SEC 13F Holdings by Fund with Quarterly Changes

Get the full portfolio of any institutional investor from its SEC Form 13F filings: one row per position, with market value in dollars, share count, voting authority, weight in the portfolio, and what changed since the previous quarter. Give it a fund's SEC CIK and it returns the parsed holdings of the newest 13F-HR, or as many quarters of history as you ask for, with every position labelled NEW, INCREASED, DECREASED, UNCHANGED or CLOSED.

The data comes straight from the SEC's official EDGAR endpoints over plain HTTP: no API key, no login, no browser, no proxy. A 13F is available here as soon as EDGAR publishes it. The client identifies itself as the SEC's fair-access policy requires and stays under the SEC's request-rate limit, so you can leave it running on a schedule.

At a glance

Three rows from Berkshire Hathaway's 13F-HR for the quarter ended 2026-06-30:

nameOfIssuer	valueUsd	shares	change	sharesChange	portfolioPercent
ALPHABET INC	23523689772	65824467	INCREASED	24541369	7.8608
D R HORTON INC	580504	3564	NEW	null	0.0002
CONSTELLATION BRANDS INC	0	0	CLOSED	-632890	0.0

What data does it extract?

Each row is one entry from the information table of one 13F-HR filing.

Filing

• filerCik: the 10-digit CIK of the filing manager.
• filerName: the manager's name from the filing's cover page.
• periodOfReport: the quarter-end date the holdings are as of (YYYY-MM-DD).
• filingDate: the date the SEC received the filing.
• accessionNumber: EDGAR's unique ID for the filing.
• form: 13F-HR, or 13F-HR/A when amendments are included.
• sourceUrl: the filing's index page on EDGAR, where the original documents can be checked.

Security

• nameOfIssuer: issuer name as written by the filer, for example ALPHABET INC.
• titleOfClass: the class of security, for example COM, CL A, CAP STK CL C.
• cusip: the nine-character CUSIP, the most reliable key for joining to other data.
• figi: the Financial Instrument Global Identifier when the filer reports one, otherwise null.
• putCall: Put or Call for options positions, null for everything else.

Position

• valueUsd: market value at quarter end, normalized to whole dollars for every period.
• shares: the number of shares, or the principal amount for debt.
• sharesType: SH when shares counts shares, PRN when it is a principal amount.
• portfolioPercent: this row's share of the filing's total value, as a percentage rounded to four decimals.

Control

• investmentDiscretion: who decides on the position, as the filer coded it (see below).
• otherManagers: sequence numbers of other managers on the filing who share the position, as the filer wrote them, for example ["4", "11"].
• votingSole, votingShared, votingNone: how many of the shares the manager votes alone, votes jointly with others, or has no vote on.

Change since the previous filing

• change: NEW, INCREASED, DECREASED, UNCHANGED or CLOSED; null when includeChanges is off.
• previousShares: the total shares held in the position in the previous filing.
• sharesChange: current total minus previous total; negative when trimmed or closed.

How to read a 13F row

The change labels

Each filing is compared with the filer's next older filing. Positions are matched on CUSIP plus putCall, so a stock, a put on it and a call on it are three separate positions. Rows in the same filing that share a key are added together first, and the comparison is on total share count, not value.

change	How it is decided	previousShares	sharesChange
NEW	The key is not in the previous filing, or there is no previous filing to compare with	null	null
INCREASED	Total shares now are greater than the previous total	previous total	positive
DECREASED	Total shares now are less than the previous total	previous total	negative
UNCHANGED	Totals are equal	previous total	0
CLOSED	The key was in the previous filing but is absent now	previous total	minus the previous total

Two consequences of matching on totals:

• When a filer lists the same security on several lines (Berkshire reports Apple on twelve, one per group of sub-managers), every line carries the same change, previousShares and sharesChange, and they describe the whole position. The Alphabet line above with 65,824,467 shares shows a previous total of 54,249,798 because that is the sum of all Alphabet Class A lines in the prior filing.
• CLOSED rows are not in the filing; the actor synthesizes one per exited position so you never miss a sale. A CLOSED row has shares 0, valueUsd 0, portfolioPercent 0 and null voting columns. Issuer, class, CUSIP, FIGI, discretion and other-manager fields are copied from the previous filing; periodOfReport, filingDate, accessionNumber, form and sourceUrl are those of the current filing, because the exit was observed there.

To label the oldest quarter you ask for, the actor fetches one extra older filing. That extra filing's own rows are not returned and not charged. If a fund has filed fewer 13F-HRs than you ask for, the oldest available filing has nothing to compare against and every position in it is NEW.

valueUsd and the 2023 unit change

Until the end of 2022, filers reported values in thousands of dollars; for periods ending on or after 2023-01-01 the SEC requires whole dollars. The actor multiplies values from earlier periods by 1,000, so every valueUsd is in dollars and quarters on either side of the cutover compare directly. If a filer mis-stated units in the original filing, the normalized value follows the filing.

