> ## Documentation Index
> Fetch the complete documentation index at: https://docs.financialdatasets.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Holdings (by investor)
> Get the 13F portfolio of any institutional investment manager, by SEC CIK.
### Overview
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](https://financialdatasets.ai).
You will use the API key to authenticate your API requests.
### Coverage
| Tickers | Years of Coverage | Updated |
| ------- | ----------------- | ------- |
| 18,000+ | 5+ years | Daily |
### Find an investor's CIK
Investors are queried by `filer_cik`, not by name. To discover a CIK, hit the helper endpoint:
```python Investors theme={"theme":{"light":"vitesse-light","dark":"vitesse-dark"}}
import requests
# free endpoint, no API key required
url = '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.
### Filtering the Data
`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`).
### Subsidiaries
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.
### Examples
```python Latest portfolio theme={"theme":{"light":"vitesse-light","dark":"vitesse-dark"}}
import requests
# add your API key to the headers
headers = {
"X-API-KEY": "your_api_key_here"
}
# set your query params
filer_cik = '0001067983' # Berkshire Hathaway's CIK
limit = 100 # number of positions to return
# create the URL
url = (
f'https://api.financialdatasets.ai/institutional-holdings/'
f'?filer_cik={filer_cik}'
f'&limit={limit}'
)
# make API request
response = requests.get(url, headers=headers)
# parse institutional_holdings from the response
institutional_holdings = response.json().get('institutional_holdings')
```
```python Historical range theme={"theme":{"light":"vitesse-light","dark":"vitesse-dark"}}
import requests
# add your API key to the headers
headers = {
"X-API-KEY": "your_api_key_here"
}
# set your query params
filer_cik = '0001067983'
limit = 200
report_period_lte = '2025-12-31' # end date
report_period_gte = '2024-01-01' # start date
# create the URL
url = (
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 request
response = requests.get(url, headers=headers)
# parse institutional_holdings from the response
institutional_holdings = response.json().get('institutional_holdings')
```
## OpenAPI
````yaml GET /institutional-holdings
openapi: 3.0.1
info:
title: Financial Datasets API
description: >-
Stock market API with real-time and historical financial data for 27,000+
tickers over 30+ years. Financial statements, equity prices, insider trades,
SEC filings, and more.
version: 1.0.0
license:
name: MIT
url: https://opensource.org/licenses/MIT
contact:
name: API Support
url: mailto:support@financialdatasets.ai
email: support@financialdatasets.ai
termsOfService: https://financialdatasets.ai/terms-of-use
servers:
- url: https://api.financialdatasets.ai/
description: Production server
security:
- X-API-KEY: []
tags:
- name: Financial Statements
description: Access to income statements, balance sheets, and cash flow statements
- name: Market Data
description: Real-time and historical price data
- name: Company Information
description: Company facts like ticker, name, and description
- name: Earnings
description: Earnings data and related information
- name: News
description: Real-time and historical news articles
- name: SEC Filings
description: SEC filings and regulatory documents
- name: Insider Trades
description: Insider trading activity and transactions
- name: Activist Ownership
description: Activist stakes from SEC Schedule 13D filings, in real time
- name: Beneficial Ownership
description: >-
Holders of more than 5% of a company's shares, from SEC Schedules 13D and
13G
- name: Insider Ownership
description: Insider ownership statements from SEC Forms 3 and 5
- name: Institutional Holdings
description: SEC-direct 13F equity holdings of institutional investment managers
- name: Index Funds
description: >-
ETF and index-fund holdings, weights, and the funds that hold a given
security
- name: Financial Metrics
description: Financial ratios, metrics, and key performance indicators
- name: Macroeconomics
description: Real-time and historical macroeconomic data like interest rates
- name: KPIs
description: Sector-specific operational KPIs extracted from earnings releases.
paths:
/institutional-holdings:
get:
tags:
- Institutional Holdings
summary: Get 13F institutional holdings
description: >-
Query 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).
operationId: getInstitutionalHoldings
parameters:
- name: filer_cik
in: query
description: >-
The 10-digit zero-padded SEC CIK of the institutional filer.
Mutually exclusive with `ticker`.
schema:
type: string
- name: ticker
in: query
description: >-
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.
schema:
type: string
- name: limit
in: query
description: 'The maximum number of positions to return (default: 10, max: 200).'
required: false
schema:
type: integer
default: 10
maximum: 200
- $ref: '#/components/parameters/ReportPeriod'
- $ref: '#/components/parameters/ReportPeriodGte'
- $ref: '#/components/parameters/ReportPeriodLte'
- $ref: '#/components/parameters/ReportPeriodGt'
- $ref: '#/components/parameters/ReportPeriodLt'
responses:
'200':
description: Institutional holdings response
content:
application/json:
schema:
$ref: '#/components/schemas/InstitutionalHoldingsResponse'
'400':
$ref: '#/components/responses/BadRequestError'
'401':
$ref: '#/components/responses/UnauthorizedError'
'402':
$ref: '#/components/responses/PaymentRequiredError'
'404':
$ref: '#/components/responses/NotFoundError'
components:
parameters:
ReportPeriod:
name: report_period
in: query
description: Filter by exact report period date in YYYY-MM-DD format.
