VerveSheetsby APIVerve
Formulas for

Institutional Holdings

Finance5 credits/cellSheets · Excel9,000 managers a quarterNew
=VERVE("institutionalholdings", "mode")
What this pulls

Track fund portfolios from a cell. Returns a manager's 13F positions and their quarterly changes, in Sheets or Excel.

It's one of 250+ live sources you reach with a single =VERVE() function — served from APIVerve's production data engine, billed at 5 credits per resolved cell, and refreshed on whatever cadence you set. No API keys to wrangle, no scripts, no exports.

See it in a cell

A real example — the input you type, and the values you can pull from it. Click any cell to see the formula behind it.

institutionalholdings.xlsxsample data
A2fx=VERVE("institutionalholdings", "mode")
A
B
C
D
E
1
Mode
Period
Quarter
Previous Period
Manager › Cik
2
manager
2026-06-30
2026Q2
2026-03-31
0001067983
3
4
click any cell to see its formula5 credits / cell
Ways to use it

Live financial model

Drop =VERVE("institutionalholdings", "mode") into a cell and your model reads the latest number every refresh — no more pasting figures from a browser tab into a stale sheet.

Track a whole watchlist

Fill a column beside your list of tickers or currencies and every row updates together, so a hundred-row watchlist stays current on its own.

Dashboards that don't rot

Point a chart at the cell =VERVE("institutionalholdings", "mode") feeds and the chart re-draws as the data moves — a finance dashboard that's live instead of a Monday-morning snapshot.

Use it in your sheet

The same function works in both apps — install once, sign in with your key, and type it into any cell.

Google SheetsAdd-on

Install from the Workspace Marketplace, then drop the formula into a cell. Autocomplete suggests the source and its fields.

=VERVE("institutionalholdings", "mode")
Microsoft ExcelAdd-in

Same source, same arguments, same key — in Excel on desktop, the web, or mobile. Excel namespaces it as VERVE.CALL. Drag to fill a whole column.

=VERVE.CALL("institutionalholdings", "mode")
Optional inputs

Tune the result by adding name=value before the field argument — in any order. Leave one out and its default applies.

  • cik

    SEC Central Index Key of the 13F filer, e.g. 1067983 for Berkshire Hathaway. Returns that manager's holdings.

    =VERVE("institutionalholdings", "mode", "cik", "1067983")
  • manager

    Manager name to search for instead of cik, e.g. bridgewater. The best match is returned, with other close matches in otherMatches.

    =VERVE("institutionalholdings", "mode", "manager", "berkshire hathaway")
  • ticker

    Ticker symbol. Alone, lists the managers holding it; with cik or manager, filters that manager's holdings to it.

    =VERVE("institutionalholdings", "mode", "ticker", "AAPL")
  • cusip

    9-character CUSIP. Alone, lists the managers holding it; with cik or manager, filters that manager's holdings to it.

    =VERVE("institutionalholdings", "mode", "cusip", "037833100")
  • periodPremium

    Quarter to read, as a quarter end (2026-03-31) or quarter (2026Q1). Defaults to the latest quarter.

    =VERVE("institutionalholdings", "mode", "period", "2026Q1")
  • changeType

    Only positions that are new, increased, decreased, unchanged or soldout since the previous quarter. Sold-out positions appear only with soldout.

    =VERVE("institutionalholdings", "mode", "changeType", "new")
  • putCall

    Option filter: put, call, none (shares and principal only) or all. Defaults to all.

    =VERVE("institutionalholdings", "mode", "putCall", "none")
  • minValue

    Only positions worth at least this many US dollars.

    =VERVE("institutionalholdings", "mode", "minValue", "1000000")
  • maxValue

    Only positions worth at most this many US dollars.

    =VERVE("institutionalholdings", "mode", "maxValue", "1000000000")
  • sort

    Sort by value (default), shares, change (share change), changepercent or portfolio (weight).

    =VERVE("institutionalholdings", "mode", "sort", "value")
  • order

    Sort order: desc (default) or asc.

    =VERVE("institutionalholdings", "mode", "order", "desc")
  • limitPremium

    Rows to return (1-100). Defaults to 10.

