Three reports. Pick the question you want answered.

Every report is built from investment filings submitted to the SEC. One-time purchase, download straight after payment.

Stock Report $15

Who owns this stock?

Every institution holding it, how many shares each one holds, and what changed since the previous quarter.

Inside:
  • Every institution holding the stock, ranked by disclosed value
  • Share counts and disclosed value per holder
  • Added, reduced, opened and closed positions since last quarter
  • Ownership by investor profile: index funds, active managers, hedge funds, banks, insurers
  • Excel workbook with full underlying data
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Investor Report $24

What does this investor own?

One institution's full disclosed portfolio — how it is spread, and what it traded.

Inside:
  • Every holding, ranked by disclosed value, with its share of the portfolio
  • Portfolio by sector, industry and geography
  • What they bought and sold this quarter
  • Year-on-year change in weight and share count
  • Excel workbook with full underlying data
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Investor Type Report $30

What do investors of this type own?

Institutions grouped by what kind of business they are. Choose from: Commercial Banks, Life Insurance, Pension & Retirement, Broker-Dealers, Trust Companies, Funds & Investment Offices, Holding Companies, Savings Institutions.

Inside:
  • Every holding across the group, ranked by disclosed value
  • How many institutions in the group hold each one
  • Whether a holding is particular to this group or held market-wide
  • Top holdings within each sector
  • Positions the group opened this quarter
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One report Full price
Two reports 10% off
Three or more 15% off
Refresh a report you own, next quarter 20% off

Prices in USD. One-time purchase. Immediate download, all sales final.

What you get, and when

All reports download as PDF immediately after payment. Each report includes the underlying data when available.

All reports date to the quarter-end close. Holdings and market data describe the same moment — you're never mixing current prices with past holdings.

Reports are published once a quarter, after the SEC filing deadline.

Not listed?

The catalogue covers widely held stocks and the institutions most people are looking for. If the one you want isn't there, tell us.

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Read one before you buy one.

Every report type has a full sample using January 2025 data.

See the samples → Read the FAQ

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.