Institutional Holdings API

About the Institutional Holdings API

A 13F API built on the SEC's Form 13F data sets, which carry every quarterly holdings report filed by institutional investment managers with over $100 million in US equities: hedge funds, mutual fund families, banks, pensions and endowments. The API keeps the latest eight quarters.

Ask for a manager by CIK or name and get each position with the issuer, ticker, CUSIP, class, shares or principal amount, value in dollars, weight in the portfolio, put or call, investment discretion and voting authority. Every plan also gets the change since the previous quarter on each position: previous shares and value, the share change in units and percent, and whether the position is new, increased, decreased, unchanged or sold out. Filter by ticker, CUSIP, value range, put/call or change type, and sort by value, shares, change or weight.

Ask for a ticker or CUSIP instead and get the reverse view: every manager holding that security, largest first, with the same change fields, plus holder count and total shares. Paid plans add earlier quarters, larger pages and paging, and a summary: a manager's value change, new and sold-out counts, top-10 concentration and turnover, or a security's net share change and holder flows. Tickers are matched to CUSIPs through SEC data and can be null for bonds, preferreds and some thinly traded issues.

How it works

Data comes from the SEC's Form 13F data sets (public), one zip per three-month filing window. A daily collector checks the SEC listing and, when a data set is new or revised, rebuilds the affected quarter: it reads every 13F-HR in the window for that quarter end plus late filings from the next window, keeps the latest original or restatement per manager and adds NEW HOLDINGS amendments to it. Rows for the same security, put/call and manager are merged. The latest eight quarter ends are kept; requests are served from that store, never from SEC live.

Change fields compare each position with the same manager's report for the previous stored quarter, matched on CUSIP and put/call. A position missing from the previous report is new; one in the previous report but not this one is soldout (shares 0, shown only with changeType=soldout). When the manager filed no report for the previous quarter, or the quarter is the oldest stored, every change field is null. value is in US dollars as filed (13F values have been reported in dollars since 2023), and portfolioPercent is value over the manager's total reported value, options included.

Tickers: 13F identifies securities by CUSIP, and CUSIP tables are licensed, so none is used. A CUSIP gets a ticker from SEC fails-to-deliver files (which list CUSIP and symbol), or, for common stock with a valid CUSIP check digit, from an exact issuer-name match against SEC company_tickers.json that resolves to a single company. Otherwise ticker is null; a ticker can map to several CUSIPs (otherCusips). turnoverPercent estimates buys and sells from share changes priced at this quarter's value per share and divides the lesser by the average of this and last quarter's total value.

What people use it for

Fund Tracking Apps

Investor apps follow well-known managers each quarter, showing new buys, adds, trims and exits straight from the change fields.

Institutional Ownership Pages

Stock research sites list the largest institutional holders of a ticker with their share changes and how many funds entered or exited.

Investor Relations Monitoring

IR teams watch which institutions built or cut positions in their own stock and peers' stocks after each 13F deadline.

Quant Signals

Researchers measure crowding and conviction from holder counts, top-10 concentration and quarter-over-quarter flows across thousands of managers.

Ways to call it

One endpoint, many ways in — REST with JSON, XML, YAML and CSV, plus GraphQL and an MCP interface for AI agents.

JSON

Default REST response

XML

Markup format

YAML

Human-readable

CSV

Tabular export

Beta

GraphQL

Query language

New

MCP

For AI agents

Request parameters — GET /v1/institutionalholdings

Sent in the query string. Premium parameters are accepted on every plan but only take effect on plans that include them. Anything not listed here is dropped rather than passed through.

Optional

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curl "https://api.apiverve.com/v1/institutionalholdings?cik=1067983&manager=berkshire%20hathaway&ticker=AAPL&cusip=037833100&period=2026Q1&changeType=new&putCall=none&minValue=1000000&maxValue=1000000000&sort=value&order=desc&limit=25&offset=25&summary=true" \
  -H "x-api-key: YOUR_API_KEY"

Authentication

Send your key in the x-api-key header. That is the only auth step — no token exchange, and no per-endpoint scope to configure.

Response — GET /v1/institutionalholdings

Every APIVerve endpoint returns the same three top-level keys, so one response handler covers your whole integration: status, error and data. Only data changes shape.

