*HERE'S EVERYTHING YOU NEED TO KNOW FOR TOMORROW'S HIGHLY ANTICIPATED 13F FILINGS:
, and give retail investors real-world insights on how the biggest and best manage their investment portfolios. They can be a source of new ideas or of investing lessons. There are limitations to what a 13F says, but they are a resource investors would do well to consult on a regular basis.
A 13F filing will contain a cover sheet with the signature of the manager or a representative, as well as a statement of how many positions are disclosed in the form, and how much those positions are worth. For example, in Berkshire Hathaway’s Q3 2022 13F filing, they disclosed 179 positions worth $296 billion dollars. Instead of Warren Buffett signing the form as CEO of the company, Marc Hamburg, the Senior Vice President and CFO of Berkshire Hathaway, signed.
For example, a manager required to file a Form 13F based on their funds crossing the $100M threshold in a given year would file their first required Form 13F filing for the fourth quarter of that year by February 14th of the following year. If that day falls on a Saturday or Sunday, the filing date gets pushed back to the following Monday. The most typical 13F filing dates are February 14th, May 15th, August 14th, and November 14th, give or take a day or two.
Many sites compile and track these holdings to make it more easy for investors to find, digest, and use these forms. As one present example,tracks the 13Fs for thousands of big name investors to make it easy for investors to not only see the changes in a given firm’s holdings from quarter to quarter, but also to compare investors’ performance based on the 13F filings, and to get analysis on whether the stocks those investors hold are worth investing in.
On the other hand, finding institutional investors who hold stocks that are in your portfolio could send you down a path to new ideas. On InvestingPro+, you can search through theSo if you hold shares in, say, Microsoft, and you want to find investment managers who hold Microsoft and have certain other parameters – they performed well last year and only own 30 or fewer stocks, for example – you can run that search.
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