Livermore
US insider trades (SEC Form 4) and 13F institutional holdings incl. superinvestors. Free, no key.
Should I use this
Quality & Safety
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"livermore": {
"url": "https://livermore.club/mcp"
}
}
}Remote endpoints
https://livermore.club/mcpstreamable-httpWhat it can do
Tool inventory
Tools (9)
🟢search(query, limit)
Find US stocks, 13F institutions (including the curated superinvestors, matched by fund or manager name, e.g. 'Buffett' or 'Pershing', and large asset managers matched by their common name, e.g. 'Fidelity' finds FMR LLC and 'Capital Group' its three 13F filers) and corporate insiders (Form 4 reporting persons) by ticker or name. Returns up to `limit` matches per group, best match first, with the identifier the other tools take: `ticker` for get_stock, get_insider_trades and get_stock_13f_holders; institution `cik` for get_institution; insider `cik` for get_insider_trades(insider_cik). Names are SEC names in English (insiders appear as 'Cook Timothy D'); superinvestors and those asset managers also match their Chinese names. Tickers match exactly or by prefix; a CIK (e.g. 1067983) or a 9-character CUSIP (e.g. 037833100) matches exactly; names need at least 2 characters. Stocks carry the company in `name`; `detail` is the manager for superinvestors ('13F filer' for other institutions) and the latest title and company for insiders. Every item has its livermore.club `url`.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"minLength": 1,
"maxLength": 100,
"description": "Ticker, company, fund, manager or person name."
},
"limit": {
"default": 5,
"description": "Maximum matches per group (1-20, default 5).",
"type": "integer",
"minimum": 1,
"maximum": 20
}
},
"required": [
"query"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output Schema
{
"type": "object",
"properties": {
"query": {
"type": "string"
},
"stocks": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"active": {
"type": "boolean",
"description": "false when the ticker is no longer on the SEC's list of tickers (the company was delisted or changed its ticker); its page and history are still available."
},
"url": {
"type": "string"
}
},
"required": [
"ticker",
"name",
"active",
"url"
],
"additionalProperties": false
}
},
"institutions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"cik": {
"type": "string"
},
"name": {
"type": "string"
},
"detail": {
"type": [
"string",
"null"
]
},
"url": {
"type": "string"
}
},
"required": [
"cik",
"name",
"detail",
"url"
],
"additionalProperties": false
}
},
"insiders": {
"type": "array",
"items": {
"type": "object",
"properties": {
"cik": {
"type": "string"
},
"name": {
"type": "string"
},
"detail": {
"type": [
"string",
"null"
]
},
"url": {
"type": "string"
}
},
"required": [
"cik",
"name",
"detail",
"url"
],
"additionalProperties": false
}
}
},
"required": [
"query",
"stocks",
"institutions",
"insiders"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_stock(ticker)
Overview of one US-listed stock: company facts (SEC name, CIK, exchange, SIC industry, other share classes), open-market insider activity in the last 90 days (Form 4 codes P and S, non-derivative: number of filings and total USD), institutional ownership from 13F for the latest complete quarter (number of holders, total shares and market value in USD, and the previous quarter for comparison), and the curated superinvestors holding it (shares, market value, pct_of_portfolio = percent of that superinvestor's 13F portfolio). A quarter is complete once its 45-day filing deadline has passed and the data is loaded; in_progress_quarter is a newer quarter still being filed. Share classes (GOOG/GOOGL, BRK.A/BRK.B) are separate tickers because 13F reports each class separately. A ticker that is no longer on the SEC's list (active false; delisted true when the company has no listed common stock left) keeps its page, and its 13F figures are for its last quarter with a full set of 13F holders (f13.note). Use get_insider_trades and get_stock_13f_holders for the full lists.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"minLength": 1,
"maxLength": 12,
"description": "Stock ticker, e.g. AAPL or BRK.B (share classes use a dot; BRK-B also works)."
}
},
"required": [
"ticker"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"cik": {
"type": "string"
},
"exchange": {
"type": [
"string",
"null"
]
},
"active": {
"type": "boolean",
"description": "false when the ticker is no longer on the SEC's list of tickers."
},
"delisted": {
"type": "boolean",
"description": "true when the ticker is inactive and the company has no active common-stock ticker left (delisted or acquired). An inactive ticker whose company still trades under another ticker (a ticker change) is not delisted."
