get_edgar_13f
Get Institutional Holdings (SEC Form 13F)
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Quarter-end institutional manager holdings reconstructed from SEC 13F-HR and 13F-HR/A (RESTATEMENT or NEW HOLDINGS), for the latest reportDate in recent submissions. Pass a manager name or CIK, not an issuer ticker. top=1–50 (default 20) limits displayed rows. response_format=markdown or json.
Returns reported security rows with separate class, PUT/CALL, SH/PRN, discretion and other-manager fields; no ticker mapping or reverse ownership lookup. Values normalize each filing to USD using the 2023-01-03 filing-date boundary. Missing numbers stay null. Duplicate/shared reporting, incomplete amendment chains and confidential omissions withhold totals/weights. sources carries accession, primary/table URLs, report/filed/acceptance/fetch times and amendment evidence.
prior_period is a distinct reportDate; no prior omits changes. Unverified corporate actions, missing rows, options/principal and incomplete reports withhold change signals with explicit comparison_exclusions. Empty changes does not establish no activity. 13F covers disclosed Section 13(f) positions, not a complete/current portfolio; 45 days is a filing deadline, not a freshness guarantee. Not investment advice.
Input schema
| Property | Type | Required | Description |
|---|---|---|---|
| filer | string | yes | Institutional manager name ('Berkshire Hathaway Inc', 'Bridgewater Associates') or CIK number ('1067983') |
| top | integer | no | Number of largest holdings by value to return (default 20) |
| response_format | string | no | 'markdown' for tables, 'json' for compact machine-readable output |
Raw JSON schema
{
"type": "object",
"properties": {
"filer": {
"type": "string",
"minLength": 1,
"description": "Institutional manager name ('Berkshire Hathaway Inc', 'Bridgewater Associates') or CIK number ('1067983')"
},
"top": {
"type": "integer",
"minimum": 1,
"maximum": 50,
"default": 20,
"description": "Number of largest holdings by value to return (default 20)"
},
"response_format": {
"type": "string",
"enum": [
"markdown",
"json"
],
"default": "markdown",
"description": "'markdown' for tables, 'json' for compact machine-readable output"
}
},
"required": [
"filer"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}