Why HoldingsLens?

The data was always
public. The problem
was access.

Every quarter, the world's biggest funds disclose exactly what they own. Free, public — and buried in thousands of raw SEC documents. We turn that into something you can actually use.

View sample report ↗ See how it works ↓
Quick explainer — start here if you're new

What is a Form 13F?

Form 13F is a quarterly filing required by the U.S. SEC for any institution managing over $100M in assets — hedge funds, pension funds, banks, insurance companies. They must publicly disclose every equity position they hold.

That means every quarter, billions of dollars of real investment decisions become public record. The challenge: filings are raw, technical, and spread across thousands of documents on the SEC's EDGAR database. HoldingsLens extracts, structures, and visualises that data so you don't have to.

Real use cases

Three questions HoldingsLens answers

Questions you can't easily answer anywhere else — without hours of manual digging through raw filings.

Use case 01
"Berkshire just filed. What exactly did they buy, sell, or exit this quarter?"

Open the portfolio change page for any institution. Every move — new positions, additions, reductions, full exits — is laid out clearly with share counts and estimated value vs. the prior quarter.

→ Portfolio change report
Use case 02
"I own Nvidia. Which institutions are holding it — and are they adding or cutting?"

Open the company summary for NVDA. See every institution that holds it, their average purchase price, how shares held have changed over time, and whether the trend is accumulation or distribution.

→ Company / stock summary page
Use case 03
"Which stocks in the insurance sector are institutions buying most right now?"

Browse the sector overview ranked by conviction score and volume. See what's been quietly accumulating — and what's being sold. Filter by quarter to track shifts over time.

→ Sector landscape + investor list
What you get

Four things inside every report

Investor Landscape
Who's active in a sector and how much they've deployed
Portfolio Detail
Every position an institution holds — with price, shares, and trend
Company Summary
For any stock: who owns it, at what price, how conviction is moving
Quarterly Changes
What was bought, sold, or exited this quarter vs. last
Who it's for

Built for self-directed investors.
Not analysts. Not funds.

HoldingsLens is a B2C research tool — for individuals who prefer data over guesswork.

The data-driven investor

You research before you invest. You want institutional signal — not to copy funds, but to inform your own thesis.

✓ Great fit

The sector watcher

You follow specific industries and want to track where conviction is building or fading quarter by quarter.

✓ Great fit

The curious beginner

New to investing? Our reports are visual and explained — but some financial literacy helps. Start with the 13F explainer above.

~ Worth exploring

ⓘ HoldingsLens presents data only — it does not recommend stocks, predict returns, or provide financial advice. All investment decisions remain yours.

How it works

From SEC filing to insight in four steps

No downloads, no legal jargon. We handle the data pipeline so you focus on the insight.

1

SEC publishes 13F filings

Each quarter, institutions file their holdings. Public — but buried in raw XML across thousands of documents.

→
2

We extract & structure it

Our pipeline pulls, cleans, and organises every filing into a structured database — by institution, company, sector, and quarter.

→
3

You explore the data

Browse by industry, drill into an institution's portfolio, or look up a company to see who's holding it and how that's changed.

→
4

Download & decide

Export a ready-made report or grab the raw dataset. Use it to validate ideas, spot trends, or brief your next research session.

Data source
U.S. SEC EDGAR
Official public filings only
Reporting lag
~45 days after quarter end
Required by SEC rules — not real-time
Current dataset
Q1 2026 · March 31
History from Q3 2022
Data extraction
Automated pipeline
Source of truth: original SEC filing
A real example

What this looks like in practice

Here's the kind of insight you get from one institution's quarter-on-quarter portfolio change. This is an illustrative sample using well-known holdings — your live reports use the latest available filings.

