Questions and terms

Answers about the data, the reports and buying. The glossary at the bottom defines every term used across the site.

Questions

About the data

Is this legal?
Yes. 13F filings are public documents published by the SEC. Institutions are required by law to file them, and anyone can read them. We use nothing that isn't public.
Where does the data come from?
Holdings, share counts and disclosed values come from SEC filings. Sector, industry, geography and market data come from market data providers, and are labelled separately in every report. The original filing is always the source of truth. More on sourcing →
How current is it?
The SEC gives institutions 45 days after each quarter ends to file. That deadline is theirs, not ours. Every report describes a quarter that has already closed.
What does a 13F not show?
Long US equity positions only. No short positions, bonds, cash, commodities, private holdings, or most non-US securities. Only firms managing over $100 million must file, and some positions can be withheld under a confidentiality request.
Can I check the numbers myself?
Yes. Every holding links back to the filing it came from.
Why is the price in the report not today's price?
Every number in a report is as of the same quarter-end close, including prices and moving averages. A current price beside three-month-old holdings would invite you to combine them and reach a figure that means nothing.

About the reports

What do I get?
A PDF. Stock and Investor reports also include an Excel workbook with the underlying data.
How do I receive it?
Download it immediately after payment.
Which stocks and investors are available?
The catalogue covers widely held stocks and the institutions most people look for. It is published once a quarter, after the SEC filing deadline. See the reports →
What if the one I want isn't listed?
Tell us and we will look at adding it. Request a report →
Do you tell me what to buy?
No. We report what institutions filed. What it means is yours to decide. HoldingsLens gives no advice or recommendations.

About buying

What does it cost?
$15 for a Stock report, $24 for an Investor report, $30 for an Investor Type report. Two reports, 10% off. Three or more, 15% off. Refreshing a report you already own next quarter, 20% off. Prices in USD.
Can I get a refund?
No. Reports download immediately after payment, so all sales are final. If a file is corrupted or won't open, email us and we'll fix it.
Do I need an account?
No. Pay and download. No sign-up, no subscription.
Terms

Glossary

13F filing
A quarterly report that firms managing over $100 million must file with the SEC, listing the US stocks they own. Public, and free to read.
Holdings
The stocks an investor owns.
Investor
A firm that files a 13F: a fund, bank, insurer, pension fund or hedge fund.
Investor type
What kind of business an investor is. Commercial banks, life insurers, pension funds.
Investor profile
How an investor invests: index or passive, active manager, hedge fund, bank or trust, insurance or pension.
Quarter
A three-month period. Filings are due after each one ends: 31 March, 30 June, 30 September, 31 December.
Sector
A broad group of related industries. Technology, Healthcare, Finance.
SEC
The US Securities and Exchange Commission. It requires large investors to file their holdings quarterly.

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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.