},
"sic": {
"type": [
"string",
"null"
]
},
"industry": {
"type": [
"string",
"null"
]
},
"other_share_classes": {
"type": "array",
"items": {
"type": "string"
}
},
"url": {
"type": "string"
},
"insiders_url": {
"type": "string"
},
"holders_url": {
"type": "string"
},
"sec_filings_url": {
"type": "string"
},
"insider_activity": {
"type": "object",
"properties": {
"window_days": {
"type": "number"
},
"buy_filings": {
"type": "number"
},
"buy_value_usd": {
"type": [
"number",
"null"
]
},
"sell_filings": {
"type": "number"
},
"sell_value_usd": {
"type": [
"number",
"null"
]
}
},
"required": [
"window_days",
"buy_filings",
"buy_value_usd",
"sell_filings",
"sell_value_usd"
],
"additionalProperties": false
},
"f13": {
"anyOf": [
{
"type": "object",
"properties": {
"quarter": {
"type": "string"
},
"period": {
"type": "string"
},
"latest_complete_quarter": {
"type": "string"
},
"in_progress_quarter": {
"type": [
"string",
"null"
]
},
"holders": {
"type": "number"
},
"shares": {
"type": [
"number",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
},
"previous": {
"anyOf": [
{
"type": "object",
"properties": {
"quarter": {
"type": "string"
},
"period": {
"type": "string"
},
"holders": {
"type": "number"
},
"shares": {
"type": [
"number",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
}
},
"required": [
"quarter",
"period",
"holders",
"shares",
"value_usd"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"note": {
"description": "Why the quarter is older than latest_complete_quarter (inactive tickers).",
"type": [
"string",
"null"
]
},
"url": {
"type": "string"
}
},
"required": [
"quarter",
"period",
"latest_complete_quarter",
"in_progress_quarter",
"holders",
"shares",
"value_usd",
"previous",
"note",
"url"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"superinvestors": {
"type": "array",
"items": {
"type": "object",
"properties": {
"cik": {
"type": "string"
},
"name": {
"type": "string"
},
"manager": {
"type": [
"string",
"null"
]
},
"shares": {
"type": [
"number",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
},
"pct_of_portfolio": {
"type": [
"number",
"null"
]
},
"url": {
"type": "string"
},
"holding_url": {
"type": "string"
}
},
"required": [
"cik",
"name",
"manager",
"shares",
"value_usd",
"pct_of_portfolio",
"url",
"holding_url"
],
"additionalProperties": false
}
}
},
"required": [
"ticker",
"name",
"cik",
"exchange",
"active",
"delisted",
"sic",
"industry",
"other_share_classes",
"url",
"insiders_url",
"holders_url",
"sec_filings_url",
"insider_activity",
"f13",
"superinvestors"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_stock_13f_holders(ticker, quarter, sort, limit, page)
Institutions that reported holding a stock in their 13F-HR filings for one calendar quarter (default: the latest complete quarter, or for a ticker that is no longer listed its last quarter with a full set of 13F holders; 13F is filed up to 45 days after quarter end and covers long positions in US-listed securities only). Each row: institution, shares, market value in USD at quarter end as reported, pct_of_portfolio (percent of that institution's 13F portfolio), and the change versus the previous calendar quarter (action new/added/reduced/unchanged/sold_out, share_change, share_change_pct in percent). Institutions that held the stock last quarter and filed this quarter without it are listed after the holders as sold_out; institutions that held it last quarter but have not filed this quarter yet are listed at the very end as not_filed (not a sale, shares and value null). Totals (holders, shares, value_usd) cover all holders, not just this page. Multiple CUSIPs of the same ticker are combined. changes_available is false (and the change fields are null) when the previous quarter cannot be compared; `note` explains incomplete or still-filing quarters. At most 200 rows per call; use page.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"minLength": 1,
"maxLength": 12,
"description": "Stock ticker, e.g. AAPL or BRK.B (share classes use a dot; BRK-B also works)."
},
"quarter": {
"description": "Quarter to show, e.g. 2026-q2. Default: the latest complete quarter; for a ticker that is no longer listed, its last quarter with a full set of 13F holders.",
"type": "string",
"maxLength": 12
},
"sort": {
"default": "value",
"description": "value = largest market value first (default); shares = most shares; change = largest share increase first. Sold-out holders are always listed last.",
"type": "string",
"enum": [
"value",
"shares",
"change"
]
},
"limit": {
"default": 25,
"description": "Maximum rows to return (1-200, default 25).",
"type": "integer",
"minimum": 1,
"maximum": 200
},
"page": {
"default": 1,
"description": "Page number starting at 1; each page has `limit` rows. Check has_more.",
"type": "integer",
"minimum": 1,
"maximum": 500
}
},
"required": [
"ticker"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"quarter": {
"type": "string"
},
"period": {
"type": "string"
},
"previous_quarter": {
"type": "string"
},
"latest_complete_quarter": {
"type": "string"
},
"in_progress_quarter": {
"type": [
"string",
"null"
]
},
"holders": {
"type": "number"
},
"shares": {
"type": [
"number",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
},
"previous": {
"anyOf": [
{
"type": "object",
"properties": {
"quarter": {
"type": "string"
},
"period": {
"type": "string"
},
"holders": {
"type": "number"
},
"shares": {
"type": [
"number",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
}
},
"required": [
"quarter",
"period",
"holders",
"shares",
"value_usd"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"changes_available": {
"type": "boolean"
},
"note": {
"type": [
"string",
"null"
]
},
"sort": {
"type": "string"
},
"page": {
"type": "number"
},
"limit": {
"type": "number"
},
"has_more": {
"type": "boolean"
},
"rows": {
"type": "array",
"items": {
"type": "object",
"properties": {
"institution_cik": {
"type": "string"
},
"institution_name": {
"type": "string"
},
"superinvestor": {
"type": [
"string",
"null"
]
},
"shares": {
"type": [
"number",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
},
"pct_of_portfolio": {
"type": [
"number",
"null"
]
},
"previous_shares": {
"type": [
"number",
"null"
]
},
"share_change": {
"type": [
"number",
"null"
]
},
"share_change_pct": {
"type": [
"number",
"null"
]
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"new",
"added",
"reduced",
"unchanged",
"sold_out",
"not_filed"
]
},
{
"type": "null"
}
]
},
"url": {
"type": "string"
},
"holding_url": {
"type": "string"
}
},
"required": [
"institution_cik",
"institution_name",
"superinvestor",
"shares",
"value_usd",
"pct_of_portfolio",
"previous_shares",
"share_change",
"share_change_pct",
"action",
"url",
"holding_url"
],
"additionalProperties": false
}
},
"url": {
"type": "string"
}
},
"required": [
"ticker",
"name",
"quarter",
"period",
"previous_quarter",
"latest_complete_quarter",
"in_progress_quarter",
"holders",
"shares",
"value_usd",
"previous",
"changes_available",
"note",
"sort",
"page",
"limit",
"has_more",
"rows",
"url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_insider_trades(ticker, insider_cik, from, to, codes, ...)
