Institutional Holdings
What the big funds own and how their positions changed, from their quarterly filings.
- Who owns what
- Quarter to quarter
- Ownership at a glance
The question it answers
Which institutions own this stock?
Overview
What is Institutional Holdings on MrChart?
Institutional Holdings shows what large funds and other institutions own, based on their quarterly 13F filings with the SEC. Four views cover the common questions: who holds a given stock, everything one institution holds, where institutional money sits by industry, and the newest reports as they are filed.
Because 13F reports are filed after each quarter ends, you are always looking at a snapshot of the past, not a live position. That makes the page best for understanding ownership: who the big holders are, who added or reduced, and how the picture changed between quarters.
What you get
Why use Institutional Holdings
How it works
How to use Institutional Holdings in three steps
- 01
Pick a view
Choose by stock, by holder, by industry or the latest filings, depending on whether you start from a company or from an institution.
- 02
Enter a symbol or a holder
Search the stock or the fund you care about, and choose the year and quarter of the filing you want to read.
- 03
Read the change
See who added, reduced or exited since the previous filing, and open the stock's analysis to put it in context.
Who it helps
Where it fits in your day
Finding the big holders
Open a stock and see which institutions own the most of it, so you understand who sits behind the share price.
Reading a fund's portfolio
Look up one institution and see the stocks it reported holding, and how that list moved from one quarter to the next.
Seeing where money sits
Use the industry view to compare how institutional ownership is spread across sectors.
Questions
Frequently asked questions
What are institutional holdings?
They are the stocks held by large investment managers such as funds, which report them to the SEC every quarter in a 13F filing. MrChart organises those filings so you can read them by stock, by holder or by industry.
How do I see which funds own a stock?
Open the by-stock view, enter the symbol and choose a quarter. You will see the largest institutional holders and whether each one added or reduced its position since the last report.
How current is 13F data?
It is quarterly and filed after the quarter ends, so it always describes the past. Funds may have changed their positions since, which is why the page is for understanding ownership, not for following a fund.
See it on your own screen
Create a free account and open it in the platform. MrChart is an analytics and education platform. It does not give buy or sell recommendations or investment advice.