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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

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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 latest-quarter top 1,000 institutional managers ranked by 13F reportable value (an AUM proxy) across at least the most recent 4 quarters (see meta.scope.available_ranking_periods for actual coverage) — managers outside that scope return empty data with a scope_notice.

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Response

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data
ManagerHoldingsResult
required
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meta.creditsUsed
number
Credits consumed (always 1).
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meta.scope
object
Coverage descriptor — managers_seeded, universe_period, available_ranking_periods: string[], selection_basis, is_top_1000_only.
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meta.scope_notice
string
Plain-English summary of coverage (suitable for surfacing to end users).
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_latest_seed_universe": true
    },
    "filing": {
      "sec_13f_filing_id": "uuid",
      "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,
    "scope": {
      "managers_seeded": 1000,
      "universe_period": "2025-12-31",
      "available_ranking_periods": [
        "2025-03-31",
        "2025-06-30",
        "2025-09-30",
        "2025-12-31"
      ],
      "selection_basis": "latest quarter 13F reportable value desc",
      "is_top_1000_only": true
    },
    "scope_notice": "13F coverage: Top 1,000 managers selected from quarter 2025-12-31. 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."
  }
}

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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 scope_notice.
Errors: manager_name resolves to nothing → 404 manager_not_found. manager_name is ambiguous → 409 manager_name_ambiguous with candidates[]. Both manager_cik and manager_name supplied but disagree → 400.
Confidential / delayed-disclosure holdings are not exposed.

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Direct invocation

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

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Full parameter reference

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manager_cik
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.
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manager_name
string
Free-form manager name (e.g. Bridgewater, Berkshire Hathaway). Resolved server-side via exact → alias → light fuzzy.
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year
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.
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quarter
integer
Calendar quarter 1-4 (Q1=Jan-Mar, Q4=Oct-Dec). Must be paired with year.
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limit
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 latest-quarter smart money universe to seed a fund pool.

MCP Server setup

Connect Claude / Cursor / any harness in 60 seconds.