Institutional

List institutional holdings

Retrieve institutional investment holdings from SEC Form 13F filings.

Data Source

Form 13F is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. These filings reveal the equity holdings of major investors including hedge funds, mutual funds, pension funds, and other institutional investors.

Understanding 13F Data

What's Included

  • Equity securities listed on US exchanges
  • Options (put/call positions) on such securities
  • Convertible debt that is convertible into equity

What's NOT Included

  • Foreign securities (unless ADRs)
  • Fixed income securities
  • Privately held investments
  • Short positions (13F only reports long positions)

Key Fields

FieldDescription
cusip9-character security identifier (first 6 = issuer, 7-8 = issue, 9 = check digit)
valueMarket value in USD (as reported, typically in thousands)
sharesNumber of shares held
sharesTypeSH = Shares, PRN = Principal amount (for debt)
putCallPut, Call, or null (for common stock)
investmentDiscretionSOLE, DFND (defined/shared), or OTHER
votingSole/Shared/NoneBreakdown of voting authority

Filtering Strategies

Find All Holders of a Stock

?ticker=AAPL
?cusip=037833100
?companyCik=320193

Track a Specific Fund's Portfolio

?managerCik=1067983              # Berkshire Hathaway
?managerName=Bridgewater         # Partial name match

Filter by Report Period

?reportPeriod=2024-09-30         # Exact quarter end
?startDate=2024-01-01&endDate=2024-12-31  # Date range

Find Large Positions

?minValue=1000000000             # Positions worth $1B+
?minShares=10000000              # Positions of 10M+ shares

Filter by Security Type

?putCall=put                     # Put options only
?putCall=call                    # Call options only
?putCall=equity                  # Common stock only (no options)

Report Period Timing

13F filings are due 45 days after quarter end:

  • Q1 (Jan-Mar): Filed by May 15
  • Q2 (Apr-Jun): Filed by Aug 14
  • Q3 (Jul-Sep): Filed by Nov 14
  • Q4 (Oct-Dec): Filed by Feb 14

Example Use Cases

  1. Track Warren Buffett's moves: Filter by managerCik=1067983 (Berkshire)
  2. Who owns Apple?: Filter by ticker=AAPL + minValue=1000000000
  3. Options activity: Filter by putCall=put or putCall=call
  4. New positions: Compare reportPeriod across quarters
  5. Sector analysis: Search by issuerName patterns

Notes

  • Values are reported as of quarter end, not filing date
  • Amendments (13F-HR/A) may update previously reported positions
  • Some managers file confidential treatment requests to delay disclosure
get/api/v1/institutional/holdings

Request

  • Base URL: https://earningsfeed.com
  • URL: https://earningsfeed.com/api/v1/institutional/holdings
  • Auth: HTTP bearer

Query parameters

limitinteger

Number of items to return (1-100)

Example:25
cursorstring

Cursor for pagination (opaque string from previous response)

Example:eyJzb3J0IjoiMjAyNC0xMS0wMVQxMjozMDowMC4wMDBaIiwiaWQiOjEyMzQ1fQ
managerCikinteger

Filter by institutional manager CIK

Example:320193
managerNamestring

Search by manager name (partial match)

Example:Berkshire
cusipstring

Filter by CUSIP to find all managers holding a specific security

Example:037833100
companyCikinteger

Filter by company CIK to find institutional holders

Example:320193
tickerstring

Filter by stock ticker to find institutional holders

Example:AAPL
issuerNamestring

Search by issuer name (partial match)

Example:Apple
reportPeriodstring

Filter by specific quarter end date (YYYY-MM-DD). E.g., 2024-09-30 for Q3 2024

Example:2024-09-30
startDatestring

Filter filings on or after this date

Example:2024-01-01
endDatestring

Filter filings on or before this date

Example:2024-12-31
minValuenumber

Minimum position value in USD

Example:1000000000
minSharesnumber

Minimum number of shares

Example:1000000
putCall'put' | 'call' | 'equity'

Filter by position type: put options, call options, or equity only

qstring

Search across manager name, issuer name, or ticker

Example:Berkshire Apple

Response

Paginated list of institutional holdings

nextCursorstring nullable required

Cursor for next page, null if no more pages

hasMoreboolean required

Whether more items exist beyond this page

Example response

{
  "items": [
    {
      "cusip": "037833100",
      "issuerName": "APPLE INC",
      "classTitle": "COM",
      "companyCik": 320193,
      "ticker": "AAPL",
      "value": 69900000000,
      "shares": 400000000,
      "sharesType": "SH",
      "investmentDiscretion": "SOLE",
      "votingSole": 400000000,
      "managerCik": 320193,
      "filedAt": "2024-11-14T00:00:00.000Z"
    }
  ]
}

Changes

No recorded changes to this operation across all 1 revision of this API.