The Form 13F data sets are extracted from the eXtensible Markup Language (XML) based portion of Form 13F submissions in EDGAR. The data is presented without change from the “as-f

Access and search historical and up-to-date Form 13F institutional holdings data, from 1998 to present. Search the 13F database by investment manager, or holdings information such

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

2 days ago · Understand SEC Form 13F‑HR, quarterly filings disclosing institutional equity holdings over $100M. Learn deadlines, requirements, and key disclosures.

These data are required to be submitted quarterly for all institutional investment managers overseeing at least $100 million in official 13 (f) securities, which primarily include

Mar 4, 2026 · Form 13F was adopted pursuant to statutory directive designed to provide the Commission with data from larger managers about their investment activities and holdings

You can search for and retrieve Form 13F filings using the SEC's EDGAR database. To find the filings of a particular money manager, enter the money manager's name in the Company Na

You can search for institutional holdings by using LSEG Institutional (13F) Holdings in WRDS. Please note: This data is based on the actions of money managers of institutions holdi

Filing Date: 2004-10-12 | Period of Report: 2004-09-30 SEC Accession No. 0000850529-04-000007 (HTML Version on secdatabase.com)

The database contains quarterly information on the institutional investors’ holdings of US securities. Any institutional investor who manages U$100 million or more is required to