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Institutional Holdings from SEC 13F filings

Search funds and filers to see quarterly-disclosed US equity portfolios from official SEC data.

Search 13F holdings

This page introduces an existing Quantora tool. Platform dashboard

Explore a manager's disclosed portfolio using SEC 13F filings. Reporting-period dates help distinguish when positions were held from when the institution submitted the filing.

How to use this tool

  1. Search an institution by name or choose one of the listed managers.
  2. Select a reporting period and filing, noting whether the filing is amended.
  3. Review the reported holdings, share counts and values, and compare available periods for portfolio context.

Reading the results

Holding values and share counts describe the selected filing's reported positions. They are a historical disclosure, so an institution may have changed its portfolio since the reporting date. Search by Stock finds matching issuers in the site's cached holdings.

Coverage and limitations

13F data is quarterly and filings can arrive up to 45 days after quarter-end. It is not a complete view of a manager's current assets or trades. Stock searches cover cached institutions, and full holdings access requires sign-in and Premium.