13F Holdings by Manager

Available as MCP tool: sec_13f_list_manager_holdings — call directly from Claude / Cursor / any MCP client. See MCP Server for the 60-second setup.

Live 1 credit per call

What it does for your agent

sec_13f_list_manager_holdings is the forward direction of the 13F smart-money lookup: given a manager_cik or natural-language manager_name plus optional (year, quarter), return that institution’s full SEC Form 13F-HR holdings for that quarter — CUSIP, mapped ticker, position value, share count, voting authority, options vs cash. Use it when an agent already knows the fund and wants to enumerate its book. Pass two different (year, quarter) values to do quarter-over-quarter holdings diffs (added / trimmed / new buys / fully sold) for the same fund. This tool is not semantic search. manager_name is resolved by a lightweight server-side exact → alias → light fuzzy matcher; it doesn’t accept long natural-language queries. Coverage is the requested quarter’s top 1,000 institutional managers ranked by 13F reportable value (an AUM proxy); each quarter has its own top 1,000. Managers outside that quarter’s covered set return empty data with an explanatory meta.notice.

Response

ManagerHoldingsResult

required

Show ManagerHoldingsResult fields

string

Quarter (YYYY-MM-DD) the response data is from; equals the quarter-end matching your (year, quarter) input.

object

required

Resolved manager identity and AUM proxy.

Show manager fields

string

required

SEC CIK.

string

required

Canonical manager name.

string

required

How the manager was resolved: cik / exact / alias / fuzzy.

number

required

Manager’s overall most-recent size (independent of requested quarter): latest 13F reportable value (AUM proxy).

string

required

Period of latest_reportable_value_usd.

integer

Manager’s rank in the covered Top 1,000 manager set for ranking_period (null if no ranking exists for that quarter).

number

Manager’s reportable value for ranking_period (USD).

boolean

required

Whether the manager is in ranking_period’s covered Top 1,000 manager set — evaluated per quarter, since each quarter has its own Top 1,000.

object

required

Filing identifier of the matched 13F-HR submission.

Show filing fields

string

required

13F-HR or 13F-HR/A (amendment).

string

required

SEC accession number.

string

required

Date filed (YYYY-MM-DD).

string

required

Quarter-end the filing reports on.

boolean

required

True for an amendment filing.

integer

required

Total holdings rows in the source filing.

number

required

Sum of value_usd across the source filing.

Holding[]

required

Holdings sorted by value_usd descending.

Show Holding fields

string

required

CUSIP identifier.

string

Mapped U.S. ticker (null for cash, options, private placements).

string

required

Issuer name as filed.

string

required

Security class (e.g. COM).

number

required

Position market value in USD.

number

required

Number of shares (or principal amount).

string

required

SH (shares) or PRN (principal).

string

required

SOLE / SHARED / NONE / DFND.

number

required

Sole voting authority shares.

number

required

Shared voting authority shares.

number

required

No voting authority shares.

string

PUT / CALL, or null for non-options.

number

Credits consumed (always 1).

number

Credits left after this call.

string

Plain-English coverage note, when the response needs one.

200 OK · sec_13f_list_manager_holdings

{
  "data": {
    "ranking_period": "2025-12-31",
    "manager": {
      "manager_cik": "1067983",
      "manager_name": "BERKSHIRE HATHAWAY INC",
      "match_type": "alias",
      "latest_reportable_value_usd": 302459211458,
      "latest_reportable_value_period": "2025-12-31",
      "period_rank": 7,
      "period_reportable_value_usd": 302459211458,
      "is_in_covered_manager_set": true
    },
    "filing": {
      "filing_type": "13F-HR",
      "accession_number": "0000950123-26-001234",
      "filed_at": "2026-02-14",
      "period_of_report": "2025-12-31",
      "is_amendment": false,
      "table_entry_total": 110,
      "table_value_total": 302459211458
    },
    "holdings": [
      {
        "cusip": "025816109",
        "ticker": "AXP",
        "name_of_issuer": "AMERICAN EXPRESS CO",
        "title_of_class": "COM",
        "value_usd": 55145133598,
        "shares": 149061045,
        "shares_type": "SH",
        "investment_discretion": "SOLE",
        "voting_sole": 149061045,
        "voting_shared": 0,
        "voting_none": 0,
        "put_call": null
      }
    ]
  },
  "meta": {
    "creditsUsed": 1,
    "remainingCredits": 999,
    "notice": "13F coverage: Top 1,000 managers for quarter 2025-12-31 (each quarter has its own Top 1,000). Ranking data available for 4 quarters: 2025-03-31 … 2025-12-31. Reportable value is an AUM proxy excluding fixed income, options, non-U.S. holdings, and shorts."
  }
}

