What Are Institutional Holdings Analytics by Holder?
Institutional holdings analytics by holder provide a detailed breakdown of how large institutional investors — such as mutual funds, hedge funds, pension funds, and insurance companies — manage their positions in specific stocks. This data is derived from SEC Form 13F filings, which institutional investment managers with over $100 million in qualifying assets must file quarterly. By analyzing these filings, investors can track portfolio weight changes, share count movements, market value shifts, and ownership percentages for each institutional holder.
Our free tool extracts and enriches this raw SEC data with advanced analytics including performance metrics, holding period tracking, average price paid calculations, and quarter-over-quarter change analysis. This gives retail investors access to the same institutional-grade intelligence that professional fund managers use to make investment decisions.
How to Use This Institutional Holdings Analytics Tool
- 1
Enter a Stock Symbol
Type any U.S. stock ticker symbol (e.g., AAPL, MSFT, TSLA) in the search box to look up institutional holders for that security.
- 2
Select a Filing Quarter
Choose the year and quarter for the 13F filing period you want to analyze. Data is available quarterly, typically with a 45-day filing deadline after each quarter ends.
- 3
Analyze the Results
Review the comprehensive table showing each institutional holder with their shares, market value, portfolio weight, ownership percentage, performance, and quarter-over-quarter changes. Use the Refresh button to reload data or Export CSV to download for offline analysis.
Key Metrics Explained
Understanding the analytics provided for each institutional holder is essential for making informed investment decisions. Here are the most important metrics available in this tool:
Portfolio Weight
The percentage of the institutional investor's total portfolio allocated to this stock. A higher weight indicates stronger conviction in the position.
Ownership %
The percentage of the company's total outstanding shares held by this institution. High ownership can indicate significant influence over corporate decisions.
Holding Period
The number of quarters the institution has held this position. Longer holding periods suggest long-term conviction rather than short-term trading.
Performance
The estimated profit or loss on the position based on the average price paid versus the quarter-end price. Helps assess how well the institution's timing has been.
Avg Price Paid
The estimated average cost basis per share for the institution's position. Compare this to the current price to gauge unrealized gains or losses.
Shares Change
The quarter-over-quarter change in the number of shares held. Positive changes indicate accumulation, while negative changes suggest distribution.
Why Track Institutional Holdings?
Follow Smart Money
Track what the world's largest and most successful investors are buying and selling. Institutional investors often have access to superior research and analysis.
Identify Accumulation Trends
Spot when multiple institutions are increasing their positions in a stock, which can signal growing confidence in the company's prospects.
100% Free
No subscription, no hidden fees. Access institutional holdings analytics and export to CSV completely free of charge.