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Institutional Ownership API (13F)

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Track institutional ownership from SEC 13F filings for any U.S. equity — top holders, quarterly holdings history, aggregate buy/sell statistics, and every individual institution transaction. Query by ticker or CIK, filter by date range, and paginate across tens of thousands of records per issuer. The API is free to use.

How this fits the SEC data suite: This API surfaces 13F institutional holdings data sourced directly from SEC EDGAR and normalized into a queryable REST interface. Pair it with the Insider Transactions API (Form 4) for a complete view of insider and institutional positioning, or combine with Real-time SEC Filings to cross-reference filing dates against ownership changes.

GET https://data.businessquant.com/13f?mode={mode}&{identifier}&api_key={api_key}

1. Request Parameters

The endpoint accepts one mode and exactly one identifier appropriate for that mode. The summary and stats modes strictly require ticker_issuer. The topholders, historic, and alltransactions modes accept either an issuer identifier (to query who holds a given stock) or an owner identifier (to query what a given institution holds).

Parameter Description
api_key
Required
Your unique API key for authentication and usage tracking.
mode
Required
Selects the data shape returned. Five modes are available:
  • topholders — Top 30 institutional holders ranked by shares, with QoQ and YoY change data.
  • stats — Aggregate buy/sell/hold counts and total institutional ownership statistics for a ticker.
  • alltransactions — Every institution that filed a 13F position in the security, paginated.
  • historic — Full transaction-level history across all 13F filings for an issuer, paginated.
  • summary — High-level ownership summary for an issuer. Requires ticker_issuer.
Format: mode=topholders
ticker_issuer
Conditional Identifier
Ticker symbol of the issuing company you want to query institutional ownership for. Accepted by all five modes. Required for summary and stats.
Format: ticker_issuer=NVDA
cik_issuer
Conditional Identifier
SEC CIK number of the issuing company. An alternative to ticker_issuer for topholders, historic, and alltransactions modes.
Format: cik_issuer=320193
cik_owner
Conditional Identifier
SEC CIK number of a specific institution (the "owner" filing 13Fs). Use with topholders, historic, or alltransactions to retrieve everything that institution has reported holding — i.e., reverse-lookup the institution's portfolio.
Format: cik_owner=102909 (Vanguard)
period
Optional
Lookback window restricting results to records within the given range. Applies to historic and alltransactions modes.
Accepted values: 1y, 2y, 3y, 5y, 6m, ytd, max
Format: period=3y
page
Optional
Page number for paginated results. Defaults to 1. Used with historic and alltransactions, which can return thousands of records across hundreds of pages.
Format: page=2
page_size
Optional
Number of records per page. Defaults to 100. Maximum 500.
Format: page_size=250
Example cURL — Top Holders 
curl -X GET "https://data.businessquant.com/13f?ticker_issuer=NVDA&mode=topholders&api_key=YOUR_API_KEY"
Sample Response — topholders (2 records shown) 
{
    "metadata": {
        "ticker_issuer": "PLTR",
        "cik_issuer": null,
        "ticker_owner": null,
        "cik_owner": null,
        "cusip": "69608A108",
        "page": 1,
        "page_size": 100,
        "total_records": 30,
        "total_pages": 1
    },
    "data": [
        {
            "cik_filer": 102909,
            "cusip": "69608A108",
            "reportperiod": "2025-12-31T00:00:00",
            "quarter": "2025-12-31T00:00:00",
            "filingdate": "2026-01-29T00:00:00",
            "name_filer": "VANGUARD GROUP INC",
            "name_filer_short": "Vanguard",
            "shprn_amount": 215444098,
            "value": 38295188421,
            "ticker_issuer": "PLTR",
            "name_issuer": "Palantir Technologies Inc.",
            "name_issuer_short": "Palantir Technologies",
            "shares_last_qtr": 213886270,
            "shares_change_qoq": 1557828,
            "shares_change_qoq_pct": 0.7283441,
            "shares_change_yoy": -6016899,
            "shareholder_rank": 1,
            "security_title": "CL A",
            "shprn_type": "SH",
            "tag": "Latest quarter",
            "shares_outstanding": 2573687000,
            "institution_pct": 8.37103
        },
        {
            "cik_filer": 2012383,
            "cusip": "69608A108",
            "reportperiod": "2025-12-31T00:00:00",
            "quarter": "2025-12-31T00:00:00",
            "filingdate": "2025-12-31T00:00:00",
            "name_filer": "BlackRock, Inc.",
            "name_filer_short": "BlackRock",
            "shprn_amount": 193327487,
            "value": 34363960808,
            "ticker_issuer": "PLTR",
            "name_issuer": "Palantir Technologies Inc.",
            "name_issuer_short": "Palantir Technologies",
            "shares_last_qtr": 188505957,
            "shares_change_qoq": 4821530,
            "shares_change_qoq_pct": 2.55776,
            "shares_change_yoy": 20958412,
            "shareholder_rank": 2,
            "security_title": "CL A",
            "shprn_type": "SH",
            "tag": "Latest quarter",
            "shares_outstanding": 2573687000,
            "institution_pct": 7.511694
        }
    ]
}

2. Response Fields by Mode

Each mode returns a distinct set of fields. All responses share the same top-level envelope — a metadata object with pagination details, and a data array of records. The field definitions below describe the data array for each mode.

mode=topholders

Returns the top 30 institutional shareholders ranked by shares held, with current quarter position size, market value, and quarter-over-quarter and year-over-year change metrics. Use this mode for shareholder concentration analysis, tracking whether major holders are increasing or trimming positions, and monitoring new entrants to the top holder list.

FieldTypeDescription
shareholder_rankintegerRank among all reporting institutions for this issuer in the quarter, ordered by shprn_amount descending.
name_filerstringFull legal name of the institution as registered with the SEC.
name_filer_shortstringNormalized short name suitable for display in tables and charts.
cik_filerintegerSEC CIK number uniquely identifying the institution. Use to query the institution's full portfolio via cik_owner.
shprn_amountfloatNumber of shares held as of the report period end date.
valuefloatMarket value of the position in USD, as reported by the institution on the filing date.
institution_pctfloatThis institution's holding as a percentage of total shares outstanding for the issuer.
shares_last_qtrfloatShares held by this institution in the immediately prior quarter, enabling manual QoQ reconciliation.
shares_change_qoqfloatNet change in shares held compared to the prior quarter. Positive = position increased; negative = position reduced.
shares_change_qoq_pctfloatQuarter-over-quarter change expressed as a percentage of the prior quarter position.
shares_change_yoyfloatNet change in shares held compared to the same quarter one year prior.
shares_outstandingfloatTotal shares outstanding for the issuing company as of the quarter.
reportperiodstringQuarter end date covered by the filing. ISO 8601 datetime string.
filingdatestringDate the 13F was officially filed with the SEC. Institutions have up to 45 days post-quarter to file.
cusipstringCUSIP identifier of the reported security.
security_titlestringSecurity class label as written by the filer — e.g., COM, COMMON, CL A. Varies by institution; normalisation via CUSIP.
shprn_typestringShare or principal type. SH = shares (equity); PRN = principal value (debt/convertible instruments).
tagstringData freshness indicator. "Latest quarter" = most recently completed quarter; "Ongoing quarter" = current in-progress quarter with early filers already included.
ticker_issuerstringTicker symbol of the issuing company.
name_issuerstringFull legal name of the issuing company.

mode=stats

Returns a single aggregated record summarising all institutional 13F activity for the ticker in the latest reported quarter. Provides buyer/seller/holder counts, total net share change, and the institutional ownership percentage of float — the essential inputs for institutional sentiment screening and factor models.

