Look up one institution’s 13F portfolio

A 13F is an institution's quarterly report of some investment holdings. Search by institution name; the connected AI can check the SEC's official filer search first, so you do not need to find a code.

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Before using this Tool, search the SEC's official filer lookup using the institution name the user gave. Confirm the result is the reporting institution whose portfolio they want; do not select a company only because it appears in the portfolio. Use the confirmed institution's number in the format required by this Tool. If several similar filers appear or the match is uncertain, ask for the institution's official name, website or country; do not guess or ask the user for a technical code. If the user requests a quarter in ordinary words, translate it into this Tool's required quarter format; otherwise leave the quarter blank for the latest available report. Organize the returned companies, share counts, percentages, report quarter and original filing links. Explain that these are reported holdings, not current investments, and may show only part of the institution's assets. Preserve source values and do not imply full portfolio coverage.

Task:
[Find Berkshire Hathaway's latest available report of the U.S. stocks it reported owning. Show each company, the number of shares, any percentage shown, the report quarter and a link to the original report.]

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SECForm4

Look up one institution’s 13F portfolio

You receive

Receive a holdings list with reporting context. Entries can identify securities, their share quantities, holding types and the source's portfolio weights. The result can also include the reporting quarter, manager and address, reporting date, SEC filing reference and available quarter labels. Use the list to identify holdings you want to investigate; holding-history references point to further source information.

Start with your task

[Find Berkshire Hathaway's latest available report of the U.S. stocks it reported owning. Show each company, the number of shares, any percentage shown, the report quarter and a link to the original report.]

What to know

Reported-quarter holdings do not establish current positions or every asset the institution owns. SECForm4 describes its source list as the top 200 holdings for the reported quarter. Confirm the returned quarter and filing before making comparisons; available details and coverage can vary.

Inputs & outputs

Inspect the current inputs, availability, and maximum charge before starting.

Input schema

Input schema
Field / Path	Type	Requirement	Meaning
Portfolio query`queryParams`	`object`	Required	Object containing the required institution CIK and optional display name and reported quarter. Required fields `cik`
Institution SEC CIK`queryParams.cik`	`string`	Required	SEC identifier of the institution whose reported portfolio is requested, supplied as text. The documented Berkshire Hathaway example is 1067983.
Display name`queryParams.name`	`string`	Optional	Optional institution name for display context. It does not replace the required CIK or perform a name search.
Requested reporting quarter`queryParams.quarter`	`string`	Optional	Optional quarter in YYYYQn format, such as 2025Q4. Omission requests the latest available reported quarter, which can differ from the current calendar quarter.

View raw JSON

{
  "type": "object",
  "required": [
    "queryParams"
  ],
  "properties": {
    "queryParams": {
      "type": "object",
      "required": [
        "cik"
      ],
      "properties": {
        "cik": {
          "type": "string",
          "description": "SEC CIK number of the institution (e.g. '1067983' for Berkshire Hathaway)"
        },
        "name": {
          "type": "string",
          "description": "Institution name for display context"
        },
        "quarter": {
          "type": "string",
          "description": "Specific quarter to query in format YYYYQn (e.g. '2025Q4'). Omitting returns the latest available quarter."
        }
      },
      "additionalProperties": false
    }
  },
  "additionalProperties": false
}

Result schema

No fixed output contract is available. Field types reflect saved result evidence; individual responses can differ.

Result schema
Field / Path	Type	Meaning
Returned reporting quarter`result.data.currentQuarter`	`string`	Quarter associated with the returned portfolio. Despite the field name, it describes the available report and not a live position date.
Reporting manager`result.data.summary.manager`	`string`	Name shown under Reporting Manager in the source. Preserve the source label; this can identify a person associated with the filing rather than the institution’s legal name.
Source address`result.data.summary.address`	`string`	Address supplied in the reporting summary. Line breaks can be encoded as HTML and may be converted to readable lines without changing the address.
Reporting date and time`result.data.summary.report_date_time`	`string`	Source reporting timestamp. Read it separately from the reporting quarter; the Tool contract does not specify a timezone.
SEC filing reference`result.data.secLink`	`string`	HTML anchor containing an SEC filing-index link and accession reference. An Agent can extract the URL; this field does not contain the filing itself.
Reported holding entries`result.data.tableData`	`array`	Available portfolio rows for the returned quarter. Counts and coverage can vary; the source describes its listing as the top 200 holdings.
Security and source references`result.data.tableData[].holding`	`string`	Source HTML containing the security name and associated symbol/reference. A company link can be relative to https://www.secform4.com/; a symbol fragment is not a standalone price quote.
Holding’s reporting quarter`result.data.tableData[].quarter`	`string`	Reported quarter associated with this row. Retain it with the holding when organizing or comparing results.
Source holding type`result.data.tableData[].put_call`	`string`	The matching source formatter reads 0 as stock, 1 as put option and 2 as call option. Preserve any other raw value rather than inventing an unsupported type.
Shares held in the report`result.data.tableData[].newShares`	`number`	Quantity labeled Shares Held by the source for this holding. The field name does not mean newly purchased shares; keep the source precision and security type when reading it.
Source portfolio weight`result.data.tableData[].portWeight`	`string`	Percentage-formatted weight shown by the source for the holding. Preserve the reported percentage; this field does not establish the institution’s current allocation or the source’s valuation formula.
Holding-history reference`result.data.tableData[].history`	`string`	HTML link to further source history for the holding. Resolve relative paths against https://www.secform4.com/; linked history content is not embedded here.
Holding’s reporting timestamp`result.data.tableData[].report_date_time`	`string`	Reporting timestamp supplied with the holding, sometimes separated by an HTML line break. Preserve the date/time text; no timezone is guaranteed by the contract.
Available quarterly date labels`result.data.quarterList`	`array`	Source date labels for available quarterly reporting periods. They can guide a follow-up quarter choice, but their presence does not guarantee complete historical holdings for every period.

Additional notes

Identifiers and source references

The SEC CIK Lookup can help you find the reporting institution by name. Confirm the matching filer; a CIK for a company held in the portfolio identifies a different entity.

SECForm4's Berkshire Hathaway portfolio page illustrates the source listing. Some returned references are HTML fragments with relative paths. An Agent can extract the link and resolve it against https://www.secform4.com/; the referenced page's contents are not included in the link itself.

The SEC Form 13F FAQ explains the reporting context. It does not verify the units or calculations of every number transformed by SECForm4. Keep unexplained numeric series in their source form.

Questions about this tool.

Inputs, results and details to know before running it.

Get connected

Yes. Give the institution's name. The SEC's official filer search can help confirm the reporting institution. If several similar names appear, share the institution's website or country so the AI can choose the right filer.

Look up one institution’s 13F portfolio

Look up one institution’s 13F portfolio

You receive

Start with your task

What to know

Inputs & outputs

Input schema

Result schema

Identifiers and source references

Connect your AI assistant

Choose an institution and report period

Open a report for details

Questions about this tool.

You receive

Start with your task

What to know

Inputs & outputs

Input schema

Result schema

Identifiers and source references

Connect your AI assistant

Choose an institution and report period

Open a report for details

Questions about this tool.

Can I search using an institution name?

Does a zero in the source’s historical portfolio values prove positions were closed?

Does a holding-history reference include the full history?