Codes that appear in a row

Field	Value	Meaning
sharesType	SH	shares is a number of shares
sharesType	PRN	shares is a principal amount, used for debt securities
putCall	Put	The position is put options on the issuer
putCall	Call	The position is call options on the issuer
putCall	null	Not an options position
investmentDiscretion	SOLE	The filing manager alone decides on the position
investmentDiscretion	DFND	Discretion is shared with another manager under a defined agreement (Berkshire codes every position this way)
investmentDiscretion	OTR	Discretion is shared in some other way

investmentDiscretion is passed through exactly as the filer wrote it, so spelled-out variants such as DEFINED can also appear.

Voting authority and portfolio weight

votingSole, votingShared and votingNone split the shares by voting authority and normally add up to shares. portfolioPercent is the row's valueUsd divided by the sum of valueUsd across all rows of the same filing, times 100, so the rows of one filing add up to 100 and a security reported on several lines has its weight spread over them.

Why the newest quarter may be older than you expect

A manager whose holdings are reported inside another manager's combined filing files a 13F-NT, a notice with no holdings table, instead of a 13F-HR. The actor only counts 13F-HR (and 13F-HR/A when enabled), so the newest returned quarter is the newest one with a table under that CIK. Vanguard, for example, has filed 13F-NT for recent quarters. quarters counts filings, not calendar quarters, so skipped quarters do not consume your count.

Input

Field	Meaning	Default	When to use it
ciks	One or more SEC Central Index Keys of 13F filers, for example "0001067983" for Berkshire Hathaway. Leading zeros are optional.	required	Always. Funds have no ticker, so the CIK is the identifier; search the fund name on the SEC's EDGAR company search to find it.
quarters	How many of the most recent 13F-HR filings to return per fund, newest first.	1	Raise it to backfill history; 8 filings is two years for a fund that files every quarter.
includeAmendments	Also treat 13F-HR/A filings as periods.	false	Turn on when you want restatements as separate rows. Off by default because an amendment may restate the whole table or only add positions, so comparing it to the previous filing can mislabel changes.
includeChanges	Compare each filing with the previous one and label every position; emit CLOSED rows for exits.	true	Turn off when you only want the holdings as filed; change, sharesChange and previousShares are then null and no CLOSED rows are added.

The latest quarter for one fund, with changes:

{
    "ciks": ["0001067983"]
}

Two years of history for two funds, amendments included:

{
    "ciks": ["0001067983", "0001350694"],
    "quarters": 8,
    "includeAmendments": true
}

Each fund costs one request for its filing list and each filing three more (the file index, the cover page and the holdings table). At the default five requests per second, eight quarters of one fund load in a few seconds, and the largest filers, such as Vanguard with more than 17,000 positions in one filing, complete in about ten to fifteen seconds. A long list of funds takes proportionally longer. Leave the memory at the default 512 MB, which is also the minimum; the largest filers need it.

Output example

One row from Berkshire Hathaway's filing for the quarter ended 2026-06-30, the Alphabet Class A line held with sub-managers 4 and 11:

{
    "filerCik": "0001067983",
    "filerName": "Berkshire Hathaway Inc",
    "periodOfReport": "2026-06-30",
    "filingDate": "2026-08-14",
    "accessionNumber": "0001193125-26-352200",
    "form": "13F-HR",
    "nameOfIssuer": "ALPHABET INC",
    "titleOfClass": "CAP STK CL A",
    "cusip": "02079K305",
    "figi": null,
    "valueUsd": 23523689772.0,
    "shares": 65824467.0,
    "sharesType": "SH",
    "putCall": null,
    "investmentDiscretion": "DFND",
    "otherManagers": ["4", "11"],
    "votingSole": 65824467.0,
    "votingShared": 0.0,
    "votingNone": 0.0,
    "change": "INCREASED",
    "sharesChange": 24541369.0,
    "previousShares": 54249798.0,
    "portfolioPercent": 7.8608,
    "sourceUrl": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.htm"
}

Rows land in the run's default dataset, one per holding, in filing order with each quarter's CLOSED rows after its filed positions. Download it as JSON, CSV, Excel or XML from Console or the API. The dataset's Holdings view shows the columns most people want first: fund, period, issuer, class, CUSIP, value, shares, put/call, weight, change, share change, filing date and a link to the filing.

Errors and edge cases

Anything the actor cannot process is recorded in the ERRORS record of the run's default key-value store, and the run's status message says how many errors there were. Nothing that fails is charged. Each entry carries the cik, an error message and, when a specific filing failed, its accessionNumber and sourceUrl.