FieldTypeDescription
tickerstringTicker symbol of the queried company.
quarterstringQuarter end date for which aggregate statistics are computed.
sectorstringGICS sector classification of the issuer.
industrystringGICS industry classification of the issuer.
institutions_total_countintegerTotal number of distinct institutions that reported holding the security in the quarter.
institutions_bought_countintegerNumber of institutions that increased an existing position or opened a new one versus the prior quarter.
institutions_sold_countintegerNumber of institutions that reduced or fully exited a position versus the prior quarter.
institutions_held_countintegerNumber of institutions that reported an unchanged share count versus the prior quarter.
institutions_total_sharesfloatTotal shares held across all reporting institutions in the quarter.
institutions_held_valuefloatAggregate market value of all institutional holdings in USD.
institutions_bought_sharesfloatTotal shares added by buying institutions (incremental purchases only).
institutions_sold_sharesfloatTotal shares removed by selling institutions (decrements only, expressed as a positive number).
institutions_held_sharesfloatTotal shares held without change by institutions that did not alter their position.
shares_changed_qoqfloatNet institutional share count change vs the prior quarter (bought minus sold).
shares_changed_qoq_pctfloatNet QoQ change as a percentage of prior quarter total institutional shares.
shares_changed_yoyfloatNet change in institutional shares versus the same quarter one year ago.
shares_changed_yoy_pctfloatYear-over-year institutional share change as a percentage.
institutions_shares_pct_outstandingfloatTotal institutional holdings as a percentage of all shares outstanding — the headline institutional ownership float percentage.
shares_outstandingfloatTotal shares outstanding for the issuer in the quarter.
tagstringData freshness indicator: "Latest quarter" or "Ongoing quarter".

mode=historic

Returns a flat table of every individual line item reported across all 13F filings for the queried issuer — one record per institution per filing, stretching back to the earliest available filing in our database. With total_records often exceeding 50,000+ for large-cap stocks, use the period parameter and pagination to control response size. Each record is directly traceable to its SEC EDGAR accession number.

FieldTypeDescription
cik_filerintegerSEC CIK of the filing institution.
name_filerstringFull legal name of the institution as registered with the SEC.
name_filer_shortstringNormalized short name of the institution.
reportperiodstringQuarter end date reported in the 13F filing. Formatted as YYYY-MM-DD.
filingdatestringDate the institution submitted the 13F to the SEC.
accessionstringSEC EDGAR accession number of the specific 13F filing. Use with the SEC Files & Exhibits API to retrieve the raw INFORMATION TABLE XML.
transaction_snointegerSequential line item number within the institution's 13F filing for this quarter.
title_classstringSecurity class description as written by the filer on the original 13F form.
cusipstringCUSIP identifier of the reported security.
shprn_amountfloatNumber of shares held as of the report period end date.
valuefloatMarket value of the position in USD thousands as reported in the filing.
shprn_typestringSH = shares; PRN = principal value for debt/convertible instruments.
put_callstringOptions designation where applicable. "nan" for plain equity positions.
tagstringData freshness label for the record's quarter.
ticker_issuerstringTicker symbol of the held security.
name_issuerstringFull company name of the security's issuer.

mode=alltransactions

Returns all institutions currently (or recently) holding a position in the security, ranked by shares held, with quarter-over-quarter and year-over-year change data computed for each. Unlike topholders which caps at 30, alltransactions is paginated and returns the full universe of filers — 2,000+ institutions for heavily held names like AAPL, NVDA, or MSFT. Ideal for building comprehensive ownership databases or screening for shifts in the long tail of institutional holders.

FieldTypeDescription
shareholder_rankintegerRank of the institution among all filers for this issuer in the reported quarter.
name_filerstringFull legal name of the filing institution.
cik_filerintegerSEC CIK of the filing institution.
shprn_amountfloatShares held as of the quarter end date.
valuefloatMarket value of the position in USD.
institution_pctfloatPosition as a percentage of total shares outstanding.
shares_change_qoqfloatNet QoQ share count change for this institution's position in this security.
shares_change_qoq_pctfloatQoQ change as a percentage.
shares_change_yoyfloatNet year-over-year share count change.
reportperiodstringQuarter end date of the reported position.
filingdatestringDate the 13F was filed with the SEC.
cusipstringCUSIP of the reported security.
security_titlestringSecurity class label as reported by the institution.
shprn_typestringSH = shares; PRN = principal value.
shares_outstandingfloatTotal shares outstanding for the issuer in the quarter.
tagstringData freshness label.

mode=summary

Returns a high-level ownership summary for the queried ticker. Requires ticker_issuer. A single record with headline institutional positioning metrics for the most recent available quarter. Fields overlap with stats but are structured for simpler consumption.

FieldTypeDescription
tickerstringTicker symbol of the queried company.
quarterstringQuarter end date for the reported data. ISO 8601 datetime.
sectorstringSector classification of the issuer.
industrystringIndustry classification of the issuer.
tagstringData freshness indicator — Latest quarter or Ongoing quarter.
institutions_total_countintegerTotal number of institutions reporting a position in this security.
institutions_bought_countintegerNumber of institutions that increased their position QoQ.
institutions_sold_countintegerNumber of institutions that reduced their position QoQ.
institutions_held_countintegerNumber of institutions with an unchanged position QoQ.
institutions_total_sharesfloatTotal shares held across all reporting institutions.
institutions_held_valuefloatTotal market value of all institutional holdings in USD.
institutions_shares_pct_outstandingfloatInstitutional holdings as a percentage of total shares outstanding.
shares_changed_qoqfloatNet change in total institutional shares vs prior quarter.
shares_changed_qoq_pctfloatQoQ change as a percentage.
shares_changed_yoyfloatNet change in total institutional shares vs same quarter one year prior.
shares_changed_yoy_pctfloatYoY change as a percentage.
shares_outstandingfloatTotal shares outstanding for the issuer.

3. Endpoint Variations

All five modes share the same base URL. Copy any of the following directly into your application or HTTP client.

1. Top 30 Holders of an Issuer (by ticker) 
https://data.businessquant.com/13f?mode=topholders&ticker_issuer=NVDA&api_key=YOUR_API_KEY
2. Aggregate Institutional Buy/Sell Statistics (by ticker) 
https://data.businessquant.com/13f?mode=stats&ticker_issuer=PLTR&api_key=YOUR_API_KEY
3. All Institutions Holding an Issuer (paginated, with changes) 
https://data.businessquant.com/13f?mode=alltransactions&ticker_issuer=AAPL&api_key=YOUR_API_KEY
4. Full Transaction History for an Issuer (3-year window, paginated) 
https://data.businessquant.com/13f?mode=historic&ticker_issuer=AAPL&period=3y&api_key=YOUR_API_KEY
5. Reverse Lookup — All Holdings Reported by a Specific Institution 
https://data.businessquant.com/13f?mode=historic&cik_owner=102909&api_key=YOUR_API_KEY
6. Ownership Summary (headline metrics only) 
https://data.businessquant.com/13f?mode=summary&ticker_issuer=AAPL&api_key=YOUR_API_KEY

4. API Response Sample — Top Institutional Holders

The viewer below shows the full topholders response for Nvidia Corp (NVDA) — 30 institutions ranked by shares held as of the most recent 13F quarter. Toggle between JSON and Table view to explore the data structure.

