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13F filing

What is in this manager's book?

Enter a filing's accession number and read the whole Form 13F: the manager, the quarter, and its positions largest first. Free, no signup.

EDGAR's accession number, e.g. 0001193125-26-226661, as returned by the filings search.

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One filing position by position

The lookup returns one Form 13F in full: the manager with its CIK, CRD and address, the quarter reported, the filing type and whether it amends an earlier one, the total number of positions and their value, and then the positions themselves, largest first. Each position carries the issuer as the manager spells it, the CUSIP that identifies the security, the class, the value in dollars, the shares or principal amount held, whether it is a put or a call rather than the security itself, who has discretion over it, and how the votes are split between sole, shared and none. Find the accession number with the filings search.

  • The manager

    Names, CIK, CRD, address, the quarter reported and whether the filing amends an earlier one.

  • The positions

    Issuer, CUSIP, class, value, shares, options and discretion for each, largest first.

  • The votes

    How each position's voting authority splits between sole, shared and none.

Common questions

From Form 13F, the report every institutional manager with at least $100 million in US public equities files with the Securities and Exchange Commission within 45 days of each quarter's end. Croma keeps an organized copy and returns it structured, free and with no account. There is only a cap on searches per hour from the same connection.

The SEC publishes Form 13F as quarterly data sets a few weeks after each filing window closes, so the copy is as current as the newest one. Every response carries an as of date that says exactly how current. Form 13F itself lags too: a manager has 45 days after a quarter ends to report.

Either the filing is a notice, which reports no positions of its own because another manager reports them, or it is from a quarter older than the ones the copy keeps positions for. The filings search covers every quarter since 2013 either way.

No. Form 13F covers US exchange-traded equities, options on them and some convertible debt. Cash, bonds, foreign listings, private companies and short positions are not on it, so a manager's real book is larger than what it reports here.

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