longbridge-investors

Original：🇺🇸 English

Translated

SEC 13F fund-manager–centric view via Longbridge — top-50 active institutional investors by AUM, a specific manager's full portfolio snapshot (by CIK), and quarter-over-quarter holding changes (NEW / ADDED / REDUCED / EXITED). US stocks only. Different from longbridge-flows (stock-centric: who holds a symbol); this skill is manager-centric. Triggers: "基金经理持仓", "机构持仓排名", "大基金持仓", "巴菲特持仓", "贝莱德持仓", "13F基金视角", "基金经理排名", "AUM排名", "季度持仓变化", "基金經理持倉", "機構持倉排名", "大基金持倉", "13F基金視角", "季度持倉變化", "fund manager holdings", "institutional investor", "13F portfolio", "Berkshire holdings", "BlackRock positions", "fund manager ranking", "AUM ranking", "quarterly position changes", "CIK lookup".

9installs

Sourcelongbridge/skills

Added on2026-05-12

NPX Install

npx skill4agent add longbridge/skills longbridge-investors

SKILL.md Content

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longbridge-investors

Prompt-only skill. Provides a fund-manager–centric view of SEC 13F filings via the Longbridge CLI — who the biggest players are, what a specific manager holds, and how their portfolio changed quarter over quarter.

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

When to use

"全球最大基金经理有哪些", "top institutional investors by AUM", "全球最大基金經理有哪些"
"巴菲特现在持有哪些股票", "Berkshire Hathaway 13F portfolio", "巴菲特現在持有哪些股票"
"贝莱德上季度新建了哪些仓位", "BlackRock new positions last quarter", "貝萊德上季度新建了哪些倉位"
"巴菲特 CIK 是多少", "什么 CIK 是贝莱德"

For stock-centric institutional-holder queries ("谁持有 AAPL" / "who holds NVDA") → route to

longbridge-flows

.

CLI

Run

longbridge investors --help

to verify exact flags before use. Common calls:

bash

# Top-50 active fund managers by AUM (includes CIK for each)
longbridge investors --format json

# Full portfolio snapshot for a specific manager
longbridge investors <CIK> --format json
longbridge investors 0001067983 --format json    # Berkshire Hathaway (Buffett)
longbridge investors 0001364742 --format json    # BlackRock

# Limit to top N positions by market value
longbridge investors <CIK> --top 20 --format json

# Quarter-over-quarter holding changes
longbridge investors changes <CIK> --format json
longbridge investors changes 0001067983 --format json

# Help
longbridge investors --help

Well-known CIKs (verify via the top-50 list first):

Manager	CIK
Berkshire Hathaway (Buffett)	0001067983
BlackRock	0001364742

Workflow

Identify intent: ranking → run
```
investors
```
; portfolio snapshot → run
```
investors <CIK>
```
; changes → run
```
investors changes <CIK>
```
.
Resolve CIK if not provided: run
```
longbridge investors --format json
```
to get the top-50 list and find the matching manager's CIK.
Fetch data concurrently where possible.
Present results:
- Ranking: table of rank / manager name / AUM / CIK.
- Portfolio snapshot: table of symbol / shares / market value / % of portfolio; note filing date and reporting period.
- Changes: group by action (NEW / ADDED / REDUCED / EXITED); show symbol, shares delta, value delta.
Cite Longbridge Securities / SEC 13F; add disclaimer.

Output

Ranking — Top-50 institutional investors

Rank | Manager                   | AUM (USD B) | CIK
  1  | BlackRock                 | 10,200      | 0001364742
  2  | Vanguard Group            | 8,400       | 0000102909
  …

Portfolio snapshot — Berkshire Hathaway as of {filing date}

Symbol     | Shares (M) | Market Value (USD M) | % Portfolio
AAPL.US    | 905.6      | 174,300              | 47.2%
BAC.US     | 1,032.8    | 35,100               | 9.5%
…

Changes — Berkshire Hathaway: Q4 2024 → Q1 2025

NEW:     OXY.US (+18.9M shares, +$1.1B)
ADDED:   AAPL.US (+3.2M, +$620M)
REDUCED: BYD.US (−5.0M, −$280M)
EXITED:  HPQ.US (−7.2M, −$195M)

⚠️ 13F 数据滞后约 45 天，仅供参考，不构成投资建议。
⚠️ 13F 數據滯後約 45 天，僅供參考，不構成投資建議。
⚠️ 13F filings lag ~45 days. For reference only. Not investment advice.

Error handling

Situation	简体中文回复	繁體中文 / English
`command not found: longbridge`	回退到 MCP；如也不可用，请安装 longbridge-terminal。	回退到 MCP；如也不可用，請安裝 longbridge-terminal。/ Fall back to MCP; if unavailable, install longbridge-terminal.
`investors` returns empty	"暂无 13F 数据，CIK 可能有误，请用 `longbridge investors` 列出前50名确认。"	"暫無 13F 數據，請確認 CIK。" / "No 13F data — verify CIK via `longbridge investors` ."
CIK not found in top-50	提示用户运行 `longbridge investors --format json` 获取完整 CIK 列表。	提示用戶查看完整 CIK 列表。/ Ask user to run `longbridge investors` for the full CIK list.
Other stderr	直接显示原始错误，不静默重试。	顯示原始錯誤。/ Surface verbatim — do not retry silently.

MCP fallback

If

longbridge

CLI is unavailable (

command not found

), use MCP tools:

MCP tool	CLI equivalent
`mcp__longbridge__investors`	`longbridge investors`
`mcp__longbridge__investors_portfolio`	`longbridge investors <CIK>`
`mcp__longbridge__investors_changes`	`longbridge investors changes <CIK>`

MCP setup:

claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp

(

quote

scope).

Related skills

Stock-centric institutional holders →
```
longbridge-flows
```
Company fundamentals & analyst ratings →
```
longbridge-fundamental
```
Insider trades (Form 4) →
```
longbridge-flows
```
Earnings & guidance →
```
longbridge-earnings
```

File layout

longbridge-investors/
└── SKILL.md   # prompt-only, no scripts/

longbridge-investors

NPX Install

Tags

SKILL.md Content

longbridge-investors

When to use

CLI

Workflow

Output

Error handling

MCP fallback

Related skills

File layout