Financial Data API — Documentation

Financial Data API carries quarterly SEC Form 13F holdings for a curated set of 25 headline institutional filers as first-class observations: one row per filer, issuer, and quarter, with the position’s market value as the observation value and the filing detail in metadata. You can read a stock’s institutional owners, or walk a single manager’s whole book, in the same envelope as everything else.

There is no dedicated REST route for 13F holdings yet — the recipe below reads them through the standard observations API, with the same pagination and provenance as any other series. Agents get a purpose-built institutional_holdings MCP tool that wraps the same data, ticker- or filer-centric.

What data is available

Holdings live under the canonical indicator indicator_institutional_holding. Each observation is one (filer, issuer, quarter) position: the value is the position’s market value in USD, and the metadata carries the rest of the 13F row.

Value

The position’s market value in USD, as reported for the calendar quarter.

Metadata

filerName, filerCik, cusip, shares, class, reportCalendarQuarter, putCall.

Provenance

filedAt, accessionNumber, and filingUrl point at the exact 13F filing behind the row.

Form 13F filings are public SEC documents, so holdings are official-source and redistribution-safe. Reports are quarterly, filed up to 45 days after quarter end, and the feed is amendment-aware: a 13F-HR/A supersedes the original where it restates a position.

The curated filer set

Coverage is a deliberate, curated set of 25 headline filers rather than the full 13F universe — the managers whose quarterly books move markets and headlines:

Giants

Berkshire Hathaway, BlackRock, Vanguard, State Street.

Hedge funds

Bridgewater, Renaissance Technologies, Citadel Advisors, Millennium, D. E. Shaw, Two Sigma, AQR, Tiger Global, Coatue, Lone Pine, Viking Global, Baupost, Appaloosa.

Activists and stock-pickers

Elliott, Pershing Square, Icahn, Third Point, Soros Fund Management, Duquesne Family Office, Scion Asset Management, Greenlight Capital.

Authentication

Send your key as x-api-key (or Authorization: Bearer) with the data:read scope. See Authentication.

Query holdings

Pull the whole panel with the indicator filter, or make it issuer-centric by adding entity_id.

# Who holds Apple, most recent quarters first
curl "https://api.financialdatapi.com/observations?indicator_id=indicator_institutional_holding&entity_id=ent_aapl&order=desc&limit=25" \
  -H "x-api-key: $FINANCIALDATA_API_KEY"

# The full holdings panel across all 25 filers
curl "https://api.financialdatapi.com/observations?indicator_id=indicator_institutional_holding&limit=100" \
  -H "x-api-key: $FINANCIALDATA_API_KEY"

import { FinancialDataApiClient } from "@financialdatapi/client";

const client = new FinancialDataApiClient({ apiKey: process.env.FINANCIALDATA_API_KEY! });

for await (const obs of client.paginate("/observations", {
  indicator_id: "indicator_institutional_holding",
  entity_id: "ent_aapl",
  order: "desc",
})) {
  console.log(obs.metadata.filerName, obs.metadata.reportCalendarQuarter, obs.actual);
}

Response

{
  "data": [
    {
      "observationId": "obs_institutional_holding_brk_ent_aapl_2026q1",
      "indicatorId": "indicator_institutional_holding",
      "indicatorName": "Institutional holding (13F)",
      "entity": "ent_aapl",
      "actual": 63450000000,
      "unit": "USD",
      "periodEnd": "2026-03-31",
      "metadata": {
        "filerName": "Berkshire Hathaway Inc",
        "filerCik": "0001067983",
        "cusip": "037833100",
        "shares": 300000000,
        "class": "COM",
        "reportCalendarQuarter": "2026-Q1",
        "filedAt": "2026-05-14T21:05:00.000Z",
        "accessionNumber": "0000950123-26-004567",
        "filingUrl": "https://www.sec.gov/Archives/edgar/data/1067983/000095012326004567/0000950123-26-004567-index.htm",
        "putCall": null
      },
      "provider": "U.S. Securities and Exchange Commission",
      "rawAvailable": true
    }
  ],
  "meta": {
    "api_version": "v1",
    "pagination": { "limit": 25, "cursor": null, "next_cursor": "...", "has_more": true }
  },
  "requestId": "..."
}

Example values above are illustrative. Pull live holdings from the endpoint.

Filer-centric reads work the same way: filter the panel client-side on metadata.filerCik (or use the institutional_holdings MCP tool, which accepts a filer directly). One filer’s book for one quarter is the set of rows sharing filerCik and reportCalendarQuarter.

Monitoring activist stakes

13F holdings are quarterly and lag the quarter end by up to 45 days. Activist positions usually surface faster through Schedule 13D and 13G filings, which Financial Data API serves as issuer_disclosure events in the unified events feed:

cURL

curl "https://api.financialdatapi.com/events?event_class=issuer_disclosure&limit=20" \
  -H "x-api-key: $FINANCIALDATA_API_KEY"

Combine the two and you approximate an activist-watch feed: the 13D/G event tells you a stake crossed a disclosure threshold now, and the following quarter’s 13F rows (Elliott, Pershing Square, Icahn, Third Point, and the rest of the curated set) show how the position evolved.

Notes and caveats

Quarterly, with a reporting lag

13F reports are filed up to 45 days after each calendar quarter end, so positions are stale by design. reportCalendarQuarter is the quarter the holdings describe; filedAt is when the SEC received the filing. Use the events feed above for faster disclosure signals.

Amendments

The feed is amendment-aware: when a filer submits a 13F-HR/A, the restated rows supersede the originals for that quarter, and accessionNumber and filingUrl point at the filing each row actually came from.

What a 13F does and does not show

13F reports cover long US-listed equity positions (plus listed options, flagged via putCall). Short positions, swaps, and non-US holdings are not reportable, so a manager’s 13F book is not their whole portfolio.

Curated, not exhaustive

Coverage is the 25 headline filers listed above, not every 13F filer. The set is curated for signal density; treat it as a panel of notable books rather than total institutional ownership of a stock.

Insider trades

SEC Forms 3/4/5 insider transactions for the same companies.

Economic calendar & events

The unified events feed that carries issuer_disclosure (13D/G) events.

Companies

The scored universe and entity resolution by ticker or CIK.

Provenance

Trace any holding back to its named SEC filing and ingestion run.

Get started

Data products

Data infrastructure

Agent access

Resources

Legal

Institutional ownership

What data is available

Value

Metadata

Provenance

The curated filer set

Giants

Hedge funds

Activists and stock-pickers

Authentication

Query holdings

Monitoring activist stakes

Notes and caveats

Insider trades

Economic calendar & events

Companies

Provenance

​What data is available

Value

Metadata

Provenance

​The curated filer set

Giants

Hedge funds

Activists and stock-pickers

​Authentication

​Query holdings

​Monitoring activist stakes

​Notes and caveats

​Related

Insider trades

Economic calendar & events

Companies

Provenance

What data is available

The curated filer set

Authentication

Query holdings

Monitoring activist stakes

Notes and caveats

Related