Ownership and holdings

Institutional Portfolio Holdings - Form 13F

POSThttps://api.sec-api.io/form-13f/holdings

Search the portfolio holdings that institutional investment managers disclose in Form 13F filings, from 1994 to present, and get the complete information table of each filing as JSON. Every CUSIP is mapped to its ticker and CIK, and new holdings are searchable 300 milliseconds after EDGAR publishes the filing.

Read the guide for this API →

Authentication

Send the API key either as a header or as a query parameter. The header is preferred; the query parameter exists for cases where a header cannot be set, such as opening a URL directly in a browser.

Authorization: required header

The API key on its own. Do not prefix it with Bearer or any other word.

Example Authorization: YOUR_API_KEY

token: optional query parameter

The API key, appended to the URL. Use this only when a header is not possible.

Request body

A JSON object. Content-Type must be application/json.

query: required string

The search expression in Lucene syntax. Every field listed under Searchable fields can be used, combined with AND, OR, NOT, ranges and wildcards.

Example cik:1067983 AND formType:"13F-HR"

from: string, Maximum 10000

Index of the first result to return, used for pagination. Increment by the value of size to page through results. Narrow the query with a date range when more than 10000 filings match.

Default "0"

size: string, Maximum 50

Number of filings to return in one response.

Default "50"

sort: array of object

Sort order. Each item maps one field to an order object, for example [{ "periodOfReport": { "order": "asc" } }]. Sortable fields are filedAt, periodOfReport, holdings.value and holdings.shrsOrPrnAmt.sshPrnamt.

Default [{ "filedAt": { "order": "desc" } }]

order: string

Either asc or desc.

Searchable fields

Every field below can be used inside query. 49 fields are searchable, and they match the structure of the objects returned in the response.

FieldDescription
accessionNoFiling accession number
cikCIK of the institutional manager
tickerTicker of the manager (if any)
companyNameManager / fund legal name
formTypeForm type — "13F-HR" or "13F-HR/A"
filedAtFiling acceptance timestamp (ISO 8601)
periodOfReportQuarter-end the filing covers (YYYY-MM-DD)
holdings.nameOfIssuerName of the security issuer

Response

A JSON object. Nested attributes are collapsed; expand one to see its fields.

total: object

How many filings matched the query.

value: integer

Number of matching filings, capped at 10000. A value of 10000 with relation gte means more than 10000 filings matched.

relation: string

Either eq, meaning value is exact, or gte, meaning value is a floor.

data: array of object

The matching 13F filings, at most size per response. Each item carries the filing metadata and the complete information table under holdings.

id: string

Internal unique id of the filing record.

accessionNo: string

Accession number of the filing, for example 0001193125-26-054580.

cik: string

CIK of the institutional manager that filed the report, leading zeros removed.

ticker: optional string

Ticker of the filing manager. Present only when the manager itself is listed, for example BRK.B.

companyName: string

Name of the filing manager.

companyNameLong: string

Name of the filing manager including its filer type, for example BERKSHIRE HATHAWAY INC (Filer).

formType: string

Form type of the filing: 13F-HR or 13F-HR/A.

description: string

Form description, for example Form 13F-HR - Quarterly report filed by institutional managers, Holdings.

filedAt: string

Timestamp EDGAR accepted the filing, ISO 8601 in Eastern Time. The offset is -04:00 during daylight saving and -05:00 otherwise.

periodOfReport: string

Quarter end the filing reports on, YYYY-MM-DD, for example 2025-12-31 for the fourth quarter of 2025.

effectivenessDate: optional string

Effectiveness date of the filing, YYYY-MM-DD.

linkToFilingDetails: string

URL of the cover page document on sec.gov. The holdings table itself is the information table entry inside documentFormatFiles.

linkToHtml: string

URL of the filing index page on sec.gov.

linkToTxt: string

URL of the complete submission text file, which holds the filing and every document attached to it.

linkToXbrl: string

URL of the XBRL instance document. Empty on 13F filings, which carry no XBRL.

seriesAndClassesContractsInformation: array of object

Series and class or contract information. Empty on 13F filings.

Status codes

200Success. The response holds total and data.
400The request body could not be parsed, or the Lucene expression in query is malformed.
403The API key is missing, or it is not valid.
429Too many requests. Slow the request rate and retry.
500Server error. Retry, and report it if it persists.