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Institutional holdings (13F)

Explore SEC 13F institutional ownership — who holds a stock, how ownership shifts each quarter, and what tracked institutions and super-investors are doing. Every figure comes from the quarterly SEC 13F-HR filings that larger managers must submit within 45 days of quarter-end, so the newest quarter fills in gradually as funds report.

GetTopHolders

Ranks the largest institutional holders of a stock from the latest 13F filings. Each row is one filer with its share count, market value, and percentage of total institutional 13F shares — not of shares outstanding; the header gives the report date plus the aggregate shares and dollars across every filer. While the newest quarter's window is still open, funds that have not yet filed are carried at their prior-quarter positions.

Parameters: ticker (required); optional reportDate (defaults to the latest available), maxResults (default 20).

Ask: "Which institutions own the most NVIDIA stock?"

Returns (trimmed):

Top institutional holders of Nvidia Corp (NVDA) as of 2026-06-30:
Showing 20 of 5856 institutions. Total: 16,569,083,905 shares, $2,892,122.1M value
Note: the 2026-06-30 filing window is still open (13Fs are due 45 days after quarter end). Combined view: funds that have not filed yet carry their 2026-03-31 positions.

| # | Institution | Shares | Value ($M) | % of Total |
|---|------------|--------|-----------|-----------|
| 1 | BlackRock, Inc. | 1,925,533,174 | 335,813.0 | 11.62% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 1,538,550,382 | 268,323.2 | 9.29% |
| 3 | STATE STREET CORP | 993,885,601 | 173,333.6 | 6.00% |

GetInstitutionalOwnershipHistory

Shows how institutional ownership of a stock has trended across recent quarters — the number of 13F filers, total shares held, aggregate market value, and the quarter-over-quarter change in value for each period. Use it to see whether institutional interest is building or fading over time.

Parameters: ticker (required); optional maxPeriods (default 8).

Ask: "Is institutional ownership of NVIDIA growing or shrinking?"

Returns (trimmed):

Institutional ownership history for Nvidia Corp (NVDA):

| Report Date | Institutions | Total Shares | Total Value ($M) | Change |
|------------|-------------|-------------|-----------------|--------|
| 2025-09-30 | 5,396 | 17,167,647,266 | 3,203,139.6 | -5.1% |
| 2025-12-31 | 5,863 | 17,395,961,576 | 3,244,346.8 | +1.3% |
| 2026-03-31 | 5,846 | 16,564,911,185 | 2,888,920.5 | -4.8% |
| 2026-06-30 \* | 5,856 | 16,569,083,905 | 2,892,122.1 | +0.0% |

\* Note: the 2026-06-30 filing window is still open (13Fs are due 45 days after quarter end). Combined view: funds that have not filed yet carry their 2026-03-31 positions.

GetTopInstitutionalBuyersSellers

Surfaces the institutions that moved the needle most on a stock this quarter — two ranked tables, the biggest absolute share additions (Top Buyers) and the biggest absolute reductions (Top Sellers) versus the prior 13F report date. Each row shows the share delta, the value delta, and the prior → new share counts; a brand-new position appears as a full-position add and a sold-out position as a full reduction.

Parameters: ticker (required); optional reportDate (defaults to the latest available), maxResults (default 10 per section).

Ask: "Who were the biggest institutional buyers and sellers of NVIDIA last quarter?"

Returns (trimmed):

Top buyers and sellers of Nvidia Corp (NVDA) as of 2026-06-30
vs prior quarter 2026-03-31
Note: the 2026-06-30 filing window is still open — movement is computed only across funds that have already filed.

## Top Buyers
| # | Institution | Δ Shares | Δ Value ($M) | Prior → New Shares |
|---|-------------|---------|-------------|------------------|
| 1 | Assenagon Asset Management S.A. | +5,850,506 | +1,696.9 | 20,486,718 → 26,337,224 |
| 2 | Czech National Bank | +276,090 | +225.3 | 6,617,999 → 6,894,089 |
| 3 | Gradient Investments LLC | +218,677 | +62.8 | 741,546 → 960,223 |

## Top Sellers
| # | Institution | Δ Shares | Δ Value ($M) | Prior → New Shares |
|---|-------------|---------|-------------|------------------|
| 1 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | -727,500 | -126.8 | 731,064 → 3,564 |
| 2 | FRANKLIN STREET ADVISORS INC /NC | -696,126 | -121.4 | 696,126 → 0 |
| 3 | Cardano Risk Management B.V. | -359,349 | +135.5 | 8,074,438 → 7,715,089 |

GetInstitutionPortfolio

Lists a specific institution's reported 13F holdings — every tracked stock in the portfolio with its share count and market value, ranked by position size. Exact names, exact CIKs, and verified aliases resolve directly; a partial name resolves only when it identifies one tracked filer. Ambiguous input returns candidate CIKs with latest-quarter context instead of silently choosing a portfolio.

