getPositionsSummary

Analyze institutional holdings for a stock by retrieving key metrics like investor count, share changes, total investment value, and ownership percentages over time.

Instructions

The Positions Summary API provides a comprehensive snapshot of institutional holdings for a specific stock symbol. It tracks key metrics like the number of investors holding the stock, changes in the number of shares, total investment value, and ownership percentages over time.

Input Schema

Name	Required	Description
`quarter`	Yes	Quarter of filing (1-4)
`symbol`	Yes	Stock symbol
`year`	Yes	Year of filing

Input Schema (JSON Schema)

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "properties": {
    "quarter": {
      "description": "Quarter of filing (1-4)",
      "type": [
        "string",
        "number"
      ]
    },
    "symbol": {
      "description": "Stock symbol",
      "type": "string"
    },
    "year": {
      "description": "Year of filing",
      "type": [
        "string",
        "number"
      ]
    }
  },
  "required": [
    "symbol",
    "year",
    "quarter"
  ],
  "type": "object"
}

Install Server

HTTP connection URL

Financial Modeling Prep MCP Server

getPositionsSummary

Instructions

Input Schema

Input Schema (JSON Schema)

Other Tools from Financial Modeling Prep MCP Server

Related Tools

MCP directory API