13F Holdings Tracker: Hedge Fund Positions by Quarter

What does 13F Holdings Tracker: Hedge Fund Positions by Quarter do?

13F Institutional Holdings Tracker returns the stock positions that hedge funds, asset managers and other institutions report to the SEC on Form 13F, one row per holding. Each row has the fund, the quarter, the issuer and ticker, shares held, value in US dollars, share of the portfolio and the change in shares since the previous quarter, labelled new, increased, decreased, unchanged or exited. Give it fund CIK numbers or names, or a whole watchlist of funds at once, and it reads the official SEC EDGAR filings directly.

Why use 13F Holdings Tracker: Hedge Fund Positions by Quarter?

• The change since last quarter is the point: every holding is labelled new, increased, decreased, unchanged or exited.
• Positions the fund sold out of completely are returned as exited rows, not silently dropped.
• Repeated lines for the same security are merged, so each position appears once.
• A watchlist of many funds in one run, and delta mode to receive only newly filed quarters.
• Official SEC EDGAR data with a link to the filing on every row; no API key.

What makes this different

Sites that sell 13F data charge for the same public filings. This Actor reads the official filings, merges duplicate lines, matches tickers, computes the quarter-over-quarter change and the exited positions, and links every row to the source filing.

Who can use the 13F Institutional Holdings Tracker and how?

• Retail investors: see what famous funds bought, sold and dropped last quarter as input to your own research.
• Analysts and newsletters: publish a quarterly summary of the biggest new and exited positions of a list of funds.
• Quant and data teams: build a history of institutional ownership by ticker for factor research and crowding measures.
• Journalists: check what a fund reported and link to the filing.
• Fintech developers: power a whale-watching or copy-the-funds feature through the Apify API.
• Investor relations teams: monitor which institutions hold or exit your company.
• Portfolio managers: compare your book with peers' quarter-end positions.
• Researchers: study concentration and turnover of institutional portfolios.

How it works

1. Your input — enter fund CIK numbers or names, and optionally a starting quarter.
2. The Actor collects it — the Actor reads each fund's latest 13F filings from SEC EDGAR and compares them with the quarter before.
3. Your output — you get one row per holding with shares, value, portfolio share and the change.

What data can you extract?

The dataset has 28 fields per row:

Field	Type	Description
institution_name	string	Fund name as registered with the SEC.
cik	string	SEC CIK number of the fund.
filing_quarter	string	Quarter of the filing, for example 2026-Q2.
report_date	string	Quarter end date (YYYY-MM-DD).
filed_date	string	Date the 13F was filed (YYYY-MM-DD).
accession_number	string	SEC accession number of the filing.
ticker	string	Ticker matched from issuer name or CUSIP, null when unknown.
ticker_source	string	sec_name_match or openfigi.
issuer_name	string	Issuer as reported.
title_of_class	string	Class of the security, for example COM.
cusip	string	CUSIP identifier.
put_call	string	Put or Call for option positions.
shares_held	number	Shares (or principal amount) held.
value_usd	number	Reported market value in US dollars.
shares_change_qoq	number	Change in shares since the previous quarter.
shares_change_qoq_pct	number	Percent change in shares since the previous quarter.
position_change	string	new, increased, decreased, unchanged or exited.
pct_of_portfolio	number	Share of the reported portfolio in percent.
rank_in_portfolio	number	Rank by value within the filing.
investment_discretion	string	Investment discretion code (SOLE, DFND, OTR).
portfolio_total_value_usd	number	Total value of the reported portfolio.
positions_in_filing	number	Number of positions in the filing.
prior_quarter	string	Quarter used for the comparison.
source_document_url	string	Link to the SEC filing.
fetch_path	string	How the row was read: edgar_xml.
source	string	Data source.
scraped_at	string	Collection time (ISO 8601).
actor_version	string	Output schema version.

How to use 13F Holdings Tracker: Hedge Fund Positions by Quarter

1. Open the Actor and go to the Input tab.
2. Enter Institution CIK numbers (for example 1067983) or Institution names, choose how many holdings per institution you want, and optionally set Since quarter.
3. Optionally set filters and a Max results limit.
4. Click Start. A default run finishes in under a minute.
5. Open the Output tab, then download the dataset or connect it to your tools.

Input Parameters

Parameter	Type	Required	Default	Description
institutionCik	array	No	[]	SEC CIK numbers of the funds to read, one per line (for example 1067983 for Berkshire Hathaway).
institutionName	array	No	[]	Fund names to look up on EDGAR, for example Bridgewater Associates. The first match that files 13F reports is used.
sinceQuarter	string	No	—	Return every quarter from this one on, for example 2026-Q1. Leave empty for the latest quarter only.
maxHoldingsPerInstitution	integer	No	25	Largest positions returned per filing. Default is 25 for a quick test; set 0 for every position.
includeExited	boolean	No	true	Also return the biggest positions the fund sold out of completely since the prior quarter (up to 10 per filing).
deltaMode	boolean	No	false	Return and bill only holdings from filings not delivered by an earlier run with the same delta key.
deltaStateKey	string	No	"default"	Name of the tracked stream. Use a different key per watchlist of funds.
proxyConfiguration	object	No	{"useApifyProxy":false}	Optional proxy. SEC EDGAR works without one.

Output Data

shares_change_qoq is shares now minus shares in the previous quarter's filing; position_change says new, increased, decreased, unchanged or exited. pct_of_portfolio is the position's share of the reported 13F portfolio. value_usd is the value the fund reported at quarter end. Options are separate rows with put_call set. ticker is matched from the issuer name or the CUSIP and is null when it cannot be matched.

