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Form 13F-HR: institutional investment manager holdings report.

Form 13F-HR lists the U.S. exchange-traded stocks and other 13(f) securities an institutional manager held at the end of a calendar quarter. It does not show short positions, most non-U.S. holdings or intra-quarter trading.

Filed by
Institutional investment managers with investment discretion over $100 million or more in Section 13(f) securities
Deadline
Within 45 days after the end of each calendar quarter
Observed filings
804
Volume rank
#3 of 162 forms

Who files Form 13F-HR

Institutional investment managers with investment discretion over $100 million or more in Section 13(f) securities.

When it is due

Within 45 days after the end of each calendar quarter.

What it contains

  • An information table of positions: issuer, CUSIP, value, shares and voting authority
  • Other managers included in the report

Recent Form 13F-HR filings we observed

Newest 12 filings with form 13F-HR, 13F-HR/A, 13F-NT in our collector’s record (through 2026-11-09). Each links to the filing index on SEC.gov.
FiledCompanyFormAccession
2026-11-09LEE JOHNSON CAPITAL MANAGEMENT, LLC13F-HR0001674836-26-000008
2026-11-09WULFF, HANSEN & CO.13F-HR0000108634-26-000016
2026-11-09Citizens Business Bank13F-HR0001948632-26-000005
2026-11-09Emissary Wealth LLC13F-HR0002107252-26-000004
2026-11-09Payne Capital Management, LLC13F-HR0001994332-26-000005
2026-11-09EMORY UNIVERSITY13F-HR0001377635-26-000010
2026-11-09Prossimo Advisors, LLC13F-HR0001965307-26-000005
2026-11-09Meridian Wealth Partners, LLC13F-HR0001781942-26-000001
2026-11-09Warner Group LLC13F-HR0002073617-26-000006
2026-11-09Aspect Management, LLC13F-HR0001104659-26-124505
2026-11-09Presper Financial Architects, LLC13F-HR0002066674-26-000006
2026-11-09Tilson Financial Group, Inc.13F-HR0001964820-26-000006

Variants in the sample: 13F-HR (606), 13F-NT (155), 13F-HR/A (43).

Get Form 13F-HR filings through the API

Filter filing metadata by exact form type. Amendments carry their own form label (for example 13F-HR/A), so request them separately.

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curl "https://sec-api.dev/api/v1/filings?cik=1067983&form=13F-HR&limit=5" \
  -H "Authorization: Bearer $SEC_API_KEY"

API reference · Free key, 1,000 requests a month · SEC source for this form

Questions

What is SEC Form 13F-HR?

Form 13F-HR lists the U.S. exchange-traded stocks and other 13(f) securities an institutional manager held at the end of a calendar quarter. It does not show short positions, most non-U.S. holdings or intra-quarter trading.

When is Form 13F-HR due?

Within 45 days after the end of each calendar quarter.

Who files Form 13F-HR?

Institutional investment managers with investment discretion over $100 million or more in Section 13(f) securities.

Is a 13F a full portfolio?

No. It covers only long positions in 13(f) securities as of quarter end. A reconciled portfolio needs other sources.

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Definition and deadline: SEC form instructions or rule release. Examples: our record of EDGAR’s latest-filings feed and daily indexes, last observed 2026-11-09.

Plain-text version for agents and LLMs: /sec-forms/13f-hr.md

Independent. Not affiliated with, endorsed by, or sponsored by the U.S. Securities and Exchange Commission. Data is reproduced from public SEC filings and datasets. Not investment advice.