13F Insight
VerifiedTrack 30,000+ institutional filers and 5M+ 13F filings since 1994. Ask the AI agent about any fund, stock, or insider for sourced answers with real citations.
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About 13F Insight
13F Insight Review 2026
13F Insight aggregates and normalises institutional ownership data from SEC filings, delivering a searchable database that lets analysts spot trends, benchmark peers and build data‑driven investment theses. In 2026, the platform is positioned for hedge funds, asset managers and corporate development teams that need timely, accurate ownership intelligence without building their own data pipelines. It centralises what was once a manual, spreadsheet‑heavy process into a single, query‑ready interface.
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Overall Rating 4.2/5 Best For Portfolio managers needing real‑time institutional ownership signals Pricing Free tier with 2 questions; account gives 5/day; paid plans available Free Plan Yes Ease of Use 4.0/5 Business Value 4.3/5
What Is 13F Insight and Why Does It Matter?
13F Insight is a specialized financial data platform that tracks institutional investor 13F filings, indexing over 5 million filings from more than 30,000 filers, with data available since 1994. Its core differentiator is an AI agent embedded on every page that answers plain-English questions about funds, stocks, or insiders, providing sourced answers with real citations from SEC filings. The platform offers live demos, such as analyzing Berkshire Hathaway's portfolio, and features editorial research and a 'Filer Spotlight' section. It also tracks 13F activists and insider investors, and provides tools like top buys and a calendar. The service is freemium, allowing two free questions without signup and five per day with an account, targeting investors who want to avoid spreadsheets and get quick, accurate insights from regulatory data.
Who Should Use 13F Insight?
- Individual investors Track institutional money without spreadsheets — ask plain-English questions about any fund, stock, or insider and get sourced answers from real SEC filings.
- Financial analysts Use the AI Agent to compare portfolios, monitor position changes, and surface unusual activity across 30,000+ filers and 5M+ filings.
- Fund managers & small funds Get full holdings history, unlimited stock holders, and up to 100 AI questions/day with Opus — plus CSV/JSON export for deeper analysis.
- Researchers & journalists Access 27 years of 13F, 13D/G, and Form 4 data with citations (filing date, CIK, quarter) to verify every answer.
Professional reality: The platform reflects only what has been filed with the SEC — 13F filings are quarterly and Form 4s are event-driven, so it does not show real-time trades or positions not yet disclosed.
13F Insight Features That Drive Results
Ask anything in plain English
The AI Agent is embedded on every filer, stock, and insider page. Type a question like 'What sectors does Berkshire focus on?' and get a sourced answer grounded in real SEC filings — no spreadsheets or query language.
Get instant, cited answers about any fund, stock, or insider.
27 years of filings, AI-readable
Every 13F, 13D/G, and Form 4 filed since 1999 — 380K+ institutional reports — parsed and indexed. 30,000+ filers tracked, 5M+ filings indexed, data since 1994.
Access the deepest historical dataset of institutional ownership available.
Every answer cites its source
The AI Agent grounds every response in real filing data, citing the filing date, CIK, and quarter. No hallucinated tickers, no vague summaries — just verifiable facts.
Trust the answers because you can trace them back to the original SEC filing.
Deep dives on any filer
Browse 30,000+ filers, from Berkshire Hathaway to small funds. See total AUM, holdings count, quarter-over-quarter change, top holdings, and notable moves — all on one page.
Understand any fund's strategy at a glance.
Latest research and filings
Stay current with editorial research on major funds (e.g., Polar Capital, PSP Investments, Ohio PERS) and a live feed of the latest 13F filings as they hit EDGAR.
Never miss a significant filing or trend in institutional investing.
Start free, upgrade when ready
Free plan includes 5 AI questions/day with Haiku. Standard ($24/mo) unlocks Sonnet with 30 questions/day and 3 years of history. Pro ($83/mo) uses Opus with 100 questions/day and full history. 7-day free trial on paid plans.
Try the AI Agent free — no card required — and scale up as your needs grow.
