longbridge-investors

name	longbridge-investors
description	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".
license	MIT
metadata	{"author":"longbridge","version":"1.0.0","risk_level":"read_only","requires_login":false,"default_install":true,"requires_mcp":false,"tier":"read"}

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:

# 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

1. Identify intent: ranking → run investors; portfolio snapshot → run investors <CIK>; changes → run investors changes <CIK>.
2. Resolve CIK if not provided: run longbridge investors --format json to get the top-50 list and find the matching manager's CIK.
3. Fetch data concurrently where possible.
4. 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.
5. 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:

When the CLI is unavailable, fall back to the MCP server. Discover available tools from the MCP server's tool list at runtime — do not rely on hardcoded tool names.

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/