📊 SEC Form 13F Holdings Tracker — Hedge Fund & Institutional Investors

Track every quarterly holding of every $100M+ institutional investment manager — directly from SEC EDGAR. One dataset row per position. No paywall, no API key needed, fresh on the day filings post.

A Quiver Quantitative / WhaleWisdom / Stockzoa alternative built on the official SEC 13F-HR filings feed. Every quarter (mid-Feb / mid-May / mid-Aug / mid-Nov), institutional investment managers — Berkshire Hathaway, Renaissance Technologies, Bridgewater, Citadel, Two Sigma, every hedge fund + RIA + insurance company over $100M AUM — disclose every long equity position they hold. This Actor turns those raw infotable.xml filings into clean structured rows ready for your spreadsheet, BI tool, vector DB, or alpha-research notebook.

What you get (per holding row)

• filer_name + filer_cik — institutional manager (display + numeric CIK)
• filing_form — 13F-HR or 13F-HR/A (amendment)
• filing_date, period_ending — when filed and the as-of quarter
• accession_number — the unique SEC filing ID
• issuer_name, title_of_class, cusip — what was held
• value_usd — position market value in USD (post-2022 reporting)
• shares_or_principal_amount + shares_or_principal_amount_type (SH/PRN)
• put_call — populated for derivative legs (Put / Call)
• investment_discretion — SOLE / SHARED / DEFINED (DFND)
• voting_authority_sole / _shared / _none
• infotable_url, filing_index_url — direct links back to SEC.gov

Six high-leverage use cases

1. Track Berkshire / Renaissance / Bridgewater — set filerCik to one of 0001067983, 0001037389, 0001350694 and pull every position they hold the moment the filing posts.
2. "Who owns ticker X?" — set tickers: ["APPLE"] (substring match against issuer name) and snapshot all institutional holders in a window.
3. New positions vs prior quarter — run two windows (e.g. Q3 vs Q4) side-by-side, then diff on (filer_cik, cusip) to surface new buys + complete exits.
4. Detect activist accumulation — Schedule 13D crosses 5%, but 13F holdings reveal pre-disclosure stake building one quarter at a time.
5. Build a long/short factor — group by issuer, sum position values, compute "smart-money concentration" weights for backtesting.
6. M&A target screening — issuers held heavily by activist funds (Pershing Square, Elliott, Engaged Capital) are statistically over-represented in subsequent buyout announcements.

JSON quick start (Apify API)

{
  "dateFrom": "2024-11-15",
  "dateTo": "2024-11-30",
  "filerCik": "0001067983",
  "maxFilings": 5
}

POST to https://api.apify.com/v2/acts/nexgendata~sec-form-13f-holdings-tracker/runs?token=YOUR_TOKEN.

Python SDK example

from apify_client import ApifyClient

client = ApifyClient("YOUR_TOKEN")
run = client.actor("nexgendata/sec-form-13f-holdings-tracker").call(
    run_input={
        "dateFrom": "2024-11-15",
        "dateTo": "2024-11-30",
        "filerCik": "0001067983",
        "maxFilings": 5,
    }
)
for item in client.dataset(run["defaultDatasetId"]).iterate_items():
    print(item["filer_name"], item["issuer_name"], item["value_usd"])

cURL one-liner

curl -X POST "https://api.apify.com/v2/acts/nexgendata~sec-form-13f-holdings-tracker/runs?token=$APIFY_TOKEN" \
  -H "content-type: application/json" \
  -d '{"dateFrom":"2024-11-15","dateTo":"2024-11-30","filerCik":"0001067983","maxFilings":5}'

Pipe the output anywhere

• Zapier — Apify → New Items in Dataset → Google Sheets / Slack / Airtable / Notion
• Make.com — Apify Watch Run → Data Store / Webhook / Sheets
• n8n — built-in Apify trigger node; route holdings into your warehouse
• DBT / Airflow / Dagster — daily/weekly cron via /runs?token=...&waitForFinish=120

Pricing — pay only for what you get

Event	Cost
Actor start	$0.00005 (one-time per run, scaled by GB-RAM)
Each 13F holding row	$0.10

A typical Berkshire 13F has ~40 positions → ~$4.00 to pull the entire portfolio. A full quarterly snapshot of 100 hedge funds × 50 positions average → ~$500. Compare to WhaleWisdom Premium ($1,200/yr) or Quiver Pro ($600/yr) — and you own the raw data forever.

Cost calculator: holdings × $0.10 + $0.00005 × memoryGB. No subscription, no minimum, no surprise overage charges.

FAQ

Q. Are amendments (13F-HR/A) included? A. Yes. Amendments share the same archive structure; the filing_form field tells you which is which.

Q. Why don't I see tickers on holdings? A. SEC Form 13F infotables only require CUSIP, not tickers. Use the CUSIP for downstream lookups (your prime broker, Bloomberg, OpenFIGI), or substring-match issuer_name against the company name.

Q. How fresh is the data? A. The Actor reads SEC EDGAR live. Filings appear 45 days after quarter-end (the SEC filing deadline). Confidential-treatment positions are redacted by SEC and won't appear.

Q. What about short positions? A. 13F covers long equity, options, and convertibles only. Shorts are NOT reported on 13F. For shorts, look at FINRA's monthly short-interest data.

Q. Does it work for the very largest filers (e.g. Vanguard, BlackRock)? A. Yes — those filings have 5,000–10,000+ positions. Use maxHoldingsPerFiling to cap if you only want the top N.

Q. Is the data official? A. Yes. Source is https://www.sec.gov/Archives/edgar/data/{cik}/{accession}/infotable.xml — the canonical SEC filing.

Related actors from the same author

• SEC Form 4 Insider Trading Scraper — officer/director trades + derivative legs, $0.10/filing.
• SEC Form 8-K Material Events Scraper — M&A, exec changes, bankruptcy, cyber events.
• SEC Form D Scraper — private offering disclosures (Reg D filings) for VC/PE intel.

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Built and maintained by the nexgendata team. Bug reports & feature requests welcome via Apify Console messaging.