Financial Datasets — Get 13F institutional holdings
financialdatasets_get_institutional_holdingsQuery 13F institutional holdings by filer CIK or by held ticker. Provide exactly one of filer_cik or ticker. When no report_period filter is supplied, ?filer_cik=... returns the filer's most recent 13F and ?ticker=... returns one position per institutional filer whose most recent 13F currently includes the ticker (filers who have since dropped the position are excluded).
Uses the caller's OpenAny gateway credentials. Charges and authorization are determined by the gateway.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | The total number of rows to return (default: 10; no maximum). This is the total across all pages, not a page size: each page holds up to 10 records, linked by `next_page_url`. | |
| cursor | No | Opaque pagination cursor from a previous response's next_page_url. When provided, all other query parameters are ignored: the cursor carries the original request's filters. Treat it as opaque; do not construct or modify it. | |
| ticker | No | The held security's ticker symbol. Mutually exclusive with `filer_cik`. Without a `report_period` filter, returns one position per institutional filer whose most recent 13F currently includes this ticker. | |
| filer_cik | No | The 10-digit zero-padded SEC CIK of the institutional filer. Mutually exclusive with `ticker`. | |
| report_period | No | Filter by exact report period date in YYYY-MM-DD format. | |
| report_period_gt | No | Filter by report period greater than date in YYYY-MM-DD format. | |
| report_period_lt | No | Filter by report period less than date in YYYY-MM-DD format. | |
| report_period_gte | No | Filter by report period greater than or equal to date in YYYY-MM-DD format. | |
| report_period_lte | No | Filter by report period less than or equal to date in YYYY-MM-DD format. |