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Institutional ownership intelligence
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Institutional ownership

Follow major ownership filings from disclosure to context.

Explore recent Schedule 13D and 13G filings, see the reporting filer and disclosed ownership, then open the security history to compare the evidence over time.

Live filing discovery

Recent institutional ownership filings

One recent filing per security, ordered by filing date. A filing reports beneficial ownership; it does not by itself prove when shares were bought or sold.

Major filers

Explore institutional filing history

Follow recent Schedule 13G filings from major institutions, with each reporting filer kept visible alongside the disclosed position.

BlackRock filingsRecent BlackRock 13G and 13G/A ownership disclosures across tracked securities.
Vanguard filingsRecent Vanguard ownership filings with the reporting Vanguard entity shown on each record.
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Read the evidence correctly

What institutional ownership filings can tell you

Use filing history as evidence of reported beneficial ownership, then separate what the filing states from what must be inferred.

What is Schedule 13G?Start with the filing, threshold, and reporting purpose.
13G vs. 13DUnderstand why the two ownership schedules are not interchangeable.
Beneficial ownershipRead voting, dispositive, direct, and indirect ownership carefully.
Does 13G mean a buy?Why a filing is not the same thing as a confirmed market trade.
How to read a 13GWalk through the holder, shares, percentage, dates, and prior filing.
Is a 13G bullish?Why the form itself is neither bullish nor bearish.
What happens above 5%?Understand the ownership level that can trigger public reporting.
Filing date vs. event dateKeep public disclosure timing separate from the ownership event.
Go deeper

Compare current ownership activity across securities.

Use the tracker for filters, holder-specific history, reported position changes, and security-level research context.

Open institutional tracker