SEC 13F Fund Holdings & Quarterly Changes

Find out what hedge funds and institutions bought and sold last quarter, straight from official SEC 13F filings. You get clean quarter-over-quarter diffs instead of raw XML.

What you get, per position

ticker · issuer · status (new / exited / increased / decreased / unchanged) · shares vs previous quarter · % change · value (USD) now and last quarter · portfolio weight · put/call · filing link (CUSIP optional)

Example

{ "managers": ["1067983"], "statuses": ["new", "exited", "increased"], "minValueUsd": 10000000 }

Why this one

• Diffs, not dumps. Rows that fund sub-managers split across lines are merged into one position before comparing.
• Correct units. Filings before 2023 reported values in thousands of dollars; this tool converts them so every figure is in dollars.
• Puts and calls kept separate from share positions.

Notes

• Compares the two most recent report periods (original 13F-HR filings, including ones older than the filer's last 1,000 submissions). Amendments (13F-HR/A) are not merged in v1.
• If a filer has only one 13F-HR on record, rows get status: "unknown" instead of a false "new"; add unknown to Change types to receive them.
• minValueUsd applies to the larger of the current and previous quarter value, so exited positions are filtered too.
• One request per filing is rate-limited to the SEC's fair-access rules; a filer that cannot be read is skipped with a warning, the run continues.
• 13F filings are due up to 45 days after quarter end, so the data lags.
• Tickers are matched from the issuer name against the SEC's company list (about 98% of portfolio value for large funds). Unmatched rows show ticker: null. ETFs and funds match less often.
• CUSIP codes are off by default (includeCusip). CUSIPs are licensed by CUSIP Global Services; only enable them if your use is permitted.
• Uses public SEC EDGAR data. Not investment advice.

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Data is sourced from public SEC EDGAR filings. This tool is not affiliated with or endorsed by the U.S. Securities and Exchange Commission. Not investment advice.