Insider transactions from SEC Form 4 filings (coverage starts July 2021; updated daily). One row per filing and transaction type: same-day lots are combined, avg_price_usd is value-weighted, value_usd is the USD total, shares_owned_after is the holding after the last lot, ownership_change_pct is the change in the insider's holding in percent (null = new position or not computable). Filter by ticker, insider_cik, filing-date range, codes, the primary insider's role and minimum value. Without ticker or insider_cik the query is market-wide and limited to 30 days of filings (default: last 7 days). Codes: P = open-market or private purchase, S = sale, A = grant or award, D = disposition to the issuer, F = shares withheld for taxes, G = gift, M = option exercise under a company plan, X = in-the-money exercise, C = conversion, W = inheritance, J = other. Default codes P and S. Dates are YYYY-MM-DD; filed_at is ISO 8601 UTC and filed_date its US Eastern date; backfilled filings may only have the date (filed_at at midnight Eastern). price_outlier is true when the reported price or value is not reliable (a typo, a wrong unit or a foreign company's home-market shares priced in local currency instead of US dollars); avg_price_usd and value_usd are then as filed, and the site leaves these rows out of rankings and totals. rule_10b5_1 is null for filings before 2023. Each row links to livermore.club (url) and the SEC filing (sec_url). At most 200 rows per call; use page for more.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"description": "Only this company's filings (all share classes of the issuer), e.g. AAPL or BRK.B.",
"type": "string",
"minLength": 1,
"maxLength": 12
},
"insider_cik": {
"description": "Only filings on which this insider (reporting owner) appears, across all companies. Get the CIK from search.",
"type": "string",
"pattern": "^(CIK)?\\d{1,10}$"
},
"from": {
"description": "Earliest SEC filing date, YYYY-MM-DD (US Eastern).",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"to": {
"description": "Latest SEC filing date, YYYY-MM-DD, inclusive.",
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"codes": {
"default": [
"P",
"S"
],
"description": "Form 4 transaction codes to include, e.g. [\"P\"] for purchases only, or \"all\". Default [\"P\",\"S\"] (open-market purchases and sales).",
"anyOf": [
{
"type": "string",
"const": "all"
},
{
"minItems": 1,
"maxItems": 20,
"type": "array",
"items": {
"type": "string",
"pattern": "^[A-Za-z]$"
}
}
]
},
"roles": {
"default": [],
"description": "Keep rows whose primary reporting owner has any of these roles: ceo, cfo, director, officer, owner10 (10% owner). Empty = any role.",
"maxItems": 5,
"type": "array",
"items": {
"type": "string",
"enum": [
"ceo",
"cfo",
"director",
"officer",
"owner10"
]
}
},
"min_value_usd": {
"description": "Minimum transaction value in USD (rows without a price are then excluded).",
"type": "number",
"minimum": 0,
"maximum": 10000000000000
},
"sort": {
"default": "filed",
"description": "filed = newest filing first (default); trade_date = most recent trade date first; value = largest USD value first (rows flagged as price outliers or duplicate filings are left out).",
"type": "string",
"enum": [
"filed",
"trade_date",
"value"
]
},
"limit": {
"default": 25,
"description": "Maximum rows to return (1-200, default 25).",
"type": "integer",
"minimum": 1,
"maximum": 200
},
"page": {
"default": 1,
"description": "Page number starting at 1; each page has `limit` rows. Check has_more.",
"type": "integer",
"minimum": 1,
"maximum": 500
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output Schema
{
"type": "object",
"properties": {
"scope": {
"type": "string",
"enum": [
"stock",
"insider",
"stock_and_insider",
"market"
]
},
"stock": {
"anyOf": [
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"cik": {
"type": "string"
},
"url": {
"type": "string"
}
},
"required": [
"ticker",
"name",
"cik",
"url"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"insider": {
"anyOf": [
{
"type": "object",
"properties": {
"cik": {
"type": "string"
},
"name": {
"type": "string"
},
"url": {
"type": "string"
}
},
"required": [
"cik",
"name",
"url"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"filters": {
"type": "object",
"properties": {
"codes": {
"anyOf": [
{
"type": "string",
"const": "all"
},
{
"type": "array",
"items": {
"type": "string"
}
}
]
},
"roles": {
"type": "array",
"items": {
"type": "string"
}
},
"min_value_usd": {
"type": [
"number",
"null"
]
},
"from": {
"type": [
"string",
"null"
]
},
"to": {
"type": [
"string",
"null"
]
},
"sort": {
"type": "string"
}
},
"required": [
"codes",
"roles",
"min_value_usd",
"from",
"to",
"sort"
],
"additionalProperties": false
},
"note": {
"type": [
"string",
"null"
]
},
"page": {
"type": "number"
},
"limit": {
"type": "number"
},
"has_more": {
"type": "boolean"
},
"rows": {
"type": "array",
"items": {
"type": "object",
"properties": {
"accession": {
"type": "string"
},
"filed_at": {
"type": "string"
},
"filed_date": {