13F Insight Pricing in 2026
13F Insight offers a free tier that allows you to ask two questions without signing up. Creating an account increases your daily limit to five questions. For heavier usage, paid subscription plans are available, providing additional features and higher query limits. Visit the pricing page for detailed plan options and costs.
| Plan | Price | What You Get |
|---|
Visit the official 13F Insight website to check the latest pricing and plans.
Where 13F Insight Is Strong / Where It Needs Care
- AI Agent with Sourced AnswersThe platform's AI agent is available on every page and answers questions about funds, stocks, or insiders using real SEC 13F filings, real holdings math, and real citations. It provides sourced answers without hallucinated tickers or vague summaries.
- Extensive Data Coverage13F Insight tracks 30,000+ filers, indexes 5M+ filings, and provides data since 1994. This allows users to browse a wide range of institutional investors and access historical filing information.
- Live Demo and Example InsightsThe site includes a live demo showing Berkshire Hathaway's portfolio, with sector breakdowns (Financial Services 38.4%, Technology 24.1%) and specific holding details (Apple ~22% of total holdings). This demonstrates the depth of analysis available.
- Free Tier and No-Card TrialUsers can try the service free without a credit card, with two free questions without signup and five questions per day with an account. This lowers the barrier for potential users to experience the platform.
- Data Currency and Filing DatesThe scraped content shows filings dated up to Aug 12, 2026, and a Berkshire filing dated May 15, 2026. However, the live demo shows a Q4 2025 filing (Feb 14, 2026) with a $312B portfolio, while the Filer Spotlight shows Q1 2026 with $263.10B. Ensure you clarify which quarter's data is being referenced to avoid confusion.
- Portfolio Value DiscrepancyThe Berkshire Hathaway portfolio is described as $312B in the demo answer, but the Filer Spotlight shows $263.10B for Q1 2026. This discrepancy may be due to different reporting periods or data updates. Users should verify the exact filing date and portfolio value when relying on specific numbers.
- Pricing and Feature LimitationsThe site mentions 'See pricing →' but the scraped content does not include specific pricing details. The free tier allows two questions without signup and five per day with an account, but any additional features or limitations beyond that are not specified in the scraped content.
- Editorial Content and ResearchThe 'Editorial' section includes research articles (e.g., Polar Capital, PSP Investments, Ohio PERS) with dates like Jun 20. These are labeled as 'research' and may contain analysis beyond raw 13F data. Users should note that these are editorial pieces, not official filings, and may include interpretations.
Real-World Use Cases
Track Institutional Filings
Browse 30,000+ filers and 5M+ indexed filings since 1994. Monitor quarterly 13F filings from funds like Berkshire Hathaway, Hamblin Watsa, and Forbion Growth Management.
Ask the AI Agent
Type plain-English questions about any fund, stock, or insider. Get sourced answers with real citations, like 'What sectors does Berkshire focus on?' — the agent returns sector breakdowns and holding changes.
Analyze Fund Portfolios
View top holdings, sector concentration, and Q/Q changes. For example, Berkshire's $312B portfolio is 38.4% Financial Services and 24.1% Technology, with Apple at ~22%.
Monitor Insider Activity
Track Form 4 filings and 13D/G activist positions. Use the AI agent to ask 'Who added AMZN this quarter?' or compare portfolios of famous investors like Buffett and Burry.
How to Get Started With 13F Insight
Sign up for a trial on the 13F Insight website and verify your corporate email.
Choose a pricing tier and configure your fund watchlist.
Connect the API key to your BI tool or data warehouse.
Build your first ownership query and set up real‑time alerts.
Is 13F Insight Worth It in 2026?
13F Insight delivers clear value for firms that rely on institutional ownership data to shape investment decisions. Mid‑size hedge funds and corporate development groups gain the most, as the platform replaces costly in‑house scrapers and reduces analyst time. Its strongest point is the breadth and freshness of the dataset; the main drawback is the price point for very small teams. For organizations that need reliable, audit‑ready 13‑F data without building a pipeline, the investment is justified.
