edgar_institutional_holdings

shallow

io.github.pipeworx-io/edgar · Verify this server

AUTHORITATIVE stock portfolio of a large institutional investor (SEC Form 13F-HR) — what a fund/manager owns, share counts, and position values. Pass the MANAGER's ticker or CIK (e.g. "BRK-B" or CIK "1067983" for Berkshire Hathaway; "1350694" for Bridgewater). Returns the latest quarterly 13F: top holdings aggregated by issuer with value (USD), shares, and % of portfolio, plus the report period. Use for "what does Berkshire own", "Bridgewater's biggest positions", "which funds hold $TICKER" (run per manager). Note: 13F covers US-listed long equity + options held by managers with >$100M AUM, filed ~45 days after quarter-end; it excludes shorts, cash, and non-US holdings. Values are whole USD for filings since 2023; older ones are in thousands. IMPORTANT: rows carry a `put_call` field and a plain-English `direction`. A `put` row is a BEARISH bet AGAINST that issuer — never report it as a holding the manager owns — and for option rows the value is the underlying's notional, not premium or capital at risk. Rank real holdings by `pct_of_long_equity`, and read `position_summary` + `interpretation_note` before summarising.

100.0/100

1 trials · measured 55 days ago

edgar_institutional_holdings scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against io.github.pipeworx-io/edgar, measured 25 Aug 2026 under methodology v0.2.0. Every measured component scored 100.

Component breakdown

ComponentWeightValue
Reliability35%not applicable
Schema integrity25%100.0
Failure behaviour15%not applicable
Latency15%not applicable
Concurrency10%not applicable

Tool details

Transport
remote
Credential class
unreachable
Category
Finance & compliance
Input schema
not declared
Output schema
not declared
Side-effect classification
unclassified

Score history

DayScoreTierMethodology
2026-08-25100.0shallowv0.2.0

Probe evidence

ProbeOutcomes
schema_integritypass: 1

Raw request/response logs are not archived yet — the outcome counts above are drawn directly from every recorded trial.

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Vouch score: edgar_institutional_holdings
[![Vouch score](https://vouch.tools/api/tools/234f26c2-ba24-4be3-80dd-48e4398d28c9/badge.svg)](https://vouch.tools/tools/234f26c2-ba24-4be3-80dd-48e4398d28c9)
edgar_institutional_holdings — Vouch