Factset

Factset Holders API

The Holders API from Factset — 2 operation(s) for holders.

Documentation GitHub OpenAPI

Operations 1

GET /holders Factset Holders of a Company or Fund #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Factset Holders API
  version: 1.0.0
  license:
    name: Apache 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
  description: 'Operations tagged Holders across 2 of this provider''s published API definitions: factset-ownership-report-builder-api-openapi.yml, ownership-report-builder-openapi-original.yml. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.factset.com/report/ownership/v1
security:
- basicAuth: []
tags:
- name: Holders
paths:
  /holders:
    get:
      tags:
      - Holders
      operationId: getOwnershipHolders
      summary: Factset Holders of a Company or Fund
      description: Holders of a company or fund
      parameters:
      - name: id
        in: query
        description: Company or Fund Identifier
        required: true
        schema:
          type: string
          example: FDS
      - name: asset_type
        in: query
        description: Controls the Asset Type of the data returned
        required: false
        schema:
          type: string
          enum:
          - EQUITY
          - DEBT
          default: EQUITY
      - name: holder_type
        in: query
        description: Controls the Holder Type of the data returned
        required: false
        schema:
          type: string
          enum:
          - ALL_HOLDERS
          - BENEFICIAL_OWNERS
          - FUNDS
          - INSTITUTIONS
          - INSTITUTIONS_INSIDERS
          - INSIDERS_STAKEHOLDERS
          default: INSTITUTIONS
      - name: topn
        in: 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"
        schema:
          type: string
          example: ALL
      - name: date
        in: 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.
        required: false
        schema:
          type: string
          example: '2019-12-31'
      responses:
        '200':
          $ref: '#/components/responses/200OKStach'
        '400':
          $ref: '#/components/responses/400BadRequest'
        '401':
          $ref: '#/components/responses/401Unauthorized'
        '403':
          $ref: '#/components/responses/403Forbidden'
        '404':
          $ref: '#/components/responses/404NotFound'
        '429':
          $ref: '#/components/responses/429TooManyRequests'
        '500':
          $ref: '#/components/responses/500InternalServerError'
        '503':
          $ref: '#/components/responses/503ServiceUnavailable'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    servers:
    - url: https://api.factset.com/report/ownership/v1
components:
  examples:
    default200Response:
      summary: (dummy data - equity holders)
      value:
        data:
          version: '2.0'
          tables:
            main:
              definition:
                columns:
                - id: holderName
                  type: string
                  isDimension: true
                - id: pctowns
                  type: real
                - id: position
                  type: real
                - id: postionchg
                  type: real
                - id: adj_mv
                  type: real
                - id: pcprt
                  type: real
                - id: actscore
                  type: string
                - id: reportdate
                  type: string
                - id: source
                  type: string
              headersDefinition:
                columns:
                - id: ownershipTableHeader
                  type: string
                  isDimension: true
              data:
                rows:
                - rowType: Header
                  cells:
                  - All Holders
                  - '%OS'
                  - Position (000)
                  - Pos Change (000)
                  - Mkt Val (MM)
                  - '% Port'
                  - Activism
                  - Report Date
                  - Source
                  headerCellDetails:
                    '0':
                      source: HEADERS
                      columnIndex: 0
                    '1':
                      source: HEADERS
                      columnIndex: 0
                    '2':
                      source: HEADERS
                      columnIndex: 0
                    '3':
                      source: HEADERS
                      columnIndex: 0
                    '4':
                      source: HEADERS
                      columnIndex: 0
                    '5':
                      source: HEADERS
                      columnIndex: 0
                    '6':
                      source: PRIMARY
                      columnIndex: 0
                    '7':
                      source: HEADERS
                      columnIndex: 0
                    '8':
                      source: HEADERS
                      columnIndex: 0
                - cells:
                  - The Vanguard Group, Inc.
                  - 9.8903
                  - 3757653
                  - -115462
                  - 1252876663.26
                  - 0.023711
                  - Very Low
                  - '2020-06-30'
                  - 13F Form
                  rowMetadata:
                    fsymId:
                      value: F72998
                - cells:
                  - ' Vanguard Total Stock Market Index Fund'
                  - 2.8321
                  - 1076021
                  - -17151
                  - 358766921.82
                  - 0.037892
                  - null
                  - '2020-07-31'
                  - US Fund (N-30D)
                  rowMetadata:
                    fsymId:
                      value: ' M4004630'
                - cells:
                  - ' Vanguard Mid Cap Index Fund'
                  - 2.4459
                  - 929269
                  - -40861
                  - 309836869.98
                  - 0.273436
                  - null
                  - '2020-07-31'
