Evaluate this workflow
Test manager holdings, quarter comparisons, identifiers, and source trails.
13F monitor workflow
See the buyer-facing agent workflow.
Get an API key
Create an account and run the first holdings request.
What to verify first
- Manager identity: Confirm manager CIK, manager name, report period, filed date, and accession number.
- Issuer identity: Verify CUSIP, issuer name, ticker, and any issuer CIK mapping your workflow depends on.
- Change semantics: Decide how you will treat added, removed, increased, reduced, and unchanged positions across quarters.
- Timing: 13F filings are quarterly and delayed. They are useful for ownership history and manager behavior, not real-time position proof.
- Agent contract: Require the final answer to preserve source URL, request ID, filing date, report period, and caveats.
Quick start
Get Berkshire Hathaway’s current 13F holdings:Give this prompt to your agent
Use cases
Track position changes for top managers
Monitor when the largest hedge funds and asset managers add or exit positions. The compare endpoint surfaces exactly what changed.Build a 13F-based stock screener
Screen for stocks that are being accumulated by multiple institutional investors simultaneously. Cross-reference with insider buying for stronger conviction signals.Backtest institutional following
Analyze whether stocks with increasing institutional ownership outperform. Use historical 13F data to build and validate strategies.Give 13F data to an agent
Use 13F endpoints when your agent needs to answer questions like “which managers increased NVDA exposure last quarter?” or “which new positions appeared across multiple high-conviction funds?” Keep the manager CIK, reporting period, accession number, and request ID attached to the answer so the result can be audited.Compliance and reporting
Wealth managers and fund administrators can use 13F data to verify holdings disclosures and track competitive positioning.When SEC API is the right layer
Raw EDGAR is still the source of record. SEC API is the right layer when you want a normalized contract for managers, holdings, identifiers, source links, and agent-readable responses without maintaining your own 13F parser and quarter-comparison code.13F monitor workflow
See how the ownership data becomes a recurring investor-agent workflow.
Ownership API page
Review the broader ownership surface: 13F, insiders, holders, and governance.
Pricing and limits
Check the meter and fanout posture before monitoring many managers.
API endpoints
| Endpoint | Description |
|---|---|
GET /v1/owners/13f | List holdings for a 13F filer |
GET /v1/owners/13f/compare | Compare holdings between two quarters |
Get started
Get your API key
Start pulling 13F data with source trails and request metadata.

