★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
13F Insight Review, Pricing, and Features
13F Insight is an SEC-filings intelligence platform for investors who want to track institutional 13F holdings, Form 4 insider trades, 13D/G ownership, watchlists, smart-money alerts, and AI answers grounded in filing citations. It is strongest for hedge-fund and institutional-ownership research, but 13F filings are delayed by design and AI summaries should be checked against the underlying SEC documents.
Best for
- Investors who want to ask natural-language questions over 13F filings instead of reading spreadsheets manually.
- Users comparing 13F products who want free AI questions, with paid tiers for deeper filing analysis.
- Analysts using institutional ownership as a research input before checking filings, current prices, fundamentals, and portfolio context.
Watch out
- The AI reads real 13F filings, but those filings are quarterly, delayed, and incomplete views of manager exposure.
- Public copy advertises two questions free with no signup and five per day with an account.
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Pricing
Free • Contact for pricing · Enterprise · 4 plans
Free
Basic access with limited features.
Standard
Enhanced features for individual investors.
Pro
Full access including AI-powered insights.
Enterprise
Custom solutions for organizations.
Key features
- Tracking institutional 13F holdings, Form 4 insider transactions, and 13D/G beneficial ownership reports from one filing-focused workspace.
- Research coverage for more than 30,000 institutional filers with indexed filing history, AUM context, current holdings, and position-change views.
- The AI Agent on filer, stock, and insider pages to ask plain-English questions over real SEC filings with sourced citations.
- Views for reviewing AI-generated filing summaries, position-change analysis, and unusual-activity alerts as a starting point for research.
- Tools for building filer and stock watchlists, with free and paid tiers setting different watchlist limits.
- Email alerts for watchlist activity on paid plans when institutional or insider activity changes.
- Views for reviewing Whale Score, AUM history, current holdings, and selected filer analytics to compare institutional managers.
- The Pro Consensus Holdings tool to see which stocks are commonly owned by selected filers.
- Public Research, Learn, and News sections for institutional portfolio analysis and educational context.
- Usage limits: public AI questions, free-account questions, watchlist capacity, alerts, and deeper analysis are plan gated.
- 13F data limitations: filings are quarterly, delayed, long-only for many positions, and incomplete views of a manager’s real-time exposure.
FAQ
Is 13F Insight free?
Not entirely. 13F Insight includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
Who is 13F Insight best for?
13F Insight is built for Retail Traders, Pro Retail, Value Investors, Growth Investors, and Analysts. It suits beginner, intermediate, and advanced users.
What platforms and connections does 13F Insight support?
You can use 13F Insight on Web. 13F Insight offers an API.
Which markets does 13F Insight cover?
13F Insight covers North America. Examples include US. It tracks Stocks, ETFs, Options, and Bonds. Identifiers include Ticker, CUSIP, and CIK.
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