Sample Endpoint https://data.businessquant.com/13f?ticker_issuer=NVDA&mode=topholders&api_key=YOUR_API_KEY

API Response — Top 30 Institutional Holders

Nvidia Corp (NVDA)  ·  Q4 2025  ·  30 holders  ·  CUSIP 69608A108

IssuerNvidia Corp (NVDA)
CUSIP69608A108
Report QuarterQ4 2025 (Dec 31)
Top Holders Shown30
Rank Institution Shares Held % of Float QoQ Δ Shares Market Value Filing Date Tag
1 Vanguard
CIK 102909 		215.444M 8.3710% +1.558M
(+0.73%) 		$38.30B 2026-01-29 Latest quarter
2 BlackRock
CIK 2012383 		193.327M 7.5117% +4.822M
(+2.56%) 		$34.36B 2025-12-31 Latest quarter
3 State Street
CIK 93751 		102.385M 3.9782% +1.126M
(+1.11%) 		$18.20B 2026-02-13 Latest quarter
4 Geode Capital Management
CIK 1214717 		54.200M 2.1059% +805.0K
(+1.51%) 		$9.60B 2026-02-09 Latest quarter
5 Jpmorgan Chase
CIK 19617 		35.575M 1.3823% -33.757M
(-48.69%) 		$6.32B 2026-02-11 Latest quarter
6 Morgan Stanley
CIK 895421 		29.207M 1.1348% -1.034M
(-3.42%) 		$5.19B 2026-02-13 Latest quarter
7 Norges Bank
CIK 1374170 		28.971M 1.1257% +28.971M
(+0.00%) 		$5.15B 2026-02-10 Latest quarter
8 Goldman Sachs
CIK 886982 		24.928M 0.9686% +11.294M
(+82.84%) 		$4.43B 2026-03-25 Latest quarter
9 Invesco
CIK 914208 		22.415M 0.8709% +616.3K
(+2.83%) 		$3.98B 2026-02-13 Latest quarter
10 Northern Trust
CIK 73124 		20.763M 0.8067% -325.9K
(-1.55%) 		$3.69B 2026-02-13 Latest quarter
11 Fmr
CIK 315066 		18.985M 0.7377% -3.446M
(-15.36%) 		$3.37B 2026-02-17 Latest quarter
12 Amundi
CIK 1330387 		16.012M 0.6222% +333.1K
(+2.12%) 		$2.85B 2026-02-17 Latest quarter
13 Charles Schwab Investment Management
CIK 884546 		15.947M 0.6196% +422.2K
(+2.72%) 		$2.83B 2026-02-12 Latest quarter
14 Bank Of America
CIK 70858 		14.638M 0.5688% -18.261M
(-55.51%) 		$2.60B 2026-02-17 Latest quarter
15 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS
CIK 861177 		14.226M 0.5528% -1.273M
(-8.22%) 		$2.53B 2026-02-13 Latest quarter
16 Legal & General
CIK 764068 		14.056M 0.5462% +351.5K
(+2.56%) 		$2.50B 2026-02-06 Latest quarter
17 Bank of New York Mellon
CIK 1390777 		12.930M 0.5024% +153.7K
(+1.20%) 		$2.30B 2026-02-10 Latest quarter
18 Barclays
CIK 312069 		12.233M 0.4753% -19.942M
(-61.98%) 		$2.17B 2026-02-13 Latest quarter
19 Deutsche Bank Ag\
CIK 948046 		11.012M 0.4279% +1.134M
(+11.49%) 		$1.96B 2026-02-11 Latest quarter
20 D. E. Shaw
CIK 1009207 		9.789M 0.3804% +530.9K
(+5.73%) 		$1.74B 2026-02-17 Latest quarter
21 Nuveen
CIK 1871926 		9.580M 0.3722% -43.9K
(-0.46%) 		$1.70B 2026-02-12 Latest quarter
22 Bank Of Montreal
CIK 927971 		8.837M 0.3434% +2.439M
(+38.11%) 		$1.57B 2026-02-12 Latest quarter
23 Renaissance Technologies
CIK 1037389 		8.797M 0.3418% +230.9K
(+2.70%) 		$1.56B 2026-02-12 Latest quarter
24 Hsbc Holdings
CIK 873630 		8.600M 0.3341% +3.752M
(+77.39%) 		$1.53B 2026-03-20 Latest quarter
25 Wellington Management Group Llp
CIK 902219 		7.884M 0.3063% +2.702M
(+52.13%) 		$1.40B 2026-02-17 Latest quarter
26 Sumitomo Mitsui Trust
CIK 1475365 		7.457M 0.2898% -712.3K
(-8.72%) 		$1.33B 2026-01-23 Latest quarter
27 UBS Group AG
CIK 1610520 		6.604M 0.2566% -1.027M
(-13.46%) 		$1.17B 2026-01-29 Latest quarter
28 Cardano Risk Management B.V
CIK 1619124 		6.586M 0.2559% +5.938M
(+917.42%) 		$117,060 2026-02-13 Latest quarter
29 Royal Bank Of Canada
CIK 1000275 		6.570M 0.2553% +2.199M
(+50.33%) 		$1.17B 2026-02-13 Latest quarter
30 Swiss National Bank
CIK 1582202 		6.236M 0.2423% -290.9K
(-4.46%) 		$1.11B 2026-02-12 Latest quarter
30 institutional holders shown  ·  Report period Q4 2025  ·  Use shareholder_rank to sort, cik_filer as cik_owner to drill into any institution's full portfolio.

5. API Response Sample — Institutional Ownership Statistics

The stats mode returns a single aggregate record per ticker. The example below shows the institutional ownership summary for Palantir Technologies (PLTR) for Q4 2025 — total institution count, buyer/seller/holder breakdown, net share change, and the institutional ownership percentage of float.

Sample Endpoint https://data.businessquant.com/13f?ticker_issuer=PLTR&mode=stats&api_key=YOUR_API_KEY

API Response — Institutional Stats

Palantir Technologies Inc. (PLTR)  ·  Q4 2025  ·  1 aggregate record

TickerPLTR
Quarter2025-12-31
SectorTechnology
IndustrySoftware - Infrastructure
Metric Value
Total Institutions 2,963
Institutions — Bought 1,670 (135.431M shares)
Institutions — Sold 1,081 (108.519M shares)
Institutions — Unchanged 212
Total Institutional Shares 1.328B
Institutional Holdings Value $228.65B
% of Shares Outstanding 51.59%
QoQ Net Change (Shares) +26.911M
QoQ Change % +2.07%
YoY Net Change (Shares) +111.109M
YoY Change % 9.13%
Shares Outstanding 2.574B
1 aggregate record  ·  Palantir Technologies Inc. (PLTR)  ·  Q4 2025

6. API Response Sample — Historic Transaction-Level Holdings

The historic mode exposes every individual 13F line item filed for an issuer across all quarters. The dataset below shows page 1 of the Apple Inc. (AAPL) historic holdings with a 3-year lookback — 88,513 total records across 886 pages.

