> ## Documentation Index
> Fetch the complete documentation index at: https://docs.secapi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# GET /v1/owners/institutional/extract

> Return a quarter-specific historical institutional ownership extract for a manager CIK over the SEC-native 13F family

Return a quarter-specific historical institutional ownership extract for a manager CIK over the SEC-native 13F family

<Info>
  Audience: application and coding agent.
</Info>

## Canonical metadata

* `requestId`
* `traceparent`
* `provenance`
* `freshness`
* `materialization`
* `comparisonCoverage`
* `statusNote`

## Example request

<RequestExample>
  ```bash theme={null}
  curl -X GET -H "x-api-key: $SECAPI_API_KEY" -H "secapi-version: 2026-03-19" "https://api.secapi.ai/v1/owners/institutional/extract?cik=0001067983&year=2025&quarter=4&limit=25"
  ```
</RequestExample>

## Example response

<ResponseExample>
  ```json theme={null}
  {
    "object": "institutional_ownership_extract",
    "id": "instown_0001067983_20251231",
    "createdAt": "2026-03-18T16:00:00.000Z",
    "livemode": false,
    "entityId": "ent_berkshire_hathaway",
    "ticker": "BRK.B",
    "managerEntityId": "ent_berkshire_hathaway",
    "managerName": "Berkshire Hathaway Inc.",
    "managerCik": "0001067983",
    "managerTicker": "BRK.B",
    "year": 2025,
    "quarter": 4,
    "reportDate": "2025-12-31",
    "filingDate": "2026-02-14",
    "accessionNumber": "0000950123-26-001234",
    "comparisonCoverage": "with_prior_quarter_delta",
    "statusNote": null,
    "holdingsCount": 2,
    "totalValueUsdThousands": 365000000,
    "holdings": [
      {
        "issuer": "Apple Inc.",
        "issuerEntityId": "ent_aapl",
        "issuerTicker": "AAPL",
        "classTitle": "COM",
        "cusip": "037833100",
        "valueUsdThousands": 250000000,
        "shares": 900000000,
        "shareType": "SH",
        "putCall": null,
        "investmentDiscretion": "SOLE",
        "weightBps": 6849,
        "positionRank": 1,
        "changeStatus": "changed",
        "previousValueUsdThousands": 240000000,
        "previousShares": 890000000,
        "deltaValueUsdThousands": 10000000,
        "deltaShares": 10000000
      }
    ],
    "summaryMd": "## Historical institutional ownership extract for Berkshire Hathaway Inc.\n\nThis extract returns 2 normalized 13F holdings for the quarter ended 2025-12-31. Quarter-over-quarter deltas are populated from the immediately preceding parsable 13F.",
    "provenance": {
      "source": "sec",
      "accessionNumber": "0000950123-26-001234",
      "filingUrl": "https://www.sec.gov/Archives/example-13f.htm",
      "acceptedAt": "2026-02-14T21:00:00.000Z",
      "retrievedAt": "2026-03-18T16:00:00.000Z",
      "parserVersion": "2026-03-18.1"
    },
    "freshness": {
      "status": "fresh",
      "asOf": "2026-03-18T16:00:00.000Z",
      "sourcePublishedAt": "2026-02-14T21:00:00.000Z",
      "lagMs": 0
    },
    "materialization": {
      "parserVersion": "2026-03-18.1",
      "materializationVersion": "2026-03-18.1"
    },
    "requestId": "req_2ZK8Q1W9F4M6P7R3"
  }
  ```
</ResponseExample>

## Give this prompt to your agent

<Prompt>
  Use SEC API GET /v1/owners/institutional/extract to return a quarter-specific historical institutional ownership extract for a manager CIK over the SEC-native 13F family. Preserve `requestId`, `traceparent`, `provenance`, `freshness`, `materialization`, `comparisonCoverage`, `statusNote` in the output. Return a concise markdown summary plus the exact structured payload fields that a downstream engineer or agent should keep using this result.
</Prompt>

## Failure posture

* treat non-2xx responses as contract-aware failures, not free-form errors
* preserve `requestId` and `traceparent` in logs and downstream reports
* if provenance or freshness metadata is present, return it unchanged so trust is not lost in the handoff