# SEC 13F Holdings (FinzData) (`finzdata/finzdata-13f-holdings`) Actor

13F institutional holdings from SEC filings: a manager's full book with weights, every holder of a stock, or ownership history by quarter. Uses your FinzData API key.

- **URL**: https://apify.com/finzdata/finzdata-13f-holdings.md
- **Developed by:** [Finz Data](https://apify.com/finzdata) (community)
- **Categories:** Developer tools, Other
- **Stats:** 1 total users, 0 monthly users, 0.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

Pay per usage

This Actor is paid per platform usage. The Actor is free to use, and you only pay for the Apify platform usage, which gets cheaper the higher subscription plan you have.

Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-usage

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## SEC 13F Holdings (FinzData)

Get 13F institutional holdings from SEC filings as a clean dataset:

- **Ownership of a stock by quarter**: managers holding it, shares, reported value, new / added / trimmed / exited positions (free FinzData key: latest quarter)
- **Every holder of a stock** for a quarter
- **A manager's full book** with portfolio weights (e.g. Berkshire Hathaway, CIK 1067983)
- **Search managers** by name

Coverage: every 13F filer since 2013 Q2 (8,856 managers filed for 2026 Q2). Data from public SEC Form 13F filings, compiled by [FinzData](https://finzdata.com).

You need a FinzData API key ([free](https://api.finzdata.com/)). Manager books, holder lists and earlier quarters need a [look-back bundle](https://finzdata.com/pricing).

Guide: https://finzdata.com/guides/13f-holdings-api-python

# Actor input Schema

## `apiKey` (type: `string`):

Free key at https://api.finzdata.com/. Ownership by stock (latest quarter) works on the free plan; manager books, holder lists and history need a look-back bundle.

## `mode` (type: `string`):

What to fetch: a manager's full book (manager), every holder of a stock (holders), or ownership history by quarter (ownership).

## `ticker` (type: `string`):

For ownership and holders

## `cik` (type: `string`):

For manager, e.g. 1067983 (Berkshire Hathaway)

## `query` (type: `string`):

For managers, e.g. berkshire

## `period` (type: `string`):

e.g. 2026Q2; latest when empty

## Actor input object example

```json
{
  "mode": "ownership",
  "ticker": "AAPL"
}
```

# Actor output Schema

## `results` (type: `string`):

No description

## `overview` (type: `string`):

No description

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {};

// Run the Actor and wait for it to finish
const run = await client.actor("finzdata/finzdata-13f-holdings").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {}

# Run the Actor and wait for it to finish
run = client.actor("finzdata/finzdata-13f-holdings").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{}' |
apify call finzdata/finzdata-13f-holdings --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,finzdata/finzdata-13f-holdings"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/kiCaE3orUew7tStgN/builds/MQd8hCdpZ47bsPqbS/openapi.json