Start with the question you have
| If you need to… | Use | What to keep |
|---|---|---|
| Inspect one manager’s reported portfolio | GET /v1/owners/13f | reportDate, filingDate, accessionNumber, and the holding fields |
| Compare a manager’s latest two parsable reports | POST /v1/owners/13f/compare | both filing dates, row status, deltas, and provenance |
| Find holders of one issuer | GET /v1/owners/institutional/ticker | report date, manager identity, value, shares, and rank |
| Review reported insider transactions | GET /v1/insiders | Form 4 code, direction, transaction date, accession number, and filing URL |
| Find a 13D or 13G disclosure | GET /v1/owners/13d-13g | filer, ownership context, filing date, and source filing |
First requests
Retrieve the latest parsable 13F report for a manager CIK:Compare a manager’s latest reports
Use the comparison endpoint when you want the latest two parsable reports available to the service for a manager. The endpoint does not accept two arbitrary quarter selectors; inspectcurrentFilingDate, previousFilingDate, and the returned source provenance before describing a change as a particular quarter-over-quarter move. If you need the accession number for both reports, list the manager’s filings and retrieve the selected reports separately.
reportDate=YYYY-MM-DD:
Read ownership data carefully
- 13F is delayed and incomplete by design. It reports a manager’s qualifying holdings after quarter end, not a live portfolio, and it does not describe every asset class or position.
- A row is not the whole thesis. A new or reduced position can reflect rebalancing, client flows, derivatives, or other context that the holding row cannot settle.
- Transaction code and direction are different fields. Form 4 code
Pidentifies a purchase transaction;transactionDirectiondescribes whether the reported shares were acquired or disposed. Keep both when classifying activity. - Keep the source trail. Preserve
accessionNumberandprovenance.filingUrlin downstream reports so an analyst can inspect the original filing.
Continue from here
Monitor 13F holdings
Build a quarterly comparison workflow with REST, Python, and JavaScript.
Analyze insider trading
Filter Form 4 transactions and preserve the filing evidence.
Ownership API reference
Inspect endpoint parameters and response contracts.

