Holdings of an investor, fund or person
get_holdersReturns what investors hold in the tracked AI and semiconductor companies, from SEC filings. With holder — a key, a name such as 'Vanguard' or 'BlackRock', or the holder value returned by get_ownership, get_insider_trading or get_fund_flows — one holder in detail. For a fund or a company: positions by company (shares, value, weight, share of the company, move since the previous quarter, heldSince), sectors, flows, Schedule 13D/G declarations, history (what it declared every quarter since the end of 2019), performance (the return of the AI-stock portfolio it declared at the start of each quarter, held unchanged, with its rank among active managers) and follow (its page and an Atom feed of its filings). For a person: each stake broken down (breakdown: shares held and how, restricted shares, options and other rights, as the filings state them) with their roles and Forms 3, 4 and 5. Without holder, a list (list): the largest institutional holders (default), tracked companies that invest in others, the largest buyers or sellers, Schedule 13D/G holders without a 13F, individuals, or active managers ranked by the return of their declared AI-stock portfolio over period against SMH; with the sector rotation. Use it when the user asks what a fund, an investor or a person owns, or which managers bought, sold or performed most. A person can have two figures for one company — the shares held (Form 4) and beneficial ownership (Schedule 13D/G, which adds options exercisable within 60 days and unvested shares that vote): say which one is quoted. performance measures declared picks, not a fund's return. coverage.complete false means the figures are a floor.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| list | No | Without `holder`: 'largest' (default), 'investors' (universe companies filing 13F), 'buyers' or 'sellers' (by net move), 'declarants' (Schedule 13D/G holders filing no 13F), 'individuals' (people, from their 13D/G), 'performance' (active managers ranked by the return of their declared AI-stock portfolio). | |
| limit | No | Rows to return (default 25, max 100). | |
| order | No | With list 'performance': 'best' (default: highest return first) or 'worst' (lowest first). | |
| holder | No | For one holder's detail: its key from a list (vanguard, blackrock, nvidia), a name ('BlackRock', 'Vanguard', or a person's name), or the `holder` value another tool returned (for a director, their name and a ticker, e.g. 'Larry Ellison (ORCL)'). | |
| period | No | With list 'performance': 'quarter' (default: the last completed quarter), 'year', '3y' or '5y' — quarterly returns chained. |