SEC Form 13F Holdings Scraper — Institutional Portfolio API

Track hedge fund, RIA, bank, insurance-company, and other institutional investment-manager positions from official SEC EDGAR Form 13F filings.

The actor searches current SEC filing metadata, fetches the official filing cover and information-table XML, and returns one stable, source-linked row per reported holding. Use it for institutional portfolio research, hedge-fund tracking, manager screening, issuer ownership research, finance leads, and investment-data workflows. No API key, login, browser, or proxy is required.

Fast start

The default fetches Berkshire Hathaway's latest filing in a rolling 180-day window and returns 25 holdings:

{
  "managerCik": "1067983",
  "daysBack": 180,
  "sortBy": "value_desc",
  "maxResults": 25,
  "maxFilingsScanned": 1
}

Search a manager by name:

{
  "managerQuery": "Berkshire Hathaway",
  "managerCik": "",
  "daysBack": 365,
  "maxResults": 100
}

Find a manager's Apple positions and sort by reported value:

{
  "managerCik": "1067983",
  "issuerQuery": "Apple",
  "daysBack": 365,
  "sortBy": "value_desc",
  "maxResults": 25
}

Inspect one exact filing:

{
  "accessionNumber": "0001193125-26-226661",
  "managerCik": "",
  "maxResults": 100
}

Search and filters

• investment-manager name or filing keyword
• exact manager CIK or filing accession number
• explicit filing dates or a rolling 1–3,650 day window
• manager business-address states
• portfolio-company / issuer name or security-class keyword
• exact CUSIPs
• ordinary rows, puts, or calls
• investment-discretion keyword
• minimum reported position value in USD
• minimum shares or principal amount
• latest, value, shares, or issuer-name sorting
• 1–1,000 total holding-row cap

All filters are combined. CUSIP and state arrays use OR within the field and AND across fields.

Output

Each found holding exposes 45 stable keys, including:

• filing date, report quarter, form/amendment status, accession, and official filing links
• investment-manager CIK, name, reported address, Form 13F file number, CRD number, and SEC file number
• report type, table entry count, total reported portfolio value, and confidential-omission flag
• issuer name, security class, CUSIP, and FIGI when reported
• reported position value and normalized USD value
• shares or principal amount and its unit
• put/call designation, investment discretion, other-manager code, and voting authority
• signature name, title, and date
• total SEC filing hits, filings scanned, scan-limit status, and interpretation caveats

No-match runs return an explicit NO_MATCHES evidence item. Temporary SEC source failures return SOURCE_UNAVAILABLE instead of an ambiguous empty dataset.

Reported value units

SEC Form 13F filings submitted on or after January 3, 2023 report values rounded to the nearest dollar. Earlier filings reported values in thousands of dollars. The actor preserves the raw reportedValue, labels reportedValueUnit, and normalizes reportedValueUsd and tableValueTotalUsd for filtering and comparison.

Bounded scan behavior

Holding-level fields live in each filing's information-table document, so the actor must fetch filing documents to evaluate issuer, CUSIP, value, shares, put/call, and discretion filters. maxFilingsScanned bounds cost and runtime.

Every found row reports searchTotalFilings, filingsScanned, and scanLimitApplied. If scanLimitApplied is true, results cover the newest disclosed scan window—not every filing in the full date range.

Important interpretation limits

Form 13F is filed by qualifying institutional investment managers, normally within 45 days after quarter end. It is not a live portfolio, SEC verification, proof of beneficial ownership, investment advice, or a complete view of every asset a manager owns.

The filing covers only securities on the SEC's official Section 13(f) list. It omits many non-reportable assets and short positions. Managers can request confidential treatment, amendments can revise earlier reports, and holdings can change materially before publication. Options are reported as put/call positions, but short positions are not reported.

Use this actor for research and screening. Confirm material investment, trading, credit, legal, or diligence decisions against the linked official filing and other current sources.

Official sources

• SEC EDGAR full-text search
• SEC Form 13F data sets and guidance
• SEC Form 13F frequently asked questions