FMP reference / 8 endpoints

Institutional ownership (13F)

Institutional holders, their positions, performance summaries, and industry breakdowns.

Call these with cvApi.call('/fmp/stable/<endpoint>', params) in an app, GET /api/data/fmp/stable/<endpoint> over REST, or the fmp_request MCP tool from a coding agent. Available on every plan; requests count against your hourly limit.

Form 13F Filings Dates

GET /api/data/fmp/stable/institutional-ownership/dates

The Form 13F Filings Dates API allows you to retrieve dates associated with Form 13F filings by institutional investors. This is crucial for tracking stock holdings of institutional investors at specific points in time, providing valuable insights into their investment strategies.

Query parameter	Type	Example
`cik` required	string	`0001067983`

cvApi (in-app)

const data = await cvApi.call('/fmp/stable/institutional-ownership/dates', { cik: '0001067983' });

curl (REST)

curl -H "Authorization: Bearer cv_live_..." \
  "https://tap.convexvalue.com/api/data/fmp/stable/institutional-ownership/dates?cik=0001067983"

MCP

fmp_request({ "endpoint": "institutional-ownership/dates", "params": {"cik":"0001067983"} })

Example response +

[
  {
    "date": "2026-03-31",
    "year": 2026,
    "quarter": 1
  }
]

Filings Extract

GET /api/data/fmp/stable/institutional-ownership/extract

The SEC Filings Extract API allows users to extract detailed data directly from official SEC filings. This API provides access to key information such as company shares, security details, and filing links, making it easier to analyze corporate disclosures.

Query parameter	Type	Example
`cik` required	string	`0001388838`
`year` required	string	`2023`
`quarter` required	string	`3`

cvApi (in-app)

const data = await cvApi.call('/fmp/stable/institutional-ownership/extract', { cik: '0001388838', year: '2023', quarter: '3' });

curl (REST)

curl -H "Authorization: Bearer cv_live_..." \
  "https://tap.convexvalue.com/api/data/fmp/stable/institutional-ownership/extract?cik=0001388838&year=2023&quarter=3"

MCP

fmp_request({ "endpoint": "institutional-ownership/extract", "params": {"cik":"0001388838","year":"2023","quarter":"3"} })

Example response +

[
  {
    "date": "2023-09-30",
    "filingDate": "2023-11-13",
    "acceptedDate": "2023-11-13",
    "cik": "0001388838",
    "securityCusip": "674215207",
    "symbol": "CHRD",
    "nameOfIssuer": "CHORD ENERGY CORPORATION",
    "shares": 13280,
    "titleOfClass": "COM NEW",
    "sharesType": "SH",
    "putCallShare": "",
    "value": 2152290,
    "link": "https://www.sec.gov/Archives/edgar/data/1388838/000117266123003760/0001172661-23-003760-index.htm",
    "finalLink": "https://www.sec.gov/Archives/edgar/data/1388838/000117266123003760/infotable.xml"
  }
]

Filings Extract With Analytics By Holder

GET /api/data/fmp/stable/institutional-ownership/extract-analytics/holder

The Filings Extract With Analytics By Holder API provides an analytical breakdown of institutional filings. This API offers insight into stock movements, strategies, and portfolio changes by major institutional holders, helping you understand their investment behavior and track significant changes in stock ownership.

Query parameter	Type	Example
`symbol` required	string	`AAPL`
`year` required	string	`2023`
`quarter` required	string	`3`
`page`	number	`0`
`limit`	number	`10`

cvApi (in-app)

const data = await cvApi.call('/fmp/stable/institutional-ownership/extract-analytics/holder', { symbol: 'AAPL', year: '2023', quarter: '3', page: '0', limit: '10' });

curl (REST)

curl -H "Authorization: Bearer cv_live_..." \
  "https://tap.convexvalue.com/api/data/fmp/stable/institutional-ownership/extract-analytics/holder?symbol=AAPL&year=2023&quarter=3&page=0&limit=10"

MCP

fmp_request({ "endpoint": "institutional-ownership/extract-analytics/holder", "params": {"symbol":"AAPL","year":"2023","quarter":"3","page":"0","limit":"10"} })

