SEC Form 4 insider trading filings tracked in real time from EDGAR
← All topics
🏛️   What the world's largest asset managers own, add, and sell

Institutional Holdings & 13F Filings

What the world's largest asset managers own, add, and sell

Quarterly 13F filings reveal what the largest institutional investors — JPMorgan, Goldman Sachs, Fidelity, BlackRock, Vanguard — hold in their portfolios. These videos cover how to read 13F filings, track institutional flows, and understand what big money moves mean for your portfolio.

3 curated videos · Watch at your own pace

~14 min Rational Investing

How To Read 13F Filings

A step-by-step guide to reading 13F filings — the quarterly reports filed by institutional investment managers with over $100M in assets. Covers what's included, what's excluded, and how to use the data.

Key takeaways
  • 13F is filed quarterly, 45 days after quarter-end (data is delayed)
  • Only long positions >$100M are disclosed — shorts and options excluded
  • Compare quarter-over-quarter changes to spot new positions and exits
Watch on YouTube ↗
~11 min Investing Simplified

How to use the 13F SEC Filing — Copying Top Investors

A practical tutorial on using 13F filings to copy the portfolios of top investors. Covers how to find filings, interpret position changes, and build a tracking strategy.

Key takeaways
  • 13F lets you see what Buffett, Ackman, and Burry are holding
  • New positions carry more signal than position size increases
  • Complete exits are strong signals — especially from concentrated managers
Watch on YouTube ↗
~13 min SensaMarket

How to Track Institutional Investors with SensaMarket — 13F Filings Explained

Explains how 13F filings work and demonstrates tools for tracking institutional investor portfolios. Covers the mechanics of filing schedules, data extraction, and analysis workflows.

Key takeaways
  • 13F filing schedule: Q1 (May), Q2 (Aug), Q3 (Nov), Q4 (Feb)
  • Look for consensus positions across multiple managers
  • Sector rotation signals emerge when comparing consecutive quarters
Watch on YouTube ↗