What Are Institutional Ownership Filings?
Institutional ownership filings, commonly known as 13F filings, are quarterly reports that institutional investment managers with at least $100 million in assets under management (AUM) must file with the U.S. Securities and Exchange Commission (SEC). These filings disclose the equity holdings of hedge funds, mutual funds, pension funds, insurance companies, and other large institutional investors. The 13F-HR form is the most common type, providing a complete snapshot of an institution's long equity positions at the end of each calendar quarter.
Our free institutional ownership filings tracker provides real-time access to the latest 13F filings as they are submitted to the SEC. Monitor which institutions are filing, view their CIK numbers, check filing and acceptance dates, and access the original SEC EDGAR documents directly. Whether you are a retail investor tracking smart money, a compliance professional, or a financial analyst, this tool gives you instant access to the data you need.
How to Use This Institutional Ownership Filings Tracker
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Browse Latest Filings
The table loads the most recent institutional ownership filings automatically. View institution names, CIK numbers, report dates, filing dates, and form types at a glance.
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Search by Institution
Use the search bar to filter filings by institution name or CIK number. This is useful for tracking specific hedge funds, mutual funds, or investment managers you follow.
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Access SEC Documents
Click the Filing Index link to view the full SEC EDGAR filing page, or click the Data File link to access the raw holdings data in XML format. Export all filings to CSV for offline analysis.
Understanding 13F Filings and Institutional Ownership
The SEC requires institutional investment managers to file Form 13F within 45 days after the end of each calendar quarter. This means filings for Q4 (ending December 31) are due by mid-February, Q1 (ending March 31) by mid-May, Q2 (ending June 30) by mid-August, and Q3 (ending September 30) by mid-November. The filing reveals long positions in U.S. exchange-traded stocks, options, warrants, and convertible securities.
Investors closely monitor 13F filings to understand what the "smart money" is buying and selling. By tracking changes in institutional holdings quarter over quarter, you can identify emerging trends, spot potential investment opportunities, and understand market sentiment among professional investors. However, it is important to note that 13F filings have a reporting delay of up to 45 days, so the data reflects positions from the end of the previous quarter.
Why Track Institutional Ownership Filings?
Follow Smart Money
Track what hedge funds, mutual funds, and institutional investors are buying and selling to inform your own investment decisions.
Direct SEC Access
Access original SEC EDGAR filing pages and raw data files directly. Verify holdings data from the official source.
100% Free
No subscription, no hidden fees. Browse institutional filings, search by institution, and export to CSV completely free.