EDGAR 13F-HR holdings (institutional positions)
GET /api/edgar-13f-holdingsTop holdings from an institutional investment manager's most recent 13F-HR filing (managers >$100M AUM file quarterly). Send GET /api/edgar-13f-holdings with no required fields (3 optional) and pay $0.005 per call over x402 or MPP (there is no free tier). It returns a JSON object with cik, managerName, accessionNumber, filedDate, reportDate and 5 more.
Parses the standard SEC informationtable.xml attached to the filing - returns issuer, CUSIP, shares, USD value, and voting authority for each position. Sorted by USD value, descending. Source: data.sec.gov + filing archive. ?cik=1067983 (Berkshire) or ?ticker=BRK-B
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
cik | string | no | SEC CIK of the institutional manager (e.g. 1067983 = Berkshire Hathaway) |
ticker | string | no | US ticker of a publicly-traded manager (alternative to cik; many funds aren't public) |
limit | number | no | Top N holdings by USD value, 1-500 (default 50) |
Example request
curl -i "https://agent402.tools/api/edgar-13f-holdings?cik=1067983&limit=10"
Without payment this returns HTTP 402 Payment Required with the exact price for edgar-13f-holdings; any x402 v2 or MPP client pays it and retries.
Example response
{
"cik": "0001067983",
"managerName": "Berkshire Hathaway Inc",
"accessionNumber": "0000950123-25-001234",
"filedDate": "2025-11-14",
"reportDate": "2025-09-30",
"informationTableUrl": "https://www.sec.gov/Archives/edgar/data/1067983/000095012325001234/informationtable.xml",
"totalHoldings": 38,
"returned": 10,
"totalValueUsd": 312456000000,
"holdings": [
{
"issuer": "APPLE INC",
"titleOfClass": "COM",
"cusip": "037833100",
"valueUsd": 176558000000,
"valueRaw": 176558000000,
"shares": 905560000,
"sharesOrPrincipalAmountType": "SH",
"putCall": null,
"investmentDiscretion": "DFND",
"votingSole": 905560000,
"votingShared": 0,
"votingNone": 0
}
]
}
| Field | Type | Always present | In the example |
|---|---|---|---|
cik | string | yes | 0001067983 |
managerName | string | yes | Berkshire Hathaway Inc |
accessionNumber | string | yes | 0000950123-25-001234 |
filedDate | string | yes | 2025-11-14 |
reportDate | string | yes | 2025-09-30 |
informationTableUrl | string | yes | https://www.sec.gov/Archives/edgar/data/1067983/000095012325001234/informatio... |
totalHoldings | number | yes | 38 |
returned | number | yes | 10 |
totalValueUsd | number | yes | 312456000000 |
holdings | array of objects | yes | 1 item in the example |
From an MCP client
catalog.call {
"slug": "edgar-13f-holdings",
"params": {
"cik": "1067983",
"limit": 10
}
}
The hosted connector at https://agent402.tools/mcp needs a payment for edgar-13f-holdings; the stdio package pays it from a wallet or from AGENT402_CREDITS_KEY. Local install: npx -y agent402-mcp.
Errors and behavior
- Every field is optional. An input the tool rejects returns an HTTP 4xx whose body carries
error,tool,expected,requiredandexample. - A paid call that ends in any status of 400 or above is not charged over x402, MPP or a prepaid credits key: settlement is cancelled when the tool fails. The exception is a Tempo push credential, a transfer the buyer sent before the call: it settles before the tool runs, so if the tool then fails the payment is recorded as a refund owed to the paying wallet.
- Wallet-only: this tool reaches the network or stored state, so it has no proof-of-work tier. A prepaid card-credits key issued earlier (
Authorization: Bearer a402_...) also pays it. - A
POSTwith a JSON body to /api/edgar-13f-holdings is served as this GET, with the body as the input. - An
Idempotency-Keyheader makes a retried paid call replay the first 200 instead of charging again (an answer larger than 1 MB is not replayed).
Paid call (JavaScript agent)
import { wrapFetchWithPayment } from "@x402/fetch";
import { x402Client } from "@x402/core/client";
import { registerExactEvmScheme } from "@x402/evm/exact/client";
import { privateKeyToAccount } from "viem/accounts";
const client = new x402Client();
client.setSpendControls?.(false); // keep your own spending ceiling in code
registerExactEvmScheme(client, { signer: privateKeyToAccount(KEY) });
const payFetch = wrapFetchWithPayment(fetch, client);
const res = await payFetch("https://agent402.tools/api/edgar-13f-holdings?cik=1067983&limit=10");
Part of these workflows
EDGAR 13F-HR holdings (institutional positions) is one step in these 2 skill packs, each sold as a single call:
- SEC filings deep-dive - Pull the full EDGAR picture of a US public company in one workflow: recent filings, key financial time series, insider trades, and full-text search across the corpus.
- SEC regulatory monitoring - The 'who just filed / who just bought / what just IPO'd / what does the full-text search say' monitoring loop. Five EDGAR tools composed: full-text search for a keyword, surface recent filings on the matched companies, pull insider Form 4 transactions, pull 13F institutional holdings changes, and check the IPO calendar. Different from sec-filings-deep-dive (which goes deep on one company's earnings) - this is the wide-and-recent radar.
Related tools
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