Factset · Schema
securityHolders
Security Holders response object
FinancialFinancial DataInvestment AnalyticsMarket DataPortfolio AnalyticsResearch
Properties
| Name | Type | Description |
|---|---|---|
| holderId | string | FactSet Ownership Holders ID that corresponds to the requested security holder. |
| fsymId | string | FactSet Security Identifier of security requested. This does not represent the FactSet permanent identifier for the holder, but rather the requested id. Six alpha-numeric characters, excluding vowels, |
| holderEntityId | string | FactSet Entity ID that corresponds to the specified holder ID. |
| holderName | string | Name of the holder for the requested security identifier. |
| date | string | Date of the reported holding in YYYY-MM-DD format. For more details regarding date resolution, visit [Online Assistant Page #11262](https://oa.apps.factset.com/pages/11262). |
| currency | string | Currency code. The service will default to the local currency if the currency is not requested. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/ |
| investorType | string | FactSet Ownership Institution, Mutual Fund, and Insider/Stakeholder investor types. To learn more about the different investor types, visit [Online Assistant Page #11656](https://my.apps.factset.com/o |
| holderType | string | Holder Type name of the respective holder object. The name will align to the holderType requested. |
| adjHolding | number | Adjusted number of shares held. All positions and prices are adjusted for splits and name changes, but they are not adjusted for spinoffs or mergers. If a given company announces a split today, FactSe |
| adjMarketValue | number | Adjusted market values of shares held. Market Value. All positions and prices are adjusted for splits and name changes, but they are not adjusted for spinoffs or mergers. If a given company announces |
| weightClose | number | "Closing weight of the security for the holders of the requested security (percent). To learn more about how ownership weight is calculated please visit [Online Assistant Page #11247](https://my.apps. |
| percentOutstanding | number | The percent of the outstanding common shares held by a particular filing institution. To learn more, visit [Online Assistant Page #11041](https://my.apps.factset.com/oa/pages/11041). |
| source | string | Either the 13F Form or ND-30D report filed where the security holdings data was sourced from. To learn more about source, please visit https://my.apps.factset.com/oa/pages/11260 |
| requestId | string | Security Identifier that was used in the request. |