Sample Endpoint https://data.businessquant.com/13f?ticker_issuer=AAPL&mode=historic&period=3y&api_key=YOUR_API_KEY

API Response — Historic Holdings

Apple Inc. (AAPL)  ·  3-year lookback  ·  Page 1 of 886  ·  88,513 total records

IssuerAAPL
CUSIP037833100
Total Records88,513
Page1 of 886
Institution Quarter Shares Value (USD) Security Class Filing Date Tag
First American Bank
0001291422-26-000002 		2026-03-31 6.5K $1.66M COMMON STOCK 2026-04-15 Ongoing quarter
Harbor Asset Planning
0001398344-26-006816 		2026-03-31 297 $75,286 COM 2026-04-17 Ongoing quarter
Investors Research
0001062993-26-001833 		2026-03-31 14.7K $3.74M COM 2026-04-01 Ongoing quarter
Albert D Mason
0001169318-26-000002 		2026-03-31 4.7K $1.20M COM 2026-04-15 Ongoing quarter
Loring Wolcott & Coolidge Fiduciary Advisors Llp
0000932974-26-000003 		2026-03-31 1.427M $371.76M COMMON STOCK 2026-04-13 Ongoing quarter
Comprehensive Money Management Services
0002058921-26-000002 		2026-03-31 4.0K $1.01M COM 2026-04-23 Ongoing quarter
Neville Rodie & Shaw
0000071210-26-000002 		2026-03-31 7.6K $1,932 COM 2026-04-01 Ongoing quarter
Hilltop National Bank
0002021658-26-000002 		2026-03-31 31.9K $8.09M COM 2026-04-02 Ongoing quarter
BancFirst Trust & Investment Management
0001914099-26-000002 		2026-03-31 1.7K $426,176 COM 2026-04-01 Ongoing quarter
Figure 8 Investment Strategies
0001909570-26-000002 		2026-03-31 25.8K $6.56M COM 2026-04-22 Ongoing quarter
Ninety One SA (PTY)
0001140361-26-016513 		2026-03-31 100.1K $25.11M Common Stock 2026-04-24 Ongoing quarter
Madrona Financial Services
0001578370-26-000003 		2026-03-31 39.5K $10.01M COM 2026-04-14 Ongoing quarter
Simmons Bank
0001193125-26-173397 		2026-03-31 4.7K $1.18M COMMON STOCK 2026-04-17 Ongoing quarter
Hoese & Co LLP
0001840268-26-000005 		2026-03-31 90 $22,841 COMMON STOCK 2026-04-22 Ongoing quarter
Norman Fields, Gottscho Capital Management
0001352449-26-000002 		2026-03-31 111.0K $28.18M COM 2026-04-02 Ongoing quarter
Coastline Trust
0001062993-26-001837 		2026-03-31 7.7K $1.95M COM 2026-04-03 Ongoing quarter
Crumly & Associates
0001759578-26-000004 		2026-03-31 22.1K $5.61M COM 2026-04-02 Ongoing quarter
Rise Advisors
0001831316-26-000003 		2026-03-31 16.6K $4.26M Stock 2026-04-03 Ongoing quarter
Burkett Financial Services
0001762716-26-000002 		2026-03-31 14.1K $3.58M Equity 2026-04-01 Ongoing quarter
Box Hill Private Wealth
0002094120-26-000003 		2026-03-31 9.6K $2.43M COM 2026-04-03 Ongoing quarter
MJT & Associates Financial Advisory
0002065777-26-000004 		2026-03-31 717 $181,872 Stock 2026-04-02 Ongoing quarter
Dupont Capital Management
0001140361-26-016278 		2026-03-31 196.7K $49.91M COMMON STOCK USD.00001 2026-04-22 Ongoing quarter
Thompson Davis
0001017284-26-000005 		2026-03-31 4.5K $1.14M COM 2026-04-13 Ongoing quarter
Toth Financial Advisory
0000866780-26-000002 		2026-03-31 86.5K $21.95M COM 2026-04-16 Ongoing quarter
Secured Retirement Advisors
0002012356-26-000003 		2026-03-31 24.7K $6.27M COM 2026-04-24 Ongoing quarter
Horizon Advisory Services
0001799006-26-000002 		2026-03-31 1.4K $361,143 COM 2026-04-22 Ongoing quarter
Abundance Wealth Counselors
0001767080-26-000003 		2026-03-31 61.9K $15.70M COM 2026-04-22 Ongoing quarter
Red Door Wealth Management
0001172661-26-001522 		2026-03-31 160.6K $40.75M COM 2026-04-22 Ongoing quarter
Simmons Bank
0001193125-26-173397 		2026-03-31 111.4K $28.27M COMMON STOCK 2026-04-17 Ongoing quarter
Harbor Asset Planning
0001398344-26-006816 		2026-03-31 295 $74,868 COM 2026-04-17 Ongoing quarter
Somerset Trust
0001597099-26-000002 		2026-03-31 53.9K $13.68M Common Stock 2026-04-02 Ongoing quarter
Bangor Savings Bank
0001352675-26-000003 		2026-03-31 60.9K $15.47M COM 2026-04-01 Ongoing quarter
Rowlandmiller & Partners.Adv
0000225816-26-000002 		2026-03-31 129.6K $32.88M COM 2026-04-01 Ongoing quarter
First Financial Bank - Trust Division
0001315339-26-000002 		2026-03-31 112.1K $28.44M COMMON STOCK 2026-04-01 Ongoing quarter
First Financial Bank - Trust Division
0001315339-26-000002 		2026-03-31 9.4K $2.39M COMMON STOCK 2026-04-01 Ongoing quarter
Global Wealth Strategies & Associates
0001912297-26-000002 		2026-03-31 11.4K $2.90M Stock 2026-04-03 Ongoing quarter
Horizons Wealth Management
0001943228-26-000002 		2026-03-31 2.8K $715,688 Stock 2026-04-02 Ongoing quarter
First County Bank
0001140361-26-013150 		2026-03-31 9.3K $2.37M Equities 2026-03-31 Ongoing quarter
Sankala Group LLC
0002113426-26-000002 		2026-03-31 4.6K $1.16M Equity 2026-03-31 Ongoing quarter
Hickory Point Bank & Trust
0002039144-26-000003 		2026-03-31 10.2K $2.60M COM 2026-04-03 Ongoing quarter
Vigilare Wealth Management
0001730889-26-000002 		2026-03-31 33.7K $8.54M Stock 2026-04-01 Ongoing quarter
First County Bank
0001140361-26-013150 		2026-03-31 19.2K $4.88M Equities 2026-03-31 Ongoing quarter
Hilltop National Bank
0002021658-26-000002 		2026-03-31 10.1K $2.58M COM 2026-04-02 Ongoing quarter
Hickory Point Bank & Trust
0002039144-26-000003 		2026-03-31 485 $123,088 COM 2026-04-03 Ongoing quarter
Builder Investment
0001172661-26-001480 		2026-03-31 10.4K $2.65M COM 2026-04-14 Ongoing quarter
Loring Wolcott & Coolidge Fiduciary Advisors Llp
0000932974-26-000003 		2026-03-31 1.3K $338,624 COMMON STOCK 2026-04-13 Ongoing quarter
Exeter Financial
0001752045-26-000002 		2026-03-31 40.0K $10.14M COM 2026-04-23 Ongoing quarter
Narwhal Capital Management
0001461287-26-000002 		2026-03-31 279.6K $70.95M COM 2026-04-23 Ongoing quarter