Parameters: institutionName (required); optional reportDate (defaults to the filer's latest), maxResults (default 20), offset.

Ask: "What stocks does Warren Buffett's Berkshire Hathaway hold?"

Returns (trimmed):

Portfolio of Berkshire Hathaway Inc (CIK: 1067983) as of 2026-03-31:

| # | Ticker | Company | Shares | Value ($M) |
|---|--------|---------|--------|-----------|
| 1 | AAPL | Apple Inc. | 227,917,808 | 57,843.3 |
| 2 | AXP | American Express Co | 151,610,700 | 45,859.2 |
| 3 | KO | Coca Cola Co | 400,000,000 | 30,420.0 |

GetInstitutionSummary

Returns the header-level portfolio summary for a 13F filer — reported AUM, position count, top-10 and top-25 concentration, quarter-over-quarter turnover, and the latest/prior report dates with the number of quarters on file. Use it to answer "how big and how concentrated is this fund?" or to compare two managers at a glance.

Parameters: institutionName (required); optional reportDate (defaults to the filer's latest).

Ask: "How big and how concentrated is Berkshire Hathaway's portfolio?"

Returns (trimmed):

Portfolio summary — **Berkshire Hathaway Inc** as of 2026-03-31
vs prior quarter 2025-12-31

| Metric | Value |
|--------|-------|
| Reported AUM | $261,050,897,168 |
| # Positions | 26 |
| Top 10 concentration | 91.4% |
| Top 25 concentration | 100.0% |
| QoQ turnover | 5.1% |
| Quarters reported | 25 |

GetInstitutionSectorAllocation

Breaks an institution's latest 13F portfolio down by industry/sector, sorted by weight, with the position count, dollar value, and percent of portfolio for each sector. Holdings that lack an industry classification collapse into a single "Unclassified" row at the end. Use it to tell whether a fund is concentrated in one sector or spread across many.

Parameters: institutionName (required); optional reportDate (defaults to the filer's latest), groupBy (industry default, fine-grained; or sector for the broad rollup).

Ask: "How is Berkshire Hathaway's portfolio split across sectors?"

Returns (trimmed):

Sector allocation — **Berkshire Hathaway Inc** as of 2026-03-31

| # | Industry | # Positions | Value ($M) | % of Portfolio |
|---|----------|-------------|------------|----------------|
| 1 | Consumer Electronics | 1 | 57,843.3 | 22.2% |
| 2 | Credit Services | 3 | 48,301.2 | 18.5% |
| 3 | Beverages - Non-Alcoholic | 1 | 30,420.0 | 11.7% |

GetInstitutionQuarterlyActivity

Diffs an institution's 13F against the immediately prior quarter and groups the changes into four buckets — Initiated, Increased, Reduced, and Exited — each sorted by absolute change in value. Every row shows the prior and new share counts plus the share and value deltas, so you can read exactly what the fund did last quarter. Pass bucket to narrow to a single group.

Parameters: institutionName (required); optional bucket (initiated / increased / reduced / exited — omit for all four), reportDate (defaults to the filer's latest), maxResults (default 20 per bucket).

Ask: "What did Berkshire Hathaway buy and sell last quarter?"

Returns (trimmed):

Quarterly activity — **Berkshire Hathaway Inc** as of 2026-03-31
vs prior quarter 2025-12-31

## Initiated
| # | Ticker | Company | Prior | New | Δ Shares | Δ Value ($M) |
|---|--------|---------|-------|-----|---------|-------------|
| 1 | DAL | Delta Air Lines, Inc. | 0 | 39,809,456 | +39,809,456 | +2,646.5 |

## Increased
| # | Ticker | Company | Prior | New | Δ Shares | Δ Value ($M) |
|---|--------|---------|-------|-----|---------|-------------|
| 1 | GOOGL | Alphabet Inc. | 17,846,142 | 54,249,798 | +36,403,656 | +10,014.2 |

## Reduced
| # | Ticker | Company | Prior | New | Δ Shares | Δ Value ($M) |
|---|--------|---------|-------|-----|---------|-------------|
| 1 | BAC | Bank Of America Corp /De/ | 517,295,934 | 513,624,165 | -3,671,769 | -3,412.1 |

## Exited
| # | Ticker | Company | Prior | New | Δ Shares | Δ Value ($M) |
|---|--------|---------|-------|-----|---------|-------------|
| 1 | V | Visa Inc. | 8,297,460 | 0 | -8,297,460 | -2,910.0 |

SearchInstitutions

Searches the tracked 13F filer set by filed-name words or CIK prefix and includes verified brand aliases for current flagship filers. Every punctuation-independent query word must match first, with an any-word fallback only when strict matching is empty. Results rank recently-active, larger filers first and include the latest report date, reported 13F AUM, and position count so namesakes and predecessor CIKs can be compared before a scoped call.

Parameters: query (required); optional maxResults (default 10).

Ask: "What is Berkshire Hathaway's SEC CIK number as a 13F filer?"