"type": "string"
},
"trade_date_first": {
"type": [
"string",
"null"
]
},
"trade_date_last": {
"type": [
"string",
"null"
]
},
"ticker": {
"type": [
"string",
"null"
]
},
"issuer_cik": {
"type": "string"
},
"issuer_name": {
"type": [
"string",
"null"
]
},
"insider_cik": {
"type": [
"string",
"null"
]
},
"insider_name": {
"type": [
"string",
"null"
]
},
"insider_roles": {
"type": "array",
"items": {
"type": "string",
"enum": [
"director",
"officer",
"ten_percent_owner",
"other"
]
}
},
"insider_title": {
"type": [
"string",
"null"
]
},
"reporting_owners": {
"type": "number"
},
"code": {
"type": [
"string",
"null"
]
},
"acquired_or_disposed": {
"anyOf": [
{
"type": "string",
"enum": [
"acquired",
"disposed"
]
},
{
"type": "null"
}
]
},
"derivative": {
"type": "boolean"
},
"security_title": {
"type": [
"string",
"null"
]
},
"ownership": {
"anyOf": [
{
"type": "string",
"enum": [
"direct",
"indirect"
]
},
{
"type": "null"
}
]
},
"shares": {
"type": [
"number",
"null"
]
},
"avg_price_usd": {
"type": [
"number",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
},
"shares_owned_after": {
"type": [
"number",
"null"
]
},
"ownership_change_pct": {
"type": [
"number",
"null"
]
},
"lots": {
"type": "number"
},
"rule_10b5_1": {
"type": [
"boolean",
"null"
]
},
"amendment": {
"type": "boolean"
},
"price_outlier": {
"type": "boolean"
},
"url": {
"type": [
"string",
"null"
]
},
"sec_url": {
"type": "string"
}
},
"required": [
"accession",
"filed_at",
"filed_date",
"trade_date_first",
"trade_date_last",
"ticker",
"issuer_cik",
"issuer_name",
"insider_cik",
"insider_name",
"insider_roles",
"insider_title",
"reporting_owners",
"code",
"acquired_or_disposed",
"derivative",
"security_title",
"ownership",
"shares",
"avg_price_usd",
"value_usd",
"shares_owned_after",
"ownership_change_pct",
"lots",
"rule_10b5_1",
"amendment",
"price_outlier",
"url",
"sec_url"
],
"additionalProperties": false
}
},
"url": {
"type": "string"
}
},
"required": [
"scope",
"stock",
"insider",
"filters",
"note",
"page",
"limit",
"has_more",
"rows",
"url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_insider_lists(list, limit)
Ready-made insider trading screens, the same lists as livermore.club/en/insiders: cluster-buys (companies where 3 or more different insiders bought on the open market in the last 30 days, ranked by total value; returned in `companies`), ceo-cfo-buys (CEO or CFO open-market purchases of $25,000 or more in 30 days, newest first), top-buys-week and top-buys-month (largest open-market purchases filed in the last 7 or 30 days), top-sells-week and top-sells-month (largest open-market sales). Windows count back from now by SEC filing time. Non-derivative transactions only; rows flagged as price outliers, duplicate filings (the same trade reported again in a later filing) and issuers without a ticker are excluded. Trade rows have the same fields as get_insider_trades. Amounts in USD. At most 200 rows.
Input Schema
{
"type": "object",
"properties": {
"list": {
"type": "string",
"enum": [
"cluster-buys",
"ceo-cfo-buys",
"top-buys-week",
"top-buys-month",
"top-sells-week",
"top-sells-month"
],
"description": "cluster-buys, ceo-cfo-buys, top-buys-week, top-buys-month, top-sells-week or top-sells-month."
},
"limit": {
"default": 25,
"description": "Maximum rows to return (1-200, default 25).",
"type": "integer",
"minimum": 1,
"maximum": 200
}
},
"required": [
"list"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output Schema
{
"type": "object",
"properties": {
"list": {
"type": "string"
},
"title": {
"type": "string"
},
"definition": {
"type": "string"
},
"window_days": {
"type": "number"
},
"url": {
"type": "string"
},
"companies": {
"anyOf": [
{
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"issuer_cik": {
"type": "string"
},
"issuer_name": {
"type": "string"
},
"insiders": {
"type": "number"
},
"value_usd": {
"type": [
"number",
"null"
]
},
"last_filed_at": {
"type": "string"
},
"last_filed_date": {
"type": "string"
},
"url": {
"type": "string"
}
},
"required": [
"ticker",
"issuer_cik",
"issuer_name",
"insiders",
"value_usd",
"last_filed_at",
"last_filed_date",
"url"
],
"additionalProperties": false
}
},
{
"type": "null"
}
]
},
"trades": {
"anyOf": [
{
"type": "array",
"items": {
"type": "object",
"properties": {
"accession": {
"type": "string"
},
"filed_at": {
"type": "string"
},
"filed_date": {
"type": "string"
},
"trade_date_first": {
"type": [
"string",
"null"
]
},
"trade_date_last": {
"type": [
"string",
"null"
]
},
"ticker": {
"type": [
"string",
"null"
]
},
"issuer_cik": {
"type": "string"
},
"issuer_name": {
"type": [
"string",
"null"
]
},
"insider_cik": {
"type": [
"string",
"null"
]
},
"insider_name": {
"type": [
"string",
"null"
]
},
"insider_roles": {
"type": "array",
"items": {
"type": "string",
"enum": [
"director",
"officer",
"ten_percent_owner",
"other"
]
}
},
"insider_title": {
"type": [
"string",
"null"
]
},
"reporting_owners": {
"type": "number"
},
"code": {
"type": [
"string",
"null"
]
},
"acquired_or_disposed": {