Notes

Canonical workflow: pair this tool with sec_13f_list_top_managers (to derive a fund pool, e.g. top 30) and sec_13f_list_ticker_holders (to invert “who holds X?”). For consensus / overlap analyses: enumerate top managers → fan out one call per manager into this tool → aggregate client-side.

Typical agent queries: this tool returns single-quarter holdings only; quarter-over-quarter comparisons require the agent to call it twice and diff locally.

Single-quarter holdings for one manager

Quarter-over-quarter holdings change for one manager

Top 1,000 only. Outside-scope manager_cik returns 200 OK with empty data and meta.notice.

Errors: manager_name resolves to nothing → 200 OK with empty data and meta.notice. manager_name is ambiguous → 400 invalid_request; provide manager_cik to disambiguate.

Confidential / delayed-disclosure holdings are not exposed.

Direct invocation

HTTP / SDK examples

{
  "method": "tools/call",
  "params": {
    "name": "sec_13f_list_manager_holdings",
    "arguments": {
      "manager_name": "Berkshire Hathaway",
      "year": 2025,
      "quarter": 4,
      "limit": 200
    }
  }
}

import os, requests

resp = requests.get(
    "https://api.llmquantdata.com/api/filings/13f/by-manager",
    headers={"Authorization": f"Bearer {os.environ['LLMQUANT_API_KEY']}"},
    params={"manager_name": "Berkshire Hathaway", "year": 2025, "quarter": 4},
).json()
manager = resp["data"]["manager"]
for h in resp["data"]["holdings"][:10]:
    label = h["ticker"] or h["cusip"]
    print(f"{label:<8} ${h['value_usd']:>15,}")

curl "https://api.llmquantdata.com/api/filings/13f/by-manager?manager_name=Berkshire%20Hathaway&year=2025&quarter=4" \
  -H "Authorization: Bearer $LLMQUANT_API_KEY"

Full parameter reference

sec_13f_list_manager_holdings — request parameters

string

SEC CIK of the filing manager (e.g. 1067983 for Berkshire Hathaway). When both manager_cik and manager_name are supplied, manager_cik is authoritative; disagreement returns 400.

string

Free-form manager name (e.g. Bridgewater, Berkshire Hathaway). Resolved server-side via exact → alias → light fuzzy.

integer

Calendar year of the quarter to query (e.g. 2025). Range [2013, 2030]. Must be paired with quarter; omit both for the manager’s most recent covered quarter.

integer

Calendar quarter 1-4 (Q1=Jan-Mar, Q4=Oct-Dec). Must be paired with year.

integer

default:200

Maximum holdings returned. Default 200. Max 500.

At least one of manager_cik or manager_name must be provided.

13F Holders by Ticker

Reverse direction — which Top 1000 managers hold this ticker?

13F Top Managers

Enumerate the covered Top 1000 manager set to build a fund pool.

MCP Server setup

Connect Claude / Cursor / any harness in 60 seconds.

Getting Started

Connect

Personal Context

Knowledge Data

Crypto Prices

Prediction Markets

Equity Prices

ETF

Macro Indicators

SEC Filings

News

SEC Form 13F

What it does for your agent

Response

Notes

Direct invocation

Full parameter reference

13F Holders by Ticker

13F Top Managers

MCP Server setup

​What it does for your agent

​Response

​Notes

​Direct invocation

​Full parameter reference

​Related

13F Holders by Ticker

13F Top Managers

MCP Server setup

What it does for your agent

Response

Notes

Direct invocation

Full parameter reference

Related