Kasher13/Institutional-Holdings-Dashboard

---
license: mit
language:
- en
pretty_name: Institution Holdings Dashboard — SEC 13F Filings
size_categories:
- 1M<n<10M
task_categories:
- tabular-classification
- question-answering
- feature-extraction
tags:
- finance
- sec
- 13f
- institutional-holdings
- hedge-fund
- portfolio
- stocks
- equities
- wall-street
- investment
- sqlite
- json
- edgar
- quarterly
- time-series
multilinguality:
- monolingual
source_datasets:
- original
annotations_creators:
- no-annotation
---

# 📊 Institution Holdings Dashboard

> **SEC EDGAR 13F filings — cleaned, structured, and ready to use.**
> 42 top hedge funds · 10+ years of history · Weekly auto-updates · Zero auth required

[](https://huggingface.co/datasets/Kasher13/Institutional-Holdings-Dashboard)
[](https://opensource.org/licenses/MIT)
[](https://www.sec.gov/cgi-bin/browse-edgar)
[](https://KitTran1307.github.io/Institutional-Holdings-Dashboard)
[](https://github.com/KitTran1307/Institutional-Holdings-Dashboard)
[](https://buymeacoffee.com/twocentshustler)

[](https://buymeacoffee.com/twocentshustler)

---

## 📌 Overview

This dataset contains **cleaned, structured institutional holdings data** parsed directly from SEC EDGAR 13F-HR filings. It powers a public intelligence platform tracking what the world's top hedge funds are buying and selling — quarter by quarter.

**Everything in this dataset is freely derived from public SEC EDGAR filings.**

| Stat | Value |
|------|-------|
| 🏦 Managers tracked | **42** top institutional investors |
| 📅 History depth | **10+ years** (40+ quarters per manager) |
| 🔄 Update frequency | **Weekly** (every Sunday via GitHub Actions) |
| 💾 Full database | **~600 MB** SQLite (`cache.db`) |
| 📁 Pre-built API | Static JSON files — no auth, no rate limits |
| 🌐 Live demo | [Open Dashboard →](https://KitTran1307.github.io/Institutional-Holdings-Dashboard) |

---

## 🏦 Tracked Institutions

Includes top hedge funds and asset managers such as:

> Berkshire Hathaway · Bridgewater Associates · Soros Fund Management · Renaissance Technologies · Pershing Square · Druckenmiller Capital · Tiger Global · Citadel · Viking Global · Coatue Management · D1 Capital Partners · Third Point · Greenlight Capital · Appaloosa Management · Baupost Group · Lone Pine Capital · Two Sigma · Point72 · Elliott Management · Farallon Capital · Jana Partners · Maverick Capital · Eminence Capital · Glenview Capital · Highfields Capital · Pzena Investment Management · Southeastern Asset Management · ValueAct Capital · Corvex Management · Starboard Value · Sachem Head Capital · Trian Fund Management · Luxor Capital · Omega Advisors · Gotham Asset Management · Icahn Associates · Armistice Capital · OrbiMed Advisors · Redmile Group · Rock Springs Capital · Venrock Healthcare Capital · Whale Rock Capital

---

## 📂 Dataset Contents

```
Kasher13/Institutional-Holdings-Dashboard/
│
├── cache.db ← Full SQLite database (~600 MB)
│
└── api/ ← Pre-built static JSON endpoints
├── meta.json ← Dataset metadata & stats
├── managers/
│ ├── popular.json ← List of all 42 tracked managers
│ ├── {cik}.json ← Manager profile + filing history
│ ├── {cik}/history.json ← Top holdings across all quarters
│ └── {cik}/holdings/{year}/{q}.json ← Holdings for a specific quarter
├── stocks/
│ ├── popular.json ← Popular tracked stocks
│ └── {cusip}/holders/latest/latest.json ← Top institutional holders
└── search/
├── managers.json ← Full manager search index
└── stocks.json ← Full stock/CUSIP search index
```

> **CIK** = SEC Central Index Key (10-digit, zero-padded, e.g. `0001067983` for Berkshire Hathaway)
> **CUSIP** = 9-character stock identifier (e.g. `037833100` for Apple)

---

## 🔌 API Usage (No Auth Required)

All JSON files are served via Hugging Face's global CDN — **no API key, no rate limiting, no server needed**.

