🚀 SEC 13F Holdings Scraper

Track what the world's largest institutional investors are buying and selling. This tool collects quarterly 13F filings directly from the SEC, giving you a complete picture of fund holdings by manager, stock, and time period. Whether you're researching investment strategies, competitive positioning, or market trends, you get structured, clean data on every holding - company name, shares owned, market value, voting power, and more.

Perfect for investment professionals, financial analysts, researchers, and anyone who needs to understand what major institutions are investing in. No technical skills required.

✨ What Does It Do

• Institutional Fund Manager Names - Search and identify specific institutional investors like BlackRock, Vanguard, and Berkshire Hathaway to understand which major players are investing in your sectors
• Holdings Details (Stock Name, Shares, Value) - Get one record per holding showing exact company names, share counts, and market values to analyze institutional position sizes and exposure
• CUSIP Code - Receive unique security identifiers enabling precise matching with your own portfolio systems and market data providers
• Filing Dates and Reporting Periods - Capture submission dates and quarter-end reporting dates to track when institutional positions changed
• Voting Rights Data (Sole, Shared, None) - Extract voting power breakdowns to understand management control and institutional influence over companies
• Manager Location - Identify fund headquarters to research geographic investment biases and regional market focus
• SEC Links for Verification - Get direct links to original SEC EDGAR filings so you can verify data and access full disclosures

🎬 Demo Video

Demo video coming soon.

🔧 Input

The tool accepts the following inputs (all optional - start with a manager name and max items, or use CIK for precision):

{
  "searchQuery": "BlackRock",
  "maxItems": 10,
  "cik": "",
  "dateFrom": "2025-01-01",
  "dateTo": "2025-12-31",
  "includeHoldings": true,
  "maxFilings": 5,
  "maxConcurrency": 3
}

Input Fields Explained:

• Manager Name Search -Enter the name of an institutional investor (e.g., "BlackRock", "Vanguard", "Berkshire Hathaway"). The tool searches SEC filings for matching managers. If you provide a CIK, this field is ignored.

• Max Items - How many holding records to return in total. Each filing may contain hundreds of holdings, so this controls your output size.

• CIK (Company Identifier) -For precision searches, enter the SEC Central Index Key of a specific institution (e.g., "0002012383" for BlackRock). Using a CIK bypasses the manager name search and ensures you get filings only for that exact entity.

• Date From -Start date for your search in YYYY-MM-DD format (e.g., "2025-01-01"). Filters filings by the date they were submitted to the SEC.

• Date To -End date for your search in YYYY-MM-DD format (e.g., "2025-12-31"). Works with Date From to create a date range.

• Include Individual Holdings -When enabled (true), you get one record per holding with all holding-level details. When disabled (false), you get one record per filing with summary-only information. Enable this to analyze individual stock positions.

• Max Filings -Maximum number of 13F filings to process (1-100). Each quarterly filing can contain hundreds of holdings. More filings = more data but slower processing.

• Max Concurrency -Number of parallel requests to the SEC (1-10). SEC allows up to 10 requests per second. Increase for speed or decrease if you encounter rate limiting.

📊 Output

The tool returns a dataset with one row per holding. Here's a sample output:

{
  "filingManagerName": "BlackRock Inc",
  "cik": "0001086364",
  "accessionNumber": "0001086364-25-000005",
  "formType": "13F-HR",
  "filingDate": "2025-02-14",
  "periodOfReport": "2024-12-31",
  "nameOfIssuer": "APPLE INC",
  "titleOfClass": "COM",
  "cusip": "037833100",
  "valueThousands": 35500000,
  "shares": 830000000,
  "shareType": "SH",
  "investmentDiscretion": "SOLE",
  "votingSole": 830000000,
  "votingShared": 0,
  "votingNone": 0,
  "managerLocation": "New York, NY",
  "filingUrl": "https://www.sec.gov/cgi-bin/viewer?action=view&cik=0001086364&accession_number=0001086364-25-000005&xbrl_type=v",
  "scrapedAt": "2025-02-26T10:15:32.000Z"
}

Output Fields Explained:

• Filing Manager Name -Name of the institutional investor submitting the 13F form
• CIK -SEC Central Index Key, unique identifier for the filer
• Accession Number -Unique identifier for this specific filing submission
• Form Type -Always "13F-HR" for 13F holdings reports
• Filing Date -When the 13F was submitted to the SEC
• Period of Report -The quarter-end date covered by this filing
• Name of Issuer -Company name of the stock held
• Title of Class -Stock class (usually "COM" for common stock)
• CUSIP -Unique security identifier code
• Value Thousands -Market value of the holding in thousands of dollars
• Shares -Number of shares held
• Share Type -Type code for the shares (usually "SH" for shares)
• Investment Discretion -Manager's discretionary control (SOLE, SHARED, NONE)
• Voting Sole/Shared/None -Number of shares with sole voting power, shared voting power, or no voting power
• Manager Location -Geographic location of the fund manager
• Filing URL -Direct link to the SEC EDGAR filing for verification
• Scraped At -Timestamp of when the data was collected

Download your results as CSV for Excel, JSON for databases, or Excel for spreadsheets.

