octagon-13f-holdings-mcp

Octagon 13F Holdings MCP

The Octagon 13F Holdings MCP server provides specialized AI-powered institutional ownership and holdings data analysis capabilities by integrating with advanced holdings analysis agents. Covers comprehensive Form 13F filings, institutional investor activity, fund performance, and industry-level holdings analytics. Add unlimited institutional holdings analysis functionality to any MCP client including Claude Desktop, Cursor, and other popular MCP-enabled applications.

Powered by Octagon AI - Learn more about the Holdings Agent at docs.octagonagents.com

🚀 Core Differentiators

✅ Comprehensive Coverage - Complete Form 13F filings and institutional ownership data
✅ Historical Analysis - Historical data dating back to 2018 enables robust time-series analysis
✅ Real-Time Updates - Continuous daily updates for real-time insights
✅ Universal MCP Integration - Add institutional holdings analysis to any MCP client
✅ Multi-Domain Analysis - Form 13F filings, fund performance, industry analytics, and portfolio breakdowns
✅ Advanced Holdings Metrics - Institutional ownership tracking, fund performance analysis, and portfolio allocation insights

Get Your Octagon API Key

To use Octagon 13F Holdings MCP, you need to:

1. Sign up for a free account at Octagon
2. After logging in, from left menu, navigate to API Keys
3. Generate a new API key
4. Use this API key in your configuration as the OCTAGON_API_KEY value

Prerequisites

Before installing or running Octagon 13F Holdings MCP, you need to have npx (which comes with Node.js and npm) installed on your system.

Mac (macOS)

1. Install Homebrew (if you don't have it):

   /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"
   

2. Install Node.js (includes npm and npx):

   brew install node
   

   This will install the latest version of Node.js, npm, and npx.

3. Verify installation:

   node -v
   npm -v
   npx -v
   

Windows

1. Download the Node.js installer:
   • Go to https://nodejs.org/ and download the LTS version for Windows.
2. Run the installer and follow the prompts. This will install Node.js, npm, and npx.
3. Verify installation: Open Command Prompt and run:

   node -v
   npm -v
   npx -v
   

If you see version numbers for all three, you are ready to proceed with the installation steps below.

Installation

Running on Claude Desktop

To configure Octagon 13F Holdings MCP for Claude Desktop:

1. Open Claude Desktop
2. Go to Settings > Developer > Edit Config
3. Add the following to your claude_desktop_config.json (Replace your-octagon-api-key with your Octagon API key):

{
  "mcpServers": {
    "octagon-13f-holdings-mcp": {
      "command": "npx",
      "args": ["-y", "octagon-13f-holdings-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

4. Restart Claude for the changes to take effect

Running on Cursor

Configuring Cursor Desktop 🖥️ Note: Requires Cursor version 0.45.6+

To configure Octagon 13F Holdings MCP in Cursor:

1. Open Cursor Settings
2. Go to Features > MCP Servers
3. Click "+ Add New MCP Server"
4. Enter the following:
   • Name: "octagon-13f-holdings-mcp" (or your preferred name)
   • Type: "command"
   • Command: env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-13f-holdings-mcp

If you are using Windows and are running into issues, try cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-13f-holdings-mcp"

Replace your-octagon-api-key with your Octagon API key.

After adding, refresh the MCP server list to see the new tools. The Composer Agent will automatically use Octagon 13F Holdings MCP when appropriate, but you can explicitly request it by describing your institutional holdings analysis needs. Access the Composer via Command+L (Mac), select "Agent" next to the submit button, and enter your query.

Running on Windsurf

Add this to your ./codeium/windsurf/model_config.json:

{
  "mcpServers": {
    "octagon-13f-holdings-mcp": {
      "command": "npx",
      "args": ["-y", "octagon-13f-holdings-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

Running with npx

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-13f-holdings-mcp

Manual Installation

npm install -g octagon-13f-holdings-mcp

Octagon Holdings Agent

Model Name: octagon-holdings-agent

Specialized agent for institutional ownership and holdings data, providing comprehensive insights into Form 13F filings, institutional investor activity, fund performance, and industry-level holdings analytics.

