SEC 13F Filings

About + Examples

The SEC requires institutional investment managers to file quarterly Form 13F reports that list equity assets under management. You can read more about the rules for 13F filings on the SEC’s website

Filings are publicly available via EDGAR, but the formatting is not ideal, so I (Todd) built this site as a nicer way to view them

The site provides additional functionality to compare 13Fs across periods, view a manager’s holding history for a specific investment, and list all managers who reported holding a particular company within a given quarter

Examples by manager

Examples by investment

Caveat emptor!

There are many caveats about 13F data, but perhaps the most important is the notice that the SEC puts at the top of every filing on its site, which basically says that nobody has done any checking to see if the data is accurate:

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete

The code for this site is available on GitHub, along with more information about how it works and its limitations

Contact

You can email me at [email protected], or open an issue on GitHub

All Managers | Newest Filings | GitHub