# SEC 13F Institutional Holdings Scraper (`scrapers_lat/sec-13f-holdings-scraper`) Actor

Scrape SEC Form 13F institutional holdings for any hedge fund or asset manager. For a manager name or CIK, get their latest quarterly filing with each equity position: issuer, CUSIP, market value in USD, shares, put/call, investment discretion and voting authority. Export to JSON, CSV or Excel.

- **URL**: https://apify.com/scrapers\_lat/sec-13f-holdings-scraper.md
- **Developed by:** [Scrapers Lat](https://apify.com/scrapers_lat) (community)
- **Categories:** Developer tools, News
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $10.20 / 1,000 results

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.
Since this Actor supports Apify Store discounts, the price gets lower the higher subscription plan you have.

Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event

## What's an Apify Actor?

Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.
Actors are written with capital "A".

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.
The best way to integrate Actors is as follows.

In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js/docs.md):

```bash
npm install apify-client
```

In Python projects, use official [Python client library](https://docs.apify.com/api/client/python/docs.md):

```bash
pip install apify-client
```

In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md):

````bash
# MacOS / Linux
curl -fsSL https://apify.com/install-cli.sh | bash
# Windows
irm https://apify.com/install-cli.ps1 | iex
```bash

In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/integrations/mcp.md).

If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md).

For usage examples, see the [API](#api) section below.

For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt).


# README

## SEC 13F Institutional Holdings Scraper

> Track what the biggest hedge funds and asset managers own. Look up any institutional manager by name or CIK and pull their latest quarterly 13F holdings, one clean record per position, with issuer, CUSIP, market value, shares and voting authority. Export for research, alpha signals and portfolio tracking.

![Apify](https://img.shields.io/badge/Platform-Apify-1CE1CE?logo=apify&logoColor=white)
![13F holdings](https://img.shields.io/badge/Data-13F%20holdings-blue)
![Output](https://img.shields.io/badge/Output-JSON%20%7C%20CSV%20%7C%20Excel-orange)

<table><tr>
<td align="center"><strong>Any manager</strong><br>by name or CIK</td>
<td align="center"><strong>Every position</strong><br>issuer, CUSIP, value, shares</td>
<td align="center"><strong>JSON / CSV / Excel</strong><br>output formats</td>
</tr></table>

<br>

### What you get

Each record is one disclosed position from the manager's latest quarterly 13F filing, ready for a screener, a model or a spreadsheet:

- **managerName**, **managerCik**: the institutional manager and its identifier
- **form**, **filingDate**, **reportPeriod**, **accessionNumber**: which filing the position comes from
- **nameOfIssuer**, **titleOfClass**: the security held
- **cusip** and **figi**: security identifiers for joining to other datasets
- **valueRaw**, **valueUsd**, **valueUnit**: reported market value plus a normalized value in whole US dollars
- **sharesOrPrincipalAmount**, **sharesType**: number of shares (SH) or principal amount (PRN)
- **putCall**: whether the position is an option (PUT / CALL), or empty for the underlying
- **investmentDiscretion**: sole, shared-defined or shared-other discretion
- **otherManager**: which co-managers share the position
- **votingSole**, **votingShared**, **votingNone**: voting authority breakdown
- **observedAt**: when the record was collected

### Who is it for

| Use case | Who benefits |
|---|---|
| Alpha and idea generation | Analysts cloning or fading famous funds' positions |
| Portfolio and risk | Teams tracking crowding and concentration across managers |
| Fintech and data products | Builders adding institutional ownership to their apps |
| Journalism and research | Reporters citing who bought or sold what, quarter over quarter |

### How to use it

1. Enter a **manager** by name (for example `Berkshire Hathaway`, `Bridgewater Associates`, `Scion Asset Management`) or by CIK (for example `0001067983`).
2. Set **Max Items** to cap how many holdings you want from the latest filing.
3. Run, then export as JSON, CSV or Excel, or pull the data through the Apify API.

### Frequently Asked Questions

**What is a 13F filing?**
Institutional managers that exercise investment discretion over at least 100 million US dollars in listed US equities must disclose their holdings every quarter on Form 13F. This actor returns those disclosed positions.

**How are values reported?**
Recent filings report market value in whole US dollars; older filings reported in thousands. Each record includes the reported value, a normalized `valueUsd`, and a `valueUnit` flag so the numbers are always comparable.

**Why are there several rows for the same issuer?**
A manager can split a single holding across co-managers or voting arrangements, so the filing lists each slice on its own line. This actor keeps that full granularity, one record per line, so nothing is lost.

**Can I look up a fund by its manager name?**
Yes. Enter the fund or firm name and the actor finds the matching filer automatically, or enter the CIK directly for an exact match.

**How fresh is the data?**
The actor always resolves the manager's most recent 13F filing at run time, so you get the latest quarter that has been disclosed.

<!-- example-tasks -->
<!-- /example-tasks -->

<!-- related-actors -->
### Related scrapers

- [SEC EDGAR Filings Scraper](https://apify.com/scrapers_lat/sec-edgar-filings-scraper)
- [SEC EDGAR Financials Scraper](https://apify.com/scrapers_lat/sec-edgar-financials-scraper)
- [Yahoo Finance Scraper](https://apify.com/scrapers_lat/yahoo-finance-scraper)

<!-- /related-actors -->

<!-- scrapers-lat-cta -->
### More scrapers at scrapers.lat

This actor is built and maintained by [scrapers.lat](https://scrapers.lat), where we publish scrapers for public platforms: finance, news, real estate, jobs, e-commerce and government data. Browse the full catalog or ask us for a custom scraper at [scrapers.lat](https://scrapers.lat).