Example response (truncated) +

[
  {
    "date": "2023-09-30",
    "cik": "0000102909",
    "filingDate": "2023-12-18",
    "investorName": "VANGUARD GROUP INC",
    "symbol": "AAPL",
    "securityName": "APPLE INC",
    "typeOfSecurity": "COM",
    "securityCusip": "037833100",
    "sharesType": "SH",
    "putCallShare": "Share",
    "investmentDiscretion": "SOLE",
    "industryTitle": "ELECTRONIC COMPUTERS",
    "weight": 5.4673,
    "lastWeight": 5.996,
    "changeInWeight": -0.5287,
    "changeInWeightPercentage": -8.8175,
    "marketValue": 222572509140,
    "lastMarketValue": 252876459509,
    "changeInMarketValue": -30303950369,
    "changeInMarketValuePercentage": -11.9837,
    "sharesNumber": 1299997133,
    "lastSharesNumber": 1303688506,
    "changeInSharesNumber": -3691373,
    "changeInSharesNumberPercentage": -0.2831,
    "quarterEndPrice": 171.21,
    "avgPricePaid": 20.65,
    "isNew": false,
    "isSoldOut": false,
    "ownership": 8.3336,
    "lastOwnership": 8.305,
    "changeInOwnership": 0.0286,
    "changeInOwnershipPercentage": 0.3445,
    "holdingPeriod": 75,
    "firstAdded": "2005-03-31",
    "performance": -29671950396,
    "performancePercentage": -11.7338,
    "lastPerformance": 38078179274,
    "changeInPerformance": -67750129670,
…

Holders Industry Breakdown

GET /api/data/fmp/stable/institutional-ownership/holder-industry-breakdown

The Holders Industry Breakdown API provides an overview of the sectors and industries that institutional holders are investing in. This API helps analyze how institutional investors distribute their holdings across different industries and track changes in their investment strategies over time.

Query parameter	Type	Example
`cik` required	string	`0001067983`
`year` required	string	`2023`
`quarter` required	string	`3`

cvApi (in-app)

const data = await cvApi.call('/fmp/stable/institutional-ownership/holder-industry-breakdown', { cik: '0001067983', year: '2023', quarter: '3' });

curl (REST)

curl -H "Authorization: Bearer cv_live_..." \
  "https://tap.convexvalue.com/api/data/fmp/stable/institutional-ownership/holder-industry-breakdown?cik=0001067983&year=2023&quarter=3"

MCP

fmp_request({ "endpoint": "institutional-ownership/holder-industry-breakdown", "params": {"cik":"0001067983","year":"2023","quarter":"3"} })

Example response +

[
  {
    "date": "2023-09-30",
    "cik": "0001067983",
    "investorName": "BERKSHIRE HATHAWAY INC",
    "industryTitle": "ELECTRONIC COMPUTERS",
    "weight": 49.7704,
    "lastWeight": 51.0035,
    "changeInWeight": -1.2332,
    "changeInWeightPercentage": -2.4178,
    "performance": -20838154294,
    "performancePercentage": -178.2938,
    "lastPerformance": 26615340304,
    "changeInPerformance": -47453494598
  }
]

Holder Performance Summary

GET /api/data/fmp/stable/institutional-ownership/holder-performance-summary

The Holder Performance Summary API provides insights into the performance of institutional investors based on their stock holdings. This data helps track how well institutional holders are performing, their portfolio changes, and how their performance compares to benchmarks like the S&P 500.

Query parameter	Type	Example
`cik` required	string	`0001067983`
`page`	number	`0`

cvApi (in-app)

const data = await cvApi.call('/fmp/stable/institutional-ownership/holder-performance-summary', { cik: '0001067983', page: '0' });

curl (REST)

curl -H "Authorization: Bearer cv_live_..." \
  "https://tap.convexvalue.com/api/data/fmp/stable/institutional-ownership/holder-performance-summary?cik=0001067983&page=0"

MCP

fmp_request({ "endpoint": "institutional-ownership/holder-performance-summary", "params": {"cik":"0001067983","page":"0"} })

Example response +

[
  {
    "date": "2026-03-31",
    "cik": "0001067983",
    "investorName": "BERKSHIRE HATHAWAY INC",
    "portfolioSize": 29,
    "securitiesAdded": 3,
    "securitiesRemoved": 16,
    "marketValue": 263095703570,
    "previousMarketValue": 274160086701,
    "changeInMarketValue": -11064383131,
    "changeInMarketValuePercentage": -4.0357,
    "averageHoldingPeriod": 19,
    "averageHoldingPeriodTop10": 32,
    "averageHoldingPeriodTop20": 25,
    "turnover": 0.6552,
    "turnoverAlternateSell": 9.1727,
    "turnoverAlternateBuy": 5.8198,
    "performance": -2243708176,
    "performancePercentage": -0.8184,
    "lastPerformance": 12155137983,
    "changeInPerformance": -14398846159,
    "performance1year": 28972344227,
    "performancePercentage1year": 11.3876,
    "performance3year": 118145980011,
    "performancePercentage3year": 45.901,
    "performance5year": 146868211621,
    "performancePercentage5year": 63.1846,
    "performanceSinceInception": 267098327593,
    "performanceSinceInceptionPercentage": 203.038,
    "performanceRelativeToSP500Percentage": 3.8118,
    "performance1yearRelativeToSP500Percentage": -4.9473,
    "performance3yearRelativeToSP500Percentage": -12.9707,
    "performance5yearRelativeToSP500Percentage": -1.1424,
    "performanceSinceInceptionRelativeToSP500Percentage": -114.8762
  }
]

Industry Performance Summary

GET /api/data/fmp/stable/institutional-ownership/industry-summary

The Industry Performance Summary API provides an overview of how various industries are performing financially. By analyzing the value of industries over a specific period, this API helps investors and analysts understand the health of entire sectors and make informed decisions about sector-based investments.

