13F Insight Review, Pricing, and Features
13F Insight
13F Insight pulls institutional holdings, insider trades, and ownership filings into one research workspace. Its AI can answer questions with filing citations, but the filings arrive late and the generated summaries still need a check against the SEC documents.
Best for
- Ask plain-English questions about 13F filings instead of working through spreadsheets by hand.
- Try free AI questions, then move to paid plans for deeper filing analysis.
- Use institutional ownership as an input, then check the filing, current price, fundamentals, and portfolio context.
Watch out
- The AI reads real 13F filings, but those filings are quarterly, delayed, and incomplete views of manager exposure.
- The public offer includes two questions without signup and five per day with an account.
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Pricing
Free • From $29/mo · 7-day trial · Enterprise · 4 plans
Free
Basic access with limited features.
Standard
More filing history, alerts, exports, and AI questions for individual investors.
Pro
Full available history, consensus holdings, more alerts, and higher AI and API limits.
Enterprise
Custom solutions for organizations.
Key features
- Track 13F holdings, Form 4 insider trades, and 13D/G ownership reports in one place.
- Search institutional filers, with AUM, holdings, and position-change views.
- Ask the AI Agent questions about a filer, stock, or insider and follow its citations back to the filings.
- Use Standard position-change analysis or Pro AI summaries and smart alerts as a first pass.
- Build filer and stock watchlists. Free and paid plans allow different list sizes.
- Free accounts include 3 email alerts; Standard includes 10 and Pro includes 50.
- Compare managers using Whale Score, AUM history, holdings, and other filer metrics.
- Pro Consensus Holdings shows stocks held by several selected filers.
- Research, Learn, and News pages add background and educational material.
- AI questions, watchlists, alerts, and deeper analysis are limited by plan.
- 13F filings are quarterly, delayed, often long-only, and not a complete view of a manager's current 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. A 7-day free trial is available on select plans. 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, and Options. Identifiers include Ticker, CUSIP, and CIK.
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