                  - US Fund (N-30D)
                  rowMetadata:
                    fsymId:
                      value: ' M4005398'
                - cells:
                  - ' Vanguard Extended Market Index Fund'
                  - 1.4185
                  - 538950
                  - 2048
                  - 179696709
                  - 0.239476
                  - null
                  - '2020-07-31'
                  - US Fund (N-30D)
                  rowMetadata:
                    fsymId:
                      value: ' M4004539'
                - cells:
                  - ' Vanguard Growth Index Fund'
                  - 0.7859
                  - 298593
                  - 11429
                  - 99556878.06
                  - 0.075905
                  - null
                  - '2020-07-31'
                  - US Fund (N-30D)
                  rowMetadata:
                    fsymId:
                      value: ' M4004567'
                - cells:
                  - ' Vanguard Dividend Appreciation Index Fund'
                  - 0.6763
                  - 256945
                  - -85496
                  - 85670601.9
                  - 0.151329
                  - null
                  - '2020-07-31'
                  - US Fund (N-30D)
                  rowMetadata:
                    fsymId:
                      value: ' M4048126'
                - cells:
                  - ' Vanguard Mid Cap Growth Index Fund'
                  - 0.6734
                  - 255852
                  - -6960
                  - 85306173.84
                  - 0.500536
                  - null
                  - '2020-07-31'
                  - US Fund (N-30D)
                  rowMetadata:
                    fsymId:
                      value: ' M4048682'
                - cells:
                  - ' Vanguard Financials Index Fund'
                  - 0.1994
                  - 75747
                  - 1346
                  - 25255564.74
                  - 0.377082
                  - null
                  - '2020-07-31'
                  - US Fund (N-30D)
                  rowMetadata:
                    fsymId:
                      value: ' M4039461'
                - cells:
                  - ' Vanguard S&P Mid Cap 400 Index Fund'
                  - 0.1224
                  - 46523
                  - 114
                  - 15511698.66
                  - 0.74321
                  - null
                  - '2020-07-31'
                  - US Fund (N-30D)
                  rowMetadata:
                    fsymId:
                      value: ' M4107013'
                - cells:
                  - ' Vanguard Strategic Equity Fund'
                  - 0.122
                  - 46359
                  - -2294
                  - 15457017.78
                  - 0.244843
                  - null
                  - '2020-06-30'
                  - US Fund (N-30D)
                  rowMetadata:
                    fsymId:
                      value: ' M4007901'
                - cells:
                  - ' Vanguard Institutional Total Stock Market Index Fund'
                  - 0.1212
                  - 46046
                  - -1508
                  - 15352657.32
                  - 0.037833
                  - null
                  - '2020-07-31'
                  - US Fund (N-30D)
                  rowMetadata:
                    fsymId:
                      value: ' M4017307'
                columnMetadata:
                  pctowns:
                    items:
                      valueType:
                        value: PERCENTAGE
                  position:
                    items:
                      scale:
                        value: 3
                  postionchg:
                    items:
                      scale:
                        value: 3
                  adj_mv:
                    items:
                      scale:
                        value: 6
                      currencyCode:
                        value: USD
                      currencySymbol:
                        value: $
                  pcprt:
                    items:
                      valueType:
                        value: PERCENTAGE
        meta:
          requestId: FDS-US
          fsymId: SQFMK3-R
    parameterErrorAssetType:
      summary: asset type parameter error
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: 'Invalid parameter: ''asset_type'''
    genericServerError:
      summary: generic server error
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: genericServerError
          title: Unexpected error processing request
    endpointNotFound:
      summary: endpoint not found
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: endpointNotFound
          title: The requested endpoint does not exist.
    parameterErrorHolderType:
      summary: holder type parameter error
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: 'Invalid parameter: ''holder_type'''
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: holderType parameter value is invalid with assetType DEBT. Only holderType INSTITUTIONS or FUNDS are valid when returning assetType DEBT.
    idRequiredParameterError:
      summary: generic parameter error (missing parameter)
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: 'Missing required parameter(s): ''id'''
    debtHolders200Response:
      summary: (dummy data- debt holders)
      value:
        data:
          version: '2.0'
          tables:
            main:
              definition:
                columns:
                - id: holderName
                  type: string
                  isDimension: true
                - id: pctowns
                  type: real
                - id: position
                  type: real
              headersDefinition:
                columns:
                - id: ownershipTableHeader
                  type: string
                  isDimension: true
              data:
                rows:
                - rowType: Header
                  cells:
                  - Institutions
