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13F holdings API for AI agents

SEC Form 13F is the canonical disclosure for US institutional investment managers — every quarter, anyone managing over $100M files a list of every long position they hold. The raw filings live on SEC EDGAR but parsing them in real time is a chore: legacy XML formats, no per-issuer rollups, and no good way to answer "who are the top holders of X right now" without manually joining hundreds of filers.

Jintel exposes 13F data as two typed surfaces:

  • institutionalHoldings(cik) — every position from a specific filer (e.g. CIK 0001067983 for Berkshire Hathaway).
  • Entity.topHolders — the inverse view: the top institutional holders of a given issuer, derived by reverse-indexing all 13F filings for that issuer's CUSIP.

Both fields are also surfaced as MCP tools (institutionalHoldings) so Claude Desktop, Cursor, Continue, and other agent runtimes can call them natively.

What you can ask​

  • "What are Berkshire Hathaway's largest 13F positions as of the latest filing?"
  • "Who are the top 10 institutional holders of NVDA, and how have those positions changed quarter-over-quarter?"
  • "Which 13F filers added to AAPL between 2024-Q1 and 2024-Q2?"
  • "Cross-reference my watchlist against Bridgewater's most recent 13F."

Filer view — institutionalHoldings​

query BerkshireHoldings {
  institutionalHoldings(cik: "0001067983", limit: 25) {
    issuerName
    cusip
    sharesHeld
    valueUsd
    percentOfPortfolio
    asOf
  }
}

Issuer view — Entity.topHolders​

query NvdaTopHolders {
  entityByTicker(ticker: "NVDA") {
    topHolders(filter: { limit: 10, sort: DESC }) {
      filerName
      cik
      sharesHeld
      valueUsd
      percentOfShares
      asOf
    }
  }
}

TopHoldersFilterInput accepts limit, offset, minValue, and date ranges — see Sub-graph filtering.

Why agents use Jintel for 13F​

  • Free SEC EDGAR backstop. Jintel pulls 13F filings directly from EDGAR (no licensed vendor required). Combined with SEC EDGAR XBRL companyfacts as a financials backstop, US-filer coverage is comprehensive without paid subscriptions.
  • Typed GraphQL. No XML parsing, no CUSIP-to-ticker reconciliation. The schema returns issuerName, tickers, sharesHeld, valueUsd, and percentOfPortfolio ready for an LLM to reason over.
  • Single round trip. entityByTicker(ticker: "NVDA") { topHolders { … } institutionalHoldings { … } market { quote { price } } } returns market data, top holders, and recent quote in one query. Compare with three vendor calls.
  • MCP-ready. Drop-in tool on the Jintel MCP server — tools/call with name: "institutionalHoldings" works in Claude Desktop, Cursor, Continue, Cline, Zed, Windsurf, Raycast AI, and the OpenAI Responses API.