# SEC 13F Holdings: fund and institutional portfolios per quarter (`steadydata/sec-13f-holdings`) Actor

Every position from the latest 13F-HR filings of hedge funds, asset managers and holding companies by CIK or ticker: issuer, CUSIP, value, shares, put or call, voting authority, share of the portfolio, with quarter, totals and filing links. Up to 200 filers a run. Pay per holding.

- **URL**: https://apify.com/steadydata/sec-13f-holdings.md
- **Developed by:** [Steadydata Team](https://apify.com/steadydata) (community)
- **Categories:** Business, News, Automation
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $0.65 / 1,000 holding listeds

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/actors/running/actors-in-store.md#pay-per-event

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
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.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## 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.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## SEC 13F Holdings: fund and institutional portfolios per quarter

Every position from the latest 13F-HR filings of hedge funds, asset managers and holding companies by CIK or ticker: issuer, CUSIP, value, shares, put or call, voting authority, share of the portfolio, with quarter, totals and filing links. Up to 200 filers a run. Pay per holding.

### Why this scraper

- **Only delivered results are charged.** Inputs that fail come back as clear error
  records at no cost.
- Straight from the SEC's own archive: the filer's filing list from the SEC JSON API, then the cover page and the information table XML of each 13F, the document the manager filed. Measured on the platform: the 50 largest positions each of Berkshire Hathaway, Bridgewater and Pershing Square, 111 rows, in 7 seconds for a fifth of a cent.
- One row per position with everything the table carries: issuer, class, CUSIP, value, shares or principal, put or call, investment discretion, other managers, sole, shared and no voting authority. Plus, on every row, the quarter, the filer's total number of positions and total value from the cover, so a single row reads in context.
- Positions come largest first with `portfolioPercent`, the weight of the position in the delivered table, computed rather than copied, so top-10 lists and concentration figures need no further work.
- `maxHoldingsPerFiling` caps the cost of managers that report thousands of lines; `maxFilingsPerFiler` goes back several quarters for a history; amendments are read only when asked.

### Who this is for

Paste CIKs (1067983 for Berkshire Hathaway), EDGAR URLs or, for listed filers, tickers in `filers` (up to 200 per run), and set `maxFilingsPerFiler` (1 is the latest quarter) and `maxHoldingsPerFiling` (default 1,000, largest first). Built for tracking what famous investors hold, quarter-over-quarter position changes, ownership research on a company across many filers by CUSIP, and building screens on institutional flows.

### Who this is not for

13F reports are quarterly snapshots filed up to 45 days after quarter end, so a row is never live and short positions, cash and most non-US holdings are not in it. Only managers above the SEC's threshold file at all. Filers are found by CIK; there is no search by fund name (the CIK is in the URL of any EDGAR filing). Filings before the XML era (roughly 2013) are text only and come back as a free `NO_FILINGS` row. The SEC asks automated readers to identify themselves and to stay under ten requests per second; this actor does both.

### Input example

```json
{
    "filers": [
        "1067983",
        "1350694",
        "1336528"
    ],
    "includeAmendments": false,
    "maxHoldingsPerFiling": 1000,
    "maxFilingsPerFiler": 1
}
```

### Output example

- `cik`
- `filerName`
- `form`
- `filingDate`
- `reportPeriod`
- `accessionNumber`
- `holdingsCount`
- `portfolioValueUsd`
- `issuerName`
- `titleOfClass`
- `cusip`
- `valueUsd`
- `shares`
- `sharesType`
- `putCall`
- `portfolioPercent`
- `investmentDiscretion`
- `otherManagers`
- `votingSole`
- `votingShared`
- `votingNone`
- `documentUrl`
- `indexUrl`

Error codes: `INVALID_COMPANY`, `NOT_FOUND`, `NO_FILINGS`, `DUPLICATE_INPUT`, `BLOCKED`.

