Quarterly holdings of institutions, including a complete list of which stocks are owned by these institutions.

Query Parameters

Parameter Description Data Type
symbol A symbol or code that identifies the security String

Response Fields

Field Description Data Type
Institution Name Institution Name that holds the security String
Institution CIK Institution CIK that holds the security Number
Class of Security Held Class of Security Held Number
Value of Security Held Value of Security Held Number
Volume of Security Held Volume of Security Held Number
Type of Security Held Type of Security Held Number
Quarterly Change in Security Held Quarterly Change in Security Held Number
Put/Call Type of security: Put or Call String
Report Date Date when holding was reported to the SEC Date String (YYYY-MM-DD)

About the Vendor

Sage Data Service was founded on the concept of making financial data more available, more transparent and more affordable. We are based in San Francisco and also have an office in Youngstown, Ohio.

Our founders and investors have decades of experience in the financial industry having founded Sage Clearing Corporation (acquired by ABN-AMRO in 1998), the broker-dealer Preferred Capital Markets (acquired by Fimat in 2005) and having acquired Revere Data, LLC (sold to FactSet in 2013). Our management team includes the former Chairman and CEO of Revere Data and a CFA Charterholder. Our advisory board includes the former Acting Chairman of the Pacific Stock Exchange.

Our objective is to leverage XBRL and our proprietary technology to deliver the most accurate data to our customers at affordable prices. Every piece of data presented is reviewed by an analyst based in the United States according to strictly defined processes to ensure that our data sets the standard for accuracy.

Our Research Platform provides professional-grade tools to retail investors, while our Data Feeds deliver timely information to our customers. We seek to fill the needs of all customers including active traders, market analysts, fund managers, corporate competitive intelligence analysts, broker-dealers, online trading platforms, investment thought leaders and academic institutions at the most affordable price point on the market.