# SEC 13F Holdings — Fund Manager Portfolios as Clean JSON (`jdepablos/sec-13f-holdings-feed`) Actor What any US institutional manager owns, from official SEC 13F filings: top holdings with weights plus quarter-over-quarter changes. For investors, analysts and AI agents. - **URL**: https://apify.com/jdepablos/sec-13f-holdings-feed.md - **Developed by:** [Juan de Pablos](https://apify.com/jdepablos) (community) - **Categories:** Business, Automation - **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks - **User rating**: No ratings yet ## Pricing from $25.00 / 1,000 manager holdings reports This Actor is paid per event and usage. You are charged both the fixed price for specific events and for Apify platform usage. Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event ## What's an Apify Actor? Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases. 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. Actors are written with capital "A". ## 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. The best way to integrate Actors is as follows. In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js.md): ```bash npm install apify-client ``` In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.md): ```bash pip install apify-client ``` In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md): ````bash # MacOS / Linux curl -fsSL https://apify.com/install-cli.sh | bash # Windows irm https://apify.com/install-cli.ps1 | iex ```bash In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/platform/integrations/mcp.md). If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md). For usage examples, see the [API](#api) section below. For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt). # README ## SEC 13F Holdings — Fund Manager Portfolios as Clean JSON **What does Berkshire own? What did Bridgewater buy last quarter?** Every US institutional manager above $100M must disclose its holdings quarterly in SEC Form 13F. This Actor reads those filings and returns one structured report per manager: top holdings with portfolio weights, plus what changed since the previous quarter. Portfolio-tracking sites charge $50+/month for this and still make you click through pages. This is the same primary source, as an API call. ### What you get per manager ```json { "manager": "BERKSHIRE HATHAWAY INC", "cik": 1067983, "periodOfReport": "2026-03-31", "filedAt": "2026-05-15", "totalValueUsd": 263100000000, "positionsCount": 29, "topHoldings": [ { "issuer": "APPLE INC", "cusip": "037833100", "valueUsd": 57850000000, "shares": 280000000, "putCall": null, "pctOfPortfolio": 21.99 } ], "quarterOverQuarter": { "previousPeriod": "2025-12-31", "previousTotalValueUsd": 271400000000, "newPositions": [{ "issuer": "ALLY FINL INC", "cusip": "02005N100", "valueUsd": 498992850, "shares": 12719675 }], "exitedPositions": [], "increased": [], "decreased": [] }, "url": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001067983&type=13F-HR" } ```` Pass fund names or CIK numbers, up to 25 per run. Names are resolved against EDGAR's own company search. ### Why filings beat portfolio-tracking sites - **Primary source**: the numbers come from the manager's own filing, not a third-party rescrape of it. - **Quarter-over-quarter computed for you**: new positions, exits, increases and decreases, sorted by size. - **Combined filings handled correctly**: large managers file through multiple sub-managers and repeat the same security several times. Positions here are aggregated by CUSIP, so Apple shows up once with the real total. - **Options flagged**: `putCall` distinguishes puts and calls from common stock positions. ### Use cases - **Idea generation**: what did the managers you respect start buying last quarter? - **Conviction tracking**: position weight changes across quarters for a watchlist of funds. - **Client reporting**: automated "smart money" summaries for newsletters or dashboards. - **AI agents**: "compare the top 10 holdings of Berkshire and Markel" is two tool calls and a prompt. ### Input | Field | Description | |---|---| | `managers` | Fund names or CIKs, up to 25: `["Berkshire Hathaway", "1350694"]` | | `topN` | Holdings per report, by value (default 50) | | `quarterOverQuarter` | Diff vs the previous 13F (default true) | | `minPositionValueUsd` | Drop positions below this value from the list | ### Use with AI agents (MCP) This Actor is exposed as a tool on the [Apify MCP Server](https://mcp.apify.com): ```json { "mcpServers": { "sec-13f-holdings-feed": { "url": "https://mcp.apify.com?tools=jdepablos/sec-13f-holdings-feed", "headers": { "Authorization": "Bearer " } } } } ``` Completes the SEC suite with [Insider Trading Feed (Form 4)](https://apify.com/jdepablos/insider-trading-feed) and [Startup Funding Feed (Form D)](https://apify.com/jdepablos/startup-funding-feed): insiders, private rounds and institutional portfolios, all from the primary source. ### Pricing Pay per event: **one flat fee per manager report**. A report includes the full top-holdings list and the quarter-over-quarter analysis. Failed lookups are never charged. ### FAQ **How fresh is the data?** 13F filings are due 45 days after quarter end, so holdings lag the market by up to a quarter and a half. That is a property of the disclosure regime, not of this feed. `filedAt` and `periodOfReport` are always included so you know exactly what you are looking at. **Why don't the exits match what the news said?** News often reports 13F/A amendments or combines family entities. This feed reads original 13F-HR filings per CIK. If a manager files an amendment with confidential positions revealed later, those appear when the amendment is the source of record. **Are short positions included?** No. 13F discloses long positions and options (see `putCall`); shorts are not reportable. **What is `value` measured in?