What Is a Holder Performance Summary?
A Holder Performance Summary provides a comprehensive view of how institutional investors — such as hedge funds, mutual funds, and pension funds — are performing based on their SEC Form 13F filings. It tracks portfolio-level metrics including market value changes, holding periods, turnover rates, and absolute and relative performance over multiple time horizons (quarterly, 1-year, 3-year, 5-year, and since inception). By comparing returns against the S&P 500 benchmark, investors can evaluate whether a fund manager is generating alpha or underperforming the broader market.
How to Use This Holder Performance Summary Tool
- 1
Enter a CIK Number
Type the SEC CIK number of an institutional investor (e.g., "0001067983" for Berkshire Hathaway). You can find CIK numbers on the SEC EDGAR website or use our CIK Search tool.
- 2
Analyze Performance Metrics
Review the detailed results table showing portfolio size, market value, holding periods, turnover rates, and performance across multiple time horizons with S&P 500 benchmark comparisons.
- 3
Refresh or Export Data
Click Refresh to get the latest data, or use Export CSV to download the complete performance summary for offline analysis in Excel or Google Sheets.
Why Track Institutional Holder Performance?
Benchmark Comparison
Compare institutional investor returns against the S&P 500 across multiple time horizons to identify true alpha generators.
Holding Period Insights
Understand investment horizons with average holding periods for the full portfolio, top 10, and top 20 positions.
100% Free
No subscription, no hidden fees. Access institutional-grade performance data completely free of charge with CSV export.
Key Metrics Explained
Market Value
The total dollar value of all securities held in the portfolio as reported in the latest 13F filing.
Turnover Rate
Measures how frequently securities are bought and sold. Lower turnover indicates a buy-and-hold strategy.
Average Holding Period
The average number of quarters a security is held in the portfolio, reflecting the investor's time horizon.
Performance vs S&P 500
The difference between the holder's return and the S&P 500 return over the same period. Positive values indicate outperformance.