"anyOf": [
{
"type": "string",
"enum": [
"acquired",
"disposed"
]
},
{
"type": "null"
}
]
},
"derivative": {
"type": "boolean"
},
"security_title": {
"type": [
"string",
"null"
]
},
"ownership": {
"anyOf": [
{
"type": "string",
"enum": [
"direct",
"indirect"
]
},
{
"type": "null"
}
]
},
"shares": {
"type": [
"number",
"null"
]
},
"avg_price_usd": {
"type": [
"number",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
},
"shares_owned_after": {
"type": [
"number",
"null"
]
},
"ownership_change_pct": {
"type": [
"number",
"null"
]
},
"lots": {
"type": "number"
},
"rule_10b5_1": {
"type": [
"boolean",
"null"
]
},
"amendment": {
"type": "boolean"
},
"price_outlier": {
"type": "boolean"
},
"url": {
"type": [
"string",
"null"
]
},
"sec_url": {
"type": "string"
}
},
"required": [
"accession",
"filed_at",
"filed_date",
"trade_date_first",
"trade_date_last",
"ticker",
"issuer_cik",
"issuer_name",
"insider_cik",
"insider_name",
"insider_roles",
"insider_title",
"reporting_owners",
"code",
"acquired_or_disposed",
"derivative",
"security_title",
"ownership",
"shares",
"avg_price_usd",
"value_usd",
"shares_owned_after",
"ownership_change_pct",
"lots",
"rule_10b5_1",
"amendment",
"price_outlier",
"url",
"sec_url"
],
"additionalProperties": false
}
},
{
"type": "null"
}
]
}
},
"required": [
"list",
"title",
"definition",
"window_days",
"url",
"companies",
"trades"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_institution(cik, quarter, sort, limit, page)
One 13F filer (an institution or a curated superinvestor) by SEC CIK: names (and the superinvestor's manager and style), the quarters it filed (newest 12, with quarters_total: number of positions, portfolio value in USD, filing time, amendments), and its holdings for one quarter (default: the latest it filed) with shares, market value in USD at quarter end, pct_of_portfolio (percent) and the change versus the previous calendar quarter (new/added/reduced/unchanged, share_change_pct in percent). Also returns the 10 largest positions sold out that quarter and the 10 largest option positions (put/call market value), each with its total count. Portfolio value counts long positions and excludes options. If the institution did not file the previous quarter, changes and sold-out positions are not reported. Securities without a ticker (bonds, some ETFs and foreign shares) have url null. At most 200 holdings per call; use page.
Input Schema
{
"type": "object",
"properties": {
"cik": {
"type": "string",
"pattern": "^(CIK)?\\d{1,10}$",
"description": "SEC CIK of the 13F filer, e.g. 0001067983 (Berkshire Hathaway). Get it from search."
},
"quarter": {
"description": "Quarter to show, e.g. 2026-q2. Default: the latest quarter this institution filed.",
"type": "string",
"maxLength": 12
},
"sort": {
"default": "value",
"description": "value = largest market value first (default); shares; change = largest share increase first; pct = largest share of the portfolio first.",
"type": "string",
"enum": [
"value",
"shares",
"change",
"pct"
]
},
"limit": {
"default": 25,
"description": "Maximum rows to return (1-200, default 25).",
"type": "integer",
"minimum": 1,
"maximum": 200
},
"page": {
"default": 1,
"description": "Page number starting at 1; each page has `limit` rows. Check has_more.",
"type": "integer",
"minimum": 1,
"maximum": 500
}
},
"required": [
"cik"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output Schema
{
"type": "object",
"properties": {
"institution": {
"type": "object",
"properties": {
"cik": {
"type": "string"
},
"name": {
"type": "string"
},
"sec_name": {
"type": "string"
},
"is_superinvestor": {
"type": "boolean"
},
"name_zh": {
"type": [
"string",
"null"
]
},
"manager": {
"type": [
"string",
"null"
]
},
"manager_zh": {
"type": [
"string",
"null"
]
},
"style": {
"type": "array",
"items": {
"type": "string"
}
},
"predecessors": {
"type": "array",
"items": {
"type": "object",
"properties": {
"cik": {
"type": "string"
},
"name": {
"type": "string"
},
"url": {
"type": "string"
}
},
"required": [
"cik",
"name",
"url"
],
"additionalProperties": false
}
},
"successor": {
"anyOf": [
{
"type": "object",
"properties": {
"cik": {
"type": "string"
},
"name": {
"type": "string"
},
"url": {
"type": "string"
}
},
"required": [
"cik",
"name",
"url"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"url": {
"type": "string"
},
"sec_filings_url": {
"type": "string"
}
},
"required": [
"cik",
"name",
"sec_name",
"is_superinvestor",
"name_zh",
"manager",
"manager_zh",
"style",
"predecessors",
"successor",
"url",
"sec_filings_url"
],
"additionalProperties": false
},
"quarters_total": {
"type": "number"
},
"quarters": {
"type": "array",
"items": {
"type": "object",
"properties": {
"quarter": {
"type": "string"
},
"period": {
"type": "string"
},
"positions": {
"type": "number"
},
"value_usd": {
"type": "number"
},
"filed_at": {
"type": "string"
},
"filed_date": {
"type": "string"
},
"amended": {
"type": "boolean"
},
"url": {
"type": "string"
}
},
"required": [
"quarter",
"period",
"positions",
