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Available as MCP tool: sec_13f_list_ticker_holders — 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_ticker_holders is the reverse direction of the 13F smart-money lookup: given a U.S. ticker and a quarter, return the list of Top 1,000 institutional managers that held the ticker, with each holder’s position size plus manager-level reportable value / scope rank. Use it to answer “who’s behind this name?” — the position list is sorted by value_usd desc, and clients can derive a top-N-by-AUM-proxy holder cohort locally. This tool is not semantic search: it’s parameterized lookup by (ticker, period). Coverage is restricted to the latest-quarter top 1,000 managers (an AUM-proxy ranking) — the result is not the full set of 13F filers holding the ticker.

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Response

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data
TickerHoldersResult
required
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meta.creditsUsed
number
Credits consumed (always 1).
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meta.scope
object
Coverage descriptor (same shape as the other 13F endpoints).
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meta.scope_notice
string
Plain-English summary of coverage.
200 OK · sec_13f_list_ticker_holders
{
  "data": {
    "ticker": "NVDA",
    "ranking_period": "2025-12-31",
    "total_holders_in_scope": 187,
    "aggregate_value_usd": 123456789000,
    "holders": [
      {
        "manager_cik": "1067983",
        "manager_name": "BERKSHIRE HATHAWAY INC",
        "manager_period_reportable_value_usd": 302459211458,
        "manager_period_of_report": "2025-12-31",
        "manager_period_rank": 7,
        "sec_13f_filing_id": "uuid",
        "accession_number": "0000950123-26-001234",
        "cusip": "67066G104",
        "title_of_class": "COM",
        "value_usd": 1234567890,
        "shares": 9000000,
        "shares_type": "SH"
      }
    ]
  },
  "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": "Holders list is restricted to the Top 1,000 smart-money universe; not full-market ownership. 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 reverse lookup with sec_13f_list_top_managers (to size the universe) and sec_13f_list_manager_holdings (to drill into a specific holder’s full book). This tool answers “who holds X?”; the manager-direction tool answers “what does this fund hold?”.
Use manager_period_rank and manager_period_reportable_value_usd to filter holders client-side — e.g. only display the Top 30 managers among holders to avoid surfacing tiny long-tail positions.
Typical agent queries: this tool returns a single-quarter holder list only; quarter-over-quarter comparisons require the agent to call it twice and diff locally.

Single-quarter holders for one ticker

Quarter-over-quarter holder change for one ticker

Coverage is the Top 1000 smart-money universe only, not full-market ownership; a manager’s quarter-to-quarter visibility change may also reflect “dropped out of the Top 1000” rather than truly “exited the stock”. Agents should keep this caveat in mind.
Top 1,000 manager scope only. This is not full-market ownership. Funds outside the covered universe (and all retail / direct holders) are excluded.
If a ticker is absent from every Top 1000 manager’s covered quarters, the tool returns 200 OK with empty holders plus scope_notice.
Confidential / delayed-disclosure holdings are not exposed.

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Direct invocation

{
  "method": "tools/call",
  "params": {
    "name": "sec_13f_list_ticker_holders",
    "arguments": { "ticker": "NVDA", "year": 2025, "quarter": 4, "limit": 100 }
  }
}

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Full parameter reference

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ticker
string
required
U.S. equity ticker (e.g. NVDA, TSLA, AAPL). Case-insensitive; the server normalizes BRK.B → BRK-B.
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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 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:100
Maximum holders to return. Default 100. Max 1000 — use a high limit if the consumer wants the full Top 1000 holder list and will trim by manager AUM proxy client-side.

13F Holdings by Manager

Forward direction — list a single fund’s full holdings for one quarter.

13F Top Managers

Enumerate the latest-quarter smart money universe to size or filter the holder cohort.

MCP Server setup

Connect Claude / Cursor / any harness in 60 seconds.