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Institutional (13F)

Institutional ownership analysis from SEC 13F filings

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Overview

Institutional (13F) analyzes institutional investor ownership from SEC 13F quarterly filings. Track what major hedge funds, mutual funds, and investment firms are buying or selling. Institutional flows are a powerful signal of “smart money” positioning.

Tabs

Momentum

Stocks with the most significant changes in institutional ownership. Rising institutional interest often precedes price appreciation.

  • -Net shares added/removed by institutions
  • -Number of institutions increasing vs decreasing positions
  • -Percentage change in institutional ownership
  • -Historical ownership trend
Institutions

Browse and search individual institutional investors. View their full portfolio holdings, recent changes, and performance.

  • -Searchable list of reporting institutions
  • -Portfolio size and number of holdings
  • -Sector allocation breakdown
  • -Recent buys, sells, and new positions
Stock Lookup

Search any stock to see its complete institutional ownership profile including top holders, recent changes, and ownership concentration.

  • -Top institutional holders by position size
  • -Recent quarterly changes (new positions, increased, decreased, closed)
  • -Institutional ownership percentage
  • -Ownership concentration metrics

How to Use

  • ●Use the Momentum tab to find stocks with rising institutional interest
  • ●Multiple funds adding the same stock is a high-conviction signal
  • ●Check Stock Lookup for any stock you are researching to see institutional sentiment
  • ●Track quarterly 13F changes to identify trends in institutional positioning
  • ●Be aware that 13F data has a 45-day reporting lag from quarter end

Note

13F filings are reported quarterly with a 45-day lag. The data reflects positions as of the end of the prior quarter and may not represent current holdings. Use for trend analysis rather than real-time positioning.

Combining with Other Tools

  • ●Cross-reference with Insider Intelligence — if both insiders and institutions are buying, the signal is very strong
  • ●Check Dark Pool data for real-time institutional flow that complements the lagged 13F data
  • ●Use Composite Ranking to see if institutionally popular stocks also score well on fundamentals and technicals
  • ●Compare institutional momentum with Congressional Dashboard to see if Congress is following institutional money

This platform provides data and analysis tools for educational and informational purposes only. Nothing on this platform constitutes financial advice, investment recommendations, or solicitation to buy or sell any securities. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.