# SEC EDGAR 13F Institutional Holdings Filing Lookup

> SEC EDGAR 13F Institutional Holdings Filing Lookup is a paid API for AI agents from payai.agentstools.dev, paid per call via x402, $0.01/call, status unknown (last checked 2026-09-15).

Fetches institutional 13F holdings and filing metadata from SEC EDGAR for a given CIK or accession number, returning portfolio value, position breakdown, and filing links.

## Facts

- Endpoint: GET https://payai.agentstools.dev/holdings/filing
- Price: $0.01/call
- Payment: x402
- Status: unknown
- Last checked: 2026-09-15
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/sec-edgar-13f-institutional-holdings-filing-lookup-e49555ae
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_Djzqe8QV-tYfMsw0I5C1a

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-edgar-13f-institutional-holdings-filing-lookup-e49555ae
```

Example prompt: Pull the latest 13F holdings filing from SEC EDGAR for Bridgewater Associates — I want to see their full position breakdown and total portfolio value for the most recent quarter.

## When to prefer this

Use this endpoint when you need structured 13F institutional holdings data directly from SEC EDGAR — including portfolio value, position-level breakdowns, and filing links — for a specific fund manager identified by CIK, accession number, or name. Prefer this over generic SEC EDGAR browsing when you want parsed, machine-readable output rather than raw HTML filings.

## Known failure modes

- CIK not found in SEC EDGAR — returns error if CIK is invalid or unregistered
- Manager name resolution fails — best-effort name match may not find the correct filer; fallback to supplying CIK directly
- Accession number invalid or mismatched with CIK — returns error if accession does not correspond to provided CIK
- Quarter not yet available — if the requested quarter has not been filed, returns no results
- Rate limiting or SEC EDGAR downtime — upstream availability issues may cause timeouts or errors

## How this service works

One Form 13F filing normalized: the cover page plus every consolidated position with issuer, CUSIP, ticker, shares, value in US dollars, percent of portfolio and voting authority. Give an accession with its CIK, or a CIK or name with a quarter. A cheap granular pull.

## Output

Returns the institutional investor's total portfolio value, a breakdown of all reported equity positions (security name, shares held, market value, etc.), the filing period/quarter, and direct links to the underlying SEC EDGAR filing documents.

## 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",
      "HEAD",
      "DELETE"
     ],
     "type": "string"
    },
    "queryParams": {
     "type": "object",
     "required": [],
     "properties": {
      "cik": {
       "type": "string",
       "description": "SEC EDGAR filer CIK, any zero-padding accepted"
      },
      "name": {
       "type": "string",
       "description": "Manager name (best-effort resolve; supply cik if not found)"
      },
      "quarter": {
       "type": "string",
       "description": "Quarter period-end date, ISO YYYY-MM-DD (default latest)"
      },
      "accession": {
       "type": "string",
       "description": "SEC accession number (requires cik)"
      }
     }
    }
   },
   "additionalProperties": false
  },
  "output": {
   "type": "object",
   "required": [
    "type"
   ],
   "properties": {
    "type": {
     "type": "string"
    },
    "example": {
     "type": "object"
    }
   }
  }
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/sec-edgar-13f-institutional-holdings-filing-lookup-e49555ae/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from payai.agentstools.dev](https://www.zero.xyz/host/payai.agentstools.dev/llms.txt)
