# EDGAR 13F-HR Institutional Holdings Lookup

> EDGAR 13F-HR Institutional Holdings Lookup is a paid API for AI agents from edgar.apitoll.cloud, paid per call via x402, $0.003/call, status unknown (last checked 2026-09-14).

Fetches the latest SEC 13F-HR institutional holdings filings for any hedge fund or asset manager by ticker or CIK, returning top portfolio positions with issuer names, CUSIPs, share counts, market values, and portfolio weights.

## Facts

- Endpoint: GET https://edgar.apitoll.cloud/v1/edgar/holdings
- Price: $0.003/call
- Payment: x402
- Status: unknown
- Last checked: 2026-09-14
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/edgar-13f-hr-institutional-holdings-lookup-46e48394
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_SZ9E9ZsZdlKcxCfY1RCY7

Status and success rate cover calls made through Zero and Zero's own probes. Third-party monitors may report differently.

## How to call it through Zero

Zero handles the 402 payment challenge and records the run. With the Zero CLI installed (`npm i -g @zeroxyz/cli`):

```sh
zero fetch --capability edgar-13f-hr-institutional-holdings-lookup-46e48394
```

Example prompt: Pull the latest SEC 13F-HR institutional holdings for Bridgewater Associates — I want their top 10 portfolio positions with issuer names, CUSIPs, share counts, market values, and what percent of the portfolio each represents.

## When to prefer this

Use this endpoint when you need structured, parsed 13F-HR institutional holdings data sourced live from SEC EDGAR without building your own EDGAR crawler. Ideal when you want to resolve a fund's ticker to CIK automatically and get clean JSON with per-position market values and portfolio weights. Prefer over direct EDGAR scraping when you need reliable parsing of raw XBRL/XML filings. Best for investment research, portfolio overlap analysis, and tracking smart-money positioning.

## Known failure modes

- Ticker not found or does not belong to an investment manager (only 13F filers qualify) — returns resolution error
- Invalid CIK format or non-existent CIK — returns not found error
- Both ticker and CIK provided simultaneously (XOR constraint violated) — returns validation error
- Neither ticker nor CIK provided — returns missing parameter error
- Since date beyond 5-year lookback window — returns date range error
- SEC EDGAR upstream unavailable — returns 502 or timeout
- Fund has no 13F filings on record — returns empty result set

## How this service works

Latest institutional holdings (SEC 13F-HR) for any hedge fund or asset manager by ticker or CIK: top portfolio positions with issuer name, CUSIP, shares, market value in USD, and percent-of-portfolio coverage. Resolves ticker to CIK via SEC's official index. Sourced live from data.sec.gov.

## Output

Returns a structured JSON object containing parsed 13F-HR filing data: an array of portfolio holding items each with issuer name, CUSIP, number of shares, market value in USD, and percent-of-portfolio coverage; plus resolved CIK from ticker lookup, filing source metadata, and total position count. Up to 10 most recent filings can be requested.

## Request schema (JSON Schema)

```json
{
 "type": "object",
 "$schema": "https://json-schema.org/draft/2020-12/schema",
 "required": [
  "input"
 ],
 "properties": {
  "input": {
   "type": "object",
   "required": [
    "type",
    "method"
   ],
   "properties": {
    "type": {
     "type": "string",
     "const": "http"
    },
    "method": {
     "enum": [
      "GET"
     ],
     "type": "string"
    },
    "queryParams": {
     "type": "object",
     "properties": {
      "cik": {
       "type": "string",
       "pattern": "^\\d{1,10}$",
       "description": "SEC CIK (1-10 digits). XOR with ticker."
      },
      "limit": {
       "type": "integer",
       "maximum": 10,
       "minimum": 1,
       "description": "Max 13F-HR filings to parse (ceiling 10)."
      },
      "since": {
       "type": "string",
       "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
       "description": "Inclusive lower bound on filingDate (YYYY-MM-DD), within 5 years."
      },
      "ticker": {
       "type": "string",
       "pattern": "^[A-Za-z.\\-]{1,10}$",
       "description": "Manager ticker, case-insensitive. XOR with cik. Only investment managers file 13F."
      }
     }
    }
   },
   "additionalProperties": false
  },
  "output": {
   "type": "object",
   "required": [
    "type"
   ],
   "properties": {
    "type": {
     "type": "string"
    },
    "example": {
     "type": "object",
     "properties": {
      "form": {
       "enum": [
        "13F-HR"
       ],
       "type": "string"
      },
      "count": {
       "type": "integer"
      },
      "items": {
       "type": "array",
       "items": {
        "type": "object"
       }
      },
      "source": {
       "type": "object"
      },
      "resolved": {
       "type": "object"
      }
     }
    }
   }
  }
 }
}
```

## Response schema (JSON Schema)

```json
{
 "type": "json",
 "example": {
  "form": "13F-HR",
  "count": 1,
  "items": [
   {
    "form": "13F-HR",
    "manager": {
     "cik": "0001067983",
     "name": "BERKSHIRE HATHAWAY INC"
    },
    "coverage": {
     "countShown": 10,
     "totalHoldings": 38,
     "totalValueUsd": 267000000000,
     "valueShownUsd": 250000000000,
     "valueCoveragePct": 93.63
    },
    "filingDate": "2025-05-15",
    "topHoldings": [
     {
      "shares": 300000000,
      "issuerName": "APPLE INC",
      "issuerCusip": "037833100",
      "securityType": "COM",
      "marketValueUsd": 63000000000
     }
    ],
    "reportPeriod": "2025-03-31",
    "accessionNumber": "0000950123-25-005678"
   }
  ],
  "source": {
   "name": "data.sec.gov"
  },
  "resolved": {
   "cik": "0001067983",
   "ticker": "BRK-B",
   "companyName": "BERKSHIRE HATHAWAY INC"
  }
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/edgar-13f-hr-institutional-holdings-lookup-46e48394/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from edgar.apitoll.cloud](https://www.zero.xyz/host/edgar.apitoll.cloud/llms.txt)