Every quarter, institutional investors disclose their investments to the SEC. We turn those filings into three reports you can read.
Every quarter, institutions must disclose their investments to the SEC, the US market regulator.
Those filings are public. They are also buried across thousands of separate documents, and built for regulators rather than for readers.
We compile them into three reports.
Every institution holding it, how many shares each holds, and what changed since last quarter.
View sample →Their full portfolio broken down by sector and geography, plus what they bought and sold this quarter.
View sample →Every filer of one kind — commercial banks, life insurers, pension funds — and what the peer group holds, what it added this quarter, and which holdings account for the most capital.
View sample →Samples use January 2025 data. Reports you buy use the latest filed quarter.
Every holding links back to the original SEC filing. You can check any number yourself.
Filings arrive 45 days after each quarter ends. That deadline is set by the SEC, so a report is a quarter-end snapshot, not a live position.
They cover US-listed stocks. They do not show bonds, cash, short positions, or private holdings.
Every report is a one-time purchase. No subscription.
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.