Institutional holdings (13F)

What it is

Every quarter, investment managers with more than $100 million in US-listed stocks report what they own on Form 13F. It is the best public view of what large funds hold, though always a little behind.

Who files it

Each manager, whether a bank, hedge fund, pension fund or asset manager, within 45 days of the quarter's end.

How current

Most reports arrive in the six weeks after each quarter ends, so mid-February, May, August and November are busiest. We collect them daily.

Worth knowing

Holdings are as of the quarter's end, which can be up to 45 days before the report is filed. Only long positions in US-listed securities appear, and managers can ask the SEC to keep some positions confidential for a while.

All of this comes from public filings.