Code Snippets
curl "https://financialdata.net/api/v1/institutional-holdings?identifier=MS&key=API_KEY"import requests
url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=MS&key=API_KEY'
response = requests.get(url)
print(response.json())
const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=MS&key=API_KEY';
const response = await fetch(url);
const data = await response.json();
console.log(data);
Sample Response
[
{
"investor_name": "ACT Advisors, LLC.",
"central_index_key": "0001842554",
"period_of_report": "2026-09-30",
"issuer_name": "MORGAN STANLEY",
"trading_symbol": "MS",
"cusip_number": "617446448",
"title_of_security": "COM NEW",
"market_value": 411224.0,
"amount_of_securities": 2186,
"price_per_security": 188.117108874657,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 0.00133596491365715
},
...
]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
MORGAN STANLEY
NYSE: MS- Market Cap:$217.97B
- ISIN:US6174464486
- Fiscal Year End:12/31
- CEO:Ted Pick
- Employees:83000
Morgan Stanley is an American multinational investment bank and financial services company. It is headquartered at 1585 Broadway in Midtown Manhattan, New York City, with offices in 42 countries, including offices in many financial centers worldwide. Morgan Stanley is one of the largest investment banks by revenue. It is ranked 39th on the Fortune 500 and 21st on the Forbes Global 2000. It is considered a systemically important financial institution by the Financial Stability Board.