SEC 13F Holdings & Changes Feed: Institutional Portfolios, Parsed

Every institutional investment manager with $100M+ in US equities (hedge funds, asset managers, banks, pensions, endowments, family offices) must file a Form 13F-HR with the SEC each quarter. This Actor turns those filings into a clean daily feed: who filed, total portfolio value, number of positions, top holdings, and (optionally) what they bought, added to, trimmed and sold since last quarter, straight from official SEC EDGAR data.

Who uses it

• Investors and analysts: follow "smart money": see new positions and full exits by hedge funds and large managers the day the 13F is filed.
• Investor-relations teams: find out which institutions opened, increased or exited a position in your stock (filter by your CUSIP).
• Fintech and data teams: feed parsed, normalized 13F data into dashboards, screeners and alerting without maintaining an EDGAR parser.
• Sales and business development (fund services, prime brokers, software vendors): a fresh list of active institutional managers with portfolio size, location and filing details.
• Journalists and researchers: track ownership concentration and manager behaviour quarter by quarter.

What you get

• Filing summary (default): manager name, CIK, period of report, filing date, new vs amendment (with amendment type), report type, manager city and state/country, 13F file number, CRD and SEC file numbers, total portfolio value (USD), number of positions, put/call positions, top-10 concentration and the top 10 holdings with % of portfolio.
• Per-holding records (holdings mode): issuer, CUSIP, class, FIGI, value (USD), shares or principal amount, SH/PRN, put/call, investment discretion, voting authority (sole/shared/none), % of portfolio and rank.
• Quarter-over-quarter changes (compareWithPrevious): the Actor fetches the manager's previous 13F holdings report and classifies every position as new, increased, decreased, exited or unchanged (by share / principal amount), with previous shares and value, share change and % change. Filing summaries get counts plus the top new, increased, decreased and exited positions.
• Filters applied before you pay: manager CIKs, manager name, minimum portfolio value, issuer CUSIP (9-character or 6-character issuer prefix), issuer name, include/exclude amendments, change types.
• Entity-only: signature-block names, titles and phone numbers and street addresses are never output. Filers that are clearly individual people are skipped.
• Only new since last run (opt-in) for daily schedules: pay only for filings you have not received before.

Quick start

1. Run with the defaults ({}) to get 25 13F filing summaries from the latest EDGAR business day in about 10 seconds. If that day had few 13Fs (mid-quarter), the Actor automatically reads older business days.
2. Track specific managers' latest moves, for example Berkshire Hathaway, one record per changed position:

{
  "mode": "holdings",
  "filerCiks": ["1067983"],
  "compareWithPrevious": true,
  "changeTypes": ["new", "increased", "decreased", "exited"],
  "maxItems": 200
}

3. Who holds your stock? Large managers that filed a position in Apple (CUSIP prefix 037833):

{ "issuerCusips": ["037833"], "minPortfolioValue": 1000000000, "compareWithPrevious": true, "maxItems": 100 }

4. Schedule tip: create an Apify Schedule that runs every weekday morning (for example 7:00 America/New_York, after EDGAR publishes the previous day's index at about 10 pm ET) with "sinceLastRun": true, a unique "stateKey" and a higher maxItems. Each run then delivers only filings you have not seen. Connect a webhook, Google Sheets, Slack or Zapier/Make integration to get alerts where you work.

Input

Field	Meaning
mode	filings (default, one summary per filing) or holdings (one record per position / change)
compareWithPrevious	Compare with the manager's previous 13F, default false
changeTypes	Holdings mode + compare: new, increased, decreased, exited, unchanged (default: all but unchanged)
filerCiks	Manager CIKs; returns each manager's latest 13F-HR filed in the last 150 days
filerNameContains	Manager name words
minPortfolioValue	Minimum reported 13F portfolio value (USD)
issuerCusips	9-character CUSIPs or 6-character issuer prefixes
issuerNameContains	Issuer name words, e.g. NVIDIA
includeAmendments	Include 13F-HR/A amendments, default true
sinceLastRun	Opt-in: only filings not delivered before for this stateKey (use for schedules)
daysBack	Minimum latest EDGAR business days to read, default 1
autoWiden / maxLookbackDays	Keep reading older business days until maxItems is reached, up to 10 business days by default
maxItems	Cap per run (also caps your spend), default 25
maxHoldingsPerFiling	Holdings mode: only the largest N positions (or changes) per filing, 0 = all
maxFilingsToCheck	Safety cap on filings inspected with narrow filters, default 150
contactEmail	Optional; added to the User-Agent sent to the SEC
stateKey	One key per saved schedule (sinceLastRun)

Output (examples, real records)

Filing summary (filings mode with compareWithPrevious, filed Oct 30, 2026):