First American Bank
0001291422-26-000002 		2026-03-31 634.2K $160.95M COMMON STOCK 2026-04-15 Ongoing quarter
Simmons Bank
0001193125-26-173397 		2026-03-31 12.2K $3.09M COMMON STOCK 2026-04-17 Ongoing quarter
Fairway Wealth
0002019393-26-000002 		2026-03-31 4.8K $1.21M Stock 2026-04-23 Ongoing quarter
Moseley Investment Management
0000906396-26-000002 		2026-03-31 69.1K $17.54M COM 2026-04-21 Ongoing quarter
Bellevue Asset Management
0001801619-26-000002 		2026-03-31 54.0K $13.71M COM 2026-04-24 Ongoing quarter
Boston Research & Management
0001259261-26-000004 		2026-03-31 49.7K $12,606 COM 2026-04-10 Ongoing quarter
Simmons Bank
0001193125-26-173397 		2026-03-31 2.0K $505,043 COMMON STOCK 2026-04-17 Ongoing quarter
Detalus Advisors
0001799677-26-000003 		2026-03-31 26.6K $6.76M COM 2026-04-22 Ongoing quarter
Richards, Merrill & Peterson
0001398344-26-006641 		2026-03-31 48.3K $12.25M COM 2026-04-16 Ongoing quarter
Diamant Asset Management
0001731124-26-000002 		2026-03-31 26.614M $26.61M COM 2026-04-22 Ongoing quarter
Steph
0000941519-26-000003 		2026-03-31 11.1K $2.83M COM 2026-04-17 Ongoing quarter
Ewa
0001835252-26-000002 		2026-03-31 51.9K $13.17M COM 2026-04-23 Ongoing quarter
Kapstone Financial Advisors
0001951757-26-000688 		2026-03-31 63.2K $16.04M COM 2026-04-22 Ongoing quarter
Harbor Asset Planning
0001398344-26-006816 		2026-03-31 156 $39,590 COM 2026-04-17 Ongoing quarter
Lvm Capital Management
0001053054-26-000002 		2026-03-31 367.3K $93,215 COM 2026-04-02 Ongoing quarter
Bangor Savings Bank
0001352675-26-000003 		2026-03-31 691 $175,369 COM 2026-04-01 Ongoing quarter
Adirondack Trust
0001054257-26-000002 		2026-03-31 64.2K $16.30M INFORMATION TECHNOLOGY 2026-04-03 Ongoing quarter
Coastline Trust
0001062993-26-001837 		2026-03-31 180.9K $45.90M COM 2026-04-03 Ongoing quarter
First Financial Bank - Trust Division
0001315339-26-000002 		2026-03-31 294 $74,614 COMMON STOCK 2026-04-01 Ongoing quarter
Neville Rodie & Shaw
0000071210-26-000002 		2026-03-31 435.3K $110,475 COM 2026-04-01 Ongoing quarter
Somerset Trust
0001597099-26-000002 		2026-03-31 29 $7,360 Common Stock 2026-04-02 Ongoing quarter
Silverleafe Capital Partners
0001535611-26-000005 		2026-03-31 62.2K $15.77M Stock 2026-04-02 Ongoing quarter
Adirondack Trust
0001054257-26-000002 		2026-03-31 480 $121,818 INFORMATION TECHNOLOGY 2026-04-03 Ongoing quarter
LBJ Family Wealth Advisors
0001601622-26-000002 		2026-03-31 1.2K $300 common 2026-04-01 Ongoing quarter
GP Brinson Investments
0001213900-26-038093 		2026-03-31 42.0K $10.66M COM 2026-03-31 Ongoing quarter
Beacon Wealthcare
0001849336-26-000002 		2026-03-31 5.8K $1.47M COM 2026-04-01 Ongoing quarter
Adelphi Trust
0002106968-26-000002 		2026-03-31 323 $81,974 Common Stock 2026-04-01 Ongoing quarter
Ares Financial Consulting
0002106717-26-000002 		2026-03-31 9.4K $2.40M Stock 2026-04-02 Ongoing quarter
Waller Financial Planning
0001214659-26-004321 		2026-03-31 18.9K $4.80M COM 2026-04-02 Ongoing quarter
Adelphi Trust
0002106968-26-000002 		2026-03-31 25.0K $6.33M Common Stock 2026-04-01 Ongoing quarter
First County Bank
0001140361-26-013150 		2026-03-31 67 $17,004 Equities 2026-03-31 Ongoing quarter
Noble Wealth Management PBC
0002055065-26-000004 		2026-03-31 22.8K $5.78M Stock 2026-04-02 Ongoing quarter
First County Bank
0001140361-26-013150 		2026-03-31 323 $81,974 Equities 2026-03-31 Ongoing quarter
Aspen Wealth Management
0001895252-26-000004 		2026-03-31 13.4K $3.40M COM 2026-04-01 Ongoing quarter
Byrne Asset Management
0001911322-26-000002 		2026-03-31 29.5K $7.48M COM 2026-04-02 Ongoing quarter
Fulcrum Equity Management
0001737888-26-000004 		2026-03-31 10.4K $2.65M COM 2026-04-02 Ongoing quarter
Aspect Partners
0001985284-26-000007 		2026-03-31 1.1K $282,722 Stock 2026-04-02 Ongoing quarter
Signature Wealth Management
0001736666-26-000002 		2026-03-31 11.8K $3.00M COM 2026-04-01 Ongoing quarter
McAlister, Sweet & Associates
0001214659-26-004209 		2026-03-31 36.9K $9.36M COM 2026-04-01 Ongoing quarter
Ridgewood Investments
0001703556-26-000004 		2026-03-31 2.5K $633,262 COM 2026-04-03 Ongoing quarter
Collective Family Office
0001845066-26-000003 		2026-03-31 12.4K $3.15M COM 2026-04-02 Ongoing quarter
Aspect Partners
0001985284-26-000007 		2026-03-31 915 $232,224 Stock 2026-04-02 Ongoing quarter
Blue Capital
0002032856-26-000006 		2026-03-31 8.2K $2.09M COM 2026-04-24 Ongoing quarter
Lakeshore Capital
0002057465-26-000002 		2026-03-31 12.3K $3.11M COM 2026-04-22 Ongoing quarter
Bluesphere Advisors
0001951757-26-000691 		2026-03-31 10.9K $2.77M COM 2026-04-22 Ongoing quarter
Professional Advisory Services
0000894205-26-000005 		2026-03-31 95.2K $24,167 COM 2026-04-15 Ongoing quarter
Trilogy Capital
0001722512-26-000003 		2026-03-31 40.1K $10.19M COM 2026-04-21 Ongoing quarter
Madison Park Capital Advisors
0001993022-26-000003 		2026-03-31 25.0K $6.34M COM 2026-04-22 Ongoing quarter
Simmons Bank
0001193125-26-173397 		2026-03-31 287 $72,837 COMMON STOCK 2026-04-17 Ongoing quarter
Mountain Pacific Investment Advisers
0001067324-26-000003 		2026-03-31 13.0K $3.30M COM 2026-04-16 Ongoing quarter
Pinion Investment Advisors
0001738738-26-000002 		2026-03-31 18.2K $4.62M COM 2026-04-24 Ongoing quarter
Delphi Management
0000767684-26-000002 		2026-03-31 8.1K $2,051 COM 2026-04-20 Ongoing quarter
Showing 100 records from page 1. Use page=2, page=3… to paginate through 88,513 total records.

