Institutional filings are public, free, and almost unusable. Thousands of documents a quarter, built for regulators. The work is turning them into something a reader can act on without misreading it.
That work is mostly discipline. These are the decisions behind every number we publish.
Holdings, share counts and disclosed values come from SEC filings and nowhere else. Sector, geography and market data are added context, labelled as such. Added context is never presented as something the institution disclosed.
13F filings do not disclose what an institution paid. Some tools estimate it anyway. We don't — presenting an estimate as fact while citing the SEC as the source is the fastest way to be wrong about something that matters.
A position's value moves when the price moves. Measuring change in dollars would show an institution "buying" a stock it never touched. Every added, reduced, opened and closed figure comes from the change in share count.
Holdings and prices are both as of the same quarter-end close, so no two figures on a page can be combined into something meaningless.
We report what was filed. What it means is yours to decide — no advice, no recommendations, no forecasts.
Built by a data professional with over ten years turning complex data into clear decisions.
The story is simple: started investing in 2020, couldn't find institutional data that was actually accessible, so built it.
Every report type has a full sample you can read before buying.
HoldingsLens compiles data from public institutional investment filings (SEC Form 13F). It does not constitute financial advice, investment recommendations, or a solicitation to buy or sell any security. Past holdings do not predict future performance. All investment decisions remain the sole responsibility of the user.