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