Next filing deadline
Managers file within 45 days of the quarter ending. If that day is a weekend, the deadline moves to the next weekday.
Q3 2026 publishes November 16, 2026 — in 24 days
Covers holdings from July 01, 2026 through September 30, 2026. This quarter is not on the site yet.
Past filings
These quarters have already been reported.
Published August 17, 2026
Covers holdings from April 01, 2026 through June 30, 2026. Browse Q2 2026 filings.
Published May 18, 2026
Covers holdings from January 01, 2026 through March 31, 2026. Browse Q1 2026 filings.
Published February 16, 2026
Covers holdings from October 01, 2025 through December 31, 2025. Browse Q4 2025 filings.
Published November 17, 2025
Covers holdings from July 01, 2025 through September 30, 2025. Browse Q3 2025 filings.
Understanding Form 13F filings
SEC Form 13F filings offer a peek into the portfolios of big institutional investors. Every quarter, investment managers handling at least $100 million in assets report their equity holdings. The reports are a public record of what those managers own, not a forecast of what they will buy next.
Here is what a filing is useful for:
- Transparency. See the long positions large managers have disclosed.
- Strategy. Compare how top investors spread a portfolio across stocks.
- Context. Read a holding against the rest of the market, not as a tip by itself.
What a 13F reports and leaves out
Filings list long positions in certain securities. That includes exchange-traded stocks, ETFs, and convertible debt. It does not cover mutual funds or short positions.
Reported
Exchange-traded stocks
Long positions in listed stocks are the core of a 13F.
ETFs
Long ETF positions are reported with the stock holdings.
Convertible debt
Convertible debt is included with the other required securities.
Not reported
Mutual funds
Mutual fund positions are not part of the Form 13F report.
Short positions
Shorts stay off the form, so the filing is not the whole strategy.
Who files, and which form
The duty applies to managers with at least $100 million in assets. That group includes banks, hedge funds, insurance companies, and individual advisors, plus foreign managers who meet the same line. Filings are quarterly.
Two kinds of filing
13F-HR is the holdings report. Managers use it when they are disclosing the securities the form requires.
13F-NT is a notice. Managers file it when they have nothing to report for that quarter.
What the filings change in the market
Once the holdings are public, smaller investors can see the long book of managers they follow. A disclosure can move sentiment, and a stock’s price can react when a well-known filer shows up as a holder. For regulators, the same reports are a way to watch large portfolios and think about policy.
The numbers are a starting point. Stockcircle tracks how long-term investors such as Warren Buffett and Charlie Munger actually allocate, including performance and notable holdings, on the value investors page. The best investors list is the wider set of portfolios.
Where a 13F falls short
The main criticism is the lag. A filing is due 45 days after the quarter ends, so the portfolio you are reading can already be out of date. By the time it is public, the manager may have bought or sold again.
Insider filings close some of that gap. Form 4 reports are filed much sooner, usually within a few days of the trade. Insider trading reports on Stockcircle update on that faster clock.
The other gap is what the form never asks for. Only long positions are required, so a manager who is short a stock does not show that bet. The short sellers page is a separate look at investors who target stocks they think are overpriced. Read a 13F with both limits in mind.
Check yourself
A manager has $80 million in securities. Do they have to file Form 13F?
No. The line is $100 million. Under that, Form 13F is not required.
A fund owns a long position in an ETF. Does that position belong on the 13F?
Yes. Long ETF positions are reported, along with exchange-traded stocks and convertible debt.
The same fund is short a stock. Will that short show up on the 13F?
No. Form 13F does not require short positions, so the filing is only the long book.
Key takeaways
- Institutional managers with more than $100 million in assets report long positions every quarter.
- The report covers exchange-traded stocks, ETFs, and convertible debt. It skips mutual funds and shorts.
- 13F-HR lists the holdings. 13F-NT is the notice that there is nothing to report.
- The 45-day delay means the data is a snapshot, not a live feed. Insider filings are the faster companion source.