Get the full equity portfolio of any institutional investment manager that files SEC Form 13F (managers overseeing $100M+ in assets).Data comes directly from SEC Form 13F filings, including per-position share counts, market values, voting authority splits, and subsidiary-manager breakdowns. We preserve the full SEC filing fidelity: when a manager splits voting authority across subsidiaries (e.g., Berkshire across National Indemnity / GEICO), each split is exposed in a subsidiaries array on the position.You can use this data to:
Track every position held by a specific investment manager
Compare position changes quarter-over-quarter
Surface concentration, voting structure, and amendment activity
Note: Form 13F filings have a 45-day lag from quarter end and only include long positions in SEC-registered securities.To get started, please create an account and grab your API key at financialdatasets.ai.You will use the API key to authenticate your API requests.
Investors are queried by filer_cik, not by name. To discover a CIK, hit the helper endpoint:
Investors
import requests# free endpoint, no API key requiredurl = 'https://api.financialdatasets.ai/institutional-holdings/investors/?name=BERK'response = requests.get(url)# each item is { "cik": "...", "name": "..." }for investor in response.json().get('investors'): print(investor['cik'], investor['name'])
Pass ?name=PREFIX to filter to filers whose names start with that prefix (case-insensitive). Without name, the endpoint returns the first 100 filers alphabetically.CIKs can change over time. The SEC sometimes renames or restructures filer entities, so an investor’s CIK may not be stable across years. The /investors lookup always returns the active CIK for the entity currently filing under that name, so prefer it over hard-coding CIKs from old documents.
filer_cik is required. By default, the response is the filer’s most recent 13F. To see history, add report_period filters:
report_period_lte
report_period_lt
report_period_gte
report_period_gt
report_period
For example, report_period_gte=2024-01-01&report_period_lte=2025-12-31 returns every position the filer reported across that window.By default, limit is 10 (max 200).
When a 13F filer reports the same security across multiple voting-authority splits (e.g., parent + subsidiary advisors), the top-level position aggregates the splits and a subsidiaries array preserves each underlying row. The subsidiaries field is omitted when there is only one underlying row.
import requests# add your API key to the headersheaders = { "X-API-KEY": "your_api_key_here"}# set your query paramsfiler_cik = '0001067983' # Berkshire Hathaway's CIKlimit = 100 # number of positions to return# create the URLurl = ( f'https://api.financialdatasets.ai/institutional-holdings/' f'?filer_cik={filer_cik}' f'&limit={limit}')# make API requestresponse = requests.get(url, headers=headers)# parse institutional_holdings from the responseinstitutional_holdings = response.json().get('institutional_holdings')
import requests# add your API key to the headersheaders = { "X-API-KEY": "your_api_key_here"}# set your query paramsfiler_cik = '0001067983'limit = 200report_period_lte = '2025-12-31' # end datereport_period_gte = '2024-01-01' # start date# create the URLurl = ( f'https://api.financialdatasets.ai/institutional-holdings/' f'?filer_cik={filer_cik}' f'&limit={limit}' f'&report_period_lte={report_period_lte}' f'&report_period_gte={report_period_gte}')# make API requestresponse = requests.get(url, headers=headers)# parse institutional_holdings from the responseinstitutional_holdings = response.json().get('institutional_holdings')
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.
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.
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.
Response
Institutional holdings response
Envelope keyed by ticker (ticker mode) or filer_cik (filer mode), with the position list under institutional_holdings.
Absolute URL of the next page of results. Present only when more results remain; request it as-is to continue. Each page holds up to 10 records.
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investor`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`[`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`'`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`name`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`'`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`])`})]}),`\n`]})})}),`\n`,_jsxs(_components.p,{children:[`Pass `,_jsx(_components.code,{children:`?name=PREFIX`}),` to filter to filers whose names start with that prefix (case-insensitive). Without `,_jsx(_components.code,{children:`name`}),`, the endpoint returns the first 100 filers alphabetically.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`CIKs can change over time.`}),` The SEC sometimes renames or restructures filer entities, so an investor’s CIK may not be stable across years. The `,_jsx(_components.code,{children:`/investors`}),` lookup always returns the active CIK for the entity currently filing under that name, so prefer it over hard-coding CIKs from old documents.`]}),`\n`,_jsx(Heading,{level:`3`,id:`filtering-the-data`,children:`Filtering the Data`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.code,{children:`filer_cik`}),` is required. By default, the response is the filer’s `,_jsx(_components.strong,{children:`most recent 13F`}),`. To see history, add `,_jsx(_components.code,{children:`report_period`}),` filters:`]}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:_jsx(_components.code,{children:`report_period_lte`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.code,{children:`report_period_lt`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.code,{children:`report_period_gte`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.code,{children:`report_period_gt`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.code,{children:`report_period`})}),`\n`]}),`\n`,_jsxs(_components.p,{children:[`For example, `,_jsx(_components.code,{children:`report_period_gte=2024-01-01\u0026report_period_lte=2025-12-31`}),` returns every position the filer reported across that window.`]}),`\n`,_jsxs(_components.p,{children:[`By default, `,_jsx(_components.code,{children:`limit`}),` is `,_jsx(_components.code,{children:`10`}),` (max `,_jsx(_components.code,{children:`200`}),`).`]}),`\n`,_jsx(Heading,{level:`3`,id:`subsidiaries`,children:`Subsidiaries`}),`\n`,_jsxs(_components.p,{children:[`When a 13F filer reports the same security across multiple voting-authority splits (e.g., parent + subsidiary advisors), the top-level position aggregates the splits and a `,_jsx(_components.code,{children:`subsidiaries`}),` array preserves each underlying row. The `,_jsx(_components.code,{children:`subsidiaries`}),` field is omitted when there is only one underlying row.