{
  "managerName": "3Chopt Investment Partners, LLC",
  "cik": 1978521,
  "formType": "13F-HR",
  "filingType": "new",
  "periodOfReport": "2026-09-30",
  "filingDate": "2026-10-30",
  "reportType": "13F HOLDINGS REPORT",
  "managerCity": "RICHMOND",
  "managerStateOrCountry": "VA",
  "totalValue": 557795951,
  "positionCount": 294,
  "top10ConcentrationPct": 42.05,
  "topHoldings": [
    { "issuer": "VANGUARD INDEX FDS", "cusip": "922908363", "titleOfClass": "S&P 500 ETF SHS", "value": 65574018, "shares": 93562, "pctOfPortfolio": 11.76 },
    { "issuer": "NVIDIA CORPORATION", "cusip": "67066G104", "titleOfClass": "COM", "value": 38977995, "shares": 170495, "pctOfPortfolio": 6.99 }
  ],
  "comparison": {
    "previousPeriod": "2026-06-30",
    "previousTotalValue": 532096866,
    "totalValueChangePct": 4.83,
    "newPositions": 39, "increasedPositions": 156, "decreasedPositions": 70, "exitedPositions": 19, "unchangedPositions": 29,
    "topNew": [{ "issuer": "EXXONMOBIL HOLDINGS CORP", "cusip": "30233Q108", "value": 3863825, "shares": 23741 }],
    "topExited": [{ "issuer": "VANGUARD WORLD FD", "cusip": "921910873", "previousValue": 1840162, "previousShares": 6725 }]
  },
  "filingIndexUrl": "https://www.sec.gov/Archives/edgar/data/1978521/000139834426019153/0001398344-26-019153-index.htm"
}

Holding change (holdings mode, Berkshire Hathaway, Q2 2026 vs Q1 2026):

{
  "managerName": "Berkshire Hathaway Inc",
  "cik": 1067983,
  "periodOfReport": "2026-06-30",
  "filingDate": "2026-08-14",
  "issuer": "ALPHABET INC",
  "cusip": "02079K305",
  "titleOfClass": "CAP STK CL A",
  "value": 28157599351,
  "shares": 78791167,
  "sharesOrPrincipalType": "SH",
  "putCall": null,
  "investmentDiscretion": "DFND",
  "pctOfPortfolio": 9.409,
  "rankInPortfolio": 4,
  "changeType": "increased",
  "previousPeriod": "2026-03-31",
  "previousShares": 54249798,
  "sharesChange": 24541369,
  "sharesChangePct": 45.24,
  "valueChange": 12557527438
}

(Fields shortened; see sample-output.json for full records.) Every run also writes a summary (business days read, filings inspected, filtered, delivered, SEC requests) to the OUTPUT record.

Timing you should know about

• 13F-HR is due 45 days after each quarter end (around Feb 14, May 15, Aug 14 and Nov 14). Most filings arrive in the last two weeks before the deadline (200+ per day); mid-quarter only late filers and amendments appear, so the default run widens its window automatically.
• EDGAR publishes the daily form index nightly (about 10 pm ET). A run picks up everything filed through the previous business day; weekends and federal holidays are skipped automatically.

FAQ

How are positions matched across quarters? By CUSIP + put/call + share/principal type. Rows the manager splits by investment discretion or other manager are merged into one position (discretions are listed). Change type is driven by shares (or principal amount), because value also moves with price.

What if a company changed its CUSIP (merger, reorganization)? It shows as one exited and one new position, exactly as reported.

Are values in dollars? Yes. Filings made since January 3, 2023 report values in dollars; older filings (in $ thousands) are converted. A few managers still report in thousands by mistake; filing summaries carry a valueUnitsNote when the total looks implausibly small.

Which previous filing is used? The manager's latest original 13F-HR for the most recent earlier period (amendments that only add holdings are not merged). The record shows previousPeriod and previousAccessionNumber so you can verify.

What about 13F-NT (notice) filings? They contain no holdings (another manager reports them), so they are skipped.

Does it include personal data? No. Signer names, titles, phone numbers and street addresses are never output, and filers that are clearly individuals are skipped.

Data source and fair access

• Sources: the SEC EDGAR daily form index (sec.gov/Archives/edgar/daily-index), each filing's submission text (13F cover page + information table XML) and data.sec.gov submissions JSON (to find the previous quarter's filing). The SEC states that EDGAR public filing content is free to access and reuse (SEC FAQ).
• The Actor follows the SEC's fair access rules: a declared User-Agent, at most 4 requests per second (limit is 10), and backoff on errors.
• Not affiliated with or endorsed by the SEC. 13F data is self-reported by managers, delayed by up to 45 days and provided as filed; it is not investment advice.

Pricing

Pay per event (Apify takes care of billing; you only pay for what is delivered):

Event	Price	Charged
apify-actor-start	$0.005	once per run
filing-record	$0.004	per 13F filing summary delivered (filings mode)
holding-record	$0.002	per holding or position change delivered (holdings mode)

A default test run (25 filing summaries) costs about $0.105. Following 10 managers' changes each quarter in holdings mode (~40 changed positions each) costs about $0.81 per quarter. Filings and holdings removed by your filters are free. maxItems and Apify's max cost per run cap your spend; the Actor stops delivering when your budget is reached, so you are never charged for more than you set. No separate platform-usage charges: compute is included in the event prices.