Institutional Holdings

Query 13F institutional ownership data — who holds a stock and what an institution's portfolio looks like.

Prerequisites

• An edgar.tools API key with Professional tier access
• A company ticker or CIK, or an institution CIK number

1. Get holders for a company

The holders endpoint returns institutional investors (13F filers) that own shares in a company. Pass a ticker or CIK in the URL path.

curl -H "Authorization: Bearer etk_your_key_here" \
  "https://api.edgar.tools/v1/companies/AAPL/holders?limit=10"

import requests

response = requests.get(
    "https://api.edgar.tools/v1/companies/AAPL/holders",
    params={"limit": 10},
    headers={"Authorization": "Bearer etk_your_key_here"},
)
holders = response.json()

2. Understand the response

The response includes a holders list with each institution's name, shares held, value, and percentage of institutional ownership. The summary object shows aggregate totals and the top holder.

3. Look up an institution's profile

Use the /institutions/{cik} endpoint to get details about a specific 13F filer, including their AUM, total holdings count, and available reporting quarters.

curl -H "Authorization: Bearer etk_your_key_here" \
  "https://api.edgar.tools/v1/institutions/102909"

response = requests.get(
    "https://api.edgar.tools/v1/institutions/102909",
    headers={"Authorization": "Bearer etk_your_key_here"},
)
vanguard = response.json()

4. Browse an institution's portfolio

The holdings endpoint returns the full portfolio for an institution. Use quarter to select a specific period, search to find a holding, and offset/limit for pagination.

curl -H "Authorization: Bearer etk_your_key_here" \
  "https://api.edgar.tools/v1/institutions/102909/holdings?quarter=2025Q4&limit=20"

response = requests.get(
    "https://api.edgar.tools/v1/institutions/102909/holdings",
    params={"quarter": "2025Q4", "limit": 20},
    headers={"Authorization": "Bearer etk_your_key_here"},
)
holdings = response.json()

5. Filter and search holdings

Search an institution's portfolio by company name or CUSIP, or filter by sector. Combine with quarter selection for historical comparison.

curl -H "Authorization: Bearer etk_your_key_here" \
  "https://api.edgar.tools/v1/institutions/102909/holdings?search=NVIDIA&quarter=2025Q4"

response = requests.get(
    "https://api.edgar.tools/v1/institutions/102909/holdings",
    params={"search": "NVIDIA", "quarter": "2025Q4"},
    headers={"Authorization": "Bearer etk_your_key_here"},
)
nvda_position = response.json()

Tier access. All institutional holdings endpoints require a Professional API key. CIK normalization. CIK numbers accept any format — leading zeros are handled automatically (102909 = 0000102909).

To summarize

• Three endpoints: company holders, institution profile, institution holdings
• Quarter format supports both 2025Q4 and 2025-12-31
• Holdings include quarter-over-quarter change status (increased, decreased, new)
• CIK leading zeros are handled automatically

Related guides

• Companies — search for companies and retrieve profiles
• Insider Trades — track insider buying and selling activity