edgar_institutional_holdings

Active

Tool of Edgar

declared in 0.1.0

AUTHORITATIVE stock portfolio of a large institutional investor (SEC Form 13F-HR) — what a fund/manager owns, share counts, and position values. Pass the MANAGER's ticker or CIK (e.g. "BRK-B" or CIK "1067983" for Berkshire Hathaway; "1350694" for Bridgewater). Returns the latest quarterly 13F: top holdings aggregated by issuer with value (USD), shares, and % of portfolio, plus the report period. Use for "what does Berkshire own", "Bridgewater's biggest positions", "which funds hold $TICKER" (run per manager). Note: 13F covers US-listed long equity + options held by managers with >$100M AUM, filed ~45 days after quarter-end; it excludes shorts, cash, and non-US holdings. Values are whole USD for filings since 2023; older ones are in thousands.

Parameters schema

{
  "type": "object",
  "required": [
    "ticker_or_cik"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "description": "Top N holdings by value to return (1-100, default 25)"
    },
    "ticker_or_cik": {
      "type": "string",
      "description": "The institutional manager's ticker (e.g. \"BRK-B\") or CIK (e.g. \"1067983\"). NOT the held stock — the fund/manager doing the filing."
    }
  }
}

What this tool wraps· 0 endpoints

min confidence0.70 0.50

No endpoints wrapped at confidence ≥ 0.50.

Parent server

Edgar

https://github.com/pipeworx-io/mcp-edgar

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