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Report filed by institutional managers to disclose their holdings of securities.

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How to fill out form 13f-hr

01

Begin by downloading the Form 13F-HR from the SEC's website.

02

Fill in the name of the institutional investment manager at the top of the form.

03

Provide the address of the investment manager.

04

Enter the city, state, and zip code of the investment manager's office.

05

Specify the period for which the report is being made.

06

List the equity securities held by the investment manager in the required table format.

07

Include the number of shares and fair market value for each security.

08

Complete the signature section, including the signer's name and title.

09

File the form electronically with the SEC.

Who needs form 13f-hr?

01

Institutional investment managers who manage over $100 million in assets.

02

Investment firms, hedge funds, and mutual funds that meet the filing threshold.

03

Entities required to report their equity holdings under Section 13(f) of the Securities Exchange Act.

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What is form 13f-hr?

Form 13F-HR is a quarterly report required by the SEC that institutional investment managers must file to disclose their equity holdings.

Who is required to file form 13f-hr?

Institutional investment managers with investment discretion over $100 million or more in 13F securities are required to file Form 13F-HR.

How to fill out form 13f-hr?

To fill out Form 13F-HR, institutional managers must provide information about their organizational details, including their name, address, and SEC file number, followed by a detailed list of their 13F securities holdings.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency in the U.S. financial markets by allowing the public to see which securities are being held by institutional investors.

What information must be reported on form 13f-hr?

Form 13F-HR must report the institutional investment manager's name, the investment manager's SEC file number, the date of the report, and a detailed list of securities held, including their names, class, CUSIP numbers, number of shares, and fair market value.

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