Resolve the reporting entity
Use CIKs, filing history, and source evidence to avoid treating similar names as the same manager.
13F database
Search the 13F database by manager and quarter.
Find a manager’s Form 13F filings, reported securities, amendments, and official SEC records. Holdings are delayed quarter-end disclosures and do not describe a complete current portfolio.
Example research workflow
Compare reported quarters
- Reporting manager and CIK
- Form type and report period
- Issuer, class, CUSIP, and value
- Shares and voting authority
- Accession and official filing
A database for a specific filing
Search Form 13F records by manager, period, and accession.
Form 13F is a delayed institutional-holdings disclosure.
Each record keeps the reporting manager, CIK, form type, report period, filing date, accession number, covered security, reported amount or shares, and voting-authority context together. Search the filing first when you need the source package; open the holdings view when you need to compare reported rows across periods.
The public search page is available without an account. API, MCP, exports, and data feeds have separate access terms. A result is a source-linked record for research, not a live portfolio, performance statement, or investment recommendation.
Search public 13F filing recordsBuilt for careful comparison
See what changed—and what the filing cannot tell you.
Compare like with like
Keep report periods, filing dates, amendments, and notice reports distinct before calculating changes.
Trace every row to a filing
Preserve the issuer description, as-filed identifiers, reported units, and official document context.
Worked filing
Follow one manager from CIK to official SEC record.
Berkshire Hathaway Inc. · Form 13F-HR
A completed SEC package covering June through August 2026, reviewed October 2, 2026, includes a Form 13F-HR for CIK 0001067983, report period June 30, 2026, filed August 14, 2026, accession 0001193125-26-352200.
Use the EDGAR filing-link example to follow a CIK and accession to the official index and its documents. Check the 13F filing calendar when choosing a reporting quarter, and distinguish 13F reported value from regulatory AUM before comparing managers.
Open the official SEC filing index · Search this accession in AUMSearch
The identifiers and dates describe the source record. Any reported value or position count must remain tied to this report period and labelled manager-reported.Important limitation
A 13F is a disclosure—not a live portfolio.
Reported institutional holdings
Form 13F covers specified securities and is filed after the reporting period. It omits many asset types and should not be used as a complete or current statement of a manager’s portfolio.
Read the Form 13F data guideChoose a research task
Find filings, explore holdings, or check the filing rules.
Search 13F filingsFind managers, CIKs, form types, report periods, filing dates, amendments, and accessions.
Search reported holdingsInspect issuer, CUSIP, FIGI, reported position, and cross-period change context.
Read filing requirementsUse the requirements and instructions guide for who files and what the disclosure contains.
Check filing deadlinesCheck the next due date, quarter-end periods, and the SEC filing calendar.
Read the result row
Keep the identifiers that make a 13F comparison reproducible.
Manager and CIK
Confirm the reporting entity before comparing positions. A familiar manager name is a discovery clue; the CIK is the stronger join key for the filing record.
Report period and filed date
Record both dates. The report period describes the snapshot; the filed date describes when the disclosure reached the SEC. They are not interchangeable.
Form type and accession
Keep 13F-HR, amendments, and accession numbers visible so an original filing is not silently mixed with a later version.
Security and reported position
Retain the issuer name as filed, CUSIP or FIGI when available, shares or principal amount, reported value, and voting authority. Any change label is a calculation across dated reports.
A repeatable quarter comparison
Use the database as a research trail.
1. ResolveStart with a manager name or CIK, then confirm the result against the filing identity and official source.
2. SelectChoose the report period and filing version before reading a position or calling it a change.
3. CompareCompare like periods and retain the as-filed identifiers. Treat new, increased, reduced, or exited as derived research labels.
4. VerifyOpen the SEC index and information table before citing a result. Use the requirements or deadlines guide when the question is about filing rules rather than a record.
Before comparing quarters
Make the comparison rules visible.
Choose complete periods
Compare reporting periods only after the expected filing universe and source cutoff are defined. Late reports can change an apparently final result.
Handle amendments
Preserve original and amended submissions, then state which version supplies the position used in a comparison.
Normalize carefully
Retain as-filed issuer descriptions, CUSIPs, units, and put/call indicators even when a normalized security reference is available.
Label derived changes
New, increased, reduced, and exited positions are calculations across reported snapshots—not fields asserted by the filing manager.
Holdings research
Follow the position. Verify the filing.
Search reporting managers, filing periods, and source-linked positions now.
Search 13F filings