The API endpoint provides statistics about an institutional investor's portfolio. It gives information on how many securities the investor currently holds, the portfolio's worth, the rate of return, and other valuable information. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/institutional-portfolio-statistics?identifier=0000102909&key=API_KEY| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The institutional investor's central index key. The latter is assigned to the investor by the US Securities and Exchange Commission. | 0000102909 |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON or CSV. Defaults to JSON. | json, csv |
[
{
"investor_name": "VANGUARD GROUP INC",
"central_index_key": "0000102909",
"period_of_report": "2024-09-30",
"portfolio_size": 4350,
"added_securities": 100,
"removed_securities": 163,
"portfolio_value": 5584478889704.0,
"sales_value": 15140587732.0,
"purchases_value": 16120894488.0,
"change_in_portfolio_value": 378921068541.0,
"percentage_change_in_portfolio_value": 7.27916357014633,
"portfolio_turnover": 0.280640152350018,
"period_return": 239362343762.767,
"period_rate_of_return": 4.59820737730832,
"annual_return": 961687486225.572,
"annual_rate_of_return": 23.6231073944963,
"return_since_inception": 43869374603244.0,
"rate_of_return_since_inception": 4607.04844618722
},
...
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