Explore the Leading 6 Institutions
Monitor and evaluate the investment strategies of leading financial institutions. Eliminate the uncertainty in investing.
Blackrock Inc., Portfolio
BlackRock, Inc., an American multinational investment management firm, was founded in 1988 by Larry Fink, Robert S. Kapito, and a team of others.
Berkshire Hathaway Inc., Portfolio
Berkshire Hathaway Inc., an American multinational conglomerate based in Omaha, Nebraska, is led by the renowned investor Warren Buffett.
JP Morgan Chase, Portfolio
J.P. Morgan Chase & Co. ranks among the world’s leading financial institutions.
Pershing Square Capital Management, L.P., Portfolio
Pershing Square Capital Management, L.P., a New York-based hedge fund, was founded in 2004 by investor Bill Ackman.
Scion Asset Management, LLC, Portfolio
Scion Asset Management, LLC is a private investment firm founded in 2013 by Michael Burry, a renowned investor known for predicting and capitalizing on the U.S. housing market collapse in the mid-2000s, as portrayed in “The Big Short.”
Duquesne Family Office LLC, Portfolio
Duquesne Family Office LLC, founded by renowned investor Stanley Druckenmiller in 2010, is a private investment firm established following the closure of his highly successful hedge fund, Duquesne Capital Management.
SEC Form 13F: Overview, Filing Requirements, Key Information
SEC Form 13F is a quarterly report mandated by the U.S. Securities and Exchange Commission (SEC) for institutional investment managers overseeing a minimum of $100 million in assets. These managers must reveal their holdings in publicly traded securities, including stocks, options, and convertible bonds. The form offers transparency into the investment strategies of major institutions such as hedge funds, mutual funds, and pension funds.
Understanding SEC Form 13F
- Filing Frequency: Quarterly, within 45 days after the end of each calendar quarter.
- Purpose: It provides insight into the portfolios of large institutional investors, which helps the public understand market trends and shifts in major holdings.
- Scope: It includes U.S. equity securities, shares of closed-end investment companies, and certain convertible debt securities, but not short positions or cash.
You can read more about the rules for 13F filings on the SEC’s website.