Top Institutional Holders
GetTopHoldersGet the top institutional holders (fund managers) of a stock from SEC 13F-HR filings. Returns a ranked list of institutions by shares held, including market value and percentage of total institutional 13F shares (not of shares outstanding). Data is sourced from quarterly 13F filings that large investment managers are required to file with the SEC; while the newest quarter's filing window is open, funds that have not filed yet are carried at their prior-quarter positions (noted in the output). Use this to understand who the major institutional investors in a company are.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Company ticker symbol (e.g., AAPL, MSFT) | |
| maxResults | No | Maximum number of holders to return (default: 20, clamped to 1-500) | |
| reportDate | No | Quarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available; an off-quarter date snaps to the nearest report on or before it) |