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Institutional Holdings

Institutional Holdings

Equity holdings data for institutional investors based on SEC filings — tracking positions by ticker and by holder.

Institutional investors are large shareholders managing large amounts of money for clients — pension funds, mutual funds, exchange-traded funds, insurance companies, hedge funds, and some very high net worth family trusts. This is the so-called "smart money."

Based on SEC filings, Zacks tracks the equity holdings of institutional investors, both in terms of which institutional investors are shareholders in each stock, and which stocks are owned by each institutional investor.

Coverage & Scope

  • US traded equities
  • Aggregate and detail-level data by ticker
  • Aggregate and detail-level data by holder
  • History from 2010 to present

Delivery Options

  • API access
  • Bulk file delivery

Use Cases

  • Institutional flow analysis
  • Smart money tracking
  • Ownership concentration signals
  • Due diligence

Key Fields & Attributes

ticker institution_name institution_cik shares_held market_value pct_change_shares filing_date total_positions new_positions closed_positions increased_positions decreased_positions

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