Owners, insiders and shorts

Fund holdings (13F)

QuantGPT

For each ticker and quarter: how many managers hold it, the shares and the value, from 13F filings.

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What it is

For each ticker and quarter: how many managers hold it, the shares and the value, from 13F filings.

institutional ownership quarterly: 13F totals per ticker and quarter: managers, shares, value.

Source and licence

Source: SEC EDGAR.

Licence: public (SEC). This is our reading of the table; counsel decides.

Credit: SEC EDGAR, Wikidata (Data sources).

Coverage and gap years

6,385 names, 208,561 rows in institutional ownership quarterly, from Mar 31, 1987 to Jun 30, 2026.

Years with no rows: 1988 to 2005.

Thin years: 2006 to 2008.

Table	Rows	First	Last
institutional ownership quarterly	208,561	Mar 31, 1987	Jun 30, 2026

Freshness

Last row Jun 30, 2026: 101 days behind on the day measured. Updates: quarterly, once the 13f filings for the quarter are in.

Point in time

Keyed on the quarter the filings report, not the day they were filed.

No version history in the table: it holds the latest copy the engine loaded.

Delisted names

Not stated in the catalogue.

Known issues

institutional ownership quarterly has 50 rows in 1987, none from 1988 to 2005, and is thin until 2013 (278 rows in 2006, 8,425 in 2013). Recent quarters cover about 5,100 to 5,200 tickers. (WAREHOUSE, Gaps and freshness that matter)
institutional ownership quarterly: last row 2026-06-30; 101 days behind; normal: 13F filings land 45 days after quarter end. (ACCURACY, 4. Stale, empty and thin)

Where it is used

Stock pages

Engine tools that reach it (your AI, over MCP):

disclosure_study THE FILING-DATE LEDGER: what happened after insider Form 4 filings, counted from the first open after the EDGAR filing date (when an outsider could first have read it), never from the trade date.
query_warehouse Run read-only SQL (DuckDB dialect) directly against any research database.

Ask AI

Every count and date here was measured on Oct 9, 2026 from the QuantGPT engine's warehouse and is read from the catalogue file when the site is built. Metadata only: no vendor rows are shown.