### Base URL

```
https://huggingface.co/datasets/Kasher13/Institutional-Holdings-Dashboard/resolve/main/api
```

### Python

```python
import requests

BASE = "https://huggingface.co/datasets/Kasher13/Institutional-Holdings-Dashboard/resolve/main/api"

# ── List all tracked managers ─────────────────────────────────────────────
managers = requests.get(f"{BASE}/managers/popular.json").json()
for m in managers["data"]:
print(f"{m['name']} (CIK: {m['cik']})")

# ── Berkshire Hathaway's latest holdings ─────────────────────────────────
q = requests.get(f"{BASE}/managers/0001067983/holdings/2024/4.json").json()
for h in q["data"]["holdings"][:10]:
print(f" {h['issuer_name']:40s} ${h['value']:>15,} ({h['pct_portfolio']:.1f}%)")

# ── Who holds Apple? (CUSIP 037833100) ────────────────────────────────────
apple = requests.get(f"{BASE}/stocks/037833100/holders/latest/latest.json").json()
for holder in apple["data"]["holders"][:5]:
print(f" {holder['manager_name']:40s} {holder['shares']:>15,} shares")

# ── Manager portfolio history (top holdings over time) ────────────────────
history = requests.get(f"{BASE}/managers/0001067983/history.json").json()
for quarter in history["data"]["periods"][:5]:
print(quarter)
```

### JavaScript / TypeScript

```typescript
const BASE =
"https://huggingface.co/datasets/Kasher13/Institutional-Holdings-Dashboard/resolve/main/api";

// List all tracked managers
const { data: managers } = await fetch(`${BASE}/managers/popular.json`).then(r => r.json());
managers.forEach(m => console.log(`${m.name} — CIK: ${m.cik}`));

// Citadel's portfolio history
const { data: history } = await fetch(`${BASE}/managers/0001423053/history.json`).then(r => r.json());
console.log(history.periods);

// Search index for stocks
const { data: stocks } = await fetch(`${BASE}/search/stocks.json`).then(r => r.json());
const aapl = stocks.find(s => s.cusip === "037833100");
```

### curl

```bash
# List all managers
curl -s "https://huggingface.co/datasets/Kasher13/Institutional-Holdings-Dashboard/resolve/main/api/managers/popular.json" | python -m json.tool

# Bridgewater's profile and filings
curl -s "https://huggingface.co/datasets/Kasher13/Institutional-Holdings-Dashboard/resolve/main/api/managers/0001350694.json" | python -m json.tool

# Dataset metadata and stats
curl -s "https://huggingface.co/datasets/Kasher13/Institutional-Holdings-Dashboard/resolve/main/api/meta.json" | python -m json.tool
```

---

## 🗂️ Data Schema

All API endpoints return a consistent wrapper:

```json
{
"data": { ... },
"cached": true,
"static": true
}
```

### `managers/popular.json` — Manager list

```json
{
"data": [
{
"cik": "0001067983",
"name": "BERKSHIRE HATHAWAY INC",
"display_name": "Berkshire Hathaway",
"filing_count": 43,
"latest_period": "2024Q4"
}
]
}
```

### `managers/{cik}/holdings/{year}/{quarter}.json` — Quarterly holdings

```json
{
"data": {
"cik": "0001067983",
"period": "2024Q4",
"filed_date": "2025-02-14",
"total_value": 267000000000,
"holdings": [
{
"cusip": "037833100",
"issuer_name": "APPLE INC",
"shares": 300000000,
"value": 70000000000,
"pct_portfolio": 26.2,
"put_call": null,
"investment_discretion": "SOLE"
}
]
}
}
```

**Holdings fields:**

| Field | Type | Description |
|-------|------|-------------|
| `cusip` | string | 9-char stock identifier |
| `issuer_name` | string | Company name as reported to SEC |
| `shares` | integer | Number of shares held (×1000 per SEC convention) |
| `value` | integer | Market value in USD (×1000 per SEC convention) |
| `pct_portfolio` | float | Percentage of total portfolio value |
| `put_call` | string\|null | `"Put"`, `"Call"`, or `null` for equity |
| `investment_discretion` | string | `"SOLE"`, `"SHARED"`, or `"OTHER"` |

