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More about SEC 13F Holdings Report?

SEC 13F Holdings Report provides a wealth of information about institutional investment trends.

What is an SEC 13F Filing?

The SEC 13F filing is a quarterly disclosure required from institutional investment managers that oversee at least $100 million in assets under management (AUM). These managers must report their holdings of publicly traded U.S. securities, providing a snapshot of their investment portfolios.

Institutions required to file include:

  • Hedge funds
  • Mutual funds
  • Pension funds
  • Investment advisory firms

The report focuses on specific securities referred to as "13F securities", such as U.S.-listed stocks, certain convertible bonds, and options.

Key Information in a 13F Filing

The 13F filing must include the following details:

  • Securities held: Names and descriptions of the securities (e.g., stock tickers or bond types).
  • Quantity: Number of shares or units held.
  • Market value: Dollar value of the holdings.
  • Manager details: Name and relevant information about the reporting institution.

The list of securities that qualify as "13F securities" is periodically updated by the SEC.

Filing Deadlines

13F reports are submitted quarterly:

  • They must be filed within 45 days after the end of each calendar quarter.
  • The report reflects holdings as of the last day of the previous quarter.

For example, a 13F filing for Q1 2024 must be submitted by May 15, 2024.

Purpose and Significance
  • Market Transparency: 13F filings help investors understand the trading behavior of major institutional players.
  • Investment Insights: Retail investors and analysts often use these filings to study the strategies of renowned firms (e.g., Berkshire Hathaway, Bridgewater Associates).
  • Regulatory Oversight: Regulators can monitor market activities and detect potential systemic risks.
Who Must File a 13F?

The filing requirement applies to institutional investment managers who:

  • Manage at least $100 million or more in assets.
  • Hold 13F securities, as defined by the SEC.

Common filers include:

  • Public and private funds
  • Investment banks
  • Pension funds
  • Insurance companies
  • Investment advisory firms

Individual investors are typically exempt unless they operate as investment managers with qualifying AUM.