HoldingsIntel API
Programmatic access to institutional investment intelligence derived from SEC 13F filings, insider trades, and activist filings.
API Access
Every signed-up tier includes REST API and MCP access with tier-specific daily quotas: Free 200/day, Pro 5,000/day, Pro+ 10,000/day, Enterprise 50,000/day. Create your key in Settings. Need higher volume or a custom plan? Contact us.
Manage API KeysWhat You Can Build
Filer & Holdings Data
Query 551+ institutional investors, their quarterly holdings, and position changes over time.
Proprietary Intelligence
Access Conviction Scores, Double-Down detection, Smart Money sentiment, and Convergence scores via simple REST endpoints.
Securities Intelligence
Look up any tracked security by ticker or CUSIP. See institutional holder breakdowns and ownership trends.
Production-Ready
Bearer token authentication, paginated responses, rate limiting, and consistent JSON output across all endpoints.
API Highlights
- 10 RESTful endpoints covering filers, securities, and signals
- Quarterly data from 551+ curated institutional investors
- Proprietary analytics not available from any other API
- JSON responses with pagination and metadata
- Dedicated support and onboarding for Enterprise clients
MCP Server Reference
These tools and prompts power the HoldingsIntel MCP server - set it up on the MCP page.
Tools (24)
analyze_stockAnalyzes a stock across institutional, insider, activist, and congressional activity.analyze_fundAnalyzes a fund's portfolio, changes, concentration, and performance.find_signalsScreens for stocks or fund moves matching a signal type.compare_fundsSide-by-side comparison of 2 or 3 hedge funds.clone_fundBacktests cloning a hedge fund's portfolio against SPY.get_insider_tradesCompany insider buys and sells, by ticker or insider name.get_activist_stakesActivist investor stakes (>5% positions), by ticker or filer.get_congress_tradesCongressional and OGE executive-branch financial disclosures with canonical identity when verified and separate official disclosed-ticker evidence; filter by branch, stock, or filer.analyze_politicianA member of Congress's trading record and performance vs. the S&P 500.get_fund_holdingsReturns a fund's effective 13F holdings for a quarter.get_stock_holdersReturns institutional holders of a stock for a quarter.get_13f_activityReturns institutional buys, sells, new positions, and exits for a fund or stock in a quarter.search_filersResolves a fund name to a CIK.search_securitiesResolves a ticker or company name to a CUSIP.list_quartersReturns the list of available quarters.list_saved_listsLists the authenticated user's saved lists.get_saved_listReturns one saved list and its items.create_saved_listCreates a saved list for the authenticated user.rename_saved_listRenames an authenticated user's saved list.delete_saved_listDeletes an authenticated user's saved list.add_saved_list_itemAdds a stock, fund, politician, or insider to a saved list.update_saved_list_item_notesUpdates notes on a saved-list item.remove_saved_list_itemRemoves an item from a saved list.get_my_mcp_statusReturns the caller's MCP authentication, tier, and usage status.
Prompts
/verdict-quick <ticker>One-shot multi-source analysis for a stock.
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