7. API Response Sample — All Institution Transactions

The alltransactions mode returns every institution holding the security, ranked by shares, with QoQ and YoY changes computed per holder. Unlike topholders (which caps at 30), this mode is fully paginated and covers the complete filer universe. The dataset below shows the Palantir Technologies (PLTR) alltransactions response — 27,524 total holders across 276 pages.

Sample Endpoint https://data.businessquant.com/13f?ticker_issuer=PLTR&mode=alltransactions&api_key=YOUR_API_KEY

API Response — All Institution Transactions

Palantir Technologies (PLTR)  ·  Page 1 of 276  ·  27,524 total holders

IssuerPLTR
CUSIP69608A108
Total Holders27,524
Page1 of 276
Rank Institution Shares % Outstanding QoQ Δ Shares Market Value Quarter Tag
1 SG Americas Securities
CIK 1313360 		1.084M 0.0423% -274.4K
(-20.20%) 		$158,541 2026-03-31 Ongoing quarter
2 Pictet Asset Management Holding
CIK 1993888 		1.051M 0.0410% -185.2K
(-14.98%) 		$153.59M 2026-03-31 Ongoing quarter
3 Cypress Point Wealth Management
CIK 1825611 		927.7K 0.0362% +1.8K
(+0.19%) 		$135.70M 2026-03-31 Ongoing quarter
4 OP Asset Management
CIK 2097005 		799.8K 0.0312% +507.9K
(+174.00%) 		$126.13M 2026-03-31 Ongoing quarter
5 Dock Street Asset Management
CIK 1172779 		744.8K 0.0290% -33.3K
(-4.28%) 		$108.95M 2026-03-31 Ongoing quarter
6 Lansforsakringar Fondforvaltning AB (publ)
CIK 2059323 		733.9K 0.0286% +12.3K
(+1.71%) 		$107.35M 2026-03-31 Ongoing quarter
7 Cardano Risk Management B.V
CIK 1619124 		697.6K 0.0272% -5.888M
(-89.41%) 		$102,047 2026-03-31 Ongoing quarter
8 Czech National Bank
CIK 1908923 		622.1K 0.0243% +19.8K
(+3.28%) 		$91.00M 2026-03-31 Ongoing quarter
9 Salem Investment Counselors
CIK 884423 		579.8K 0.0226% +579.8K
(+0.00%) 		$84.81M 2026-03-31 Ongoing quarter
10 Robeco Institutional Asset Management B.V
CIK 1418773 		548.2K 0.0214% -206.1K
(-27.32%) 		$80.19M 2026-03-31 Ongoing quarter
11 Retirement Systems of Alabama
CIK 1593051 		485.1K 0.0189% -862
(-0.18%) 		$70.96M 2026-03-31 Ongoing quarter
12 Congress Asset Management
CIK 897378 		484.7K 0.0189% +122.5K
(+33.83%) 		$70.90M 2026-03-31 Ongoing quarter
13 Janney Montgomery Scott
CIK 1329948 		481.7K 0.0188% +6.8K
(+1.44%) 		$70,465 2026-03-31 Ongoing quarter
14 Gateway Investment Advisers
CIK 1114618 		468.8K 0.0183% -55.1K
(-10.52%) 		$68.58M 2026-03-31 Ongoing quarter
15 Strs Ohio
CIK 820478 		466.1K 0.0182% -28.9K
(-5.83%) 		$68.19M 2026-03-31 Ongoing quarter
16 Gf Fund Management
CIK 2057060 		465.9K 0.0182% -18.0K
(-3.72%) 		$68.15M 2026-03-31 Ongoing quarter
17 IFM Investors Pty
CIK 1698246 		465.3K 0.0181% +24.0K
(+5.43%) 		$68.06M 2026-03-31 Ongoing quarter
18 Wealth Enhancement Advisory Services
CIK 1632972 		462.8K 0.0180% +462.8K
(+0.00%) 		$64.98M 2026-03-31 Ongoing quarter
19 Exchange Traded Concepts
CIK 1457320 		451.2K 0.0176% -7.4K
(-1.61%) 		$66.00M 2026-03-31 Ongoing quarter
20 Atwood & Palmer
CIK 1044929 		437.5K 0.0171% -7.1K
(-1.59%) 		$64.00M 2026-03-31 Ongoing quarter
21 iA Global Asset Management
CIK 1969566 		400.3K 0.0156% +33.8K
(+9.23%) 		$58,553 2026-03-31 Ongoing quarter
22 Sumitomo Mitsui DS Asset Management Company
CIK 1411530 		379.6K 0.0148% +19.9K
(+5.54%) 		$55.53M 2026-03-31 Ongoing quarter
23 Kestra Private Wealth Services
CIK 1649451 		357.6K 0.0139% -1.3K
(-0.35%) 		$52.32M 2026-03-31 Ongoing quarter
24 Global X Japan
CIK 2027450 		342.5K 0.0134% +46.9K
(+15.87%) 		$50.10M 2026-03-31 Ongoing quarter
25 USS Investment Management
CIK 1587381 		339.7K 0.0132% +6.1K
(+1.82%) 		$49.68M 2026-03-31 Ongoing quarter
26 Aegon Asset Management Uk
CIK 1539994 		310.1K 0.0121% +96.9K
(+45.45%) 		$45.34M 2026-03-31 Ongoing quarter
27 Defender Capital
CIK 1766929 		284.9K 0.0111% +42.3K
(+17.42%) 		$41.68M 2026-03-31 Ongoing quarter
28 State of Alaska, Department of Revenue
CIK 1370102 		284.8K 0.0111% +49.5K
(+21.02%) 		$41,652 2026-03-31 Ongoing quarter
29 Union Bancaire Privee, UBP
CIK 1716607 		277.3K 0.0108% +25.5K
(+10.15%) 		$31.44M 2026-03-31 Ongoing quarter
30 Louisiana State Employees Retirement System
CIK 1537191 		266.9K 0.0104% -2.6K
(-0.96%) 		$39.04M 2026-03-31 Ongoing quarter
31 Wedmont Private Capital
CIK 1904274 		265.4K 0.0103% +1.9K
(+0.72%) 		$37.35M 2026-03-31 Ongoing quarter
32 U.S. Capital Wealth Advisors
CIK 1808915 		263.6K 0.0103% +8.3K
(+3.24%) 		$38.55M 2026-03-31 Ongoing quarter
33 Oppenheimer
CIK 822581 		261.2K 0.0102% -37.9K
(-12.68%) 		$38.21M 2026-03-31 Ongoing quarter
34 Yousif Capital Management
CIK 1858789 		229.0K 0.0089% -8.5K
(-3.56%) 		$33.50M 2026-03-31 Ongoing quarter
35 Chicago Capital
CIK 1740053 		207.4K 0.0081% +639
(+0.31%) 		$30.34M 2026-03-31 Ongoing quarter
36 Spirepoint Private Client
CIK 2022908 		206.6K 0.0081% +2.0K
(+0.97%) 		$30.22M 2026-03-31 Ongoing quarter
37 Prospera Financial Services
CIK 1541625 		199.3K 0.0078% -28.1K
(-12.37%) 		$29.16M 2026-03-31 Ongoing quarter
38 Concurrent Investment Advisors
CIK 2001015 		198.7K 0.0077% +4.3K
(+2.23%) 		$29.07M 2026-03-31 Ongoing quarter
39 Park Avenue Securities
CIK 1071640 		185.9K 0.0072% -12.0K
(-6.04%) 		$27,198 2026-03-31 Ongoing quarter
40 Wedbush Securities
CIK 1142495 		184.6K 0.0072% +10.8K
(+6.19%) 		$27,000 2026-03-31 Ongoing quarter
41 Merit Financial
CIK 1621225 		165.8K 0.0065% -13.0K
(-7.28%) 		$24.25M 2026-03-31 Ongoing quarter
42 E Fund Management
CIK 1842296 		154.9K 0.0060% +154.9K
(+0.00%) 		$22.67M 2026-03-31 Ongoing quarter
43 Farther Finance Advisors
CIK 1992825 		149.5K 0.0058% -12.8K
(-7.87%) 		$21.90M 2026-03-31 Ongoing quarter
44 Kieckhefer
CIK 2051613 		148.5K 0.0058% +65
(+0.04%) 		$21.72M 2026-03-31 Ongoing quarter
45 Brookstone Capital Management
CIK 1599584 		148.2K 0.0058% +33.7K
(+29.44%) 		$21.69M 2026-03-31 Ongoing quarter
46 Compagnie Lombard Odier SCmA
CIK 1615423 		144.9K 0.0056% -25.7K
(-15.08%) 		$21.20M 2026-03-31 Ongoing quarter
47 FFG Partners
