Code Snippets
curl "https://financialdata.net/api/v1/institutional-holdings?identifier=UNH&key=API_KEY"import requests
url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=UNH&key=API_KEY'
response = requests.get(url)
print(response.json())
const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=UNH&key=API_KEY';
const response = await fetch(url);
const data = await response.json();
console.log(data);
Sample Response
[
{
"investor_name": "Detalus Advisors, LLC",
"central_index_key": "0001799677",
"period_of_report": "2026-09-30",
"issuer_name": "UNITEDHEALTH GROUP INC",
"trading_symbol": "UNH",
"cusip_number": "91324P102",
"title_of_security": "COM",
"market_value": 431034.0,
"amount_of_securities": 1174,
"price_per_security": 367.149914821124,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 0.000849466400402752
},
...
]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
UNITEDHEALTH GROUP INC
NYSE: UNH- Market Cap:$281.91B
- ISIN:US91324P1021
- Fiscal Year End:12/31
- CEO:Stephen J. Hemsley
- Employees:390000
UnitedHealth Group Incorporated is an American multinational company based in Eden Prairie, Minnesota, specializing in health insurance and health care services. Selling insurance products under UnitedHealthcare, and health care services under the Optum brand, it is the world's nineth-largest company by revenue and the largest health care company by revenue. The company is ranked fourth on the 2026 Fortune Global 500.