US 13F Institutional Holdings — Top 500 Funds (2021–2025)
Five years of SEC Form 13F-HR institutional holdings for the top 500 US funds by AUM (combined AUM at Q4 2025 sample: $60.1T). 14,006,161 (manager × quarter × position) rows packaged as 20 per-quarter gzipped CSVs. Universe spans BlackRock, Vanguard / Geode, State Street, Fidelity (FMR), Berkshire Hathaway, Norges Bank, Bridgewater, Citadel, Renaissance, Two Sigma, Millennium, Coatue, Tiger Global, Pershing Square, Elliott, and ~485 more. Each row is one position held by one manager at quarter-end, with shares, USD value, filing date, and CUSIP. Read with pandas.read_csv(path, compression='gzip', parse_dates=['period_end_date', 'filing_date']) or duckdb.read_csv('holdings_*.csv.gz'). Standard inputs for: hedge fund replication / cloning strategies, smart-money cluster signals, tracking famous-investor stake changes, sector rotation analysis, ownership-overlap network research, 13F-derived factor construction (popularity, conviction, concentration).
Use Cases
- Hedge fund replication / 13F cloning strategies
- Smart-money cluster signals (multiple top managers initiating a position in the same quarter)
- Famous-investor stake-change tracking (Buffett, Burry, Ackman, Loeb, Druckenmiller, etc.)
- Ownership concentration as a value-style risk factor
- Network analysis: ownership overlap matrices to identify crowded trades
- Quarter-over-quarter conviction scoring (% of portfolio in top-N positions)
Methodology
Top 500 funds selected by AUM proxy (sum of position values in their Q4 2025 13F filing, with fallback to Q3 2025 / Q4 2024 if missing). Universe of candidate filers built by paginating institutional-ownership/latest until the endpoint's 100-page cap, yielding 8,766 unique CIKs. For each top-500 fund, fetched institutional-ownership/extract for every quarter from 2021-Q1 through 2025-Q4. Output split into one CSV per (year, quarter) so each file fits under platform per-file size limits while staying easy to concatenate.
Update Schedule
Static snapshot. Reflects what FMP had indexed as of the build date.
Attribution
Source: SEC Form 13F-HR filings via Financial Modeling Prep.
Schema
| name | type |
|---|---|
| manager_cik | string |
| manager_name | string |
| period_year | number |
| period_quarter | string |
| period_end_date | date |
| filing_date | date |
| symbol | string |
| security_cusip | string |
| name_of_issuer | string |
| title_of_class | string |
| shares_type | string |
| put_call_share | string |
| shares | number |
| value | number |
Sample Data
| value | shares | symbol | filing_date | manager_cik | period_year | shares_type | manager_name | name_of_issuer | period_quarter | put_call_share | security_cusip | title_of_class | period_end_date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 21478355 | 2026-02-12 | 2025-12-31 | 0002012383 | INC." | COM | "BLACKROCK | 364760108 | 2025 | SH | GPS | GAP INC | Q4 | |
| 11659246 | 2026-02-12 | 2025-12-31 | 0002012383 | INC." | COM | "BLACKROCK | 415864107 | 2025 | SH | HSC | ENVIRI CORP | Q4 | |
| 2681063 | 2026-02-12 | 2025-12-31 | 0002012383 | INC." | COM | "BLACKROCK | 69002R103 | 2025 | SH | OB | TEADS HLDG CO | Q4 |
Get this via API
# 1. Add dAgentBase once, in any MCP client. No install, no vendor keys.
# Claude.ai / Claude Desktop: Settings -> Connectors -> Add custom connector
# Cursor / Claude Code / others: mcp.json
{
"mcpServers": {
"dagentbase": {
"url": "https://dagentbase.com/api/mcp",
"headers": { "Authorization": "Bearer dm_live_YOUR_KEY" }
}
}
}
# 2. Then ask your agent, in plain language:
# "Preview 'US 13F Institutional Holdings — Top 500 Funds (2021–2025)' and, if it fits, claim it and download the files."
# Tools it will use: search_listings -> preview_listing -> purchase_listing -> get_download_urls
# 1. Add dAgentBase once, in any MCP client. No install, no vendor keys.
# Claude.ai / Claude Desktop: Settings -> Connectors -> Add custom connector
# Cursor / Claude Code / others: mcp.json
{
"mcpServers": {
"dagentbase": {
"url": "https://dagentbase.com/api/mcp",
"headers": { "Authorization": "Bearer dm_live_YOUR_KEY" }
}
}
}
# 2. Then ask your agent, in plain language:
# "Preview 'US 13F Institutional Holdings — Top 500 Funds (2021–2025)' and, if it fits, claim it and download the files."
# Tools it will use: search_listings -> preview_listing -> purchase_listing -> get_download_urlsone time · open license
Details
Available formats