Portfolio Change · Q2 2025
Berkshire Hathaway — Quarter-on-Quarter Moves
CIK: 0001067983
as of June 30, 2025

Positions reduced or exited

AAPLApple Inc. −115M shares
BACBank of America −148M shares
HPQHP Inc. ✕ Full exit
ULTAUlta Beauty ✕ Full exit

New positions & additions

COFCapital One ★ New position
VZVerizon ★ New position
OXYOccidental Petroleum +12.5M shares
AXPAmerican Express +2.2M shares
What this tells you
In Q2 2025, Berkshire trimmed its two largest positions — Apple (−22%) and Bank of America (−16%) — while opening new stakes in Capital One and Verizon. This signals a shift: reducing tech and banking concentration, adding telecom and consumer financial exposure. This is not a recommendation — it's a data point for your own research.

Data sourced from SEC 13F filing · CIK 0001067983 · Q2 2025 · Illustrative — not investment advice

Common questions

FAQ

Straight answers to questions from early users.

Is this legal? Am I allowed to use this data? +
Yes, completely. 13F filings are public documents published by the SEC and freely available to anyone. Institutions are legally required to file them. HoldingsLens aggregates and presents this public data — it does not use non-public or insider information of any kind.
How current is the data? Why is there a delay? +
The SEC requires institutions to file within 45 days of each quarter end. This is a structural feature of the filing system — not a limitation of HoldingsLens. The data is not real-time: it reflects positions at quarter end. Our current dataset covers Q1 2026 with history from Q3 2022.
Where does the data come from? How do I know it's accurate? +
All holdings data comes directly from SEC EDGAR, parsed from structured 13F filings by an automated pipeline that cleans and standardises it. The source of truth is always the original SEC filing, which is linked in every report. Supporting context — company fundamentals, sector and geographic classification — comes from third-party market data providers and is clearly labelled as such. If you spot a discrepancy, let us know.
What does a 13F filing not show? +
This matters, so we say it plainly. A 13F shows long U.S. equity positions only. It does not include short positions, bonds, cash, commodities, private holdings, or most non-U.S. securities. Only institutions managing over $100M must file, and small positions can be omitted under confidentiality requests. A 13F is a partial snapshot at quarter end — not a complete picture of what an institution owns or how it is positioned.
What's covered right now? +
Our database tracks the broad universe of institutional portfolio filings. Individual reports focus on one thing at a time: one industry, one institution, or one company. The current launch reports cover Fire, Marine & Casualty Insurance (17 institutional investors, 239 investments, $203B tracked), Berkshire Hathaway, and Diageo plc. More are being added. Browse reports →
Can I look up a specific stock or company? +
Yes. A Company / Stock report shows which institutions hold it, how many shares, at what average price, and how that's changed over time — plus whether the broad trend is accumulation or distribution. You can also flip it: start with an institution and explore their full portfolio. A "most traded stocks by sector" view showing volume rankings is on the roadmap.
What format are reports delivered in? +
Purchased reports are delivered as a downloadable PDF, sent to your email after checkout. Each report includes the holdings tables, quarter-on-quarter and year-on-year changes, and supporting charts. The free sample on this site is an interactive web version — the paid PDF contains the same analysis in a fixed, printable format you keep permanently.
Can I request an industry or institution that isn't covered? +
Please do. HoldingsLens is early-stage and the roadmap is shaped directly by what people ask for. Tell us which industry, institution, or company you'd like next — email us or use the feedback form. Requests genuinely move things up the queue.
Does HoldingsLens tell me what to buy or sell? +
No — and that's intentional. HoldingsLens shows you what was filed. It does not interpret why institutions made decisions or predict future performance. This is a research tool, not a stock-tip service. Investment decisions remain entirely yours.
What will it cost? +
Reports are a one-time purchase, priced in USD: $15 for a Company / Stock report, $24 for an Institution Portfolio report, and $30 for a full Industry Landscape report. Buy two and save 10%, or three or more and save 15%. Already bought a report? You'll be offered the next quarter's update at 20% off. A free sample report is available today with no sign-up. Browse reports →
Can I get a refund? +
Reports are digital products delivered immediately after purchase. Payments are processed by Lemon Squeezy, our merchant of record, and refunds are handled under their policy — which sets out the conditions and any statutory rights that apply in your country. If something is wrong with your report, contact us first and we'll make it right.
Ready to explore?

See the data for yourself.

Download the sample report — no sign-up required. Or share your feedback and help shape what comes next.

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