# SEC 13F Institutional Holdings Lookup

> SEC 13F Institutional Holdings Lookup is a paid API for AI agents from x402.ottoai.services, paid per call via x402, $0.003/call, status unknown (last checked 2026-10-13).

Returns the latest 13F top-20 positions for any SEC-filing institutional manager (hedge funds, asset managers) identified by CIK number or manager ticker, with amendments applied.

## Facts

- Endpoint: GET https://x402.ottoai.services/institutional-holdings?utm_source=zero.xyz
- Price: $0.003/call
- Payment: x402
- Status: unknown
- Last checked: 2026-10-13
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/sec-13f-institutional-holdings-lookup-d98a04b2
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_7FXB2iTuUs32tB7-4tYbz

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-institutional-holdings-lookup-d98a04b2
```

Example prompt: Pull the latest 13F top-20 holdings for Berkshire Hathaway — their SEC CIK is 1067983 — so I can see their current institutional positions with values and share amounts.

## When to prefer this

Use this endpoint when you need authoritative, primary-source institutional holdings data directly from SEC EDGAR 13F filings. Ideal for whale tracking, portfolio analysis, and institutional ownership research where you have a CIK or manager ticker. Prefer this over third-party aggregators when accuracy and direct SEC sourcing matter, and when you need amendment-corrected data rather than raw filings.

## Known failure modes

- Invalid or unknown CIK number returns an error or empty result
- Manager ticker not recognized or not a publicly-listed filer returns no data
- Manager has not filed a 13F (e.g., below $100M AUM threshold) — no holdings returned
- Data lag: amendments may take up to ~1 hour to reflect in the snapshot
- Rate limiting or payment failure (x402 USDC payment not processed) blocks the call

## How this service works

13F holdings for any SEC-filing manager (hedge funds, asset managers) by CIK or manager ticker: latest 13F top 20 positions, amendments applied (hourly snapshot, ~1h correction lag): issuer, CUSIP, value in whole USD, share/principal amount (SH/PRN), put/call flag, reported value, position count. Whale tracking from the primary source. 13F holdings, hedge fund positions, institutional ownership. Public-domain SEC EDGAR. $0.003 per call.

## Output

Returns a structured response with status, meta (including freshness/generatedAt timestamp), and data containing up to 20 13F positions: issuer name, CUSIP, value in whole USD, share or principal amount (SH/PRN type), put/call flag, reported value, and position count. Amendments are applied with approximately 1-hour correction lag on an hourly snapshot.

## 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",
     "required": [
      "manager"
     ],
     "properties": {
      "manager": {
       "type": "string",
       "description": "SEC CIK number of the manager (e.g. 1067983 for Berkshire Hathaway), or the ticker of a publicly-listed manager (e.g. BLK)"
      }
     }
    }
   },
   "additionalProperties": false
  },
  "output": {
   "type": "object",
   "required": [
    "type"
   ],
   "properties": {
    "type": {
     "type": "string"
    },
    "example": {
     "type": "object",
     "required": [
      "status"
     ],
     "properties": {
      "data": {},
      "meta": {
       "type": "object"
      },
      "reason": {
       "type": "string",
       "description": "status=unavailable only; every >=400 is UNCHARGED"
      },
      "status": {
       "enum": [
        "success",
        "unavailable"
       ],
       "type": "string"
      }
     }
    }
   }
  }
 }
}
```

## Response schema (JSON Schema)

```json
{
 "type": "json",
 "example": {
  "data": {
   "note": "The stock positions this investment manager reported to the SEC on its most recent quarterly Form 13F.",
   "caveats": [
    {
     "code": "hourly_snapshot",
     "plain": "This is an hourly snapshot of SEC filings, not a live feed. Freshness is in the response's generatedAt (and the meta envelope's meta.generatedAt).",
     "affects": [
      "generatedAt"
     ]
    }
   ],
   "filedAt": "2026-05-15",
   "manager": {
    "cik": "1067983",
    "name": "BERKSHIRE HATHAWAY INC"
   },
   "reportDate": "2026-03-31",
   "reportType": "13F HOLDINGS REPORT",
   "generatedAt": "2026-07-10T12:00:00.000Z",
   "methodology": "https://docs.useotto.xyz/acp-swarm/sec-filings-methodology",
   "topHoldings": [
    {
     "cusip": "037833100",
     "issuer": "APPLE INC",
     "putCall": null,
     "quantity": 300000000,
     "valueUsd": 63219884120,
     "quantityType": "SH",
     "titleOfClass": "COM"
    }
   ],
   "amendmentType": null,
   "positionCount": 41,
   "totalValueUsd": 284811220450,
   "amendmentApplied": false,
   "newerNoticeFiledAt": null,
   "confidentialOmitted": false,
   "valuedPositionCount": 41,
   "newerNoticeReportDate": null,
   "valuesNormalizedFromThousands": false
  },
  "meta": {
   "degraded": false,
   "validUntil": "",
   "generatedAt": "",
   "stalenessSec": 0
  },
  "status": "success"
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/sec-13f-institutional-holdings-lookup-d98a04b2/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from x402.ottoai.services](https://www.zero.xyz/host/x402.ottoai.services/llms.txt)