{ "opencollection": "1.0.0", "info": { "name": "Factset Analytics Datastore About Holders API", "version": "1.0.0" }, "request": { "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "items": [ { "info": { "name": "Holders", "type": "folder" }, "items": [ { "info": { "name": "Factset Get Security Ownership Data for Requested Security Identifers.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-ownership/v1/security-holders", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Requested list of security identifiers.

***ids limit** = 1 per request*

." }, { "name": "holderType", "value": "", "type": "query", "description": "Controls the Holder Type of the data returned. By default, the service will return Institutional Holders. Requesting All Holders is not currently supported. Only a single Holder Type is allowed per request.\n * **F** = Institutions\n * **M** = Mutual Funds\n * **S** = Insiders/Stakeholders\n * **FS** = Institutions/Insiders\n * **B** = Beneficial Owners\n" }, { "name": "topn", "value": "5", "type": "query", "description": "Limits number of holdings or holders displayed by the top *n* securities based on positions Market Value. Default is ALL, otherwise use number to limit number." }, { "name": "date", "value": "2019-12-31", "type": "query", "description": "Date of holdings expressed in YYYY-MM-DD format. The fund-holdings endpoint will default to latest month-end close." }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting prices. Default is Local. For a list of currency ISO codes, visit [Online Assistant Page 1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Gets security ownership details and activity for the requested security identifiers. The services allows filtering by \"Topn\" holders and by holder \"type\", such as Institutions, Insiders, and Stakeholders.\n" }, { "info": { "name": "Factset Get Security Ownership Data for a List of Requested Securities.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-ownership/v1/security-holders", "body": { "type": "json", "data": "{}" } }, "docs": "Gets security ownership details and activity for the requested security identifiers. The services allows filtering by \"Topn\" holders and by holder \"type\", such as Institutions, Insiders, and Stakeholders.\n" }, { "info": { "name": "Factset Holders of a Company or Fund", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/holders", "params": [ { "name": "id", "value": "", "type": "query", "description": "Company or Fund Identifier" }, { "name": "asset_type", "value": "", "type": "query", "description": "Controls the Asset Type of the data returned" }, { "name": "holder_type", "value": "", "type": "query", "description": "Controls the Holder Type of the data returned" }, { "name": "topn", "value": "", "type": "query", "description": "Limits the number of holders returned based on their Market Value position in the security. \nDefault is ALL, otherwise use a valid number above 0.\n" }, { "name": "date", "value": "", "type": "query", "description": "Top Holders as of date expressed in YYYY-MM-DD format. Defaults to latest month-end close; non-month-end dates are converted to month-end dates." } ] }, "docs": "Holders of a company or fund" } ] } ], "bundled": true }