{"uid":"cap_aYBCrpjj8ZjtXHSOq88GA","slug":"sec-13f-institutional-holdings-quarter-diff-018c4021","name":"SEC 13F Institutional Holdings Quarter Diff","description":"What an institutional manager actually changed last quarter. Reads 13F-HR filings for a CIK, parses the information table, aggregates by issuer and diffs consecutive quarters into opened, closed, increased and decreased positions with dollar values and portfolio weights. The diff is the signal — a holdings snapshot on its own says nothing about intent.","url":"https://x402-filings.datalayer.workers.dev/v1/sec/institutional-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"],"type":"string"},"queryParams":{"type":"object","properties":{"cik":{"type":"string","examples":["0001067983"],"description":"CIK of the institutional manager. Required."},"quarters":{"type":"integer","examples":[2],"description":"How many recent quarters to read, 1-4. Default 2, which is the minimum for a diff."},"minValueUsd":{"type":"integer","examples":[1000000],"description":"Drop positions below this dollar value. Default 0."}}}},"additionalProperties":false},"output":{"type":"object","required":["type"],"properties":{"type":{"type":"string"},"example":{"type":"object"}}}}},"responseSchema":null,"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.03","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":"$0.03/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.03","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.03","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_EqvEnYFPfuvd7XQiYgLAg","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.03","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Fetches and diffs consecutive 13F-HR quarterly filings for an institutional manager to surface opened, closed, increased, and decreased positions with dollar values and portfolio weights.","exampleAgentPrompt":"Pull the last two quarters of 13F filings for Berkshire Hathaway (CIK 0001067983) and show me what they opened, closed, increased, and decreased — only positions worth at least $1 million.","exampleUseCases":[{"title":"Tracking a famous fund's new bets","prompt":"What did Berkshire Hathaway actually change in their portfolio last quarter? Pull their 13F diff for the last two quarters using CIK 0001067983 and show me the positions they opened and closed."},{"title":"Screening for institutional conviction on a stock","prompt":"I want to know which institutional managers were buying or increasing positions recently — can you pull 4 quarters of 13F data for Tiger Global (CIK 0001167483) and filter to positions above $5 million?"},{"title":"Due diligence on a potential investment","prompt":"Before I invest, I want to understand institutional sentiment — pull the last two quarters of 13F filings for Renaissance Technologies (CIK 0001037389) and tell me which positions they reduced or exited entirely, ignoring anything under $2 million."}],"resultDescription":"Returns a structured diff of consecutive 13F-HR quarterly filings: positions opened (new this quarter), closed (absent this quarter), increased (higher share count/value), and decreased (lower share count/value), each annotated with issuer name, dollar value, and portfolio weight percentage. The diff highlights actual intent changes, not just a static snapshot.","failureModes":["Invalid or unknown CIK returns an error or empty result","Manager has not filed 13F-HR (e.g. not a qualifying institutional manager) — no data returned","Requesting only 1 quarter when a diff requires at least 2 — may return snapshot only or error","SEC EDGAR data lag: most recent quarter may not yet be available if filing deadline hasn't passed","minValueUsd filters may exclude all positions if set too high for a small manager","Rate limiting or payment failure returns 402 or 429 status"],"whenToPreferThis":"Use this endpoint when you need to understand what an institutional manager actually changed in their portfolio quarter-over-quarter, not just what they hold. It is superior to raw 13F snapshot tools because it computes the diff automatically, surfacing conviction signals like new positions opened or full exits. Prefer this over generic SEC EDGAR queries when you need aggregated, parsed, dollar-weighted position changes without manual parsing of XML filings.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-10-11T18:33:14.760Z","isFirstParty":false,"canonicalSlug":"sec-13f-institutional-holdings-quarter-diff-018c4021"}