Institutional Portfolio
Retrieve complete portfolio holdings for a specific institutional investor using their CIK number. Analyze investment strategies and position changes of major institutions.
Use Case: Track Berkshire Hathaway’s entire portfolio to follow Warren Buffett’s investment moves.
Documentation Index
Fetch the complete documentation index at: https://finance.dev/llms.txt
Use this file to discover all available pages before exploring further.
Authorizations
OAuth2 Bearer token: obtain an access token from the token endpoint and send it in the Authorization header.
Query Parameters
Central Index Key (CIK) of the institution. Required.
"0001067983"
Start date in YYYY-MM-DD format. Enter the first date to include in the research window.. Required.
"2024-01-01"
End date in YYYY-MM-DD format. Enter the last date to include in the research window.. Required.
"2024-12-31"
Response
Institutional portfolio holdings.
Institutional portfolio response