---

> This actor is an independent tool and has no affiliation with the SEC. It only accesses publicly available regulatory disclosures. Use the results in accordance with the source's terms.

# Actor input Schema

## `maxHoldings` (type: `integer`):

Maximum number of holdings to return from the latest 13F filing. Optional.
## `manager` (type: `string`):

The hedge fund or asset manager to look up, by company name (for example 'Berkshire Hathaway', 'Bridgewater Associates', 'Scion Asset Management') or by SEC CIK number (for example 0001067983).

## Actor input object example

```json
{
  "maxHoldings": 30,
  "manager": "Berkshire Hathaway"
}
````

# Actor output Schema

## `results` (type: `string`):

No description

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "maxHoldings": 30,
    "manager": "Berkshire Hathaway"
};

// Run the Actor and wait for it to finish
const run = await client.actor("scrapers_lat/sec-13f-holdings-scraper").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {
    "maxHoldings": 30,
    "manager": "Berkshire Hathaway",
}

# Run the Actor and wait for it to finish
run = client.actor("scrapers_lat/sec-13f-holdings-scraper").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"])
for item in client.dataset(run["defaultDatasetId"]).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{
  "maxHoldings": 30,
  "manager": "Berkshire Hathaway"
}' |
apify call scrapers_lat/sec-13f-holdings-scraper --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "command": "npx",
            "args": [
                "mcp-remote",
                "https://mcp.apify.com/?tools=scrapers_lat/sec-13f-holdings-scraper",
                "--header",
                "Authorization: Bearer <YOUR_API_TOKEN>"
            ]
        }
    }
}

```

## OpenAPI specification

```json
{
    "openapi": "3.0.1",
    "info": {
        "title": "SEC 13F Institutional Holdings Scraper",
        "description": "Scrape SEC Form 13F institutional holdings for any hedge fund or asset manager. For a manager name or CIK, get their latest quarterly filing with each equity position: issuer, CUSIP, market value in USD, shares, put/call, investment discretion and voting authority. Export to JSON, CSV or Excel.",
        "version": "0.1",
        "x-build-id": "OIpcjnbSc1YO4xbyL"
    },
    "servers": [
        {
            "url": "https://api.apify.com/v2"
        }
    ],
    "paths": {
        "/acts/scrapers_lat~sec-13f-holdings-scraper/run-sync-get-dataset-items": {
            "post": {
                "operationId": "run-sync-get-dataset-items-scrapers_lat-sec-13f-holdings-scraper",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        },
        "/acts/scrapers_lat~sec-13f-holdings-scraper/runs": {
            "post": {
                "operationId": "runs-sync-scrapers_lat-sec-13f-holdings-scraper",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor and returns information about the initiated run in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK",
                        "content": {
                            "application/json": {
                                "schema": {
                                    "$ref": "#/components/schemas/runsResponseSchema"
                                }
                            }
                        }
                    }
                }
            }
        },
        "/acts/scrapers_lat~sec-13f-holdings-scraper/run-sync": {
            "post": {
                "operationId": "run-sync-scrapers_lat-sec-13f-holdings-scraper",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        }
    },
    "components": {
        "schemas": {
            "inputSchema": {
                "type": "object",
                "properties": {
                    "maxHoldings": {
                        "title": "Max Holdings",
                        "minimum": 1,
                        "maximum": 1000000,
                        "type": "integer",
                        "description": "Maximum number of holdings to return from the latest 13F filing. Optional."
                    },
                    "manager": {
                        "title": "Institutional manager (name or CIK)",
                        "type": "string",
                        "description": "The hedge fund or asset manager to look up, by company name (for example 'Berkshire Hathaway', 'Bridgewater Associates', 'Scion Asset Management') or by SEC CIK number (for example 0001067983)."
                    }
                }
            },
            "runsResponseSchema": {
                "type": "object",
                "properties": {
                    "data": {
                        "type": "object",
                        "properties": {
                            "id": {
                                "type": "string"
                            },
                            "actId": {
                                "type": "string"
                            },
                            "userId": {
                                "type": "string"
                            },
                            "startedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "finishedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "status": {
                                "type": "string",
                                "example": "READY"
                            },
                            "meta": {
                                "type": "object",
                                "properties": {
                                    "origin": {
                                        "type": "string",
                                        "example": "API"
                                    },
                                    "userAgent": {
                                        "type": "string"
                                    }
                                }
                            },
                            "stats": {
                                "type": "object",
                                "properties": {
                                    "inputBodyLen": {
                                        "type": "integer",
                                        "example": 2000
                                    },
                                    "rebootCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "restartCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "resurrectCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "computeUnits": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "options": {
                                "type": "object",
                                "properties": {
                                    "build": {
                                        "type": "string",
                                        "example": "latest"
                                    },
                                    "timeoutSecs": {
                                        "type": "integer",
                                        "example": 300
                                    },
                                    "memoryMbytes": {
                                        "type": "integer",
                                        "example": 1024
                                    },
                                    "diskMbytes": {
                                        "type": "integer",
                                        "example": 2048
                                    }
                                }
                            },
                            "buildId": {
                                "type": "string"
                            },
                            "defaultKeyValueStoreId": {
                                "type": "string"
                            },
                            "defaultDatasetId": {
                                "type": "string"
                            },
                            "defaultRequestQueueId": {
                                "type": "string"
                            },
                            "buildNumber": {
                                "type": "string",
                                "example": "1.0.0"
                            },
                            "containerUrl": {
                                "type": "string"
                            },
                            "usage": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "integer",
                                        "example": 1
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "usageTotalUsd": {
                                "type": "number",
                                "example": 0.00005
                            },
                            "usageUsd": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "number",
                                        "example": 0.00005
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            }
                        }
                    }
                }
            }
        }
    }
}
```