"value_usd",
"filed_at",
"filed_date",
"amended",
"url"
],
"additionalProperties": false
}
},
"quarter": {
"type": [
"string",
"null"
]
},
"period": {
"type": [
"string",
"null"
]
},
"previous_quarter": {
"type": [
"string",
"null"
]
},
"previous_quarter_filed": {
"type": "boolean"
},
"changes_available": {
"type": "boolean"
},
"note": {
"type": [
"string",
"null"
]
},
"summary": {
"anyOf": [
{
"type": "object",
"properties": {
"positions": {
"type": "number"
},
"value_usd": {
"type": "number"
},
"previous_value_usd": {
"type": [
"number",
"null"
]
},
"filed_at": {
"type": "string"
},
"amended": {
"type": "boolean"
}
},
"required": [
"positions",
"value_usd",
"previous_value_usd",
"filed_at",
"amended"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"holdings": {
"anyOf": [
{
"type": "object",
"properties": {
"sort": {
"type": "string"
},
"page": {
"type": "number"
},
"limit": {
"type": "number"
},
"has_more": {
"type": "boolean"
},
"rows": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"cusip": {
"type": "string"
},
"name_of_issuer": {
"type": [
"string",
"null"
]
},
"title_of_class": {
"type": [
"string",
"null"
]
},
"shares": {
"type": [
"number",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
},
"pct_of_portfolio": {
"type": [
"number",
"null"
]
},
"previous_shares": {
"type": [
"number",
"null"
]
},
"previous_value_usd": {
"type": [
"number",
"null"
]
},
"share_change": {
"type": [
"number",
"null"
]
},
"share_change_pct": {
"type": [
"number",
"null"
]
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"new",
"added",
"reduced",
"unchanged",
"sold_out",
"not_filed"
]
},
{
"type": "null"
}
]
},
"url": {
"type": [
"string",
"null"
]
},
"holding_history_url": {
"type": [
"string",
"null"
]
}
},
"required": [
"ticker",
"cusip",
"name_of_issuer",
"title_of_class",
"shares",
"value_usd",
"pct_of_portfolio",
"previous_shares",
"previous_value_usd",
"share_change",
"share_change_pct",
"action",
"url",
"holding_history_url"
],
"additionalProperties": false
}
}
},
"required": [
"sort",
"page",
"limit",
"has_more",
"rows"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"sold_out": {
"anyOf": [
{
"type": "object",
"properties": {
"total": {
"type": "number"
},
"rows": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"cusip": {
"type": "string"
},
"name_of_issuer": {
"type": [
"string",
"null"
]
},
"title_of_class": {
"type": [
"string",
"null"
]
},
"shares": {
"type": [
"number",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
},
"pct_of_portfolio": {
"type": [
"number",
"null"
]
},
"previous_shares": {
"type": [
"number",
"null"
]
},
"previous_value_usd": {
"type": [
"number",
"null"
]
},
"share_change": {
"type": [
"number",
"null"
]
},
"share_change_pct": {
"type": [
"number",
"null"
]
},
"action": {
"anyOf": [
{
"type": "string",
"enum": [
"new",
"added",
"reduced",
"unchanged",
"sold_out",
"not_filed"
]
},
{
"type": "null"
}
]
},
"url": {
"type": [
"string",
"null"
]
},
"holding_history_url": {
"type": [
"string",
"null"
]
}
},
"required": [
"ticker",
"cusip",
"name_of_issuer",
"title_of_class",
"shares",
"value_usd",
"pct_of_portfolio",
"previous_shares",
"previous_value_usd",
"share_change",
"share_change_pct",
"action",
"url",
"holding_history_url"
],
"additionalProperties": false
}
}
},
"required": [
"total",
"rows"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"options": {
"anyOf": [
{
"type": "object",
"properties": {
"total": {
"type": "number"
},
"rows": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"cusip": {
"type": "string"
},
"name_of_issuer": {
"type": [
"string",
"null"
]
},
"title_of_class": {
"type": [
"string",
"null"
]
},
"put_value_usd": {
"type": [
"number",
"null"
]
},
"call_value_usd": {
"type": [
"number",
"null"
]
},
"url": {
"type": [
"string",
"null"
]
}
},
"required": [
"ticker",
"cusip",
"name_of_issuer",
"title_of_class",
"put_value_usd",
"call_value_usd",
"url"
],
"additionalProperties": false
}
}
},
"required": [
"total",
"rows"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"url": {
"type": "string"
}
},
"required": [
"institution",
"quarters_total",
"quarters",
"quarter",
"period",
"previous_quarter",
"previous_quarter_filed",
"changes_available",
"note",
"summary",
"holdings",
"sold_out",
"options",
"url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢list_superinvestors
The curated list of superinvestors (well-known long-term investors such as Warren Buffett's Berkshire Hathaway, Bill Ackman's Pershing Square, Li Lu's Himalaya Capital) with their latest 13F quarter: portfolio value in USD (long positions, excluding options), number of positions, filing date, and the 3 largest holdings with pct_of_portfolio (percent). Sorted by portfolio value. Names are in English with Chinese names in name_zh and manager_zh. source_cik is set when the latest quarter was filed under a predecessor CIK (pass it to get_institution to see that quarter). Use get_institution(cik) for full holdings and get_superinvestor_activity for what they bought and sold in a quarter.
