SEC Form 13F Data
2026 data Public-data reference. official source
Public dataset

Who Owns What?

Public-data reference. for PlainFundData.

Free searchable 13F database tracking institutional stock holdings, QoQ changes, top holders & concentration scores from SEC data.

Track institutional stock ownership from SEC Form 13F filings. Discover which hedge funds, mutual funds, and institutions hold which stocks.

Search funds (e.g. "Vanguard", "BlackRock") or stocks (e.g. "Apple", "Microsoft")

360
Institutional Filers
7,703
Securities Tracked
0.1M
Total Holdings
Q4 2025
Latest Quarter

Expense Ratio Benchmark

How does the typical actively managed fund expense ratio compare? This gauge shows a representative 0.65% expense ratio — the asset-weighted average for U.S. equity funds — against industry benchmarks.

Expense ratio for U.S. Equity Fund Average — Green ≤ 0.20% (Low Cost), Yellow 0.20–0.75% (Average), Orange 0.75–1.50% (Above Avg), Red ≥ 1.50% (High Cost). Source: SEC EDGAR fund prospectus filings.

0%2.5%0.7%
Expense ratio for U.S. Equity Fund Average — Green ≤ 0.20% (Low Cost), Yellow 0.20–0.75% (Average), Orange 0.75–1.50% (Above Avg), Red ≥ 1.50% (High Cost). Source: SEC EDGAR fund prospectus filings.
1. Neuberger Berman Group LLC$2. JPMORGAN CHASE & CO (JPM, AMJ…$3. RHUMBLINE ADVISERS$4. Clearbridge Investments, LLC$5. Universal- Beteiligungs- und S…$6. Squarepoint Ops LLC$7. Cetera Investment Advisers$8. Pacer Advisors, Inc.$9. FRANKLIN RESOURCES INC (BEN)$10. Boston Partners$
Top 10 entries by total value

Largest Institutional Funds

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# Fund Portfolio Value Holdings
1 Neuberger Berman Group LLC 123795.0T 2,046
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 109559.3T 7,377
3 RHUMBLINE ADVISERS 106905.3T 4,181
4 Clearbridge Investments, LLC 92647.6T 732
5 Universal- Beteiligungs- und Servicegesellschaft mbH 50588.7T 1,006
6 Squarepoint Ops LLC 48084.7T 2,814
7 Cetera Investment Advisers 42396.1T 3,658
8 Pacer Advisors, Inc. 39146.8T 3,827
9 FRANKLIN RESOURCES INC (BEN) 27177.2T 2,907
10 Boston Partners 24705.7T 766

Most Widely Held Stocks

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NVIDIA CORPORATION
259 holders
29300.2T
MICROSOFT CORP
272 holders
26725.3T
APPLE INC
266 holders
23836.3T
AMAZON COM INC
254 holders
16817.8T
SPDR S&P 500 ETF TR
218 holders
13124.9T
META PLATFORMS INC
221 holders
12808.5T
ISHARES TR
168 holders
11167.8T
ALPHABET INC
247 holders
10189.8T

New Positions This Quarter

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NVIDIA CORPORATION
NEW
554508.1B
MICROSOFT CORP
NEW
516024.3B
MICROSOFT CORP
NEW
510465.4B
NVIDIA CORPORATION
NEW
489027.6B
NEWMONT CORP
NEW
472067.8B
EXXON MOBIL CORP
NEW
469935.0B
COMCAST CORP NEW
NEW
468611.5B
MERCK & CO. INC.
NEW
458028.0B

Explore Institutional Ownership

Investment Research Guides

Plain-language guides to understanding institutional ownership data and SEC 13F filings.

Investment Disclaimer: This data is derived from SEC Form 13F filings for informational purposes only. It reflects positions held as of the filing date and does not constitute investment advice. Holdings may have changed significantly since the reporting period. Consult a licensed financial advisor before making any investment decisions.

Guides & Analysis

Editorial research and plain-language explainers from our team. Every guide is written to help you read the underlying public data correctly.