Sarah Mitchell
Education Editor
Investment Education Editor at 13F Insight. Breaks down complex institutional data into actionable insights for individual investors.
A note from Sarah
Hi, I'm Sarah. I spent four years at Vanguard's Investor Education team, where my whole job was making 401(k) statements feel less like tax forms and more like something a person could actually understand.
I'm here at 13F Insight to do the same thing for institutional data. If you've ever read a headline like "Berkshire Bought Apple" and thought "okay but what does that actually mean for me," that's the gap I want to close.
I'll never assume you know what a CUSIP is. I'll always tell you why a number matters before I give you the number. And if a guide of mine ever leaves you more confused than you started, that's on me — let me know and I'll rewrite it.
Articles by Sarah Mitchell (326)
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How to Read Form 4 Insider Filings Before 13F Season: The Codes That Actually Matter
Form 4 filings usually arrive within two business days of a trade, which makes them much faster than 13Fs. Here is how to read the key transaction codes, separate sales from awards, and use insider data without overreacting.
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Q1 2026 13F Filing Dates: Exact SEC Deadlines and What Comes Out When
The SEC's current Form 13F FAQ lists Friday, May 15, 2026 as the Q1 2026 filing deadline. Here is the full date map, what investors should expect to arrive first, and how to track filings without refreshing EDGAR all day.
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Tiger Global Q1 2026 Preview: Microsoft, Amazon and TSM Crashed Into the Top 10. Is the Re-Risking Real?
Tiger Global's Q4 2025 13F shows a $29.71B book, 54 holdings, and a new top layer shaped by Microsoft, Amazon, TSM, and Take-Two. Q1 2026 will show whether the rebuild is real or still provisional.
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Barclays Q4 2025: Why a $73B SPY Position Anchors This $417B Bank 13F
Barclays PLC reported $416.70 billion in Q4 2025 with 18.75% in a single SPY position. Here is why the British bank's 13F looks different from traditional asset managers and what it reveals about structured products hedging.
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Nuveen Q4 2025: How TIAA Invests $382B of America's Educator Retirement Savings
Nuveen, TIAA's investment arm, reported $381.90 billion in Q4 2025 13F value. Here is how the retirement manager for millions of educators and nonprofit workers positions their equity portfolio.
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Franklin Templeton Q4 2025: Why a $19.33B Microsoft stake sits atop a $407.59B 13F portfolio
Franklin Resources closed 2025Q4 with $407.59B in reported 13F assets, 14,263 disclosed holdings, and a 65.25 WhaleScore. Sarah Mitchell breaks down why Microsoft leads the book, what the top positions say about Franklin Templeton’s U.S. equity exposure, and how to read the filing against the firm’s broader business story.
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Understanding 13F Amendment Filings: HR vs HR/A Explained
Not every 13F is the final word. Amendments (13F-HR/A) can restate holdings, reveal hidden positions, and change portfolio data retroactively. Here is how to handle them.
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Why 13F Data Is Always 45 Days Old: The Filing Delay Explained
Every 13F filing describes positions from at least 45 days ago. Here is why the delay exists and how to use institutional holdings data correctly.
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How to Read 13D/G Filings for Activist Investor Signals
13D filings reveal activist intent while 13G filings signal passive accumulation. Here is how to tell the difference and what each means for stocks you follow.
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Fisher Asset Management Q4 2025: Ken Fisher’s $293B 13F Mixed Mega-Cap Tech With a $20B Bond ETF Sleeve
Fisher Asset Management reported $292.99B in Q4 2025 13F AUM, with Nvidia and Apple leading the book while iShares Treasury and corporate bond ETFs added a clear defensive sleeve.
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Capital Research Global Investors Added 9.9M Apple Shares While Cutting Meta in Q4 2025
Capital Research Global Investors finished Q4 2025 with $541.73B in 13F assets, a slightly larger book, and a clearer preference for Apple, NVIDIA, and other AI-linked compounders over Meta and Amazon.
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BNY Mellon's Own $568B 13F Is Only 1% of the $59.3T It Safeguards
Bank of New York Mellon ended Q4 2025 with a $567.68B 13F portfolio across 33,186 positions, but the real takeaway is how small that disclosed equity book is versus the bank's $59.3T custody platform and $2.2T managed asset base.
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BNY Mellon Q4 2025: The Custodian Giant's Own $568B Investment Portfolio
Bank of New York Mellon reported $567.68 billion in 13F value for Q4 2025 across 33,186 positions. Here is how the world's largest custodian bank invests its own capital.
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How Sovereign Wealth Funds Invest Differently Through 13F Filings
Norges Bank holds $935 billion in US equities across 1,577 positions. Here is how sovereign wealth fund 13Fs differ from hedge funds, and why GIC and ADIA should be read through a broader long-term lens.
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How Options Market Makers Distort 13F Holdings Data
Susquehanna reports $868 billion in 13F value, but it is an options market maker, not a traditional asset manager. Here is why reported 13F values for firms like SIG, Citadel, and Jane Street do not mean what most investors think.
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Northern Trust’s $784.38B 13F Is a Custody-and-Wealth-Management Map, Not a Pure Stock-Picker’s Book
Northern Trust’s Q4 2025 13F reported $784.38B in disclosed value, but the filing makes more sense as a window into a custodian bank and wealth manager’s client exposures than as a classic hedge fund portfolio.
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Bank of America’s $1.37T 13F Put Only 12.9% in Its Top Five — Merrill’s ETF Machine in Plain Sight
Bank of America’s Q4 2025 13F looks less like a stock-picker’s book and more like Merrill wealth management at scale, with massive ETF sleeves in VTV, VUG, IEFA, and SPY keeping top-five concentration at just 12.9%.
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Why Position Sizing Matters More Than Just 'New Buys' in 13Fs
A hedge fund buying a new stock makes headlines, but true conviction is revealed in how a fund sizes its positions over multiple quarters.
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Decoding 13F Options: How to Read Call vs. Put Ratios Like a Pro
Don't just look at the stock holdings. Discover how hedge funds use massive options books to signal leverage, hedging, or downside expectations.
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How to Use 13D/G Filing Dates as Trading Signals: A Practical Framework
13D and 13G filings can matter as much for timing as they do for ownership. Learn why the filing date itself often changes the signal — especially when activist intent is involved.