Input Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output Schema
{
"type": "object",
"properties": {
"count": {
"type": "number"
},
"superinvestors": {
"type": "array",
"items": {
"type": "object",
"properties": {
"cik": {
"type": "string"
},
"name": {
"type": "string"
},
"name_zh": {
"type": [
"string",
"null"
]
},
"manager": {
"type": [
"string",
"null"
]
},
"manager_zh": {
"type": [
"string",
"null"
]
},
"style": {
"type": "array",
"items": {
"type": "string"
}
},
"quarter": {
"type": [
"string",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
},
"positions": {
"type": [
"number",
"null"
]
},
"filed_date": {
"type": [
"string",
"null"
]
},
"source_cik": {
"type": [
"string",
"null"
]
},
"top_holdings": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"name": {
"type": [
"string",
"null"
]
},
"pct_of_portfolio": {
"type": [
"number",
"null"
]
}
},
"required": [
"ticker",
"name",
"pct_of_portfolio"
],
"additionalProperties": false
}
},
"url": {
"type": "string"
}
},
"required": [
"cik",
"name",
"name_zh",
"manager",
"manager_zh",
"style",
"quarter",
"value_usd",
"positions",
"filed_date",
"source_cik",
"top_holdings",
"url"
],
"additionalProperties": false
}
},
"url": {
"type": "string"
}
},
"required": [
"count",
"superinvestors",
"url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_superinvestor_activity(quarter, superinvestor_cik, limit)
What the curated superinvestors bought and sold in one quarter according to 13F, compared with the previous calendar quarter (default: the latest complete quarter). Without superinvestor_cik: most_bought (stocks the most superinvestors opened or added to), most_sold (reduced or sold out) and per-superinvestor counts of new/added/reduced/sold-out positions. With superinvestor_cik: that superinvestor's individual moves grouped by action, largest positions first (shares_change_pct in percent for added and reduced). Only superinvestors that filed both quarters are compared; added and reduced are decided by share count, not value. Securities are merged by ticker (CUSIP when there is none). 13F is filed up to 45 days after quarter end.
Input Schema
{
"type": "object",
"properties": {
"quarter": {
"description": "Quarter to compare with the previous calendar quarter, e.g. 2026-q2. Default: the latest complete quarter that can be compared.",
"type": "string",
"maxLength": 12
},
"superinvestor_cik": {
"description": "Show this superinvestor's individual moves instead of the cross-superinvestor summary.",
"type": "string",
"pattern": "^(CIK)?\\d{1,10}$"
},
"limit": {
"default": 25,
"description": "Maximum rows per list (1-50, default 25).",
"type": "integer",
"minimum": 1,
"maximum": 50
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output Schema
{
"type": "object",
"properties": {
"quarter": {
"type": "string"
},
"period": {
"type": "string"
},
"previous_quarter": {
"type": "string"
},
"superinvestors_compared": {
"type": "number"
},
"url": {
"type": "string"
},
"most_bought": {
"anyOf": [
{
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"cusip": {
"type": "string"
},
"name_of_issuer": {
"type": [
"string",
"null"
]
},
"title_of_class": {
"type": [
"string",
"null"
]
},
"url": {
"type": [
"string",
"null"
]
},
"superinvestors": {
"type": "number"
},
"new_positions": {
"type": "number"
},
"added_positions": {
"type": "number"
}
},
"required": [
"ticker",
"cusip",
"name_of_issuer",
"title_of_class",
"url",
"superinvestors",
"new_positions",
"added_positions"
],
"additionalProperties": false
}
},
{
"type": "null"
}
]
},
"most_sold": {
"anyOf": [
{
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"cusip": {
"type": "string"
},
"name_of_issuer": {
"type": [
"string",
"null"
]
},
"title_of_class": {
"type": [
"string",
"null"
]
},
"url": {
"type": [
"string",
"null"
]
},
"superinvestors": {
"type": "number"
},
"reduced_positions": {
"type": "number"
},
"sold_out_positions": {
"type": "number"
}
},
"required": [
"ticker",
"cusip",
"name_of_issuer",
"title_of_class",
"url",
"superinvestors",
"reduced_positions",
"sold_out_positions"
],
"additionalProperties": false
}
},
{
"type": "null"
}
]
},
"by_superinvestor": {
"anyOf": [
{
"type": "array",
"items": {
"type": "object",
"properties": {
"cik": {
"type": "string"
},
"name": {
"type": "string"
},
"manager": {
"type": [
"string",
"null"
]
},
"filed_current": {
"type": "boolean"
},
"filed_previous": {
"type": "boolean"
},
"value_usd": {
"type": [
"number",
"null"
]
},
"new": {
"type": "number"
},
"added": {
"type": "number"
},
"reduced": {
"type": "number"
},
"sold_out": {
"type": "number"
},
"url": {
"type": "string"
}
},
"required": [
"cik",
"name",
"manager",
"filed_current",
"filed_previous",
"value_usd",
"new",
"added",
"reduced",
"sold_out",
"url"
],
"additionalProperties": false
}
},
{
"type": "null"
}
]
},
"superinvestor": {
"anyOf": [
{
"type": "object",
"properties": {
"cik": {
"type": "string"
},
"name": {
"type": "string"
},
"manager": {
"type": [
"string",
"null"
]
},
"filed_current": {
"type": "boolean"
},
"filed_previous": {
"type": "boolean"
},
"note": {
"type": [
"string",
