API ReferenceFunds & Institutional
Institutional holdings
/api/v3/intel/sec13f- Plan
- Starter and up
- Price
- 4 credits per call
- MCP tool
intel_sec13f
13F position snapshots from the institutional 13F archive: fund, ticker, shares, value_usd, report_period — the institutional-ownership signal. Call this when the user asks 'which funds hold X?' or 'what does fund Y own?'; filter by ticker and/or fund (substring match). The archive ends a quarter behind EDGAR: answers carry newest_report_period, vendor_ceiling, expected_report_period, is_stale and quarters_behind. A ticker is read on its share class's CUSIP (security_key; GOOGL and GOOG are separate). missing_known_filers and coverage_note name manager families whose 13F filings the archive does not carry for the quarter (Vanguard's successor filers from 2026-03-31), so their positions are absent, not sold. fund is the archive's manager label; fund_current_name gives today's name where the label is a former one (manager_name_note). For a ticker, current_quarter adds the newer EDGAR 13F filings of the tracked managers only (coverage 'tracked_managers_only', report_period on each item); it is not the full holder list. current_quarter_error says those filings could not be read. Alternative-data rows served because the archive could not be read carry archive_error; fallback rows are the filings it has indexed, not a full holder list (coverage_note). When neither source can answer the route returns 503 upstream_unavailable (error_code archive_read_timeout, archive_read_failed or upstream_dead_no_archive; not billed), never an empty list.
Parameters
Query
tickerstringOptionalfundstringOptionalSubstring match on fund name.
limitintegerOptional501 to 500Response
A 200 is a JSON envelope: ok: true and this endpoint's own fields (see Funds & Institutional). It carries X-Request-ID, the credit headers (X-Credits-Cost, X-Credits-Remaining, X-Credits-Receipt, X-Credits-Settlement) and the rate-limit headers.
A 200 is billed even when it holds no data (an empty list, null, found: false), so check those fields. Pricing & credits explains the credit headers.
Errors
No error is billed. The body is { "ok": false, "error", "detail", "request_; read the code from error.
| Error | Meaning |
|---|---|
400 invalid_ticker | The request is malformed, for example a ticker that is not a symbol: invalid_ticker, refused before any credit is reserved, with param naming the parameter. Not billed. |
401 unauthorized | Missing or invalid API key. |
402 plan_required | Your plan does not include this tool, you are out of credits, or your workspace's spend cap paused its keys. plan_required names the plan that unlocks the tool; usage_exceeded means the credit balance is spent; spend_cap_reached means the key is paused until the cap resets or is raised: detail names the cap and the reset, cap_usd and resets_at (ISO 8601) carry them, and doc_url links pricing and credits. Not billed. |
403 scope_denied | This API key is limited to some products and this tool is not one of them. product names the tool's product and scopes the key's products. An upgrade does not change it: use a key whose scopes include the product, or change this key's scopes. Not billed. |
404 unknown_ticker | No data source lists this ticker, active or delisted: the market-data listing and the security master both say it does not exist. param names the parameter. Not billed. Best-effort: it is answered only when the route itself found nothing, and after 20 lookups of new symbols per API key per minute the route's own answer stands. |
422 validation | A parameter is missing, out of range or the wrong type; param names it. Not billed. |
429 rate_limited | Your plan's rate limit is spent for this window. Retry after Retry-After seconds. Not billed. |
503 paid_ | The data could not be served completely right now; retry later. Not billed. |
504 request_timeout | The request ran past the server's time budget; retry. Not billed. |
This table lists what the spec declares for this route. Error responses lists every code FIRM sends, with when to retry.