`]}),`\n`,_jsx(Heading,{level:`3`,id:`examples`,children:`Examples`}),`\n`,_jsxs(CodeGroup,{children:[_jsx(CodeBlock,{filename:`Latest portfolio`,numberOfLines:`23`,language:`python`,children:_jsx(_components.pre,{className:`shiki shiki-themes vitesse-light vitesse-dark`,style:{backgroundColor:`#ffffff`,\"--shiki-dark-bg\":`#121212`,color:`#393a34`,\"--shiki-dark\":`#dbd7caee`},language:`python`,children:_jsxs(_components.code,{language:`python`,numberOfLines:`23`,children:[_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#1E754F`,\"--shiki-dark\":`#4D9375`},children:`import`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:` requests`})]}),`\n`,_jsx(_components.span,{className:`line`}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:`# add your API key to the headers`})}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`headers `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:` {`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:` \"`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`X-API-KEY`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`\"`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`:`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:` \"`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`your_api_key_here`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`\"`})]}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`}`})}),`\n`,_jsx(_components.span,{className:`line`}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:`# set your query params`})}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`filer_cik `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:` '`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`0001067983`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`'`}),_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:` # Berkshire Hathaway's CIK`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`limit `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#2F798A`,\"--shiki-dark\":`#4C9A91`},children:` 100`}),_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:` # number of positions to return`})]}),`\n`,_jsx(_components.span,{className:`line`}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:`# create the URL`})}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`url `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:` (`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#AB5959`,\"--shiki-dark\":`#CB7676`},children:` f`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`'https://api.financialdatasets.ai/institutional-holdings/'`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#AB5959`,\"--shiki-dark\":`#CB7676`},children:` f`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`'?filer_cik=`}),_jsx(_components.span,{style:{color:`#A65E2B`,\"--shiki-dark\":`#C99076`},children:`{`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`filer_cik`}),_jsx(_components.span,{style:{color:`#A65E2B`,\"--shiki-dark\":`#C99076`},children:`}`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`'`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#AB5959`,\"--shiki-dark\":`#CB7676`},children:` f`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`'\u0026limit=`}),_jsx(_components.span,{style:{color:`#A65E2B`,\"--shiki-dark\":`#C99076`},children:`{`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`limit`}),_jsx(_components.span,{style:{color:`#A65E2B`,\"--shiki-dark\":`#C99076`},children:`}`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`'`})]}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`)`})}),`\n`,_jsx(_components.span,{className:`line`}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:`# make API request`})}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`response `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:` requests`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`.`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`get`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`(`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`url`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`,`}),_jsx(_components.span,{style:{color:`#B07D48`,\"--shiki-dark\":`#BD976A`},children:` headers`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`headers`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`)`})]}),`\n`,_jsx(_components.span,{className:`line`}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:`# parse institutional_holdings from the response`})}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`institutional_holdings `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:` response`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`.`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`json`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`().`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`get`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`(`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`'`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`institutional_holdings`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`'`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`)`})]}),`\n`]})})}),_jsx(CodeBlock,{filename:`Historical range`,numberOfLines:`27`,language:`python`,children:_jsx(_components.pre,{className:`shiki shiki-themes vitesse-light vitesse-dark`,style:{backgroundColor:`#ffffff`,\"--shiki-dark-bg\":`#121212`,color:`#393a34`,\"--shiki-dark\":`#dbd7caee`},language:`python`,children:_jsxs(_components.code,{language:`python`,numberOfLines:`27`,children:[_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#1E754F`,\"--shiki-dark\":`#4D9375`},children:`import`}),_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:` requests`})]}),`\n`,_jsx(_components.span,{className:`line`}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:`# add your API key to the headers`})}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`headers `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:` {`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:` \"`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`X-API-KEY`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`\"`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`:`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:` \"`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`your_api_key_here`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`\"`})]}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`}`})}),`\n`,_jsx(_components.span,{className:`line`}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:`# set your query params`})}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`filer_cik `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:` '`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`0001067983`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`'`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`limit `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#2F798A`,\"--shiki-dark\":`#4C9A91`},children:` 200`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`report_period_lte `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:` '`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`2025-12-31`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`'`}),_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:` # end date`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`report_period_gte `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:` '`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`2024-01-01`}),_jsx(_components.span,{style:{color:`#B5695977`,\"--shiki-dark\":`#C98A7D77`},children:`'`}),_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:` # start date`})]}),`\n`,_jsx(_components.span,{className:`line`}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{style:{color:`#A0ADA0`,\"--shiki-dark\":`#758575DD`},children:`# create the URL`})}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#393A34`,\"--shiki-dark\":`#DBD7CAEE`},children:`url `}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:`=`}),_jsx(_components.span,{style:{color:`#999999`,\"--shiki-dark\":`#666666`},children:` (`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#AB5959`,\"--shiki-dark\":`#CB7676`},children:` f`}),_jsx(_components.span,{style:{color:`#B56959`,\"--shiki-dark\":`#C98A7D`},children:`'https://api.financialdatasets.ai/institutional-holdings/'`})]}),`\n`,_jsxs(_components.span,{className:`line`,children:[_jsx(_components.span,{style:{color:`#AB5959`,\"--shiki-dark\":`#CB7676`},children:` 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