"null"
]
},
"value_usd": {
"type": [
"number",
"null"
]
},
"counts": {
"type": "object",
"properties": {
"new": {
"type": "number"
},
"added": {
"type": "number"
},
"reduced": {
"type": "number"
},
"sold_out": {
"type": "number"
}
},
"required": [
"new",
"added",
"reduced",
"sold_out"
],
"additionalProperties": false
},
"new": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"cusip": {
"type": "string"
},
"name_of_issuer": {
"type": [
"string",
"null"
]
},
"title_of_class": {
"type": [
"string",
"null"
]
},
"url": {
"type": [
"string",
"null"
]
},
"shares_change_pct": {
"type": [
"number",
"null"
]
}
},
"required": [
"ticker",
"cusip",
"name_of_issuer",
"title_of_class",
"url",
"shares_change_pct"
],
"additionalProperties": false
}
},
"added": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"cusip": {
"type": "string"
},
"name_of_issuer": {
"type": [
"string",
"null"
]
},
"title_of_class": {
"type": [
"string",
"null"
]
},
"url": {
"type": [
"string",
"null"
]
},
"shares_change_pct": {
"type": [
"number",
"null"
]
}
},
"required": [
"ticker",
"cusip",
"name_of_issuer",
"title_of_class",
"url",
"shares_change_pct"
],
"additionalProperties": false
}
},
"reduced": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"cusip": {
"type": "string"
},
"name_of_issuer": {
"type": [
"string",
"null"
]
},
"title_of_class": {
"type": [
"string",
"null"
]
},
"url": {
"type": [
"string",
"null"
]
},
"shares_change_pct": {
"type": [
"number",
"null"
]
}
},
"required": [
"ticker",
"cusip",
"name_of_issuer",
"title_of_class",
"url",
"shares_change_pct"
],
"additionalProperties": false
}
},
"sold_out": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"cusip": {
"type": "string"
},
"name_of_issuer": {
"type": [
"string",
"null"
]
},
"title_of_class": {
"type": [
"string",
"null"
]
},
"url": {
"type": [
"string",
"null"
]
},
"shares_change_pct": {
"type": [
"number",
"null"
]
}
},
"required": [
"ticker",
"cusip",
"name_of_issuer",
"title_of_class",
"url",
"shares_change_pct"
],
"additionalProperties": false
}
},
"url": {
"type": "string"
}
},
"required": [
"cik",
"name",
"manager",
"filed_current",
"filed_previous",
"note",
"value_usd",
"counts",
"new",
"added",
"reduced",
"sold_out",
"url"
],
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"required": [
"quarter",
"period",
"previous_quarter",
"superinvestors_compared",
"url",
"most_bought",
"most_sold",
"by_superinvestor",
"superinvestor"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_data_coverage
What data Livermore has and how fresh it is: the Form 4 filing-date range, the 13F quarters loaded (with the number of filers), the latest complete 13F quarter, the number of curated superinvestors, the last successful data updates (ISO 8601 UTC), the update schedule, datasets not available yet (13D/13G, Form 144, Congress trades) and the usage limits of this server. Call it to check whether a date or quarter is covered.
Input Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output Schema
{
"type": "object",
"properties": {
"website": {
"type": "string"
},
"sources": {
"type": "string"
},
"form4": {
"type": "object",
"properties": {
"earliest_filed_date": {
"type": [
"string",
"null"
]
},
"latest_filed_at": {
"type": [
"string",
"null"
]
},
"latest_filed_date": {
"type": [
"string",
"null"
]
}
},
"required": [
"earliest_filed_date",
"latest_filed_at",
"latest_filed_date"
],
"additionalProperties": false
},
"f13": {
"type": "object",
"properties": {
"latest_complete_quarter": {
"type": "string"
},
"in_progress_quarter": {
"type": [
"string",
"null"
]
},
"market_wide_quarters": {
"type": "array",
"items": {
"type": "object",
"properties": {
"quarter": {
"type": "string"
},
"period": {
"type": "string"
},
"filers": {
"type": "number"
}
},
"required": [
"quarter",
"period",
"filers"
],
"additionalProperties": false
}
},
"earliest_quarter": {
"type": [
"string",
"null"
]
},
"note": {
"type": "string"
}
},
"required": [
"latest_complete_quarter",
"in_progress_quarter",
"market_wide_quarters",
"earliest_quarter",
"note"
],
"additionalProperties": false
},
"superinvestors": {
"type": "number"
},
"last_successful_update": {
"type": "object",
"properties": {
"sec_filings": {
"type": [
"string",
"null"
]
},
"tickers": {
"type": [
"string",
"null"
]
},
"cusip_mapping": {
"type": [
"string",
"null"
]
}
},
"required": [
"sec_filings",
"tickers",
"cusip_mapping"
],
"additionalProperties": false
},
"update_schedule": {
"type": "string"
},
"not_yet_available": {
"type": "array",
"items": {
"type": "string"
}
},
"limits": {
"type": "object",
"properties": {
"max_rows_per_call": {
"type": "number"
},
"requests_per_minute_per_ip": {
"type": "number"
}
},
"required": [
"max_rows_per_call",
"requests_per_minute_per_ip"
],
"additionalProperties": false
},
"docs_url": {
"type": "string"
},
"llms_txt_url": {
"type": "string"
}
},
"required": [
"website",
"sources",
"form4",
"f13",
"superinvestors",
"last_successful_update",
"update_schedule",
"not_yet_available",
"limits",
"docs_url",
"llms_txt_url"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Community
Evidence