### `stocks/{cusip}/holders/latest/latest.json` — Institutional holders

```json
{
"data": {
"cusip": "037833100",
"issuer_name": "APPLE INC",
"period": "2024Q4",
"holders": [
{
"cik": "0001067983",
"manager_name": "BERKSHIRE HATHAWAY INC",
"shares": 300000000,
"value": 70000000000,
"pct_portfolio": 26.2
}
]
}
}
```

### `meta.json` — Dataset statistics

```json
{
"data": {
"managers_count": 42,
"filings_count": 1820,
"holdings_count": 485000,
"cusips_tracked": 12000,
"earliest_period": "2013Q4",
"latest_period": "2024Q4",
"last_updated": "2025-03-23T00:00:00Z"
}
}
```

---

## 💾 Full Database Download

For bulk analysis, download the complete SQLite database (~600 MB):

```
https://huggingface.co/datasets/Kasher13/Institutional-Holdings-Dashboard/resolve/main/cache.db
```

**SQLite schema:**

```sql
-- Tracked institutional managers
CREATE TABLE managers (
cik TEXT PRIMARY KEY,
name TEXT,
display_name TEXT
);

-- Individual 13F filing periods
CREATE TABLE filings (
id INTEGER PRIMARY KEY,
cik TEXT,
period_of_report TEXT, -- e.g. "2024-12-31"
filed_date TEXT,
total_value INTEGER
);

-- Individual stock positions per filing
CREATE TABLE holdings (
id INTEGER PRIMARY KEY,
filing_id INTEGER,
cusip TEXT,
issuer_name TEXT,
shares INTEGER,
value INTEGER, -- ×1000 USD (SEC convention)
put_call TEXT,
investment_discretion TEXT
);
```

**Example SQLite query:**

```python
import sqlite3, urllib.request

# Download once
urllib.request.urlretrieve(
"https://huggingface.co/datasets/Kasher13/Institutional-Holdings-Dashboard/resolve/main/cache.db",
"cache.db"
)

conn = sqlite3.connect("cache.db")

# Top 10 most widely held stocks (latest quarter)
rows = conn.execute("""
SELECT h.issuer_name, COUNT(DISTINCT f.cik) as holders, SUM(h.value) as total_value
FROM holdings h
JOIN filings f ON h.filing_id = f.id
WHERE f.period_of_report = (SELECT MAX(period_of_report) FROM filings)
GROUP BY h.cusip
ORDER BY holders DESC
LIMIT 10
""").fetchall()

for name, holders, value in rows:
print(f"{name:40s} held by {holders:2d} managers ${value/1e6:,.0f}M")
```

---

## 🔄 Update Pipeline

Data is refreshed automatically every week:

```
Every Sunday 00:00 UTC
└─ GitHub Actions: crawl SEC EDGAR → parse 13F XML → store in SQLite
└─ Generate static JSON files for all managers/stocks/search
└─ Upload cache.db + JSON to this Hugging Face dataset
└─ Deploy updated dashboard to GitHub Pages
```

---

## 🌐 Live Dashboard

Explore the data interactively — no setup required:

**[→ Open Institutional Holdings Dashboard](https://KitTran1307.github.io/Institutional-Holdings-Dashboard)**

Features:
- Portfolio comparison between any two quarters (NEW / EXITED / INCREASED / DECREASED)
- Historical stacked area charts (Top 30 holdings evolution)
- Stock holder intelligence — who owns what and how positions changed
- Full-text search by manager name, CIK, stock name, or CUSIP
- Portfolio allocation pie charts

---

## 📡 Postman Collection

Download the full API schema for Postman or Insomnia:
**[Vantage_API_Postman_Collection.json](https://github.com/KitTran1307/Institutional-Holdings-Dashboard/blob/main/Vantage_API_Postman_Collection.json)**

---

## ☕ Support

If this dataset saves you time, consider buying me a coffee — it keeps the weekly crawls running!

[](https://buymeacoffee.com/twocentshustler)

---

## ⚖️ License & Disclaimer

- **Code:** MIT License
- **Data:** Sourced from [SEC EDGAR](https://www.sec.gov/cgi-bin/browse-edgar) — free and public domain
- **Disclaimer:** For informational and educational purposes only. This dataset reflects what institutions have reported to the SEC — not real-time positions. Nothing here constitutes financial or investment advice.

---

## 🙏 Credits

Built by **[KitTran1307](https://github.com/KitTran1307)** · Developed with **Gemini** · Data from **SEC EDGAR**

[](https://buymeacoffee.com/twocentshustler)