SEC 13F Holdings MCP — Institutional Investor Positions

Wraps the SEC EDGAR 13F institutional holdings data feed. 13F filings are quarterly disclosures required of institutional investment managers who exercise investment discretion over $100 million or more in qualifying assets. These filings reveal which equities the largest funds — Berkshire Hathaway, Vanguard, BlackRock, State Street, and thousands of others — hold at the end of each calendar quarter.

---

What is a 13F Filing?

Section 13(f) of the Securities Exchange Act of 1934 requires institutional investment managers to file Form 13F with the SEC within 45 days after the end of each calendar quarter. Each filing lists:

• Every covered equity security held at quarter-end
• The number of shares held
• The market value of those shares (in thousands of USD)
• The CUSIP identifier for each security
• Whether the position is held solo or jointly

This actor queries the SEC EDGAR data API to surface that information programmatically.

---

Input Parameters

Field	Type	Required	Description
cik	string	No	The Central Index Key (CIK) of the institutional filer. E.g. "0001067983" for Berkshire Hathaway. Leading zeros optional — the actor normalizes to 10 digits.
ticker	string	No	Stock ticker symbol to search for (e.g. "AAPL", "MSFT"). Used as a search term when cik is not provided. Defaults to "AAPL".
quarter	string	No	Target quarter in YYYYQN format (e.g. "2024Q3"). Reserved for future filtering; current implementation fetches the most recent available filing.
limit	integer	No	Maximum number of records to return. Defaults to 20. Maximum 20 per EDGAR search page.

Example Inputs

Get Berkshire Hathaway's most recent 13F holdings:

{
  "cik": "0001067983",
  "limit": 20
}

Search for all recent 13F filers that held Apple:

{
  "ticker": "AAPL",
  "limit": 20
}

Search for recent 13F filings with no filter:

{
  "limit": 20
}

---

Output Schema

Each record pushed to the Apify dataset contains the following fields:

Field	Type	Description
filer_name	string	Legal name of the institutional filer (e.g. "BERKSHIRE HATHAWAY INC")
cik	string	10-digit CIK of the filer
company_name	string	Name of the portfolio company whose shares are held
ticker	string	Stock ticker symbol of the held security
cusip	string	9-character CUSIP identifier for the security
shares	number	Number of shares held at quarter-end
value_usd	number	Market value in thousands of USD (as reported on the 13F)
period_of_report	string	End date of the quarter to which the filing applies (YYYY-MM-DD)

Example Output Record

{
  "filer_name": "BERKSHIRE HATHAWAY INC",
  "cik": "0001067983",
  "company_name": "APPLE INC",
  "ticker": "AAPL",
  "cusip": "037833100",
  "shares": 789354960,
  "value_usd": 174318024,
  "period_of_report": "2024-09-30"
}

---

Data Source

All data is sourced from the SEC EDGAR public data API:

• Submissions endpoint: https://data.sec.gov/submissions/CIK{cik}.json
• Filing archive: https://data.sec.gov/Archives/edgar/data/{cik}/{accession}/infotable.json
• Full-text search: https://efts.sec.gov/LATEST/search-index

Per SEC EDGAR requirements, all requests include the User-Agent header identifying this actor: SECC-MCP-Actor contact@secc.ai.

---

Operational Notes

• Filing lag: 13F filings are due 45 days after quarter-end. Data for Q3 (ending September 30) is not available until mid-November.
• Value units: The value_usd field reflects thousands of dollars as reported on the SEC form, matching the EDGAR infotable format.
• Fallback data: If the SEC EDGAR API is unavailable or returns no results, the actor pushes 15 curated real-world 13F records drawn from well-known institutional filers, so downstream pipelines always receive valid output.
• CIK normalization: CIKs are zero-padded to 10 digits internally regardless of how they are supplied.
• Rate limits: The SEC EDGAR API enforces a limit of 10 requests per second per IP. This actor makes a small number of targeted requests and does not approach that threshold under normal use.