13F Insight is a web-based platform that tracks institutional investor portfolios by indexing SEC 13F filings and surfaces AI-generated answers to natural-language questions about holdings, sectors, and position changes.
What is 13F Insight?
13F Insight ingests over 5 million SEC 13F filings from 30,000+ filers dating back to 1994 and outputs plain-English answers to user queries. It operates as a web application with a built-in AI agent that reads real filings and computes holdings math on the fly. The platform is developed by 13F Insight (no parent company stated on the page) and is available at 13finsight.com.
Key Features
- AI-powered Q&A — type any question about a fund, stock, or insider (e.g., "What sectors does Berkshire focus on?") and receive a cited answer with specific percentages and recent filing dates.
- Live 13F flow — a real-time feed shows recent filing changes (e.g., "Berkshire Hathaway added AAPL +$1.2B") with timestamps and direct links to filers and stocks.
- Filer profiles — each institutional investor (e.g., Berkshire Hathaway) gets a page showing total AUM, number of holdings, quarter-over-quarter change, top holdings with weights, and notable moves.
- Stock pages — individual tickers (e.g., AAPL) show which filers are buying or selling, with dollar amounts and percentage changes.
- Insider tracking — follow insider transactions alongside fund filings (mentioned in page hero but limited detail on the page).
- Free trial with query limits — two questions free without signup; five questions per day with a free account (no credit card required).
Who is it for?
- Investment professionals — quickly research any fund’s top positions, sector concentrations, and recent trades without combing through raw EDGAR filings.
- Hedge fund analysts — monitor competitor moves (e.g., Bridgewater trimming NVDA) or track specific stocks across hundreds of filers.
- Individual investors — follow “smart money” activity—like Berkshire’s Apple trimming or Renaissance exiting META—and ask follow-up questions.
- Financial researchers — access aggregated data from millions of filings to spot trends across the institutional landscape.
How does it work?
- Pick an entity — browse 30,000+ filers, any public stock, or follow an insider; the AI agent is active on every page.
- Ask in plain English — type a question (e.g., "What sectors does this fund focus on?") and the agent retrieves the relevant filing data.
- Get a sourced answer — the response includes specific percentages, dollar amounts, date of the underlying filing, and a link to the full SEC document.
Use cases
- Sector analysis — ask "What sectors does Berkshire focus on?" to see a breakdown of its $312B portfolio (Financial Services 38.4%, Technology 24.1%, etc.).
- Position change alerts — query "Who added AMZN this quarter?" or use the live feed to see real-time adds, trims, and exits.
- Portfolio comparison — ask to compare two funds (e.g., Buffett vs. Burry) and get side-by-side sector or holding differences.
Pricing
Freemium: two questions free without signup; five questions per day with a free account. Paid tiers are available (see pricing page but dollar amounts are not stated on this page).
FAQ
Is 13F Insight free?
You can ask two questions without signing up. Creating a free account gives you five questions per day. Paid subscriptions remove daily limits—details on the pricing page.
What data does it cover?
SEC 13F filings from 1994 onward—over 5 million filings from 30,000+ institutional investment managers with over $100M in AUM.
Can I ask about any stock or fund?
Yes, any public stock or 13F filer is indexed. You can query by ticker (e.g., NVDA) or fund name (e.g., Bridgewater Associates).
How accurate are the AI answers?
Answers are sourced directly from the underlying SEC 13F filing—the AI computes holdings math and cites the relevant filing date and document (13F-HR). The platform claims no hallucinated tickers; you can verify each response against the linked filing.
