Institutional investor portfolio
Returns the full portfolio of an institutional investor (identified by CIK) from a 13F filing. This is the inverse of /api/ownership/institutional-holders — instead of "who owns this stock", this answers "what does this investor own". Only managers with $100M+ AUM who file Form 13F-HR are included.
By default the manager's own most recent filing is used, so different managers may resolve to different quarters during the 45-day filing window. Pass reportDate to pin every manager to the same quarter for side-by-side comparisons.
Query parameters
CIK of the institutional manager
Page number (1-indexed)
Number of results per page (max 500)
Optional as-of date (YYYY-MM-DD) that pins the query to the manager's most recent 13F filing on or before this date. Exact quarter-ends aren't required — the returned reportDate field tells you which quarter you actually got. When omitted, the manager's latest filing is used.
When to use it: comparing several managers' portfolios side-by-side. Without a pin, one manager may resolve to Q4 while another has already reported Q1, producing apples-to-oranges results during the 45-day 13F filing window.
Response
Paginated portfolio of holdings ordered by value (descending)
Example response
{
"managerName": "BERKSHIRE HATHAWAY INC",
"managerCik": 1067983,
"reportDate": "2025-12-31",
"page": 1,
"pageSize": 100,
"totalPages": 1,
"totalResults": 42,
"data": [
{
"issuerName": "APPLE INC",
"titleOfClass": "COM",
"cusip": "037833100",
"symbol": "AAPL",
"value": 75145782000,
"shares": 300000000,
"shareType": "SH",
"investmentDiscretion": "SOLE"
}
]
}