Get Institutional Holdings (SEC Form 13F)
get_edgar_13fLatest institutional-manager holdings from a SEC Form 13F-HR filing, aggregated by security with quarter-over-quarter (QoQ) changes. Filer-centric: answers "what does hold?" for a named institutional investment manager (e.g. Berkshire Hathaway, Bridgewater). It does NOT answer "who owns ?" — 13F info tables key securities by CUSIP + issuer name, not ticker.
Args:
filer (required): institutional manager NAME ('Berkshire Hathaway Inc', 'Bridgewater Associates') or CIK number ('1067983'). NOTE: 13F managers are not in the ticker map, so an issuer ticker (AAPL) will not resolve here — use the manager's name or CIK.
top: number of largest holdings (by value) to return, 1-50 (default 20). QoQ changes are likewise capped at this count, most material first.
response_format: 'markdown' (default) or 'json'
Returns: {filer:{name, cik}, period (YYYY-MM-DD quarter end), filed, total_value (whole USD), num_holdings (distinct CUSIPs), value_unit:'USD', holdings:[{issuer, cusip, class, shares, value, pct_of_portfolio}], prior_period?, changes:[{issuer, cusip, action, delta_shares, new_shares, prior_shares}], notes}. action: new=opened, added=increased, reduced=trimmed, sold=fully exited. Multiple info-table rows per issuer (one per sub-manager) are summed by CUSIP.
Examples:
"What does Berkshire hold?" -> {filer:'Berkshire Hathaway Inc'}
"Bridgewater's top 10 positions and QoQ moves" -> {filer:'Bridgewater Associates', top:10}
"Berkshire 13F by CIK" -> {filer:'1067983'}
Use when: you want a specific institutional manager's disclosed US equity portfolio and how it changed since the prior quarter. Don't use for: insider trades (get_edgar_insider_trades / Form 4), a reverse "which funds own ticker X" view (not supported — CUSIPs are not mapped to this server's ticker universe), Korean holdings, or intra-quarter/real-time positions.
Caveats: value is reported in whole USD for filings on/after 2023-01-03 and in thousands before (normalized here to whole USD; a note flags conversions). 13F covers only long US-listed 13(f) securities — no shorts, options detail, cash, or non-US holdings — and is filed up to 45 days after quarter-end. Not investment advice.
Errors: unknown filer -> ToolError (only 13F filers covered; use the exact name or CIK); ambiguous name -> ToolError listing candidate managers with CIKs; a manager filing 13F-NT only -> ToolError explaining no holdings table exists.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| top | No | Number of largest holdings by value to return (default 20) | |
| filer | Yes | Institutional manager name ('Berkshire Hathaway Inc', 'Bridgewater Associates') or CIK number ('1067983') | |
| response_format | No | 'markdown' for tables, 'json' for compact machine-readable output | markdown |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| filed | No | ||
| filer | Yes | ||
| notes | No | ||
| period | No | ||
| changes | Yes | ||
| holdings | Yes | ||
| value_unit | No | ||
| total_value | No | ||
| num_holdings | No | ||
| prior_period | No |