                  - '%OS'
                  - Position (MM)
                  headerCellDetails:
                    '0':
                      source: HEADERS
                      columnIndex: 0
                    '1':
                      source: HEADERS
                      columnIndex: 0
                    '2':
                      source: HEADERS
                      columnIndex: 0
                - cells:
                  - The Vanguard Group, Inc.
                  - 6.590663
                  - 4094.054
                  rowMetadata:
                    fsymId:
                      value: F72998
                - cells:
                  - Pacific Investment Management Co. LLC
                  - 5.969819
                  - 3708.391636
                  rowMetadata:
                    fsymId:
                      value: F5017088
                - cells:
                  - Lord, Abbett & Co. LLC
                  - 2.032207
                  - 1262.386837
                  rowMetadata:
                    fsymId:
                      value: F20448
                - cells:
                  - Capital Research & Management Co. (Fixed Income Investors)
                  - 1.628714
                  - 1011.741
                  rowMetadata:
                    fsymId:
                      value: F12947256
                - cells:
                  - Capital Research & Management Co. (World Investors)
                  - 1.605221
                  - 997.147
                  rowMetadata:
                    fsymId:
                      value: F6158007
                - cells:
                  - BlackRock Fund Advisors
                  - 1.502151
                  - 933.121
                  rowMetadata:
                    fsymId:
                      value: F7749421
                - cells:
                  - PGIM, Inc.
                  - 1.331821
                  - 827.314
                  rowMetadata:
                    fsymId:
                      value: F24891
                - cells:
                  - Western Asset Management Co. LLC
                  - 1.084589
                  - 673.736
                  rowMetadata:
                    fsymId:
                      value: F5112696
                - cells:
                  - Fidelity Management & Research Co. LLC
                  - 0.966759
                  - 600.540811
                  rowMetadata:
                    fsymId:
                      value: F16925
                - cells:
                  - Loomis, Sayles & Co. LP
                  - 0.923711
                  - 573.8
                  rowMetadata:
                    fsymId:
                      value: F20445
                columnMetadata:
                  pctowns:
                    items:
                      valueType:
                        value: PERCENTAGE
                  position:
                    items:
                      scale:
                        value: 6
                      currencyCode:
                        value: USD
                      currencySymbol:
                        value: $
        meta:
          requestId: BA-US
          fsymId: RXHN9P-R
    idInvalidParameterError:
      summary: generic parameter error (invalid parameter)
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: 'Invalid parameter(s): ''id'''
    noData200Response:
      summary: (debt holders - no data case)
      value:
        data:
          version: '2.0'
          tables:
            main:
              definition:
                columns:
                - id: holderName
                  type: string
                  isDimension: true
                - id: pctowns
                  type: real
                - id: position
                  type: real
              headersDefinition:
                columns:
                - id: ownershipTableHeader
                  type: string
                  isDimension: true
              data:
                rows:
                - rowType: Header
                  cells:
                  - Institutions
                  - '%OS'
                  - Position (MM)
                  headerCellDetails:
                    '0':
                      source: HEADERS
                      columnIndex: 0
                    '1':
                      source: HEADERS
                      columnIndex: 0
                    '2':
                      source: HEADERS
                      columnIndex: 0
                - cells:
                  - null
                  - null
                  - null
                  rowMetadata:
                    fsymId:
                      value: '@NA'
                columnMetadata:
                  pctowns:
                    items:
                      valueType:
                        value: PERCENTAGE
                  position:
                    items:
                      scale:
                        value: 6
                      currencyCode:
                        value: USD
                      currencySymbol:
                        value: $
        meta:
          requestId: YELP-US
          fsymId: DT59Y2-R
          noData: true
          message: There is no data for this request.
    parameterErrorDate:
      summary: date parameter error
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: 'Invalid parameter: ''date'''
    notAuthorized:
      summary: not authorized
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: notAuthorized
          title: User is forbidden access with current credentials. For access, contact your FactSet sales representative
    parameterErrorTopn:
      summary: topn parameter error
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: 'Invalid parameter: ''topn'''
    parameterErrorHolderType_2:
      summary: holder type parameter error
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: 'Invalid parameter: ''holder_type'''
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: holderType parameter value is invalid with assetType ‘DEBT’. Only holderType ‘INSTITUTIONS’ or ‘FUNDS’ are valid when returning assetType ‘DEBT’.