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{
  "status": "ok",
  "error": null,
  "data": {
    "mode": "manager",
    "period": "2026-06-30",
    "quarter": "2026Q2",
    "previousPeriod": "2026-03-31",
    "manager": {
      "cik": "0001067983",
      "name": "Berkshire Hathaway Inc",
      "city": "Omaha",
      "state": "NE"
    },
    "filing": {
      "formType": "13F-HR",
      "accessionNumber": "0001193125-26-352200",
      "filingDate": "2026-08-14",
      "amendments": 0,
      "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/"
    },
    "totalValue": 299253556246,
    "positionCount": 29,
    "count": 5,
    "offset": 0,
    "totalMatches": 29,
    "holdings": [
      {
        "issuer": "APPLE INC",
        "ticker": "AAPL",
        "cusip": "037833100",
        "figi": "BBG001S5N8V8",
        "titleOfClass": "COM",
        "shares": 227917808,
        "shareType": "SH",
        "value": 65950296923,
        "portfolioPercent": 22.0383,
        "putCall": null,
        "investmentDiscretion": "DFND",
        "votingAuthority": {
          "sole": 227917808,
          "shared": 0,
          "none": 0
        },
        "previousShares": 227917808,
        "previousValue": 57843260493,
        "shareChange": 0,
        "shareChangePercent": 0,
        "valueChange": 8107036430,
        "changeType": "unchanged",
        "isNew": false
      },
      {
        "issuer": "AMERICAN EXPRESS CO COM",
        "ticker": "AXP",
        "cusip": "025816109",
        "figi": "BBG001S5P034",
        "titleOfClass": "Stock",
        "shares": 151610700,
        "shareType": "SH",
        "value": 51282319275,
        "portfolioPercent": 17.1367,
        "putCall": null,
        "investmentDiscretion": "DFND",
        "votingAuthority": {
          "sole": 151610700,
          "shared": 0,
          "none": 0
        },
        "previousShares": 151610700,
        "previousValue": 45859204536,
        "shareChange": 0,
        "shareChangePercent": 0,
        "valueChange": 5423114739,
        "changeType": "unchanged",
        "isNew": false
      },
      {
        "issuer": "COCA COLA CO",
        "ticker": "KO",
        "cusip": "191216100",
        "figi": "BBG001S5SMQ8",
        "titleOfClass": "COM",
        "shares": 400000000,
        "shareType": "SH",
        "value": 32508000000,
        "portfolioPercent": 10.863,
        "putCall": null,
        "investmentDiscretion": "DFND",
        "votingAuthority": {
          "sole": 400000000,
          "shared": 0,
          "none": 0
        },
        "previousShares": 400000000,
        "previousValue": 30420000000,
        "shareChange": 0,
        "shareChangePercent": 0,
        "valueChange": 2088000000,
        "changeType": "unchanged",
        "isNew": false
      },
      {
        "issuer": "ALPHABET INC",
        "ticker": "GOOGL",
        "cusip": "02079K305",
        "figi": "BBG009S39JY5",
        "titleOfClass": "CAP STK CL A",
        "shares": 78791167,
        "shareType": "SH",
        "value": 28157599351,
        "portfolioPercent": 9.4093,
        "putCall": null,
        "investmentDiscretion": "DFND",
        "votingAuthority": {
          "sole": 78791167,
          "shared": 0,
          "none": 0
        },
        "previousShares": 54249798,
        "previousValue": 15600071913,
        "shareChange": 24541369,
        "shareChangePercent": 45.24,
        "valueChange": 12557527438,
        "changeType": "increased",
        "isNew": false
      },
      {
        "issuer": "BANK OF AMER CORP COM",
        "ticker": "BAC",
        "cusip": "060505104",
        "figi": "BBG000BD2C18",
        "titleOfClass": "Stock",
        "shares": 483394015,
        "shareType": "SH",
        "value": 27543790975,
        "portfolioPercent": 9.2042,
        "putCall": null,
        "investmentDiscretion": "DFND",
        "votingAuthority": {
          "sole": 483394015,
          "shared": 0,
          "none": 0
        },
        "previousShares": 513624165,
        "previousValue": 25039178044,
        "shareChange": -30230150,
        "shareChangePercent": -5.89,
        "valueChange": 2504612931,
        "changeType": "decreased",
        "isNew": false
      }
    ]
  }
}

Response fields

Paths are relative to data. Premium fields are absent rather than zeroed on plans that do not include them, so check for presence instead of comparing to 0.

Response headers

Every response carries your balance, so your own code always knows where it stands without polling anything. All four are exposed to browsers through CORS.

Errors

Read the HTTP status first, then error for the specific reason. The body names the parameter that has to change.

What a call costs — 5 credits per call

Credits are shared across every APIVerve API — one balance, one key, one bill. Failed requests never count against it, so a rejected input costs nothing.

Calls are what the credits buy at this API's rate — spend them here, on any of the other APIs, or across both. Nothing is reserved per endpoint.

Zero-code embed — one snippet, no backend

Drop an interactive Institutional Holdings form onto any page. The widget calls the API for you, so no key ever appears in your markup and there is nothing to deploy.

Changelog — Institutional Holdings API

Every change to this endpoint, newest first. Breaking changes ship as a new version and the previous one keeps serving — response fields are added, never removed or retyped in place, so an integration written against v1 keeps working.

Currently v1Data refreshed daily