No VBA/Macros Required
Microsoft Certified Add-in
2-Minute Setup
EXCEL FORMULA
=FDN("InstitutionalInvestors", "", "", 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.

AB
1central_index_keyregistrant_name
20001881755 ALTOS VENTURES MANAGEMENT, INC.
30001757283 ANDERA PARTNERS
40002026666 AVALON VENTURES MANAGEMENT, LLC
50001548594 BATTERY MANAGEMENT CORP.
60000702007 CALDWELL SUTTER CAPITAL, INC.
ABCDEF
1central_index_key00018817550001757283000202666600015485940000702007
2registrant_name ALTOS VENTURES MANAGEMENT, INC. ANDERA PARTNERS AVALON VENTURES MANAGEMENT, LLC BATTERY MANAGEMENT CORP. CALDWELL SUTTER CAPITAL, INC.
An institutional investor is a company or organization that invests money on behalf of other people. Mutual funds, pensions, and insurance firms are among the examples. Our Excel add-in provides a list of institutional investors that have invested 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 "InstitutionalInvestors".
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.

Install the Excel Add-in

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

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