Get 13F Holdings
get_holdingsGet parsed 13F-HR institutional holdings for a filer.
Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share count, investment discretion, and voting authority, parsed from the 13F information table XML ("format": "xml"), as filed: one row per entry, values in the filer's unit (thousands of dollars for most filings before 2023, dollars since).
13F-HRs filed before SEC introduced the XML table (2013 Q2) carry their holdings as a plain-text table in the filing's own document. For those the result has "format": "text" and "text": that document as filed, paged by line (limit/offset count lines, total_lines says how many). Read the table from it; search_document on its filename finds one position. A "period_note" says when the filer's latest 13F before the period asked for is over a year older (it stopped filing).
Each holding also carries issuer_cik, sic and sic_description (the SEC's SIC industry classification of the issuer, not GICS) when the CUSIP maps to a company with a SIC. In a typical quarter that is about 87% of the value held; funds, ETFs, options and unmapped CUSIPs have none. "with_sic" in the result says how many holdings on this page were classified, so say how much of a portfolio an industry breakdown covers. Use sic_url from get_company to see peers in an industry.
Args: cik: CIK of the 13F filer / institutional investor (e.g. "1535950") period: Get holdings as of this date (YYYY-MM-DD). Returns the most recent 13F filed on or before this date. limit: Max holdings per page (1-5000, default 500) offset: Pagination offset
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | Yes | ||
| limit | No | ||
| offset | No | ||
| period | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||