Returns:

Institutions matching 'Berkshire Hathaway':

| Institution | CIK | Latest Report | Reported AUM | Positions | City | State/Country |
|------------|-----|---------------|--------------|-----------|------|--------------|
| Berkshire Hathaway Inc | 1067983 | 2026-03-31 | $261,050,897,168 | 26 | Omaha | NE |

Separate CIKs can represent current, predecessor, or otherwise distinct registrants. An older CIK may carry the longer history; pass the exact CIK after comparing the latest-report and footprint fields.

GetMarketWide13FActivity

Returns a market-wide 13F leaderboard for one chosen bucket, ranking stocks across all filers by their aggregate move versus the prior quarter. top-buys ranks by dollar shares added, top-sells by dollars reduced, new-positions by the count of filers initiating, and sold-out-positions by the count of filers exiting. Complete coverage begins with 2020-03-31; the first covered quarter has no comparison ranking because its prior quarter is outside the complete corpus. Use it to read the consensus 13F move for the quarter.

Parameters: bucket (required — top-buys, top-sells, new-positions, or sold-out-positions); optional reportDate (defaults to the latest available), maxResults (default 20).

Ask: "Which stocks did institutions buy the most last quarter?"

Returns (trimmed):

Market-wide 13F **top-buys** for 2026-06-30
vs prior quarter 2026-03-31
Complete 13F coverage begins 2020-03-31
Note: the 2026-06-30 filing window is still open — figures cover only the funds that have already filed.

| # | Ticker | Company | Δ Shares | Δ Value ($M) |
|---|--------|---------|---------|-------------|
| 1 | CBRS | Cerebras Systems Inc. | +28,890,060 | +6,384.7 |
| 2 | EOSE | Eos Energy Enterprises, Inc. | +123,060,506 | +757.5 |
| 3 | LQDA | Liquidia Corp | +1,242,014 | +499.8 |

_Δ Value is the change in stored quarter-end position value and includes the quarter's price move on held positions, not just net buying or selling — read Δ Shares for the position change itself._

Read the two columns together: a stock can top the Δ Value ranking on a price rally with almost no share change, because stored position values use quarter-end prices.

GetMostHeldStocks

Ranks stocks by institutional 13F breadth for a quarter — by default the number of filers reporting each name, or by quarter-over-quarter change in filer count (a warming/cooling heat map), or by total reported dollar value. Complete coverage begins with 2020-03-31: earlier rankings are unavailable, and that first covered quarter shows current breadth/value with em dashes for deltas because its comparison quarter is incomplete. Each later row carries the filer delta, total value, value delta, and the stock's share of the 13F universe, so you can see both how widely a name is held and whether that breadth is expanding or contracting.

Parameters: all optional — sort (filers default, filersDelta for warming names, filersDeltaAsc for cooling names, or value), reportDate (defaults to the latest available), maxResults (default 25).

Ask: "Which stocks are held by the most institutions right now?"

Returns (trimmed):

Most-held 13F stocks as of 2026-06-30
vs prior quarter 2026-03-31 · 9,022 filers in the 13F universe
Sorted by: filers

| # | Ticker | Company | # Filers | Δ Filers (QoQ) | Total $ Value ($M) | Δ $ Value ($M) | % of 13F Universe |
|---|--------|---------|----------|----------------|--------------------|----------------|-------------------|
| 1 | MSFT | Microsoft Corp | 6,149 | -35 | 1,636,575.6 | -597,348.7 | 68.2% |
| 2 | AAPL | Apple Inc. | 6,065 | -25 | 1,962,717.1 | -679,184.3 | 67.2% |
| 3 | AMZN | Amazon Com Inc | 5,959 | -30 | 1,177,303.3 | -451,825.6 | 66.0% |

Coverage: complete 13F data begins 2020-03-31.

GetSuperInvestors

Returns the curated super-investor directory — a hand-picked roster of well-known value investors and fund managers (Warren Buffett, Bill Ackman, Michael Burry, Seth Klarman and more), each with their 13F filer CIK, latest reported portfolio value, position count, quarter-over-quarter change, and report date. Take a manager's CIK to GetInstitutionPortfolio for their full holdings or to GetInstitutionQuarterlyActivity for their latest buys and sells.

Parameters: none.

Ask: "Which super-investors does Equibles track, and how big are their portfolios?"

Returns (trimmed):

# Superinvestors (49 tracked)

| Manager | Firm | CIK | Portfolio Value | Positions | QoQ Change | As of |
|---|---|---|---:|---:|---:|---|
| Warren Buffett | Berkshire Hathaway Inc | 1067983 | $261,050,897,168 | 26 | -4.2% | 2026-03-31 |
| Bill Nygren | Harris Associates L P | 813917 | $74,573,281,748 | 147 | -4.5% | 2026-03-31 |
| Chris Hohn | TCI Fund Management Ltd | 1647251 | $42,329,147,938 | 9 | -16.9% | 2026-03-31 |

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