What inputs does get_top_holders accept?

ticker (string, required): Issuer ticker symbol — or a CIK (SEC identifier). top_n (integer, optional, default 25): Maximum holders to return, ranked by shares. Default 25. period_end (string, optional): 13F REPORTING period_end. Omit for latest. NOT a point-in-time cutoff — use as_of_date. as_of_date (string, optional): Point-in-time cutoff (YYYY-MM-DD): only filings ACCEPTED by SEC on or before this date are considered across all three sources (institutional via accepted_at, insider via accepted_at, blockholders via accepted_at). Excludes amendments/late filings accepted after this date (zero look-ahead). Omit for the latest knowable cap table. 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 Set true to include the superseded originals.

Which Valuein plans include get_top_holders?

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

smart-money

PIT-safe

Top Holders (composite, classified)

get_top_holders

Institutional and above

Classification-aware UNION across insider transactions (latest post_transaction_shares per insider), 13F institutional holdings, and SC 13D / 13G blockholder filings for one issuer. Each row carries holder_class ∈ {insider, institutional, blockholder_13D, blockholder_13G}. Ded...

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

Direct tool call:get_top_holders(...)

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Issuer ticker symbol — or a CIK (SEC identifier).
`top_n`	integer	optional	Maximum holders to return, ranked by shares. Default 25.Default: `25`
`period_end`	string	optional	13F REPORTING period_end. Omit for latest. NOT a point-in-time cutoff — use as_of_date.
`as_of_date`	string	optional	Point-in-time cutoff (YYYY-MM-DD): only filings ACCEPTED by SEC on or before this date are considered across all three sources (institutional via accepted_at, insider via accepted_at, blockholders via accepted_at). Excludes amendments/late filings accepted after this date (zero look-ahead). Omit for the latest knowable cap table.
`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`

Output Fields

tickercikcompany_nameperiod_endas_of_datesources_breakdownstalenessrows

Example Response

Illustrative

response.jsonjson

{  "ticker": "AAPL",  "cik": "0000320193",  "company_name": "Apple Inc.",  "period_end": "2024-03-15",  "as_of_date": null,  "sources_breakdown": null,  "staleness": null,  "rows": null}