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GET /v1/owners/institutional/extract

Return a quarter-specific historical institutional ownership extract for a manager CIK over the SEC-native 13F family
Audience: application and coding agent.

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Canonical metadata

  • requestId
  • traceparent
  • provenance
  • freshness
  • materialization
  • comparisonCoverage
  • statusNote

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Example request

curl -X GET \
  -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  -H "omni-version: 2026-03-19" \
  "https://api.secapi.ai/v1/owners/institutional/extract"

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Example response

{
  "object": "institutional_ownership_extract",
  "id": "instown_0001067983_20251231",
  "createdAt": "2026-03-18T16:00:00.000Z",
  "livemode": false,
  "entityId": "ent_berkshire_hathaway",
  "ticker": "BRK.B",
  "managerEntityId": "ent_berkshire_hathaway",
  "managerName": "Berkshire Hathaway Inc.",
  "managerCik": "0001067983",
  "managerTicker": "BRK.B",
  "year": 2025,
  "quarter": 4,
  "reportDate": "2025-12-31",
  "filingDate": "2026-02-14",
  "accessionNumber": "0000950123-26-001234",
  "comparisonCoverage": "with_prior_quarter_delta",
  "statusNote": null,
  "holdingsCount": 2,
  "totalValueUsdThousands": 365000000,
  "holdings": [
    {
      "issuer": "Apple Inc.",
      "issuerEntityId": "ent_aapl",
      "issuerTicker": "AAPL",
      "classTitle": "COM",
      "cusip": "037833100",
      "valueUsdThousands": 250000000,
      "shares": 900000000,
      "shareType": "SH",
      "putCall": null,
      "investmentDiscretion": "SOLE",
      "weightBps": 6849,
      "positionRank": 1,
      "changeStatus": "changed",
      "previousValueUsdThousands": 240000000,
      "previousShares": 890000000,
      "deltaValueUsdThousands": 10000000,
      "deltaShares": 10000000
    }
  ],
  "summaryMd": "## Historical institutional ownership extract for Berkshire Hathaway Inc.\n\nThis extract returns 2 normalized 13F holdings for the quarter ended 2025-12-31. Quarter-over-quarter deltas are populated from the immediately preceding parsable 13F.",
  "provenance": {
    "source": "sec",
    "accessionNumber": "0000950123-26-001234",
    "filingUrl": "https://www.sec.gov/Archives/example-13f.htm",
    "acceptedAt": "2026-02-14T21:00:00.000Z",
    "retrievedAt": "2026-03-18T16:00:00.000Z",
    "parserVersion": "2026-03-18.1"
  },
  "freshness": {
    "status": "fresh",
    "asOf": "2026-03-18T16:00:00.000Z",
    "sourcePublishedAt": "2026-02-14T21:00:00.000Z",
    "lagMs": 0
  },
  "materialization": {
    "parserVersion": "2026-03-18.1",
    "materializationVersion": "2026-03-18.1"
  },
  "requestId": "req_example_123",
  "traceparent": "00-4bf92f3577b34da6a3ce929d0e0e4736-00f067aa0ba902b7-01"
}

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Give this prompt to your agent

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Failure posture

  • treat non-2xx responses as contract-aware failures, not free-form errors
  • preserve requestId and traceparent in logs and downstream reports
  • if provenance or freshness metadata is present, return it unchanged so trust is not lost in the handoff