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/screener/institutional-holdings

Screen SEC Form 13F institutional filings across the whole library. One row = one manager-quarter, carrying that quarter's headline numbers (the snapshot object, plus the manager's cik and name). An empty body is the full listing, ordered by total_positions_value descending. Requires Pro or higher.

POST/api/v1/screener/institutional-holdings
Credits160–720Rate limit10 per minute

Request:

start_date, end_dateISO date

Bound the calendar quarter end: quarters whose period end falls inside the range participate. Give one date to bound one side only; omit both to scan every quarter.

Default omitted

conditionsobject[]

≤ 8 of {field, op, value} — see below.

Default omitted

is_amendedbool

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

Default omitted

confidentialbool

Filter on the confidential-treatment flag.

Default omitted

is_combination_reportbool

true → 13F COMBINATION REPORT quarters (the filer also reports holdings managed by other managers); false → 13F HOLDINGS REPORT quarters.

Default omitted

sort_bystring

One of total_positions_value, positions_count, derivatives_count, total_derivatives_notional, portfolio_value_qoq_pct, top1_security_pct, top10_security_pct, est_turnover, period, filing_date.

Default total_positions_value

sort_order"desc" | "asc"

Default "desc"

pageint ≥ 1

Default 1

page_sizeint 1–100

Default 50

detailstring

Full and minimal views only: "light" returns the minimal view. A cover_table_value condition returns the full view. See Response detail.

Default "full"

Pagination cap: page × page_size ≤ 500 (422 above it). When the next page would pass the cap, has_more is false, next_page is null, and _warnings says the limit was reached.

conditions: each is {field, op, value} with op ∈ >, >=, <, <=, between ([lo, hi], lo ≤ hi, inclusive on both ends). field is one of 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 (the five counters read the quarter's activity_counts), or filing_date (values as ISO date strings).

A quarter where the compared field is null never matches. A quarter with no prior filed quarter to compare against has null portfolio_value_qoq_pct, est_turnover and activity_counts.

Response: matches (snapshot rows with cik / name), page, page_size, total_items, has_more, next_page, credits_used, and _warnings: a note on the EDGAR links (full view), a note when the returned rows span more than one quarter (the same manager can appear once per quarter), and a note when a returned quarter has confidential holdings.

Errors: 422 VALIDATION_ERROR, 402 CREDITS_INSUFFICIENT, 403 PLAN_TIER_INSUFFICIENT below Pro (all rejected before any deduction), 504 QUERY_TIMEOUT at the 30-second server timeout (charged).

#Credit formula (/screener/institutional-holdings)

POST /screener/institutional-holdings charges per call (paginate ⇒ each page bills independently):

Formula
credits = max(65, 200
              + 40 × conditions        // numeric conditions + boolean filters actually passed
              − narrowWindowDiscount   // 40 when both dates are given and span ≤ 184 days (at most two quarters)
              + noWindowSurcharge)     // 80 when neither date is given

Range 160–720.

ScenarioCredits
Empty body (full listing)280
One quarter (start_date = end_date), 1 condition200
1 condition + is_amended, no dates360

Charged even when matches is empty, and on 504 QUERY_TIMEOUT. No charge on 422 VALIDATION_ERROR, 402 CREDITS_INSUFFICIENT, or 403 PLAN_TIER_INSUFFICIENT (all rejected before any deduction).