** US dollars, as reported in current filings. ### More data tools by this developer - [Insider Trading Feed — SEC Form 4 buys & sells](https://apify.com/jdepablos/insider-trading-feed) - [Startup Funding Feed — SEC Form D rounds as clean JSON](https://apify.com/jdepablos/startup-funding-feed) - [US Contract Opportunities Feed — SAM.gov as clean JSON](https://apify.com/jdepablos/samgov-opportunities-feed) - [Clinical Trials Watch — new & updated studies](https://apify.com/jdepablos/clinical-trials-watch) - [Global Trademark Watch (TMview) — new filings & opposition deadlines](https://apify.com/jdepablos/trademark-watch-tmview) - [USPTO Patent Watch — new patent filings by keyword](https://apify.com/jdepablos/patent-watch) # Actor input Schema ## `managers` (type: `array`): Fund names or CIK numbers, up to 25 per run. E.g. \["Berkshire Hathaway", "Bridgewater Associates", "1350694"]. ## `topN` (type: `integer`): How many holdings to include in the report, sorted by value. ## `quarterOverQuarter` (type: `boolean`): Compare against the previous 13F: new positions, exits, increases and decreases. ## `minPositionValueUsd` (type: `integer`): Only include holdings worth at least this much in the top holdings list. ## Actor input object example ```json { "managers": [ "Berkshire Hathaway" ], "topN": 50, "quarterOverQuarter": true } ``` # 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 '' with your token const client = new ApifyClient({ token: '', }); // Prepare Actor input const input = { "managers": [ "Berkshire Hathaway" ] }; // Run the Actor and wait for it to finish const run = await client.actor("jdepablos/sec-13f-holdings-feed").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 '' with your token. client = ApifyClient("") # Prepare the Actor input run_input = { "managers": ["Berkshire Hathaway"] } # Run the Actor and wait for it to finish run = client.actor("jdepablos/sec-13f-holdings-feed").call(run_input=run_input) # Fetch and print Actor results from the run's dataset (if there are any) print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"]) for item in client.dataset(run["defaultDatasetId"]).iterate_items(): print(item) # 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start ``` ## CLI example ```bash echo '{ "managers": [ "Berkshire Hathaway" ] }' | apify call jdepablos/sec-13f-holdings-feed --silent --output-dataset ``` ## MCP server setup ```json { "mcpServers": { "apify": { "command": "npx", "args": [ "mcp-remote", "https://mcp.apify.com/?tools=jdepablos/sec-13f-holdings-feed", "--header", "Authorization: Bearer " ] } } } ``` ## OpenAPI specification ```json { "openapi": "3.0.1", "info": { "title": "SEC 13F Holdings — Fund Manager Portfolios as Clean JSON", "description": "What any US institutional manager owns, from official SEC 13F filings: top holdings with weights plus quarter-over-quarter changes. For investors, analysts and AI agents.", "version": "0.1", "x-build-id": "O38H3XqbMVH7e9zTa" }, "servers": [ { "url": "https://api.apify.com/v2" } ], "paths": { "/acts/jdepablos~sec-13f-holdings-feed/run-sync-get-dataset-items": { "post": { "operationId": "run-sync-get-dataset-items-jdepablos-sec-13f-holdings-feed", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } }, "/acts/jdepablos~sec-13f-holdings-feed/runs": { "post": { "operationId": "runs-sync-jdepablos-sec-13f-holdings-feed", "x-openai-isConsequential": false, "summary": "Executes an Actor and returns information about the initiated run in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/runsResponseSchema" } } } } } } }, "/acts/jdepablos~sec-13f-holdings-feed/run-sync": { "post": { "operationId": "run-sync-jdepablos-sec-13f-holdings-feed", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } } }, "components": { "schemas": { "inputSchema": { "type": "object", "required": [ "managers" ], "properties": { "managers": { "title": "Fund managers", "type": "array", "description": "Fund names or CIK numbers, up to 25 per run. E.g. [\"Berkshire Hathaway\", \"Bridgewater Associates\", \"1350694\"]." }, "topN": { "title": "Top holdings", "minimum": 1, "maximum": 1000, "type": "integer", "description": "How many holdings to include in the report, sorted by value.", "default": 50 }, "quarterOverQuarter": { "title": "Quarter-over-quarter changes", "type": "boolean", "description": "Compare against the previous 13F: new positions, exits, increases and decreases.", "default": true }, "minPositionValueUsd": { "title": "Min position value (USD)", "type": "integer", "description": "Only include holdings worth at least this much in the top holdings list." } } }, "runsResponseSchema": { "type": "object", "properties": { "data": { "type": "object", "properties": { "id": { "type": "string" }, "actId": { "type": "string" }, "userId": { "type": "string" }, "startedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "finishedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "status": { "type": "string", "example": "READY" }, "meta": { "type": "object", "properties": { "origin": { "type": "string", "example": "API" }, "userAgent": { "type": "string" } } }, "stats": { "type": "object", "properties": { "inputBodyLen": { "type": "integer", "example": 2000 }, "rebootCount": { "type": "integer", "example": 0 }, "restartCount": { "type": "integer", "example": 0 }, "resurrectCount": { "type": "integer", "example": 0 }, "computeUnits": { "type": "integer", "example": 0 } } }, "options": { "type": "object", "properties": { "build": { "type": "string", "example": "latest" }, "timeoutSecs": { "type": "integer", "example": 300 }, "memoryMbytes": { "type": "integer", "example": 1024 }, "diskMbytes": { "type": "integer", "example": 2048 } } }, "buildId": { "type": "string" }, "defaultKeyValueStoreId": { "type": "string" }, "defaultDatasetId": { "type": "string" }, "defaultRequestQueueId": { "type": "string" }, "buildNumber": { "type": "string", "example": "1.0.0" }, "containerUrl": { "type": "string" }, "usage": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "integer", "example": 1 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } }, "usageTotalUsd": { "type": "number", "example": 0.00005 }, "usageUsd": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "number", "example": 0.00005 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } } } } } } } } } ```