What inputs does get_blockholders accept?

ticker (string, required): Stock ticker symbol of the issuer — or a CIK (SEC identifier). schedule_filter ("13D" | "13G" | "both", optional, default "both"): Which schedule(s) to return. '13D' = activist (intent to influence). '13G' = passive. 'both' = no filter. as_of_date (string, optional): PIT filter on accepted_at — only filings on or before this date. latest_only (boolean, optional, default true): When true (default), keep only the most recent filing per (filer, schedule prefix) — typically what analysts want. Set false to see the full filing history. collapse_groups (boolean, optional, default false): When true, fold multi-reporting-person filings into a single row, with secondary persons in the ``persons[]`` field. Default false: each person stays as its own row. lookback_days (integer, optional, default 365): Window for the going_active (13G → 13D) detection. Default 365 days. lineage_detail ("off" | "compact" | "full", optional, default "compact"): Per-row provenance envelope.

Which Valuein plans include get_blockholders?

Available on Institutional only. Point-in-time safe via as_of_date filtering.

smart-money

PIT-safe

Blockholders (SC 13D / 13G)

get_blockholders

Institutional and above

Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company. Each row carries percent_owned, sole/shared voting + dispositive split, schedule_type, and the first-class ``going_active`` flag — TRUE when the same filer flipped 13G → 13D within the lookba...

Example Call

example_call.pypython

# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool(    "get_blockholders",    arguments={    "ticker": "EXAMPLE"})print(result)

Direct tool call:get_blockholders(...)

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker symbol of the issuer — or a CIK (SEC identifier).
`schedule_filter`	"13D" \| "13G" \| "both"	optional	Which schedule(s) to return. '13D' = activist (intent to influence). '13G' = passive. 'both' = no filter.Default: `"both"`
`as_of_date`	string	optional	PIT filter on accepted_at — only filings on or before this date.
`latest_only`	boolean	optional	When true (default), keep only the most recent filing per (filer, schedule prefix) — typically what analysts want. Set false to see the full filing history.Default: `true`
`collapse_groups`	boolean	optional	When true, fold multi-reporting-person filings into a single row, with secondary persons in the ``persons[]`` field. Default false: each person stays as its own row.Default: `false`
`lookback_days`	integer	optional	Window for the going_active (13G → 13D) detection. Default 365 days.Default: `365`
`lineage_detail`	"off" \| "compact" \| "full"	optional	Per-row provenance envelope.Default: `"compact"`

Output Fields

tickercikcompany_namedata_age_daysstaleness_warningrows

Example Response

Illustrative

response.jsonjson

{  "ticker": "AAPL",  "cik": "0000320193",  "company_name": "Apple Inc.",  "data_age_days": null,  "staleness_warning": null,  "rows": null}

Shape only — field names match the live schema; values are placeholders, not real filings. See MCP server for the structured response shape.

Notes

Available from the Institutional plan and above.

Try this tool

Get token All tools

Categorysmart-money

PIT-safeYes

Min planInstitutional

Inputs7 (1 required)

Plan Access

Sample (guest)

Not included

Benchmark (token)

Not included

Pro

Not included

Institutional

Available

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Resources

Point-in-Time methodology →Parquet schema reference →Bulk Data API reference →Python SDK guide →

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