/ownership/institutional-holdings/portfolio

One manager × one quarter — the holdings detail as institutional holding objects, under a quarter header that repeats the snapshot numbers and carries the amendment archive.

POST/api/v1/ownership/institutional-holdings/portfolio

Credits30 per pageRate limit120 per minute

Request:

cik / namestring

Exactly one, as in POST /ownership/institutional-holdings/manager-history.

quarterstring

Required. Calendar quarter label YYYYQn, e.g. 2026Q1 (Q1 = Mar 31, Q2 = Jun 30, Q3 = Sep 30, Q4 = Dec 31).

typestring

positions / derivatives / exited. Omitted = all three; each row carries its own type. The response echoes the filter as types.

Default omitted

activitystring[]

≤ 6 of NEW, ADD, REDUCE, HOLD, CUSIP_CHANGE. Unknown values are dropped with a _warnings entry. With type="exited" it matches nothing (exited rows have no activity) and _warnings says so.

Default omitted

restatedstring[]

≤ 3 of added, modified, cancelled.

Default omitted

cusipstring

9 characters; pins one security inside the quarter. Give cusip or ticker, not both.

Default omitted

tickerstring

Uppercased automatically; any symbol the company has traded under.

Default omitted

sort_bystring

period, d_shares, ticker, issuer_norm, type (row kind as text, alphabetical: derivatives < exited < positions). Omitted = the filed row order.

Default omitted

sort_order"desc" | "asc"

Default "desc"

pageint ≥ 1

Default 1

page_sizeint 1–100

Counts rows after filtering, all kinds together.

Default 50

detailstring

"light" leaves out each holding's submgr_breakdown and the types echo. With sort_by issuer_norm, "minimal" returns the light view. See Response detail.

Default "full"

Response: manager (as in POST /ownership/institutional-holdings/manager-history); quarter — a snapshot object plus accessions (every filing applied to the quarter, in order), sec_locators (accession → EDGAR index-page path; combine with the manager's sec_url_prefix), amendments_merged (see below) and prior_versions (superseded cover pages); then types, transactions, page, page_size, total_items, has_more, next_page, credits_used, and _warnings (see the institutional holding object).

amendments_merged — one entry per amendment applied to the quarter: accession, filing_date, claimed_type (the type the amendment declared for itself, or null), action (what it actually did: REPLACE / MERGE_ADD / DUPLICATE_SUPERSEDED / REJECTED), cover_total, confidential, and positions_added / positions_restated / positions_cancelled.

Credits: 30 per page.

Errors: 404 OWNERSHIP_MANAGER_NOT_FOUND (charged); 404 OWNERSHIP_MANAGER_QUARTER_NOT_FOUND when the manager exists but no 13F data was found for that quarter (charged); 422 VALIDATION_ERROR, 402 CREDITS_INSUFFICIENT.