# SEC 13F Holdings Lookup by Institutional Manager

> SEC 13F Holdings Lookup by Institutional Manager is a paid API for AI agents from api.vextorium.com, paid per call via x402, $0.005/call, status unknown (last checked 2026-10-11).

Returns the latest SEC 13F filing holdings for an institutional investment manager (Berkshire, Bridgewater, ARK, etc.) including positions, values, shares, weights, and quarter-over-quarter changes.

## Facts

- Endpoint: POST https://api.vextorium.com/v1/fund-13f-holdings?utm_source=zero.xyz
- Price: $0.005/call
- Payment: x402
- Status: unknown
- Last checked: 2026-10-11
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/sec-13f-holdings-lookup-by-institutional-manager-0e1132ac
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_JKP3WZjtzqOZJZE8gqyeu

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 sec-13f-holdings-lookup-by-institutional-manager-0e1132ac -d '<json body>'
```

Example prompt: Pull the latest SEC 13F holdings for Berkshire Hathaway and show me all their positions with value, share count, portfolio weight, and any changes compared to last quarter.

## When to prefer this

Use this endpoint when you need structured, parsed 13F portfolio data for a specific institutional manager without scraping SEC EDGAR directly. Ideal for agents that need quarter-over-quarter change tracking, position-level detail (shares, value, weight), and new/sold position flags in a single call. Prefer over raw EDGAR access when clean JSON output and change deltas are needed immediately.

## Known failure modes

- Manager name not found or ambiguous — returns null or empty results; use CIK for precision
- CIK not recognized — returns error or empty response
- Filing not yet published — 13F filings can be up to 45 days after quarter end, so most recent quarter may be unavailable
- Rate limit or payment failure — x402 micropayment must succeed before data is returned
- Partial data — some managers may have limited or redacted disclosures

## How this service works

Holdings an institutional manager reported in its latest SEC 13F (Berkshire, Bridgewater, Renaissance, ARK...): positions with value, shares and weight, total value and changes vs the previous quarter (new, increased, reduced, sold out). Search by manager name or CIK.

## Output

A JSON object containing the manager name, CIK, filing date, report date, total portfolio value in USD, number of positions, a list of all holdings (with issuer, CUSIP, share class, shares, USD value, portfolio weight, and quarter-over-quarter change indicator), a list of newly opened positions, a list of fully sold positions with prior share counts, and optional notes about data sourcing.

## 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",
    "bodyType",
    "body"
   ],
   "properties": {
    "body": {
     "required": [],
     "properties": {
      "cik": {
       "type": "string"
      },
      "limit": {
       "type": "integer"
      },
      "manager": {
       "type": "string"
      }
     }
    },
    "type": {
     "type": "string",
     "const": "http"
    },
    "method": {
     "enum": [
      "POST"
     ],
     "type": "string"
    },
    "bodyType": {
     "enum": [
      "json",
      "form-data",
      "text"
     ],
     "type": "string"
    }
   },
   "additionalProperties": false
  },
  "output": {
   "type": "object",
   "required": [
    "type"
   ],
   "properties": {
    "type": {
     "type": "string"
    },
    "example": {
     "type": [
      "object",
      "null"
     ],
     "properties": {
      "cik": {
       "type": [
        "string",
        "null"
       ]
      },
      "new": {
       "type": [
        "array",
        "null"
       ],
       "items": {
        "type": [
         "null",
         "string"
        ]
       }
      },
      "main": {
       "type": [
        "array",
        "null"
       ],
       "items": {
        "type": [
         "null",
         "object"
        ],
        "properties": {
         "class": {
          "type": [
           "null",
           "string"
          ]
         },
         "cusip": {
          "type": [
           "null",
           "string"
          ]
         },
         "change": {
          "type": [
           "null",
           "string"
          ]
         },
         "issuer": {
          "type": [
           "null",
           "string"
          ]
         },
         "option": {},
         "shares": {
          "type": [
           "null",
           "number"
          ]
         },
         "value_usd": {
          "type": [
           "null",
           "number"
          ]
         },
         "weight_pct": {
          "type": [
           "null",
           "number"
          ]
         },
         "previous_quarter_shares": {
          "type": [
           "null",
           "number"
          ]
         }
        }
       }
      },
      "note": {
       "type": [
        "string",
        "null"
       ]
      },
      "filed": {
       "type": [
        "string",
        "null"
      
… (truncated)
```

## Response schema (JSON Schema)

```json
{
 "type": "json",
 "example": {
  "cik": "0001067983",
  "new": [
   "D R HORTON INC"
  ],
  "main": [
   {
    "class": "COM",
    "cusip": "037833100",
    "change": "no changes",
    "issuer": "APPLE INC",
    "option": null,
    "shares": 227917808,
    "value_usd": 65950296923,
    "weight_pct": 22.04,
    "previous_quarter_shares": 227917808
   },
   {
    "class": "COM",
    "cusip": "025816109",
    "change": "no changes",
    "issuer": "AMERICAN EXPRESS CO",
    "option": null,
    "shares": 151610700,
    "value_usd": 51282319275,
    "weight_pct": 17.14,
    "previous_quarter_shares": 151610700
   }
  ],
  "note": "Long positions in US securities at quarter end; published up to 45 days later. Not affiliated with the SEC.",
  "filed": "2026-08-14",
  "source": "SEC EDGAR (formulario 13F-HR)",
  "manager": "BERKSHIRE HATHAWAY INC",
  "positions": 29,
  "fully_sold": [
   {
    "cusip": "21036P108",
    "issuer": "CONSTELLATION BRANDS INC",
    "before_shares": 632890
   }
  ],
  "report_date": "2026-06-30",
  "total_value_usd": 299253556246,
  "other_similar_entities": null
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/sec-13f-holdings-lookup-by-institutional-manager-0e1132ac/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from api.vextorium.com](https://www.zero.xyz/host/api.vextorium.com/llms.txt)