{"uid":"cap_1XHAgif2Bz4UeYSGsklKG","slug":"sec-13f-institutional-holdings-with-quarter-over-quarter-changes-da739962","name":"SEC 13F Institutional Holdings with Quarter-over-Quarter Changes","description":"Institutional 13F holdings for one manager with quarter-over-quarter changes: new positions, full exits, increases and decreases, joined on CUSIP because issuer names change between quarters and are not a safe join key. Resolves managers by name as well as ticker, and reports a 13F-NT notice as a notice instead of an empty portfolio.","url":"https://bryan-hermes.lenok-gorgon.ts.net:8443/v1/holdings?utm_source=zero.xyz","method":"GET","headers":{},"bodySchema":{"type":"object","$schema":"https://json-schema.org/draft/2020-12/schema","required":["input"],"properties":{"input":{"type":"object","required":["type","method"],"properties":{"type":{"type":"string","const":"http"},"method":{"enum":["GET","HEAD","DELETE"],"type":"string"},"queryParams":{"type":"object","required":["manager"],"properties":{"limit":{"type":"integer","default":50,"description":"Max positions returned (<=500)"},"manager":{"type":"string","description":"Manager by ticker (BRK.B), CIK (1067983), or name (Renaissance Technologies). Names work because most 13F filers are private and have no ticker."},"quarters":{"type":"integer","default":2,"description":"2 = compare against the prior quarter and label every position new / added / reduced / exited / unchanged; 1 = latest quarter only"},"changes_only":{"type":"boolean","default":false,"description":"true omits positions that did not change"}}}},"additionalProperties":false},"output":{"type":"object","required":["type"],"properties":{"type":{"type":"string"},"example":{"type":"object"}}}}},"responseSchema":null,"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.01","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"probe","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.01/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.01","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.01","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_QlAmY5QHoHwRz2oQPw4Xi","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.01","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Returns institutional 13F equity holdings for a specified manager with labeled position changes (new, added, reduced, exited, unchanged) joined on CUSIP across quarters.","exampleAgentPrompt":"Pull the latest 13F holdings for Renaissance Technologies and show me just the positions that changed versus last quarter — new buys, full exits, and anything they added to or trimmed.","exampleUseCases":[{"title":"Hedge fund portfolio change tracker","prompt":"Show me all the positions that changed in Bridgewater Associates' 13F this quarter compared to last — I want to see what's new, what they exited, and what they increased or decreased."},{"title":"Activist investor stake monitoring","prompt":"What does Pershing Square currently hold according to their latest 13F filing? Pull up to 200 positions and compare against the prior quarter so I can see what's new or exited."},{"title":"Index fund holdings audit","prompt":"Look up the 13F for Vanguard using their CIK 102909 and give me the last quarter only — I just need a snapshot of their current equity positions, no change comparison needed."}],"resultDescription":"A list of equity positions held by the specified institutional manager as of their most recent 13F filing, each labeled with a change status (new, added, reduced, exited, or unchanged) relative to the prior quarter. Positions are joined on CUSIP to handle issuer name changes across quarters. If the manager filed a 13F-NT (notice of no holdings), the response reports that notice rather than an empty portfolio. Results include share counts, and can be filtered to changed positions only.","failureModes":["Manager name not recognized — no CIK match found for the provided name","Manager has not filed any 13F — not a 13F filer or below AUM threshold","13F-NT filed instead of full portfolio — returns notice, not holdings","Requested limit exceeds 500 — validation error","Quarter comparison unavailable — only one quarter of data exists for a new filer","CUSIP join failure for obscure securities — position may appear as new when it is not","Payment not processed — x402 payment required before response is returned"],"whenToPreferThis":"Use this endpoint when you need structured, parsed institutional 13F holdings with reliable quarter-over-quarter change labels. It is superior to raw EDGAR scraping because it joins on CUSIP (not issuer name) to correctly track renamed or restructured issuers, resolves managers by name or ticker in addition to CIK, and correctly handles 13F-NT notices. Prefer this over generic EDGAR full-text search when the goal is portfolio analysis rather than document discovery.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-10-12T12:34:52.343Z","isFirstParty":false,"canonicalSlug":"sec-13f-institutional-holdings-with-quarter-over-quarter-changes-da739962"}