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Institutional Holdings

Institutional equity positions from the quarterly Form 13F-HR filings managers submit to the SEC. Pull one manager's entire reported portfolio by CIK, or flip the lens and see every institution that holds a given security — with the share count, reported value, and source filing on every row.

One route serves both views. Provide a filer_cik to read a single institution’s whole 13F portfolio, or a ticker to read every institution that holds that security. The two modes are mutually exclusive — pass exactly one.

Endpoints#

GET/v1/institutional-holdings?filer_cik={cik}

Holdings (by investor) — one institutional manager’s complete 13F portfolio, newest report period first. Answers “what does Berkshire own?”

GET/v1/institutional-holdings?ticker={ticker}

Owners (by ticker) — every institution that holds a security, one position per filer, sorted by reported value. Answers “who owns AAPL?”

Data source#

Positions come straight from SEC Form 13F-HR filings. Any institutional investment manager that exercises discretion over at least $100M in US exchange-traded equities must file a 13F within 45 days of each quarter-end, disclosing its long positions. We parse those filings directly — nothing is scraped, estimated, or sourced from a third party. Every position carries the accession_number and form_type of the filing it came from, so any row traces back to the original document on SEC EDGAR.

A 13F is a specific, bounded disclosure. It covers long US equity positions and listed options — it does not include short positions, cash, bonds, or holdings outside the 13F securities list. A manager’s 13F portfolio is therefore one slice of its book, not its complete balance sheet. We report exactly what the filing reports.

Coverage#

We cover the largest US institutional managers by assets under management — roughly 500 filers, including names like Vanguard, BlackRock, State Street, and Berkshire Hathaway — with up to the last 8 quarters of filings for each. Provide any covered manager’s CIK and you get its full reported portfolio; provide any widely-held ticker and you get the institutions among that set that hold it.

The 45-day lag is inherent to 13F
Managers have 45 days after each quarter-end to file. A position labeled with a March 31 report period may not be filed until mid-May, and that timing is set by the SEC, not by us. Treat 13F data as a quarterly, slightly-delayed snapshot of long equity exposure — it is precise about what was held on the report date, not about today.
Complete positions across subsidiary filers
Large institutions often file a single 13F that splits a position across several subsidiary managers — multiple blocks for the same security. We sum those blocks into one position per security per filing, so the share count and reported value reflect the manager’s complete Form 13F position, not a single subsidiary line.