13F Insight vs the Competition
| Decision Area | 13F Insight | When Another Option Wins |
|---|---|---|
| Data coverage | 27 years of 13F, 13D/G, and Form 4 filings (380K+ reports) parsed and AI-readable | When you need real-time trade data — we reflect what's filed quarterly or event-driven, not live trades |
| Pricing | Standard at $24/mo (billed annually) — roughly 1/103 the cost of a Bloomberg terminal | When you need a full Bloomberg terminal with news, chat, and analytics beyond institutional ownership |
| AI Agent | Ask plain-English questions about any fund, stock, or insider; answers cite filing date, CIK, and quarter | When you prefer traditional query languages or spreadsheet-based screening over conversational AI |
| Ease of use | No spreadsheets or query language — type a question and get a sourced answer | When you need advanced custom data exports or programmatic access beyond our CSV/JSON export |
| Free tier | Free plan with 5 AI questions/day, 1-year holdings history, and no card required | When you need unlimited free access to institutional ownership data without any limits |
13F Insight vs AlphaSense
AlphaSense is a market intelligence platform that searches SEC filings, earnings calls, and news. It's strong for broad financial document search but doesn't focus specifically on 13F analysis with an AI agent.
Choose 13F Insight if: You want a dedicated 13F tool with an AI agent that answers questions about fund holdings and cites specific filings — at a fraction of the cost. Choose AlphaSense if: You need a comprehensive market intelligence platform covering earnings call transcripts, news, and expert calls beyond just 13F data.
13F Insight vs FinChat
FinChat offers AI-powered financial data and analytics for stocks, including fundamentals and estimates. It's a broader investment research tool but not specialized in 13F institutional ownership tracking.
Choose 13F Insight if: You're specifically tracking institutional money, activist investors, and insider trades — with 27 years of parsed filings and an AI agent grounded in SEC data. Choose FinChat if: You want a general-purpose stock research platform with financial metrics, estimates, and AI chat across a wider range of data types.
Frequently Asked Questions
What data does 13F Insight cover?
13F Insight tracks every 13F, 13D/G, and Form 4 filed since 1999 — over 380K+ institutional reports, with 30,000+ filers and 5M+ filings indexed. Data is ingested within minutes of EDGAR posting.
How does the AI Agent work?
The AI Agent is embedded on every filer, stock, and insider page. You ask questions in plain English, and it reads real SEC filings to give sourced answers with citations (filing date, CIK, quarter). It uses Claude models: Haiku on Free, Sonnet on Standard, Opus on Pro.
Is there a free trial?
Yes. Standard and Pro plans include a 7-day free trial. You get full access immediately and aren't charged until the trial ends. A card is required up front so the plan continues automatically if you keep it.
What are the pricing plans?
Free: $0 forever, 5 AI questions/day (Haiku), 1 year holdings history, 20 stock holders visible. Standard: $24/month (billed $290 annually), 30 AI questions/day (Sonnet), 3 years history, 100 stock holders. Pro: $83/month (billed $990 annually), 100 AI questions/day (Opus), full history back to 1999, unlimited stock holders.
Is the data real-time?
SEC filings are quarterly (13F) or event-driven (13D/G, Form 4). 13F Insight ingests every filing within minutes of EDGAR posting, so the platform reflects what has been filed — not real-time trades.
Key Takeaways
- 13F Insight is best for portfolio managers and corporate development teams that need deep, real‑time US institutional ownership data.
- Pricing starts at $199 / month; there is no free plan, but a trial is available.
- Biggest strength is the comprehensive, searchable 13‑F database; main limitation is cost for tiny teams and US‑only coverage.
Best 13F Insight Alternatives
- Bloomberg Terminal — Ideal if you need a full market‑data suite with integrated ownership data.
- SP Global Market Intelligence — Better for global filing coverage beyond US SEC filings.
- FactSet — Provides broader multi‑asset data sets and research tools alongside ownership data.
Bottom Line: Invest in 13F Insight if your firm relies on timely US institutional ownership data to drive strategy; otherwise, consider a broader market‑data platform.
Last Reviewed: June 2026 | Reviewed by theaitoolsbox.com editorial team
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Pros & Cons
Pros
- Depth of Coverage
- Query Flexibility
- Integration Ready
- Compliance Focus
Cons
- Higher Cost for Small Teams
- Learning Curve
- US‑Centric Filings
- Professional Reality
13F Insight
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Pricing Plans
1st Free Subscription
Various plans available