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

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.

Endpoint:

https://financialmodelingprep.com/api/v4/institutional-ownership/portfolio-holdings-summary?cik=0001067983&page=0

Portfolio Holdings Summary API Parameters

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Related Portfolio Holdings Summary APIs

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Institutional Ownership by Shares Held and Date

Provides the ownership of stocks by number of shares held. Read more

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Stock Ownership By Holders

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

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Industry Ownership Summary

Provides a summary of industry ownership, including the top industries and the institutional ownership of each industry. Read more

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Institutional Holders List

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

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Portfolio Holdings dates

Provides the dates on which portfolio holdings data is updated. Read more

Portfolio Holdings Summary API FAQs

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FMP

FMP

Financial Modeling Prep API provides real time stock price, company financial statements, major index prices, stock historical data, forex real time rate and cryptocurrencies. Financial Modeling Prep stock price API is in real time, the company reports can be found in quarter or annual format, and goes back 30 years in history.
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