💎 Why Choose the SEC 13F Holdings Scraper?

This scraper connects you directly to the SEC EDGAR database - the authoritative source for institutional investor holdings. No middlemen, no delays, no data licensing fees. Get the most current quarterly filings as soon as they're published.

With simple inputs like a manager name and date range, you can instantly retrieve thousands of holdings without learning complex SEC search mechanics. The tool handles pagination, format parsing, and data cleaning automatically. Results download in seconds, ready to use in Excel, databases, or analysis software.

Key advantages:

• Official Source -Direct from SEC EDGAR, ensuring accuracy and legal compliance
• Complete Holdings -Every stock, bond, and security in the filing with detailed voting and ownership data
• Easy Search -Find any institutional manager by name or CIK number
• Date Flexibility -Filter by quarter or year to track investment changes over time
• No Coding -Pure point-and-click interface, no technical setup required
• Ready to Export -Download CSV, Excel, or JSON formats instantly

📋 How to Use

1. Sign Up: Create a free account w/ $5 credit
2. Find the Actor: Search for "SEC 13F Holdings Scraper" in the Apify Marketplace
3. Set Your Inputs: Enter a manager name like "BlackRock" (or a CIK number), choose your date range, and select max items
4. Run It: Click "Start" and wait for the scraper to retrieve the filings
5. Download Results: Export your data as CSV, Excel, or JSON
6. Analyze: Use the holdings data in spreadsheets, BI tools, or databases

No technical skills required. The whole process takes minutes.

🎯 Business Use Cases

• Investment Research Teams -Monitor what top-tier institutional investors are holding to identify market trends, fund strategy changes, and institutional confidence in specific stocks. Use 13F data as a leading indicator for market direction.

• Competitive Analysis -Track your firm's holdings against competitors to benchmark your portfolio strategy, identify crowded trades, and understand relative positioning in target sectors.

• Equity Analysts -Research which major institutions own the companies you follow, understand institutional ownership concentration, and factor in this investor base when modeling stock performance.

• Financial Journalists & Content Creators -Report on major fund moves, institutional trends, and notable position changes. Use 13F filings as a data source for investment news and commentary.

• Risk & Compliance Teams -Monitor affiliated fund holdings for disclosure requirements, identify beneficial ownership stakes in your portfolio companies, and ensure regulatory filings accurately reflect your institutional position.

❓ FAQ

How does the tool find specific managers? You simply type the manager's name (like "BlackRock" or "Vanguard") and the tool searches the SEC database for matching companies. If you want to be very precise, use the CIK number instead - that's the SEC's unique identifier for each firm.

How accurate is the data? This tool pulls directly from official SEC EDGAR filings. The data is as accurate as the institutions' own filings. 13F reports are legally required quarterly disclosures, so they're audited and official. We simply extract and organize what's already public.

When are 13F filings released? Institutional managers must file 13F reports within 45 days of quarter-end. So Q4 filings (as of December 31) are typically available by mid-February. Filings go live on SEC EDGAR as soon as they're submitted.

Can I schedule regular collection runs? Yes. You can set up recurring runs via Apify's scheduler to automatically collect new 13F filings every quarter. Download fresh data without manual effort.

What's the difference between "Include Individual Holdings" on vs off? When enabled (recommended), you get one row per stock holding with all details. When disabled, you get one row per filing with summary info only. Use "on" for detailed analysis of specific holdings.

What if I encounter errors or slow performance? If you're getting rate-limited, lower the Max Concurrency setting to 2-3. If a manager name returns no results, try searching by their CIK number instead. Contact our support team if you need help.

How far back can I search? The SEC EDGAR database goes back decades, but more recent filings (last 10 years) have better data quality and formatting. Older filings may have parsing inconsistencies.

🔗 Integrate SEC 13F Holdings Scraper with any app

Connect this scraper to your favorite tools for automated workflows:

• Make - Automate workflows across hundreds of apps
• Zapier - Connect to 5000+ business applications
• GitHub - Version control integration for data pipelines
• Slack - Get notifications when new filings are collected
• Airbyte - Build automated data pipelines
• Google Drive - Export results directly to spreadsheets

Use webhooks to trigger automated actions when new data arrives - send alerts to Slack, push to databases, or start downstream analysis.

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Browse our complete collection of data extraction tools for more options.

🆘 Need Help?

Visit the Apify Support Center for documentation and troubleshooting.

For specific questions about SEC 13F data or actor functionality, check the FAQ section above or contact us directly.

📞 Contact

Contact us to request a new scraper, propose a custom data project, or report a technical issue with this actor at https://tally.so/r/BzdKgA

⚠️ Disclaimer

This Actor is an independent tool and is not affiliated with, endorsed by, or sponsored by the U.S. Securities and Exchange Commission (SEC), EDGAR, or any of their subsidiaries. All trademarks mentioned are the property of their respective owners. This tool accesses publicly available data from SEC EDGAR and does not represent official SEC guidance or endorsement.