SEC 13F Holdings Tracker — Institutional Position Changes, QoQ Diff

Parse SEC 13F quarterly filings for any institutional investor and get a clean, structured view of their holdings — including quarter-over-quarter changes (new positions, increased, decreased, closed). No API key required; all data comes from public SEC EDGAR endpoints.

Why 13F data?

Every institutional investment manager with more than $100M in qualifying assets must file a 13F-HR with the SEC within 45 days of each quarter end. That means you can track:

• Berkshire Hathaway, Tiger Global, Citadel, Bridgewater and 5,000+ other funds
• Which positions they opened, added to, reduced, or closed
• Portfolio concentration (% of portfolio per position)
• Aggregate portfolio value changes over time

Alternatives like WhaleWisdom ($30/month) or 13F.info charge for this data. This actor gives you direct programmatic access via the official SEC EDGAR API.

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Use Cases

Use Case	How
Smart money following	Track top funds' new positions each quarter
Position change alerts	Schedule actor + filter change_type == "new"
Hedge fund research	Analyze sector rotation across multiple quarters
Stock screening	Find stocks that multiple institutions are buying
Portfolio overlap analysis	Compare your holdings vs. institutional portfolios

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Input

Field	Type	Default	Description
fundName	string	required	Fund name to search (e.g. "Berkshire Hathaway", "Tiger Global")
cik	string	optional	SEC CIK number — skip name search (e.g. "0001067983")
quarters	integer	2	Number of recent quarters to return (1–4). Needs ≥2 to compute QoQ changes
minValueMillions	number	0	Filter holdings below this USD value in millions

Example input:

{
  "fundName": "Berkshire Hathaway",
  "quarters": 2,
  "minValueMillions": 100
}

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Output

One row per holding per quarter. Dataset preview (table view) shows the most important fields:

Field	Type	Description
quarter	string	Filing period (e.g. "2024-09")
fund_name	string	Resolved fund name from EDGAR
cik	string	SEC CIK (zero-padded 10 digits)
ticker	string	Equity ticker (mapped from CUSIP via OpenFIGI)
cusip	string	CUSIP identifier
company_name	string	Issuer name as filed
shares	integer	Number of shares (or principal amount for bonds)
value_usd	number	Market value in USD (SEC files in thousands; multiplied ×1000)
value_change_usd	number	Change in USD value vs prior quarter
shares_change	integer	Change in share count vs prior quarter
change_type	string	new / increased / decreased / closed / unchanged
pct_of_portfolio	number	Position as % of total portfolio value

Example row (new position):

{
  "quarter": "2024-09",
  "fund_name": "BERKSHIRE HATHAWAY INC",
  "cik": "0001067983",
  "ticker": "OXY",
  "cusip": "674599105",
  "company_name": "OCCIDENTAL PETROLEUM CORP",
  "shares": 264_155_895,
  "value_usd": 12_960_000_000,
  "value_change_usd": 1_200_000_000,
  "shares_change": 5_000_000,
  "change_type": "increased",
  "pct_of_portfolio": 5.82
}

A SUMMARY key-value record is also saved with:

• total_holdings_latest, total_portfolio_value_usd
• new_positions, closed_positions counts
• top_10_holdings (by value in latest quarter)

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Pricing

Event	Price	Description
Actor start	$0.001	One-time startup fee
Filing parsed	$0.010	Per 13F filing downloaded and parsed
Holding returned	$0.001	Per holding row pushed to dataset

Typical cost examples:

• Berkshire Hathaway, 2 quarters, ~48 holdings: ≈ $0.07
• Tiger Global, 4 quarters, ~70 holdings/quarter: ≈ $0.32

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How It Works

1. CIK lookup — Searches EDGAR full-text search API for the fund name, extracts the CIK identifier.
2. Submission history — Downloads data.sec.gov/submissions/CIK{cik}.json to get the list of 13F-HR filings.
3. XML download — For each filing, fetches the infotable.xml document from the EDGAR archive.
4. Parse holdings — Extracts nameOfIssuer, cusip, value (thousands), and shrsOrPrnAmt from each <infoTable> element.
5. QoQ diff — Joins consecutive quarters on CUSIP to classify new / increased / decreased / closed / unchanged.
6. Ticker mapping — Calls OpenFIGI (free, no key) to resolve CUSIP → ticker symbol.

All SEC EDGAR endpoints are public and free. The actor respects SEC rate limits (≤10 req/s).

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Finding the Right Fund Name / CIK

The actor searches EDGAR by name. If your fund name is ambiguous or returns wrong results, use the CIK directly:

1. Go to EDGAR Company Search
2. Search for the fund name
3. Copy the CIK from the URL or results table
4. Pass it as cik input (e.g. "0001067983")

Popular CIKs:

Fund	CIK
Berkshire Hathaway	0001067983
Tiger Global Management	0001167483
Citadel Advisors	0001423043
Bridgewater Associates	0001350694
Renaissance Technologies	0001037389

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Limitations

• 13F filings are 45 days delayed — Q3 (Sept 30) data appears by November 15.
• Only long positions in equity securities are disclosed; shorts, options (put/call noted), and non-US assets may be omitted or aggregated.
• Value is reported in thousands USD as of the quarter-end date.
• CUSIP → ticker mapping depends on OpenFIGI availability; some foreign or obscure securities may not resolve.

Keywords: SEC 13F, institutional holdings, hedge fund tracker, portfolio tracker, institutional ownership, quarterly filings, position changes, asset manager, Warren Buffett holdings

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Related actors

• Stock Screener — Screen stocks with the same fundamentals that institutional investors target
• Yahoo Finance History — Historical price data for positions identified in 13F filings
• Earnings Call Transcript — Earnings calls for companies where institutional ownership changed this quarter

Feedback

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