  responses:
    200OKStach:
      description: Expected response; returns JSON data containing STACH 2.0 row organized package format
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
        Api-Supported-Versions:
          schema:
            type: string
          description: Supported API versions (semantic versioning)
        Api-Version:
          schema:
            type: string
          description: API version (semantic versioning)
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Response'
          examples:
            default200ResponseExample:
              $ref: '#/components/examples/default200Response'
            debtHolders200ResponseExample:
              $ref: '#/components/examples/debtHolders200Response'
            noData200ResponseExample:
              $ref: '#/components/examples/noData200Response'
    401Unauthorized:
      description: Missing or invalid authentication. Ensure you are logged in and have successfully generated an API KEY for the IP range you are connecting from. For further assistance, file an issue under "Connectivty - 401 or 403 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
    404NotFound:
      description: Not found. For further assistance, file an issue under "Performance - 404 and 500 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            endpointNotFound:
              $ref: '#/components/examples/endpointNotFound'
    500InternalServerError:
      description: Server error. For further assistance, file an issue under "Performance - 404 and 500 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            genericServerError:
              $ref: '#/components/examples/genericServerError'
    400BadRequest:
      description: Bad Request. For further assistance, file an issue under "Workflow & Throttling - 400 or 429 Response" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
        Api-Supported-Versions:
          schema:
            type: string
          description: Supported API versions
        Api-Version:
          schema:
            type: string
          description: API version (semantic versioning)
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            idRequiredParameterError:
              $ref: '#/components/examples/idRequiredParameterError'
            idInvalidParameterError:
              $ref: '#/components/examples/idInvalidParameterError'
            parameterErrorAssetType:
              $ref: '#/components/examples/parameterErrorAssetType'
            parameterErrorHolderType:
              $ref: '#/components/examples/parameterErrorHolderType'
            parameterErrorTopn:
              $ref: '#/components/examples/parameterErrorTopn'
            parameterErrorDate:
              $ref: '#/components/examples/parameterErrorDate'
    503ServiceUnavailable:
      description: Service unavailable. Typically a timeout, or result of a rejected request to prevent service overload. For further assistance, file an issue under "Performance - 404 and 500 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
    403Forbidden:
      description: User is forbidden access with current credentials. Reach out to your local FactSet Account Manager for assistance, or file an issue under "Connectivty - 401 or 403 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            notAuthorized:
              $ref: '#/components/examples/notAuthorized'
    429TooManyRequests:
      description: Too many requests - this API is rate-limited to 20 requests per second. For further assistance, file an issue under "Workflow & Throttling - 400 or 429 Response" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
  schemas:
    Response:
      type: object
      properties:
        data:
          title: STACH
          description: Returns a STACH 2.0 row organized package
          example: example_value
        meta:
          $ref: '#/components/schemas/Meta'
    ErrorObject:
      type: object
      properties:
        id:
          type: string
          example: abc123
        code:
          type: string
          example: example_value
        title:
          type: string
          example: Example Title
        links:
          type: object
          properties:
            about:
              type: string
          example: example_value
        detail:
          type: string
          example: example_value
        source:
          type: object
          properties:
            parameter:
              type: string
          example: example_value
    Meta:
      type: object
      additionalProperties:
        type: string
    ErrorResponse:
      type: object
      properties:
        errors:
          type: array
          items:
            $ref: '#/components/schemas/ErrorObject'
          example: []
        meta:
          $ref: '#/components/schemas/Meta'
    Response_2:
      type: object
      properties:
        data:
          title: STACH
          description: Returns a STACH 2.0 row organized package
        meta:
          $ref: '#/components/schemas/Meta'
    ErrorObject_2:
      type: object
      properties:
        id:
          type: string
        code:
          type: string
        title:
          type: string
        links:
          type: object
          properties:
            about:
              type: string
        detail:
          type: string
        source:
          type: object
          properties:
            parameter:
              type: string
    ErrorResponse_2:
      type: object
      properties:
        errors:
          type: array
          items:
            $ref: '#/components/schemas/ErrorObject_2'
        meta:
          $ref: '#/components/schemas/Meta'
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
externalDocs:
  description: Read more about STACH 2.0's row organized schema
  url: https://factset.github.io/stachschema/#/v2/RowOrganized
x-refined-from:
- factset-ownership-report-builder-api-openapi.yml
- ownership-report-builder-openapi-original.yml

Factset Holders API

Operations 1

Documentation

Specifications

Code Examples

Schemas & Data

Other Resources