Institutional ownership from SEC Form 13F

What it does

Institutional holdings reported on SEC Form 13F, in two directions: - view="holders" (default): which investment managers hold a stock — reporting-manager count, total reported shares and value, and the top holders with quarter-over-quarter share changes, from SEC's latest quarterly Form 13F data set. Pass ticker (matched to a CUSIP through the issuer name; the match and other share classes are returned for checking) or a 9-character cusip. limit 1–50 holders, default 20. - view="portfolio": what one manager holds — its latest 13F-HR read live from EDGAR, positions by value with portfolio weights, and new, exited, increased and decreased positions versus its prior quarter. Pass managerCik, or managerName (searched among 13F filers; if several match, the result lists them — ask the user which one before calling again). limit 1–50 positions, default 25. 13F covers long positions in Section 13(f) securities only (no shorts or cash), is filed up to 45 days after quarter end, and can omit confidential positions. Option and bond rows are excluded from share totals. Values are US dollars as filed. If the user asks "who owns X" vs "what does fund Y own", pick the view accordingly; if unclear, ask. Not financial advice.

For holders: the matched CUSIP, reporting-manager count, total reported shares and value, and top holders with prior-quarter shares and filing links. For a portfolio: positions by value with weights, totals, and quarter-over-quarter changes with both filings.

Who it helps

Analysts checking institutional ownership of a company or tracking a fund's positions between quarters.

Inputs

Input names and constraints below come from the registered MCP tool schema.

Input	What it controls
view required	ZodDefault Default: holders.
ticker required	view=holders: US ticker symbol
cusip required	view=holders: 9-character CUSIP, overrides ticker matching
managerCik required	view=portfolio: the manager's SEC CIK
managerName required	view=portfolio: part of the manager's name, e.g. 'Berkshire Hathaway'
limit required	Holders (default 20) or positions (default 25) to return

Example request

Which institutions are the largest holders of Nvidia, and who added shares last quarter?

{
  "view": "holders",
  "ticker": "NVDA",
  "limit": 20
}

What to expect

Important limits

Form 13F covers long positions in Section 13(f) securities only, is filed up to 45 days after quarter end, and can omit confidential positions. Tickers are matched to CUSIPs by issuer name; check the returned CUSIP. Only the top holders per security are stored for the holders view.

Data sources and verification

EdgarStack uses SEC EDGAR filings and, for applicable tools, SEC XBRL company-facts data. Coverage depends on the issuer, filing, taxonomy tags, and tool inputs. Follow the source filing references and verify material facts against the official filing.

institutional_ownership