Capabilities

• Retrieve the latest Form 13F and related institutional ownership filings
• Analyze institutional holder filings for specific securities and periods
• Summarize performance of institutional holders (funds, asset managers)
• Break down institutional portfolios by industry/sector
• Summarize institutional positions for a given security
• Benchmark industry performance based on institutional holdings

Use Cases

The Holdings Agent is best for:

• Tracking institutional buying and selling activity for specific stocks across quarters
• Analyzing fund manager performance and portfolio allocation
• Benchmarking industry and sector performance based on institutional holdings
• Identifying new or exited positions by major funds to get insight into where institutional money is flowing
• Understanding industry exposure and concentration in institutional portfolios
• Benchmark fund ownership and monitor investor movement

Example Queries

Get Latest Institutional Ownership Filings

Fetch the most recent Form 13F and related filings submitted by institutional investors.

@octagon-holdings-agent Retrieve the most recent Form 13F and related filings submitted by institutional investors, limited to 50 records on page 0.

Get Holder Filings Analytics

Retrieve analytics for institutional holder filings for a specific security (e.g., AAPL) in a given quarter.

@octagon-holdings-agent Retrieve analytics for institutional holder filings for AAPL in Q2 of 2023, limited to 20 records on page 0.

Get Holder Performance Summary

Get a summary of the performance of a specific institutional holder, identified by CIK.

@octagon-holdings-agent Get a summary of the performance of the institutional holder with CIK 0001166559.

Get Holder Industry Breakdown

Retrieve the industry breakdown for a specific holder (by CIK) for a given quarter.

@octagon-holdings-agent Retrieve the industry breakdown for the holder with CIK 0001067983 for Q4 of 2024.

Get Symbol Positions Summary

Get a summary of institutional positions for a specific security (e.g., AAPL) for a given quarter.

@octagon-holdings-agent Get a summary of institutional positions for AAPL for Q4 of 2024.

Get Industry Performance Summary

Get a financial performance summary for all industries for a given quarter.

@octagon-holdings-agent Get a financial performance summary for all industries for Q4 of 2024.

How to Create Effective Prompts for Holdings & Ownership Analysis

When querying institutional holdings data, consider these strategies:

1. Specify the security or holder: Indicate the stock symbol, CIK, or fund name for targeted results.
   • Example: "Retrieve analytics for institutional holder filings for TSLA in Q1 of 2024."
2. Define the reporting period: Use specific quarters or years for filings and analytics.
   • Example: "Get a summary of institutional positions for MSFT for Q3 of 2023."
3. Request breakdowns or summaries: Ask for industry, sector, or performance breakdowns.
   • Example: "Retrieve the industry breakdown for the holder with CIK 0001067983 for Q4 of 2024."
4. Limit the number of records: Specify limits for pagination or focused results.
   • Example: "Retrieve the most recent Form 13F filings, limited to 25 records."
5. Compare across periods or holders: Request comparative analytics for deeper insights.
   • Example: "Compare institutional ownership changes for NVDA between Q2 and Q3 of 2023."

Institutional Ownership Data Fields

Holdings Performance Summary Data Fields

Features

✅ Comprehensive Holdings Analysis

• Form 13F filings analysis
• Institutional ownership tracking
• Fund performance analysis
• Portfolio allocation insights
• Industry-level holdings analytics
• Investment strategy analysis

✅ Universal Coverage

• Complete Form 13F filing coverage
• All major institutional investors
• Real-time data updates
• Historical data back to 2018
• Cross-fund comparisons
• Time-series analysis

✅ Advanced Analysis Tools

• Portfolio breakdown analysis
• Performance benchmarking
• Industry allocation tracking
• Institutional flow analysis
• Position change monitoring

Available Tool

octagon-holdings-agent

Comprehensive institutional ownership and holdings analysis with Form 13F filing insights.

The tool uses a single prompt parameter that accepts a natural language query. Include all relevant details in your prompt for optimal results.

Documentation

For comprehensive documentation on using Holdings capabilities, please visit our official documentation at: https://docs.octagonagents.com

Specifically for the Holdings Agent: Holdings Agent Guide

The documentation includes:

• Detailed API references
• Holdings analysis methodology guidelines
• Examples and use cases
• Best practices for institutional ownership analysis
• Advanced features and capabilities

Troubleshooting

1. API Key Issues: Ensure your Octagon API key is correctly set in the environment or config file.
2. Connection Issues: Make sure the connectivity to the Octagon API is working properly.
3. Rate Limiting: No rate limits apply to 13F Holdings MCP - execute unlimited queries.

License

MIT

⭐ Star this repo if you find it helpful for your institutional holdings analysis needs!