What inputs does get_institutional_holdings accept?

ticker (string, required): Stock ticker symbol of the issuer — or a CIK (SEC identifier). period_end (string, optional): Quarter-end of the 13F reporting period (YYYY-MM-DD). Omit to use the latest period available. This is a REPORTING period, NOT a point-in-time cutoff — use as_of_date for that. as_of_date (string, optional): Point-in-time cutoff (YYYY-MM-DD): only 13F filings ACCEPTED by SEC on or before this date are considered, applied BEFORE the latest period is resolved. A 13F/A amendment or late filing accepted after this date is excluded (zero look-ahead) — use this for survivorship-free backtests. Omit for the latest knowable book. top_n (integer, optional, default 25): Maximum holders to return, ranked by market_value_usd. Default 25, max 200. include_superseded (boolean, optional, default false): Default false: 13F-HR rows replaced by a later 13F-HR/A are hidden once the amendment is knowable (as of as_of_date when given), so an original and its amendment are never both counted. Set true to include the superseded originals. lineage_detail ("off" | "compact" | "full", optional, default "compact"): Per-row provenance envelope. compact / full / off.

Which Valuein plans include get_institutional_holdings?

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

smart-money

PIT-safe

Institutional Holdings (by issuer)

get_institutional_holdings

Institutional and above

Returns top-N institutional holders of a US public company at a specific period_end (by default the latest period whose 45-day 13F filing window has closed), with aggregate institutional shares, total market value, holder count, and HHI concentration (sum of squared share-of-t...

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_institutional_holdings",    arguments={    "ticker": "EXAMPLE"})print(result)

Direct tool call:get_institutional_holdings(...)

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker symbol of the issuer — or a CIK (SEC identifier).
`period_end`	string	optional	Quarter-end of the 13F reporting period (YYYY-MM-DD). Omit to use the latest period available. This is a REPORTING period, NOT a point-in-time cutoff — use as_of_date for that.
`as_of_date`	string	optional	Point-in-time cutoff (YYYY-MM-DD): only 13F filings ACCEPTED by SEC on or before this date are considered, applied BEFORE the latest period is resolved. A 13F/A amendment or late filing accepted after this date is excluded (zero look-ahead) — use this for survivorship-free backtests. Omit for the latest knowable book.
`top_n`	integer	optional	Maximum holders to return, ranked by market_value_usd. Default 25, max 200.Default: `25`
`include_superseded`	boolean	optional	Default false: 13F-HR rows replaced by a later 13F-HR/A are hidden once the amendment is knowable (as of as_of_date when given), so an original and its amendment are never both counted. Set true to include the superseded originals.Default: `false`
`lineage_detail`	"off" \| "compact" \| "full"	optional	Per-row provenance envelope. compact / full / off.Default: `"compact"`

Output Fields

tickercikcompany_nameperiod_endas_of_datedata_age_daysstaleness_warningtotal_institutional_sharestotal_market_value_usdhhi_concentrationholders_countoptions_positions_countfiling_window_openfiling_deadlinenewer_period_in_filing_windowmetrics_displayaggregaterows

Example Response

Illustrative

response.jsonjson

{  "ticker": "AAPL",  "cik": "0000320193",  "company_name": "Apple Inc.",  "period_end": "2024-03-15",  "as_of_date": null,  "data_age_days": null,  "staleness_warning": null,  "total_institutional_shares": 394328000000}