Institutions

Profile a 13F institutional filer and read its reported holdings quarter by quarter. All endpoints live under https://api.edgar.tools/v1.

Available on Professional and above. Free accounts can preview plans on the pricing page.

Institutions are identified by their SEC filer CIK (the 10-digit identifier on their Form 13F). Berkshire Hathaway, for example, is 0001067983.

GET /v1/institutions/{cik}#

Tier: Professional

Get a filer's profile: latest reported AUM and holdings count, the list of quarters available, and a portfolio trend series.

ParameterTypeDescription
cikinteger (path)The institution's 13F filer CIK
curl "https://api.edgar.tools/v1/institutions/0001067983" \
  -H "Authorization: Bearer etk_your_key_here"
{
  "institution": {
    "filer_cik": "0001067983",
    "filer_name": "BERKSHIRE HATHAWAY INC",
    "latest_report_date": "2026-03-31",
    "latest_aum_thousands": 285000000,
    "latest_holdings_count": 45,
    "total_filings": 96
  },
  "available_quarters": ["2026-03-31", "2025-12-31", "2025-09-30"],
  "portfolio_trend": {
    "quarters": ["2025-09-30", "2025-12-31", "2026-03-31"],
    "total_values": [270000000, 278000000, 285000000],
    "holdings_counts": [43, 44, 45]
  }
}

latest_aum_thousands and the total_values series are in thousands of dollars, matching the 13F reporting unit. Returns 404 with { "error": "Institution not found", "cik": "1067983" } when the CIK has filed no 13F reports.

GET /v1/institutions/{cik}/holdings#

Tier: Professional

Get the holdings a filer reported for a given quarter, with per-position changes versus the prior quarter, a portfolio summary, and turnover statistics.

ParameterTypeDescription
quarterstringReport date, e.g. 2026-03-31. Defaults to the latest quarter.
searchstringFilter holdings by issuer name or ticker
sectorstringFilter to a single sector
sortstring (value or shares, default value)Sort order
limitinteger (default 50, range 1–500)Max holdings to return
offsetinteger (default 0)Pagination offset
include_closedbooleanInclude positions closed since the prior quarter
sparkline_quartersinteger (default 0)Add a per-holding share-count sparkline over N quarters
curl "https://api.edgar.tools/v1/institutions/0001067983/holdings?quarter=2026-03-31&limit=50&sort=value" \
  -H "Authorization: Bearer etk_your_key_here"
{
  "institution_cik": "0001067983",
  "quarter": "2026-03-31",
  "holdings": [
    {
      "cusip": "037833100",
      "ticker": "AAPL",
      "issuer_name": "APPLE INC",
      "shares": 905560000,
      "value_thousands": 174300000,
      "pct_portfolio": 12.34,
      "sector": "Technology",
      "change": {
        "status": "increased",
        "share_change_pct": 5.2,
        "value_change": 1200000,
        "prev_shares": 860000000,
        "prev_value_thousands": 173100000
      }
    }
  ],
  "summary": {
    "total_value_thousands": 285000000,
    "holdings_count": 45,
    "top_sector": "Technology",
    "top_sector_pct": 18.5,
    "value_change_pct": 2.1,
    "holdings_count_change": 1
  },
  "pagination": { "offset": 0, "limit": 50, "total": 45, "has_more": false },
  "filters": { "search": null, "sector": null },
  "change_summary": {
    "new": 3,
    "increased": 20,
    "decreased": 10,
    "unchanged": 12,
    "closed": 2,
    "total_current": 45,
    "total_previous": 44,
    "net_change": 1,
    "turnover_pct": 11.36
  }
}

Notes on optional fields:

  • change is present on each holding only when a prior quarter exists. status is new, increased, decreased, or unchanged.
  • change_summary is present only when there is a prior quarter to compare against.
  • A per-holding sparkline array appears only when sparkline_quarters is greater than 0.
  • A top-level closed_positions array appears only when include_closed=true and there are closed positions.

Returns 404 with { "error": "Institution not found", "cik": ... } when the CIK has no 13F history. Sets Cache-Control: public, max-age=3600.