Code Snippets
curl "https://financialdata.net/api/v1/institutional-holdings?identifier=TFC&key=API_KEY"import requests
url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=TFC&key=API_KEY'
response = requests.get(url)
print(response.json())
const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=TFC&key=API_KEY';
const response = await fetch(url);
const data = await response.json();
console.log(data);
Sample Response
[
{
"investor_name": "Whitener Capital Management, Inc.",
"central_index_key": "0000825217",
"period_of_report": "2026-09-30",
"issuer_name": "TRUIST FINL CORP",
"trading_symbol": "TFC",
"cusip_number": "89832Q109",
"title_of_security": "COM",
"market_value": 5269866.0,
"amount_of_securities": 113820,
"price_per_security": 46.3,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 0.0105170634163418
},
...
]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
TRUIST FINANCIAL CORP
NYSE: TFC- Market Cap:$55.40B
- ISIN:US89832Q1094
- Fiscal Year End:12/31
- CEO:William H. Rogers Jr.
- Employees:38335
Truist Financial Corporation (/ˈtruːɪst/) is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T (Branch Banking and Trust Company) and SunTrust. Its bank operates 1,928 branches in 15 states and Washington, D.C., offering consumer, commercial, and investment banking, securities brokerage, asset management, mortgage, and insurance products and services. It is the tenth-largest bank in the United States, with $523 billion in assets.