Longest Holding Periods
Ranked from the most recent 13F filings · updated quarterly
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.
This ranking lists institutional investors who retained the largest share of their positions between their two most recent 13F filings. All data sourced from SEC EDGAR.
Sourced from SEC EDGAR public filings
How we compute this ranking
For each institutional filer with at least two filings, we measure persistence as the share of positions in the most recent filing that were also present in the prior quarter. A higher percentage indicates a longer-duration holding pattern. The ranking refreshes quarterly as new filings are ingested.
Frequently asked questions
- How is the Longest Holding Periods ranking calculated?
- For each institutional filer with at least two filings, we measure persistence as the share of positions in the most recent filing that were also present in the prior quarter. A higher percentage indicates a longer-duration holding pattern. The ranking refreshes quarterly as new filings are ingested.
- How often does this ranking update?
- Quarterly. Underlying 13F filings are disclosed quarterly with a 45-day reporting delay; this page recomputes when new filings are ingested.
- Where does this data come from?
- SEC Form 13F-HR filings, accessed via EDGAR. Holdings are reported quarterly with a 45-day reporting delay. 13F filings cover U.S.-listed long equity positions only.
- Is this investment advice?
- No. This ranking is a factual, descriptive summary of public filing data. It is not investment advice, a recommendation, or a prediction. Always conduct your own research.