    =VERVE("institutionalholdings", "mode", "limit", "25")
  • offsetPremium

    Rows to skip, for paging through a large portfolio or holder list.

    =VERVE("institutionalholdings", "mode", "offset", "25")
  • summaryPremium

    Add a summary: for a manager, value change, position counts by change type, top-10 concentration and turnover; for a security, holder flows and top-10 share concentration.

    =VERVE("institutionalholdings", "mode", "summary", "true")
Fields you can pull

Add a field name right after the inputs to land just that value in the cell.

  • Mode
    =VERVE("institutionalholdings", "mode")
  • Quarter
    =VERVE("institutionalholdings", "quarter")
  • Previous Period
    =VERVE("institutionalholdings", "previousPeriod")
  • Manager › Cik
    =VERVE("institutionalholdings", "manager.cik")
  • Manager › Name
    =VERVE("institutionalholdings", "manager.name")
  • Manager › City
    =VERVE("institutionalholdings", "manager.city")
  • Manager › State
    =VERVE("institutionalholdings", "manager.state")
  • Filing
    =VERVE("institutionalholdings", "filing")
  • Filing › Form Type
    =VERVE("institutionalholdings", "filing.formType")
  • Filing › Accession Number
    =VERVE("institutionalholdings", "filing.accessionNumber")
  • Filing › Filing Date
    =VERVE("institutionalholdings", "filing.filingDate")
  • Filing › Amendments
    =VERVE("institutionalholdings", "filing.amendments")

Premium marks data included on paid plans. On the Free plan a marked field is withheld and a marked input is ignored — either way the cell reads #PREMIUM(name) instead of a value, so a gated answer can never be mistaken for a real one. Everything unmarked works on every plan. Compare plans

Institutional Holdings, answered

Everything you need to wire it into a sheet.

How do I pull Institutional Holdings into Google Sheets?
Install the VerveSheets add-on, sign in once with your key, and type =VERVE("institutionalholdings", "mode") into any cell. The argument after the inputs names the value you want back, so the cell resolves to a single number or string you can chart, sort, or feed into another formula.
What data can I pull from Institutional Holdings?
Institutional Holdings returns mode, quarter, previousPeriod, manager.cik and manager.name, plus 7 more — name any one of them after the inputs and that value lands in the cell. Leave the field out and the whole record spills into a two-column table instead.
Can I narrow what Institutional Holdings returns?
Yes — Institutional Holdings takes "cik", "manager", "ticker" and "cusip", plus 10 more as optional inputs. They go in as "name", value pairs after the inputs and the field, in any order, so =VERVE("institutionalholdings", "mode", "cik", "1067983") shapes the result without changing anything else.
Can I fill a whole column of Institutional Holdings at once?
Yes. Reference a range instead of a single cell and one call returns a value for every row, or drag =VERVE("institutionalholdings") down like any spreadsheet function.
How many credits does each Institutional Holdings cell cost?
Each resolved cell costs 5 credits. A cell only re-bills when it actually refreshes, so a sheet you aren't touching doesn't keep charging.
Does Institutional Holdings work in Excel as well as Google Sheets?
Yes — same arguments, same key, same fields. Excel namespaces custom functions, so the call is =VERVE.CALL() there and =VERVE() in Google Sheets; nothing else about it changes.
How current is Institutional Holdings?
It draws on 9,000 managers a quarter, served live from APIVerve's production data engine, and a cell looks up again whenever its inputs change.
Combine it with
Balance Sheet
=VERVE("balancesheet", "AAPL", "company")
Bank Lookup
=VERVE("banklookup", "count")
Benchmark Rates
=VERVE("benchmarkrate", "SOFR", "name")
BIN Lookup
=VERVE("binlookup", "448590", "brand")
Calculate Income Tax
=VERVE("incometaxcalculator", 85000, 22, "year")
Calculate Loan Payments
=VERVE("loanpaymentcalculator", 32000, 8.5, 6, "downpayment")
Browse all sources

Put Institutional Holdings in your next spreadsheet. Add the extension, paste the formula, and the cell keeps itself current.

Add to Google Sheets→Add to Excel

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