Get13FHoldings

io.github.findimitrov/fintel-discovery · Verify this server

Fetch and parse the complete equity holdings table from a specific SEC 13F-HR filing. Any institution managing more than $100M in US equities must file quarterly — this reveals their exact portfolio positions. Returns one record per position: - name_of_issuer — company name (e.g. 'APPLE INC') - cusip — 9-character CUSIP identifier - title_of_class — share class (e.g. 'COM', 'ADR') - value_thousands — market value in thousands USD - value_usd — market value in USD - shares_or_principal — number of shares (SH) or principal amount (PRN) - investment_discretion — SOLE, SHARED, or OTHER - put_call — 'Put' or 'Call' for options; null for equities - voting_sole/shared/none — voting authority breakdown PRIMARY USE: Step 2 of institutional holdings workflow. Obtain cik and accession_no from SearchEdgar13F or GetEdgarCompanyFilings, then call this tool to get the actual positions. Use min_value_thousands to filter noise (e.g. 1000 = positions ≥ $1M). Use sort_by='value_desc' to see the largest positions first. Use limit (default 100) and offset for pagination — large filers can have 3,000+ positions. Check _has_more in the response to know if more pages exist. Source: SEC EDGAR Archives (13F infotable XML). No API key required.