You’ve probably seen headlines such as “Warren Buffett buys TSMC” or “Bridgewater doubles down on Alibaba.” Previously, we explored the fundamentals of 13F filings in our article 13F Report Revealed: What Are Institutional Investors Holding?
In this article, we cover which institutions are required to file, filing timelines, and related rules. If you're still unfamiliar with 13F reports, the article would be a great place to start.
Using the information wisely, investors can make better decisions. In this guide, we’ll show you how fiisual simplifies the complex data in 13F filings into a platform that’s readable, understandable, and easy to analyze—so investors can quickly identify portfolio trends and strategies among major U.S. institutions.
Highlights of fiisual’s 13F Lab
The 13F Lab home features several key tabs such as < Popular Funds > < Stock Search >, with more analytical features to come.
If you already know which fund or institution you would like to research, simply type and search the name in the < Overview tab>. For those who are not sure where to begin, explore one of the themed tabs would be a good start!
Each institutional profile page includes: A full list of stock holdings, Portfolio changes over time, and Sector exposure trends. These insights would allow investors to better understand each institution’s investment style and current market stance.
Below we will introduce every sector and how investors can gain information through our 13F lab!
13F Lab Home Page
Popular Funds
In the < Popular Funds > tab, we organized some of the most discussed and well-known institutions. If you’re new to analyzing 13F filings, this would be a great place to start. You can find the following famous institutions in this tab: Warren Buffett’s Berkshire Hathaway and ARK Investment led by Cathie Wood, known for its disruptive innovation focus.
At the top of the Popular Funds tab, a chart allows you to switch between different industries and view how the top 10 funds allocate across them. This tool makes it easy to identify how exposure to key sectors has evolved, helping investors anticipate broader industry trends.
If you are interested in specific institutions, you can also read the following articles!
Introduction to a Popular 13F Institution: Berkshire Hathaway
Introduction to a Popular 13F Institution: Bridgewater Associates
Stock Search
Have you ever wondered which institutions purchase Apple (AAPL) stock and how much do they hold? In this tab, investors can look for the stock they are interested in, find out al the 13F filers holding this stock, the number of shares held, and the stock's weight in each institution's portfolio. This reverse lookup helps clarify the influence of institutional investors on individual stocks and the relative importance of each stock in their portfolios.
Take Example: Institutions holding AAPL in 2025 Q2 include: Vanguard Group, BlackRock, Berkshire Hathaway
Even though Berkshire's total value in AAPL ($257.52bn) isn't the highest, AAPL represents 22.31% of its portfolio—a much larger concentration compared to other firms.
Such data lets investors estimate how institutional buying or selling might impact the stock's price, and which funds have significant exposure.
Institution Profile Page
Let’s walk through an example using JPMORGAN CHASE & CO’s Q3 2025 13F report to explain how to analyze an institution’s full portfolio via fiisual.
Top 10 Holdings
In order to understand an institution, you could start by knowing its top 10 holdings.
During this sector, you ‘ll see: Stock names, Market value, Portfolio weight, Changes from previous quarter.
Top 5 Buy/Sell Positions
Next, look at which stocks the institution bought or sold the most during the quarter. This type of information can, to some extent, reveal an institution’s outlook on a stock’s future performance. By analyzing the stock’s weight within the total portfolio, investors can also infer how significant that position is within the institution’s overall strategy. Example: In Q3 2025, JPMorgan added 3.39 billion dollars of Palantir (PLTR). Despite being its top three new purchase, the position represents just 0.38% of total portfolio.
Historical Portfolio Breakdown
A key question for many investors is: how does this institution allocate across sectors over time? This chart shows each fund’s industry exposure history, helping you assess both strategic focus and how allocations have shifted. JPMorgan Chase: Strong, steady positions in financials and Information Technology.
While ARK Investment: Heavy allocation to technology, consistent with its growth-oriented, high-risk strategy. This comparison helps investors determine which institutions match their own investing philosophy.
AUM Trends
Asset under management (AUM) is a key measure of an institution’s influence. The AUM trend chart tracks how total assets evolve over time, reflecting growth, stability, or contraction during market cycles. A rising AUM often signals strong investor confidence and can correlate with broader market sentiment.
Conclusion
fiisual’s 13F Lab makes it easy to access and analyze: Institutional stock holdings, Quarterly changes, Sector shifts, Asset size trends. We hope these information would be able to help more investors to make better decisions. While 13F filings offer valuable insights, it’s important to remember that the data is delayed, the short positions are not disclosed, and you wouldn’t be able to know if there are hedging strategies.
Still, when used wisely, 13F data is a powerful tool—whether you're a beginner or a seasoned professional.