Situation	What happens
A CIK is not numeric	Recorded as CIK must be numeric; the other CIKs still run.
No 13F-HR found for a CIK	Recorded as No 13F-HR filings found. This includes companies that are not 13F filers and managers that only file 13F-NT.
A filing has no readable holdings table	Recorded with the filing's accession number and link, for example when primary_doc.xml or the information table XML is missing or unparseable. The fund's other quarters are still returned.
The filing before a returned quarter could not be read	That quarter's rows are all NEW and it gets no CLOSED rows, because there is nothing to compare against.
The SEC throttles the run	The actor pauses (30 seconds the first time, then 60, 120, 300 and 600), halves its request rate, retries, and only climbs back toward the normal rate after a stretch of successful requests. A throttled run finishes late rather than failing.
The SEC keeps throttling for 20 minutes in one run	The run stops with a status message saying so. Every row already delivered stays in the dataset.
A transient server error from EDGAR	Retried with increasing delay, up to four times, before the filing is recorded as an error.
Your run's spending limit is reached	The actor stops pushing rows and finishes cleanly; the rows already saved are kept.

How much does it cost?

You pay per dataset row. One row is one holding in one filing, and CLOSED rows count because they are results you asked for (they exist only when includeChanges is on). Besides the standard Apify actor start event there is nothing else: no fee per filing or per request, no charge for the extra older filing fetched to label the oldest quarter, and no charge for anything recorded in ERRORS.

A concentrated fund like Berkshire Hathaway is a few dozen to a hundred rows per quarter; a broad index or quant manager can be many thousands. Choose quarters and the list of CIKs accordingly. The current price per row is on the Pricing tab.

Use cases

• Follow a manager you respect: what it opened, added to, trimmed and exited each quarter.
• Build a "smart money" screen across several funds by joining rows on cusip.
• Give a research agent a dependable answer to "what does fund X hold and how has it changed?"
• Backfill two years of holdings history for a set of funds with quarters: 8.
• Compute concentration and turnover metrics from portfolioPercent and sharesChange.
• Catch exits the day a 13F is published by scheduling a run and filtering on change = CLOSED.

Run it on a schedule, from the API, or from an agent

Run it by hand from Console, on a Console schedule (13F-HRs are due 45 days after quarter end, so a daily run in the second half of February, May, August and November catches them as they arrive), from the Apify API and its JavaScript and Python clients, or from an AI agent through Apify's MCP server. The input is the same JSON everywhere and the output is the same dataset.

Related actors

• SEC Form 4 Insider Trades by Ticker: every insider transaction from Form 4 filings, one row per transaction, with role, price, shares, holdings after, and the 10b5-1 flag.
• SEC 8-K Filings by Ticker with Item Codes: 8-K filings with item codes and titles, exhibits, and optional extracted text.
• Wayback Machine Snapshots and Archived Page Content: every Wayback Machine capture of a URL, host, or domain, with optional archived page text.

All four run against official public APIs with no proxies or credentials.

FAQ

Is this legal? Yes. 13F filings are public records published by the SEC for anyone to read. This actor uses the SEC's official EDGAR endpoints, identifies itself as the SEC's fair-access policy requires, and stays under the SEC's request-rate limit.

Where do I find a fund's CIK? Search the fund name on the SEC's EDGAR company search; the CIK is shown next to the name. Leading zeros are optional. Funds have no ticker, so a ticker will not work here.

How current is the data? A 13F appears here as soon as EDGAR publishes it. Managers must file within 45 days of quarter end, and most file in the last days of that window.

Why is previousShares larger than shares on a row marked UNCHANGED? The filer reported that security on more than one line. previousShares and sharesChange describe the total position across all lines with the same CUSIP and put/call, and every line carries the same values. Add up the lines for the current total.

Why do CLOSED rows carry the current quarter's filing details? They describe an exit observed in the current filing, so they are dated to it and link to it. previousShares is the size of the position that was closed.

Why is a value a thousand times off from what I expected? Check periodOfReport. Values are normalized to dollars using the SEC's 2023 cutover from thousands. If the filer itself used the wrong units, the normalized value follows the filing.

How are amendments handled? Skipped unless includeAmendments is on. When it is on, each 13F-HR/A is its own period and is compared with the next older filing in the list, usually the original 13F-HR for the same quarter. A full restatement then shows what was corrected; an amendment that only adds positions shows those as NEW and everything else as CLOSED, which is why the option is off by default.

Does it cover 13D, 13G, N-PORT or mutual fund holdings? No. It reads 13F-HR information tables only, one job per actor.

Something is missing or wrong? Open an issue on the actor's Issues tab and it will be looked at.