What is an Industry Performance Summary?
An industry performance summary provides a comprehensive overview of how institutional investors allocate capital across different industries. Derived from SEC Form 13F filings, this data reveals the aggregate value of institutional holdings, the number of institutional investors, total shares held, and the count of publicly traded stocks within each industry classification. By analyzing these metrics alongside their quarter-over-quarter changes, investors can identify sector rotation trends and shifts in institutional sentiment.
Our free industry performance summary tool aggregates data from thousands of 13F filings to give you a bird's-eye view of institutional capital flows. Whether you are a portfolio manager looking for sector allocation insights or an individual investor tracking smart money movements, this tool provides the data you need to make informed decisions.
Why Track Industry-Level Institutional Ownership?
Spot Sector Rotation
Identify which industries are attracting or losing institutional capital. Rising total values and investor counts signal growing confidence in an industry.
Follow Smart Money
Institutional investors manage trillions of dollars and conduct deep research. Tracking their aggregate industry allocations reveals where the smart money is flowing.
Quarter-over-Quarter Analysis
Compare changes in total value, shares, investors, and stock counts between quarters to identify emerging trends and reversals.
Search & Filter
Quickly find specific industries with the search filter. Sort by any column to rank industries by value, investor count, or changes.
CSV Export
Export the full industry dataset to CSV for further analysis in Excel, Google Sheets, or your preferred data analysis tool.
Historical Data
Access historical quarterly data going back several years. Compare industry performance across different market cycles and economic conditions.
How to Use This Industry Performance Summary
- 1
Select Year and Quarter
Choose the reporting year and quarter (Q1–Q4) to view the institutional ownership data for that period. Data is based on SEC 13F filing deadlines.
- 2
Search for Specific Industries
Use the search box to filter by industry name. Type keywords like “Software,” “Insurance,” or “Pharmaceutical” to narrow down the results.
- 3
Analyze Changes
Review the change columns to see how each industry's institutional ownership has shifted compared to the previous quarter. Green values indicate increases; red values indicate decreases.
- 4
Export and Analyze
Click the Export CSV button to download the complete dataset for offline analysis. Use the Refresh button to reload the latest data at any time.
Understanding the Data
Each row in the industry performance summary contains several key metrics that reveal institutional investment patterns:
- Total Value: The aggregate market value of all institutional holdings within the industry. This is the most important metric for gauging the overall size of institutional interest.
- Number of Investors: How many institutional investment managers hold positions in the industry. A rising count suggests broadening institutional interest.
- Total Shares: The total number of shares held by institutional investors across all stocks in the industry. Changes in share counts reveal whether institutions are accumulating or distributing.
- Number of Stocks: The count of publicly traded companies within the industry that have institutional ownership. This metric shows the breadth of institutional coverage.
Institutional investors — including mutual funds, pension funds, hedge funds, and insurance companies — are required to file Form 13F with the SEC within 45 days after each calendar quarter ends. By aggregating these filings at the industry level, you can see the big picture of where institutional capital is concentrated and how allocations are shifting over time. This data is invaluable for identifying sector rotation trends, validating your own investment thesis, and understanding the competitive landscape across industries.