Institutional Portfolio

Retrieve complete portfolio holdings for a specific institutional investor using their CIK number. Analyze investment strategies and position changes of major institutions.

Use Case: Track Berkshire Hathaway’s entire portfolio to follow Warren Buffett’s investment moves.

GET /v1/institutional/portfolio

Get Institutional Portfolio

cURL

curl --request GET \
  --url https://api.aries.com/v1/institutional/portfolio \
  --header 'Authorization: Bearer <token>'

200

default

{
  "holdings": [
    {
      "symbol": "IFRX",
      "cusip": "N44821101",
      "name": "INFLARX NV",
      "share": 0,
      "change": -73860,
      "value": 0,
      "putCall": ""
    }
  ]
}

Authorizations

Authorization · string · header · required

OAuth2 Bearer token: obtain an access token from the token endpoint and send it in the Authorization header.

Query Parameters

cik · string · required

Central Index Key (CIK) of the institution. Required.

Example:

"0001067983"

from · string<date> · required

Start date in YYYY-MM-DD format. Enter the first date to include in the research window. Required.

Example:

"2024-01-01"

to · string<date> · required

End date in YYYY-MM-DD format. Enter the last date to include in the research window. Required.

Example:

"2024-12-31"

Response

200

application/json

Institutional portfolio holdings.

Institutional portfolio response