Zacks Institutional Holding Owners - APIv2 Documentation | Intrinio

API Documentation

Zacks Institutional Holding Owners

Zacks Institutional Holding Owners

Returns Zacks institutional holding owners data

Endpoint:
https://api-v2.intrinio.com/zacks/institutional_holdings/owners

Parameters

Name Description Example
cik
Return owners with the given Central Index Key (CIK) ~null
page_size
The number of results to return -
next_page
Gets the next page of data from a previous API call -
cik
* required
Return owners with the given Central Index Key (CIK)
page_size
* required
The number of results to return
next_page
* required
Gets the next page of data from a previous API call

Output Fields

Name Description Type
owners
Zacks institutional holding owners data array
name
The owner's name string
cik
The Central Index Key (CIK) assigned to the company by the SEC as a unique identifier, used in SEC filings string
address
The owner's address string
city_state
The owner's city and state (City, ST) string
location_code
The owner's location code. ('D' = Domestic, 'C' = Canadian, 'F' = Foreign) string
phone_number
The owner's phone number string
postal_code
The owner's postal code string
url
The owner's website url string
investment_style
The owner's investment style ('I' = Income, 'V' = Value, 'G' = Growth, 'B' = Growth at a Reasonable Price, 'A' = Aggressive Growth, 'P' = Passive/Index, 'D' = Deep Value) string
number_of_holdings
Count of equity holdings only, doesn't include bonds or other funds held number
total_holdings_value
Market value of equity holdings in 1,000s. Sum of shares held times last close price. number
portfolio_turnover_percent
Annual portfolio turnover in terms of percentage of total value. number
is_fund
If 'Y', the owner is a fund? ('Y' = Yes, 'N' = No) string
fund_ticker
Fund ticker if the institution is a fund string
has_fund_manager
Does the fund have a manager. ('Y' = Yes, 'N' = No) string
fund_manager_city
The fund manager's city string
fund_manager_name
The fund manager's name string
fund_manager_state
The fund manager's state string
files_13f
If 'Y', the company files the SEC 13F report. ('Y' = Yes, 'N' = No) string
is_etf
If 'Y', the owner is an ETF. ('Y' = Yes, 'N' = No) string
last_updated_on
The the last updated date date
next_page The token required to request the next page of the data. If null, no further results are available. string
owners
Zacks institutional holding owners data
next_page
The token required to request the next page of the data. If null, no further results are available.