required: false
schema:
type: string
format: date
ReportPeriodGte:
name: report_period_gte
in: query
description: >-
Filter by report period greater than or equal to date in YYYY-MM-DD
format.
required: false
schema:
type: string
format: date
ReportPeriodLte:
name: report_period_lte
in: query
description: Filter by report period less than or equal to date in YYYY-MM-DD format.
required: false
schema:
type: string
format: date
ReportPeriodGt:
name: report_period_gt
in: query
description: Filter by report period greater than date in YYYY-MM-DD format.
required: false
schema:
type: string
format: date
ReportPeriodLt:
name: report_period_lt
in: query
description: Filter by report period less than date in YYYY-MM-DD format.
required: false
schema:
type: string
format: date
schemas:
InstitutionalHoldingsResponse:
type: object
description: >-
Envelope keyed by `ticker` (ticker mode) or `filer_cik` (filer mode),
with the position list under `institutional_holdings`.
properties:
ticker:
type: string
description: Echoed back when the request used `?ticker=...` mode.
filer_cik:
type: string
description: Echoed back when the request used `?filer_cik=...` mode.
institutional_holdings:
type: array
items:
$ref: '#/components/schemas/InstitutionalHolding'
InstitutionalHolding:
type: object
description: >-
A single position from a 13F filing. When the filer split voting
authority across multiple subsidiary managers, the top-level fields
aggregate shares and value across the splits and the underlying rows
appear in `subsidiaries`.
properties:
ticker:
type: string
description: >-
The ticker symbol of the held security. May be null if the CUSIP
could not be resolved.
name_of_issuer:
type: string
description: Issuer name as reported on the 13F.
cusip:
type: string
description: 9-character CUSIP of the held security.
report_period:
type: string
format: date
description: The reporting period (quarter end) of the filing.
filing_date:
type: string
format: date
description: The date the filing was submitted to the SEC.
form_type:
type: string
enum:
- 13F-HR
- 13F-HR/A
description: The 13F form type (original `13F-HR` or amendment `13F-HR/A`).
accession_number:
type: string
description: The SEC accession number for this filing.
title_of_class:
type: string
description: Security class as reported (e.g., `COM`, `COM CL A`, `PREF`).
put_call:
type: string
nullable: true
enum:
- null
- Put
- Call
description: >-
Set to `Put` or `Call` for option positions; `null` for the
underlying equity.
shares:
type: integer
format: int64
description: Number of shares (or principal amount) held.
value_usd:
type: integer
format: int64
description: Position market value in USD as reported on the 13F.
reported_price:
type: number
nullable: true
description: >-
Per-share price implied by the reported value and shares (the 13F
equivalent of Dataroma's `Reported Price`). May be null when our
price lookup is unavailable for this CUSIP.
filer_cik:
type: string
description: >-
Present only in ticker-mode responses. The 10-digit SEC CIK of the
filer.
filer_name:
type: string
description: Present only in ticker-mode responses. The filer's name.
subsidiaries:
type: array
description: >-
Present only when the position aggregates multiple SEC
information-table rows (voting authority splits). Omitted for
single-row positions.
items:
$ref: '#/components/schemas/InstitutionalHoldingSubsidiary'
ErrorResponse:
type: object
properties:
error:
type: string
description: A short error message.
message:
type: string
description: A more detailed error message.
InstitutionalHoldingSubsidiary:
type: object
description: >-
One SEC information-table row underlying a position (voting-authority
split).
properties:
row_num:
type: integer
description: Zero-indexed row number from the SEC information table.
shares:
type: integer
format: int64
value_usd:
type: integer
format: int64
shares_principal_amount_type:
type: string
enum:
- SH
- PRN
description: '`SH` for shares; `PRN` for principal amount (debt-like instruments).'
investment_discretion:
type: string
enum:
- SOLE
- DFND
- OTR
description: SEC investment-discretion code.
voting_authority_sole:
type: integer
format: int64
voting_authority_shared:
type: integer
format: int64
voting_authority_none:
type: integer
format: int64
other_managers:
type: array
items:
type: string
description: >-
SEC `OtherManagers` identifiers indicating which subsidiary manager
reported this row.
responses:
BadRequestError:
description: Bad request
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorResponse'
example:
error: Bad Request
message: Invalid request parameters
UnauthorizedError:
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorResponse'
example:
error: Unauthorized
message: Invalid API key provided
PaymentRequiredError:
description: The request requires a paid subscription
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorResponse'
example:
error: Payment Required
message: >-
This endpoint requires a paid subscription. Please upgrade your
plan.
NotFoundError:
description: The specified resource was not found
content:
application/json:
schema:
$ref: '#/components/schemas/ErrorResponse'
example:
error: Not Found
message: Ticker XXXX not found
securitySchemes:
X-API-KEY:
type: apiKey
name: X-API-KEY
description: API key for authentication.
in: header
````