Query parameter	Type	Example
`year` required	string	`2023`
`quarter` required	string	`3`

cvApi (in-app)

const data = await cvApi.call('/fmp/stable/institutional-ownership/industry-summary', { year: '2023', quarter: '3' });

curl (REST)

curl -H "Authorization: Bearer cv_live_..." \
  "https://tap.convexvalue.com/api/data/fmp/stable/institutional-ownership/industry-summary?year=2023&quarter=3"

MCP

fmp_request({ "endpoint": "institutional-ownership/industry-summary", "params": {"year":"2023","quarter":"3"} })

Example response +

[
  {
    "industryTitle": "ABRASIVE, ASBESTOS & MISC NONMETALLIC MINERAL PRODS",
    "industryValue": 11031469701,
    "date": "2023-09-30"
  }
]

Institutional Ownership Filings

GET /api/data/fmp/stable/institutional-ownership/latest

Stay up to date with the most recent SEC filings related to institutional ownership using the Institutional Ownership Filings API. This tool allows you to track the latest reports and disclosures from institutional investors, giving you a real-time view of major holdings and regulatory submissions.

Query parameter	Type	Example
`page`	number	`0`
`limit`	number	`100`

cvApi (in-app)

const data = await cvApi.call('/fmp/stable/institutional-ownership/latest', { page: '0', limit: '100' });

curl (REST)

curl -H "Authorization: Bearer cv_live_..." \
  "https://tap.convexvalue.com/api/data/fmp/stable/institutional-ownership/latest?page=0&limit=100"

MCP

fmp_request({ "endpoint": "institutional-ownership/latest", "params": {"page":"0","limit":"100"} })

Example response +

[
  {
    "cik": "0001686970",
    "name": "ODDO BHF ASSET MANAGEMENT SAS",
    "date": "2025-03-31",
    "filingDate": "2026-06-05 00:00:00",
    "acceptedDate": "2026-06-05 11:45:56",
    "formType": "13F-HR/A",
    "link": "https://www.sec.gov/Archives/edgar/data/1686970/000168697026000003/0001686970-26-000003-index.htm",
    "finalLink": "https://www.sec.gov/Archives/edgar/data/1686970/000168697026000003/xml.xml"
  }
]

Positions Summary

GET /api/data/fmp/stable/institutional-ownership/symbol-positions-summary

The Positions Summary API provides a comprehensive snapshot of institutional holdings for a specific stock symbol. It tracks key metrics like the number of investors holding the stock, changes in the number of shares, total investment value, and ownership percentages over time.

Query parameter	Type	Example
`symbol` required	string	`AAPL`
`year` required	string	`2023`
`quarter` required	string	`3`

cvApi (in-app)

const data = await cvApi.call('/fmp/stable/institutional-ownership/symbol-positions-summary', { symbol: 'AAPL', year: '2023', quarter: '3' });

curl (REST)

curl -H "Authorization: Bearer cv_live_..." \
  "https://tap.convexvalue.com/api/data/fmp/stable/institutional-ownership/symbol-positions-summary?symbol=AAPL&year=2023&quarter=3"

MCP

fmp_request({ "endpoint": "institutional-ownership/symbol-positions-summary", "params": {"symbol":"AAPL","year":"2023","quarter":"3"} })

Example response +

[
  {
    "symbol": "AAPL",
    "cik": "0000320193",
    "date": "2023-09-30",
    "investorsHolding": 4856,
    "lastInvestorsHolding": 4798,
    "investorsHoldingChange": 58,
    "numberOf13Fshares": 9255867768,
    "lastNumberOf13Fshares": 9352605928,
    "numberOf13FsharesChange": -96738160,
    "totalInvested": 1595625709828,
    "lastTotalInvested": 1819210506516,
    "totalInvestedChange": -223584796688,
    "ownershipPercent": 59.3346,
    "lastOwnershipPercent": 59.5798,
    "ownershipPercentChange": -0.2452,
    "newPositions": 162,
    "lastNewPositions": 190,
    "newPositionsChange": -28,
    "increasedPositions": 1938,
    "lastIncreasedPositions": 1795,
    "increasedPositionsChange": 143,
    "closedPositions": 158,
    "lastClosedPositions": 122,
    "closedPositionsChange": 36,
    "reducedPositions": 2404,
    "lastReducedPositions": 2528,
    "reducedPositionsChange": -124,
    "totalCalls": 173627138,
    "lastTotalCalls": 198895582,
    "totalCallsChange": -25268444,
    "totalPuts": 192913290,
    "lastTotalPuts": 177042062,
    "totalPutsChange": 15871228,
    "putCallRatio": 1.1111,
    "lastPutCallRatio": 0.8901,
    "putCallRatioChange": 22.0952
  }
]

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