One delivered row looks like this:

```json
{
  "cik": "1067983",
  "filerName": "Berkshire Hathaway Inc",
  "form": "13F-HR",
  "filingDate": "2026-08-14",
  "reportPeriod": "2026-06-30",
  "accessionNumber": "0001193125-26-352200",
  "holdingsCount": 89,
  "portfolioValueUsd": 299253556246,
  "documentUrl": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
  "indexUrl": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.htm",
  "issuerName": "AMERICAN EXPRESS CO",
  "titleOfClass": "COM",
  "cusip": "025816109",
  "valueUsd": 50419898471,
  "shares": 149061045,
  "sharesType": "SH",
  "putCall": null,
  "investmentDiscretion": "DFND",
  "otherManagers": "4,11",
  "votingSole": 149061045,
  "votingShared": 0,
  "votingNone": 0,
  "portfolioPercent": 16.8486,
  "status": "ok"
}
```

### Related actors from steadydata

- [sec-edgar-filings](https://apify.com/steadydata/sec-edgar-filings): every filing of a company, 10-K to 8-K, with links
- [sec-insider-trading](https://apify.com/steadydata/sec-insider-trading): what the insiders of a company bought and sold, from Form 4
- [google-finance-quotes](https://apify.com/steadydata/google-finance-quotes): the current price of the companies held

### Pricing

Pay per event: one `holding-listed` event per delivered result. No charge for inputs
that fail, no separate platform-usage surcharge.

**Free Apify plan:** this actor delivers up to 25 rows per run for accounts on the Apify free
plan, and then stops with a message. That limit is set by us, not by Apify. It exists so the
actor keeps paying for itself for the people who do pay. Any paid Apify plan runs it at full
size, billed per delivered row, with failed rows never charged.

**Reviews:** if this actor saves you time, a short review on this page is the one thing that
helps most. Ratings are what other buyers look at first, and we have no other way to ask.

### FAQ

**Is personal data collected?**
No. Filers are institutions and the positions are companies; the rows carry no person.

**How do I compare two quarters?**
Run with `maxFilingsPerFiler` set to 2 (or more) and group the rows by `reportPeriod` and `cusip`: a CUSIP present in one quarter and absent in the next is a closed position, a change in `shares` is a trim or an add.

**Are the values in thousands?**
No. Since 2023 the SEC requires values in whole dollars, and the rows carry them as filed. Older filings (before 2023) reported in thousands; the row shows what the filer wrote.

**Why is `portfolioPercent` not based on `portfolioValueUsd`?**
Because the cover's total is what the filer typed and is sometimes rounded or wrong; the weight is computed from the sum of the delivered table, so the delivered rows add up to 100 percent when the whole table is delivered.

**What does `otherManagers` mean?**
Large groups file one 13F for several managers; the numbers point to the managers listed on the cover that share the position. Berkshire's "4,11" are two of its subsidiaries.

**What does a run cost when a filer has no 13F?**
Nothing. `NOT_FOUND`, `NO_FILINGS`, `INVALID_COMPANY` and `BLOCKED` rows are free; only delivered positions are charged.

**What happens when the source changes?**
Sources change from time to time; that is the nature of this work. The actor is
monitored daily and fixed fast, and while it is broken you are not charged, because
only delivered results cost anything.

# Changelog

This Actor's version history is a separate document: https://apify.com/steadydata/sec-13f-holdings/changelog.md

# Actor input Schema

## `filers` (type: `array`):

One per row, up to 200: the filer's CIK (1067983 for Berkshire Hathaway), an EDGAR URL or, for listed filers, a ticker.

## `sinceDate` (type: `string`):

Only 13F filings filed on or after this date (YYYY-MM-DD). Empty means the latest filing(s).

## `includeAmendments` (type: `boolean`):

Also read amended filings. Off means original quarterly reports only.

## `maxHoldingsPerFiling` (type: `integer`):

Cost ceiling per filing, largest positions by value first. Big managers report thousands of positions.

## `maxFilingsPerFiler` (type: `integer`):

How many quarters back, newest first. 1 is the latest portfolio; 4 gives a year of history.

## Actor input object example

```json
{
  "filers": [
    "1067983",
    "1350694",
    "1336528"
  ],
  "includeAmendments": false,
  "maxHoldingsPerFiling": 1000,
  "maxFilingsPerFiler": 1
}
```

# 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 = {
    "filers": [
        "1067983",
        "1350694",
        "1336528"
    ]
};

// Run the Actor and wait for it to finish
const run = await client.actor("steadydata/sec-13f-holdings").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 = { "filers": [
        "1067983",
        "1350694",
        "1336528",
    ] }

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

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

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

```

## CLI example

```bash
echo '{
  "filers": [
    "1067983",
    "1350694",
    "1336528"
  ]
}' |
apify call steadydata/sec-13f-holdings --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,steadydata/sec-13f-holdings"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/WxkwQDjYb3wVD8Z4g/builds/DY7Kn2NwvUUwfZ2g7/openapi.json