CIK 2045972 		142.8K 0.0056% -13.9K
(-8.87%) 		$20.89M 2026-03-31 Ongoing quarter
48 AlphaStar Capital Management
CIK 1633857 		140.8K 0.0055% +81.3K
(+136.65%) 		$20.60M 2026-03-31 Ongoing quarter
49 Forum Financial Management
CIK 1911832 		139.1K 0.0054% -14.6K
(-9.51%) 		$20.35M 2026-03-31 Ongoing quarter
50 Hartford Investment Management
CIK 922439 		130.2K 0.0051% -1.8K
(-1.35%) 		$19.04M 2026-03-31 Ongoing quarter
51 Yarbrough Capital
CIK 1767686 		129.4K 0.0050% +67.6K
(+109.43%) 		$18.93M 2026-03-31 Ongoing quarter
52 CWA Asset Management
CIK 1667134 		125.6K 0.0049% -5.8K
(-4.40%) 		$18.37M 2026-03-31 Ongoing quarter
53 BI Asset Management Fondsmaeglerselskab A
CIK 1778131 		122.8K 0.0048% -150.2K
(-55.01%) 		$17,960 2026-03-31 Ongoing quarter
54 Affinity Wealth Management
CIK 810672 		120.1K 0.0047% -682
(-0.56%) 		$17.57M 2026-03-31 Ongoing quarter
55 Parisi Gray Wealth Management
CIK 1716659 		119.2K 0.0046% -460
(-0.38%) 		$17.43M 2026-03-31 Ongoing quarter
56 Adams Diversified Equity Fund
CIK 2230 		118.7K 0.0046% +61.8K
(+108.61%) 		$17.36M 2026-03-31 Ongoing quarter
57 Apollon Wealth Management
CIK 1764387 		110.7K 0.0043% +5.5K
(+5.21%) 		$16.20M 2026-03-31 Ongoing quarter
58 Faithward Advisors
CIK 1695078 		106.8K 0.0042% -4.2K
(-3.81%) 		$15.62M 2026-03-31 Ongoing quarter
59 Oppenheimer Asset Management
CIK 1269119 		99.7K 0.0039% +34.2K
(+52.23%) 		$14.59M 2026-03-31 Ongoing quarter
60 United Advisor
CIK 2004873 		98.6K 0.0038% +3.7K
(+3.86%) 		$14.42M 2026-03-31 Ongoing quarter
61 Capital Investment Counsel
CIK 1418421 		97.9K 0.0038% +122
(+0.12%) 		$14.33M 2026-03-31 Ongoing quarter
62 Teamwork Financial Advisors
CIK 1629931 		97.9K 0.0038% +8.7K
(+9.77%) 		$14.32M 2026-03-31 Ongoing quarter
63 Fortem Financial
CIK 1766509 		96.1K 0.0037% -2.6K
(-2.63%) 		$14.06M 2026-03-31 Ongoing quarter
64 J.W. Cole Advisors
CIK 1404763 		96.0K 0.0037% -16.9K
(-14.94%) 		$14.04M 2026-03-31 Ongoing quarter
65 Perigon Wealth Management
CIK 1575239 		95.1K 0.0037% +22.2K
(+30.54%) 		$13.91M 2026-03-31 Ongoing quarter
66 Burr Financial Services
CIK 1966297 		88.8K 0.0035% +18.0K
(+25.47%) 		$12.99M 2026-03-31 Ongoing quarter
67 Davenport
CIK 887777 		88.7K 0.0035% +577
(+0.65%) 		$12.98M 2026-03-31 Ongoing quarter
68 Dynamic Advisor Solutions
CIK 1599747 		88.6K 0.0035% +5.8K
(+6.99%) 		$12.97M 2026-03-31 Ongoing quarter
69 Means Investment
CIK 701516 		84.3K 0.0033% -293
(-0.35%) 		$12.33M 2026-03-31 Ongoing quarter
70 Cyndeo Wealth Partners
CIK 1950947 		83.5K 0.0033% -872
(-1.03%) 		$12.21M 2026-03-31 Ongoing quarter
71 Fifth Third Wealth Advisors
CIK 1899030 		81.6K 0.0032% +18.5K
(+29.27%) 		$11.94M 2026-03-31 Ongoing quarter
72 IFP Advisors
CIK 1641866 		80.8K 0.0031% +19.7K
(+32.30%) 		$11.82M 2026-03-31 Ongoing quarter
73 Agp Franklin
CIK 2056566 		79.6K 0.0031% +20.7K
(+35.05%) 		$11.64M 2026-03-31 Ongoing quarter
74 Spire Wealth Management
CIK 1858740 		79.0K 0.0031% -6.7K
(-7.82%) 		$11.55M 2026-03-31 Ongoing quarter
75 Vise Technologies
CIK 1812090 		78.5K 0.0031% 0
(0.00%) 		$13.94M 2026-03-31 Ongoing quarter
76 Patriot Financial Group Insurance Agency
CIK 1694883 		78.0K 0.0030% +40.3K
(+107.22%) 		$11.41M 2026-03-31 Ongoing quarter
77 Sowell Financial Services
CIK 1633697 		76.7K 0.0030% +4.2K
(+5.77%) 		$11.22M 2026-03-31 Ongoing quarter
78 PKO Investment Management Joint-Stock
CIK 2059321 		76.0K 0.0030% +1.0K
(+1.33%) 		$11.12M 2026-03-31 Ongoing quarter
79 Sapient Capital
CIK 1998653 		74.8K 0.0029% -26.2K
(-25.92%) 		$10.93M 2026-03-31 Ongoing quarter
80 Fiduciary Alliance
CIK 1954805 		72.6K 0.0028% -12.6K
(-14.78%) 		$10.32M 2026-03-31 Ongoing quarter
81 Signaturefd
CIK 1456048 		72.0K 0.0028% +2.0K
(+2.92%) 		$10.54M 2026-03-31 Ongoing quarter
82 McBroom & Associates
CIK 1908893 		71.8K 0.0028% -7.8K
(-9.77%) 		$10.50M 2026-03-31 Ongoing quarter
83 Cache Advisors
CIK 2052593 		69.1K 0.0027% +9.1K
(+15.22%) 		$10.10M 2026-03-31 Ongoing quarter
84 Cambient Family Office
CIK 2105684 		67.5K 0.0026% +4.2K
(+6.61%) 		$9.87M 2026-03-31 Ongoing quarter
85 Sterling Capital Management
CIK 1329883 		66.3K 0.0026% -25.8K
(-28.00%) 		$9.71M 2026-03-31 Ongoing quarter
86 Gunderson Capital Management
CIK 1792397 		65.8K 0.0026% +25.1K
(+61.83%) 		$9.63M 2026-03-31 Ongoing quarter
87 Cornerstone Enterprises
CIK 1987314 		65.3K 0.0025% +2.5K
(+4.05%) 		$9.56M 2026-03-31 Ongoing quarter
88 Baker Tilly Wealth Management
CIK 1840565 		61.5K 0.0024% +40.1K
(+187.11%) 		$8.99M 2026-03-31 Ongoing quarter
89 Heirloom Wealth Management
CIK 1882903 		58.7K 0.0023% +58.7K
(+0.00%) 		$8.59M 2026-03-31 Ongoing quarter
90 Assenagon Asset Management
CIK 1546007 		57.4K 0.0022% -2.6K
(-4.27%) 		$8.40M 2026-03-31 Ongoing quarter
91 Lake Street Private Wealth
CIK 1772031 		56.7K 0.0022% +1.5K
(+2.74%) 		$8.30M 2026-03-31 Ongoing quarter
92 Intellectus Partners
CIK 1677253 		56.6K 0.0022% -86
(-0.15%) 		$8.29M 2026-03-31 Ongoing quarter
93 Raiffeisen Bank International AG
CIK 2044885 		56.3K 0.0022% -65.9K
(-53.93%) 		$7.74M 2026-03-31 Ongoing quarter
94 Private Wealth Management
CIK 2011342 		55.5K 0.0022% -125
(-0.22%) 		$8.12M 2026-03-31 Ongoing quarter
95 E. Ohman J:or Asset Management AB
CIK 2009396 		55.0K 0.0021% -1.5K
(-2.64%) 		$8.04M 2026-03-31 Ongoing quarter
96 Capital Investment Advisors
CIK 1582732 		54.8K 0.0021% +28.0K
(+104.88%) 		$8.01M 2026-03-31 Ongoing quarter
97 Vest Financial
CIK 1709632 		54.1K 0.0021% +39.4K
(+266.27%) 		$7.92M 2026-03-31 Ongoing quarter
98 Kingsman Wealth Management
CIK 2066184 		52.7K 0.0021% -8.1K
(-13.32%) 		$7.71M 2026-03-31 Ongoing quarter
99 Badgley Phelps Wealth Managers
CIK 1895362 		52.7K 0.0021% +52.7K
(+0.00%) 		$7.71M 2026-03-31 Ongoing quarter
100 Westwind Capital
CIK 1729269 		52.6K 0.0021% -729
(-1.37%) 		$7,700 2026-03-31 Ongoing quarter
Showing 100 of 27,524 holders. Paginate with page=2, page=3… or increase page_size up to 500.

