Schedule 13G explained
What Is a Schedule 13G Filing?
Learn what a Schedule 13G reports, who may file it, what the 5% threshold means, and why a filing date is not the same thing as a trade date.
Read guideSTOCKNO.DE Learn
Understand institutional ownership filings.
Clear guides to Schedule 13G, Schedule 13D, beneficial ownership, amendments, and the difference between a reported ownership change and a confirmed market trade.
Core concepts
Institutional ownership guides
Start with the filing itself, then compare reported ownership over time.
13G vs 13D
Schedule 13G vs Schedule 13D: What Is the Difference?
Compare Schedule 13G and Schedule 13D, including the 5% beneficial-ownership threshold, control intent, disclosure differences, and filing timing.
Read guideSchedule 13G amendment
What Is a Schedule 13G/A Filing?
Understand what Schedule 13G/A means, why an amendment is filed, and how to compare an amended ownership report with the holder’s earlier filing.
Read guideReading ownership changes
Does a 13G Mean an Institution Just Bought the Shares?
A Schedule 13G is an ownership disclosure, not a trade report. Learn why filing date, reported ownership, and purchase timing are not the same thing.
Read guideBeneficial ownership
What Does Beneficial Ownership Mean in a 13G or 13D?
Learn beneficial ownership in Schedule 13G and 13D filings, including voting power, dispositive power, indirect ownership, and reporting persons.
Read guideReading a 13G signal
Is a Schedule 13G Bullish or Bearish?
A Schedule 13G is not automatically bullish or bearish. Learn what the filing actually says, what an ownership increase or reduction can mean, and what to compare next.
Read guideThe 5% ownership threshold
What Happens When an Investor Owns More Than 5% of a Stock?
Learn why more than 5% beneficial ownership can trigger Schedule 13D or 13G reporting, what the threshold does and does not mean, and why filing timing varies.
Read guideReading Schedule 13 dates
Schedule 13G Filing Date vs Event Date: What Is the Difference?
Understand the difference between a Schedule 13G filing date and the date of the event that requires the filing, and why neither should automatically be treated as a trade date.
Read guideSchedule 13G walkthrough
How to Read a Schedule 13G Filing
A practical guide to reading Schedule 13G: reporting persons, issuer, shares, ownership percentage, voting and dispositive power, amendments, dates, and prior filings.
Read guideReading ownership power
Voting Power vs Dispositive Power in a Schedule 13G
Learn what sole and shared voting power and dispositive power mean in a Schedule 13G, and why those numbers can differ from aggregate beneficial ownership.
Read guideComparing ownership data
Why Do Institutional Ownership Numbers Differ Between Websites?
Institutional ownership totals can differ between websites because of filing dates, beneficial-ownership rules, overlapping reporting persons, security classes, and data methodology.
Read guideReading a zero-share amendment
Why Can a Schedule 13G/A Show Zero Shares?
A Schedule 13G/A can report zero shares without revealing the exact date, price, or transaction path that reduced the previously reported beneficial ownership.
Read guideComparing institutional filings
How Can You Tell If an Institution Increased Its Position?
Learn how to compare holder-specific Schedule 13 filings to identify a reported ownership increase without confusing filings with confirmed trades.
Read guideBlackRock 13G filings
Why Does BlackRock File Schedule 13G?
BlackRock appears in many Schedule 13G filings because reportable beneficial ownership can arise across managed investments. Learn what those filings do and do not mean.
Read guideVanguard 13G filings
Why Does Vanguard File Schedule 13G?
Vanguard appears in many Schedule 13G and 13G/A filings. Learn why beneficial-ownership reporting by a large investment manager is not the same as a new stock purchase alert.
Read guideApply the concepts
See current reported ownership activity.
Use the tracker to move from filing terminology to individual securities and holder-specific ownership history.