A real dataset item:

{
    "institution_name": "BERKSHIRE HATHAWAY INC",
    "cik": "1067983",
    "filing_quarter": "2026-Q2",
    "report_date": "2026-06-30",
    "filed_date": "2026-08-14",
    "accession_number": "0001193125-26-352200",
    "ticker": "AAPL",
    "ticker_source": "sec_name_match",
    "issuer_name": "APPLE INC",
    "title_of_class": "COM",
    "cusip": "037833100",
    "put_call": null,
    "shares_held": 227917808,
    "value_usd": 65950296923,
    "shares_change_qoq": 0,
    "shares_change_qoq_pct": 0,
    "position_change": "unchanged",
    "pct_of_portfolio": 22.0383,
    "rank_in_portfolio": 1,
    "investment_discretion": "DFND",
    "portfolio_total_value_usd": 299253556246,
    "positions_in_filing": 29,
    "prior_quarter": "2026-Q1",
    "source_document_url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.htm",
    "fetch_path": "edgar_xml",
    "source": "sec_edgar",
    "scraped_at": "2026-09-26T02:11:26.315Z",
    "actor_version": "1.0.0"
}

How to read and use the results

1. Filter position_change = new for fresh buys and exited for complete sales.
2. Sort by shares_change_qoq for the biggest adds and cuts.
3. Use pct_of_portfolio to see how important a position is to the fund.
4. Group by ticker across funds to find crowded holdings.
5. Remember the lag: this is what the fund held at quarter end, reported up to 45 days later.
6. Verify with source_document_url, which opens the SEC filing.

Usage Examples

Berkshire Hathaway's top holdings and changes

{
    "institutionCik": ["1067983"],
    "maxHoldingsPerInstitution": 25
}

Several funds by name

{
    "institutionName": ["Bridgewater Associates", "Renaissance Technologies"],
    "maxHoldingsPerInstitution": 50
}

Every quarter since 2026-Q1 for a watchlist

{
    "institutionCik": ["1067983", "1350694"],
    "sinceQuarter": "2026-Q1",
    "maxHoldingsPerInstitution": 0
}

Tips for Best Results

• Use CIK numbers when you can; names are matched to the first fund that files 13F reports.
• Sort by shares_change_qoq or filter position_change = new to see fresh buys.
• Set holdings to 0 for the full portfolio of a fund.
• Schedule the Actor around each filing deadline (mid February, May, August, November) with delta mode on.
• Default is 5 results for a fast test. Set the max to 0 to return everything available.

Reliability by mode

Mode	Status	Needs login or key?	Notes
Latest quarter of a fund	✅	No	Read from SEC EDGAR.
Quarter-over-quarter change	✅	No	Needs the previous quarter's filing; empty when the fund is new.
Fund lookup by name	🟡	No	First match that files 13F; use CIK for precision.
Ticker matching	🟡	No	Issuer name and CUSIP lookup; null when unknown.
Amended filings (13F-HR/A)	❌	-	Original filing only.
Real-time positions	❌	-	13F is quarterly with a 45-day lag.

✅ works as described, 🟡 works with caveats, ❌ not supported.

Only new records (delta mode)

Turn on Only new filings (delta mode) and set a Delta key. A scheduled run then returns, and bills, only holdings from filings that earlier runs of that key have not delivered, so you receive each new quarter once.

Known Limitations

• 13F filings are due 45 days after each quarter ends, so the data is up to about 4.5 months old and never real-time.
• 13F covers long positions in US-listed securities, options and some others; it does not show short positions, most bonds, cash or non-US holdings.
• Confidential-treatment positions can be omitted by the filer and filed later.
• Tickers are matched from issuer names and CUSIPs; bonds, funds and unusual share classes can have a null ticker.
• Filings before 2023 reported values in thousands of dollars; the Actor detects this and converts to dollars.
• Only the original 13F-HR is read, not later amendments.

Integrations

Run it from the Apify API, on a schedule, or from a webhook. Send results straight to Google Sheets, Make, Zapier, Slack or your own database with Apify's built-in integrations.

Export Formats

Download the dataset as JSON, CSV, Excel, XML, HTML table or RSS from the Output tab or the API.

Frequently Asked Questions

Where does the data come from?

The official SEC EDGAR system: fund filing lists from data.sec.gov and the holdings tables from each Form 13F-HR. It is an official public source, not a scraped website. Requests stay under the SEC's limit of 10 per second.

Does it need an API key?

No.

Why is the data delayed?

Institutions have 45 days after each quarter to file, so the newest data is up to 45 days after quarter end.

What does exited mean?

The position was in the previous quarter's filing and is gone from the current one. The row has zero shares and shows how many shares were sold.

How do I see what a hedge fund bought last quarter?

Enter the fund's CIK or name and keep the default; rows with position_change new or increased are the buys.

Am I charged for failed results?

No. You are only charged for holdings that are written to the dataset.

Do I need an account or login?

No. The Actor reads public SEC filings and needs no account or API key.

Am I charged for failed runs or empty results?

You are only charged for results that are actually written to the dataset.

Can I run it on a schedule?

Yes. Create a Task with your input and add a schedule in Apify Console. With monitor mode on, each scheduled run returns only what changed since the previous one.

Changelog

• 2026-09-26: First release: 13F holdings with quarter-over-quarter change, exited positions, ticker matching and delta mode.

Enterprise and custom work

Need higher volumes, a custom output schema, dedicated scheduling or a no-breaking-changes commitment for a production pipeline? Open an issue on the Actor page and describe your use case. Bulk terms and custom builds are available.

Support

Questions or a missing field? Open an issue from the Issues tab on this Actor's page and it will be looked at.

Legal / Responsible Use

This Actor reads public filings from SEC EDGAR. You are responsible for how you use the data. It is not investment advice and is not affiliated with the SEC or any fund.