8. API Response Sample — Ownership Summary

The summary mode returns a compact ownership snapshot for a single ticker. The example below shows Apple Inc. (AAPL) — 1 aggregate record.

Sample Endpoint https://data.businessquant.com/13f?mode=summary&ticker_issuer=AAPL&api_key=YOUR_API_KEY

API Response — Ownership Summary

Apple Inc. (AAPL)  ·  1 aggregate record

FieldValue
ticker PLTR
quarter 2025-12-31T00:00:00
sector Technology
industry Software - Infrastructure
tag Latest quarter
institutions_bought_count 1,670.00
institutions_held_count 212.00
institutions_sold_count 1,081.00
institutions_total_count 2,963.00
institutions_total_shares $1.33B
institutions_held_value $228.65B
institutions_bought_shares 135.431M
institutions_sold_shares 108.519M
institutions_held_shares 3.304M
shares_changed_qoq 26.911M
shares_outstanding $2.57B
shares_changed_qoq_pct 2.07
institutions_shares_pct_outstanding 51.59
shares_changed_yoy 111.109M
shares_changed_yoy_pct 9.13

9. Pagination

The historic and alltransactions modes support full pagination. The metadata envelope in every response exposes the fields you need to walk through result sets.

Metadata FieldDescription
total_recordsTotal number of matching records across all pages.
total_pagesTotal number of pages at the current page_size.
pageThe current page number returned in this response.
page_sizeRecords per page returned in this response.
Paginating Through Historic Records 
https://data.businessquant.com/13f
  ?mode=historic
  &ticker_issuer=AAPL
  &period=3y
  &page=1
  &page_size=500
  &api_key=YOUR_API_KEY

Working with large institution universes

For S&P 500 constituents, historic datasets can exceed 80,000 records (Apple has 88,513 records over max history). Set page_size=500 and iterate page from 1 to total_pages to pull the full dataset. When building ownership change screens, prefer the alltransactions mode with the current quarter — it is pre-computed and returns QoQ and YoY delta fields without requiring cross-quarter joins.

Frequently Asked Questions

What query modes does the Institutional Ownership API support?

Five modes: topholders (top 30 holders ranked by shares), stats (aggregate ownership statistics), historic (full quarterly holdings history with QoQ/YoY deltas), alltransactions (every institution holding the security, paginated), and summary (compact ownership snapshot for dashboards).

Can I look up what stocks a specific institution holds?

Yes. The topholders, historic, and alltransactions modes accept an owner identifier (ticker_owner or cik_owner) to query the full portfolio of any 13F-filing institution, in addition to querying by issuer to see who holds a given stock.

How quickly is new 13F data available after filing?

New 13F filings are ingested within 5 minutes of publication on SEC EDGAR. Institutions file within 45 days after each calendar quarter end, so data concentrates in mid-February, mid-May, mid-August, and mid-November.

Does the API include quarter-over-quarter position changes?

Yes. The historic and alltransactions modes include pre-computed QoQ and YoY change fields for both shares and market value, so you can track position increases, decreases, and new/closed positions without cross-quarter joins.

Is the Institutional Ownership API free to use?

Yes, the Institutional Ownership API is free to use. Sign up for an API key and start querying 13F holdings data immediately.