Get portfolio holdings summaries. Our API provides detailed information to help you analyze investment patterns.

Portfolio Holdings Summary API

Provides a summary of portfolio holdings, including the top holdings, sector allocation, and industry allocation.

About Portfolio Holdings Summary

The portfolio holding summary endpoint provides a summary of portfolio holdings, including the top holdings, sector allocation, and industry allocation. This information is useful for investors who need to get a quick overview of the investment portfolio of a particular institutional investor or to compare the investment portfolios of multiple institutional investors.

For example, investors may want to use the portfolio holding summary data to see the top holdings of a particular institutional investor or to compare the sector and industry allocation of two institutional investors.


Portfolio Holdings Summary API Parameters

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Related Portfolio Holdings Summary APIs

Institutional Holders Search

Allows users to search for institutional investment managers by name, ticker symbol, or CUSIP number. Read more

Institutional Holders List

Provides a list of all institutional investment managers that are required to file Form 13F reports. Read more

Stock Ownership By Holders

Provides the stock ownership of individual holders, including institutional and individual investors. Read more

Portfolio Composition

Provides the composition of portfolios, including the asset allocation, sector allocation, and industry allocation. Read more

Form 13F

Provides quarterly reports on the equity holdings of institutional investment managers with over $100 million in assets under management. Read more

Portfolio Holdings Summary API FAQs

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