akkru_institutional_holdings

What institutional managers report holding each quarter on SEC Form 13F, by manager (filer CIK) and quarter. Links open the filing's EDGAR index page.

#Actions

Action	What it does
`managers`	Managers whose latest name matches query, or whose CIK is query when it is all digits; up to 8, largest latest portfolio first, with their latest quarter. 10 credits.
`history`	One manager's quarters (cik, or the exact name) with each quarter's headline numbers and its quarter label (e.g. "2026Q2", for portfolio). 30 credits.
`portfolio`	One manager's holdings for one quarter: positions, derivatives and positions closed out (exited), under a header with the quarter's numbers and its amendment record. 30 credits per page.
`holders`	Who holds one security (cusip or ticker), row by row, or one row per quarter with group_by_quarter. 30 credits per page; 40 grouped.
`search`	Screen every manager-quarter by its numbers (conditions), by quarter end dates and flags. Pro plan or higher; 160-720 credits.

An unknown manager, quarter or security returns 404 and is still charged.

#Parameters

querystring

Manager name (1-64 characters; under 3 characters matches the start of the name) or CIK digits.

cikstring

Manager (filer) CIK, digits without leading zeros (from action "managers"). Give cik or name, not both.

namestring

Manager name, exact apart from spaces and case; a name several managers share returns 404.

quarterstring

Calendar quarter "YYYYQn", e.g. "2026Q1" (Q1 ends March 31, Q2 June 30, Q3 September 30, Q4 December 31). portfolio: required; holders: default every quarter.

typestring

"positions" (stock rows), "derivatives" (option rows) or "exited" (positions closed out that quarter); default all three.

activityarray of string

Any of "NEW", "ADD", "REDUCE", "HOLD", "CUSIP_CHANGE"; unknown values are dropped with a warning. Exited rows have no activity.

restatedarray of string

Any of "added", "modified", "cancelled": rows a merged amendment changed.

cusipstring

9-character CUSIP. portfolio: only this security; holders: the security (or give ticker).

tickerstring

Security ticker; any symbol the company has traded under. portfolio: only this security; holders: the security (or give cusip).

group_by_quarterboolean

true: one row per quarter (holders, total shares, total value of stock rows), unpaged.

sort_bystring

portfolio, holders: period, d_shares, ticker, issuer_norm or type (holders also shares or value); search: total_positions_value (default), positions_count, derivatives_count, total_derivatives_notional, portfolio_value_qoq_pct, top1_security_pct, top10_security_pct, est_turnover, period or filing_date.

sort_orderstring

"desc" (default) or "asc".

start_datestring

Only quarters ending on or after this date, "YYYY-MM-DD".

end_datestring

Only quarters ending on or before this date, "YYYY-MM-DD". Omit both dates for every quarter.

conditionsarray of object

Up to 8 {field, op, value}; op is >, >=, <, <= or between ([low, high]); field is total_positions_value, positions_count, derivatives_count, total_derivatives_notional, portfolio_value_qoq_pct, top1_security_pct, top10_security_pct, est_turnover, cover_table_value, new_count, add_count, reduce_count, hold_count, sold_out_count or filing_date ("YYYY-MM-DD"). A quarter where the field is empty never matches.

is_amendedboolean

true: only quarters with merged amendments; false: only quarters without.

confidentialboolean

true: only quarters with confidential holdings; false: only without.

is_combination_reportboolean

true: only combination reports (the filer also reports for other managers); false: only holdings reports.

pageinteger

Page number, from 1; the response's next_page gives the next one.

page_sizeinteger

Rows per page, 1-100 (default 50); search: page times page_size at most 500.

detailstring

Response detail: "full" (default) returns the most detail available; "light" leaves out the bulkiest fields, such as breakdown lists; "minimal" returns the values with only what defines them. All three are charged the same. One of full, light, minimal.

#Examples

JSON

{"action": "managers", "query": "berkshire"}

JSON

{"action": "history", "cik": "1067983", "page_size": 8}

JSON

{"action": "portfolio", "cik": "1067983", "quarter": "2025Q4", "type": "positions"}

JSON

{"action": "holders", "ticker": "AAPL", "quarter": "2025Q4", "page_size": 20}

JSON

{"action": "search", "start_date": "2025-10-01", "end_date": "2025-12-31", "conditions": [{"field": "total_positions_value", "op": ">=", "value": 100000000000}]}