edgar_institutional_holdings
Pack: edgar · Endpoint: https://gateway.pipeworx.io/edgar/mcp
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
| Name | Type | Required | Description |
|---|---|---|---|
ticker_or_cik | string | yes | The institutional manager’s ticker (e.g. “BRK-B”) or CIK (e.g. “1067983”). NOT the held stock — the fund/manager doing the filing. |
limit | number | no | Top N holdings by value to return (1-100, default 25) |
Example call
curl -X POST https://gateway.pipeworx.io/edgar/mcp \
-H 'Content-Type: application/json' \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"edgar_institutional_holdings","arguments":{}}}'Connect
Add this to your MCP client config, or use one-click install buttons:
{
"mcpServers": {
"edgar": {
"url": "https://gateway.pipeworx.io/edgar/mcp"
}
}
}See Getting Started for client-specific install steps.