get_holders
Retrieve institutional, mutual fund, major, or insider ownership data and recent insider transactions for a stock ticker, so you can see who owns a company or how insiders are trading.
Instructions
Ownership and insider activity for one stock, selected by holder_type: 'institutional' (top institutional holders), 'mutualfund' (top fund holders), 'major' (insider-vs-institutional ownership % breakdown), 'insider_transactions' (recent insider buys and sells, one row per trade), 'insider_purchases' (net insider buying vs selling over the last 6 months), or 'insider_roster' (each insider, their position and shares held).
Use for "who owns X", institutional ownership, or insider trading activity. One holder_type per call: call again to get a different view. Not for share count, float or valuation (use get_company_info) or for analyst opinion (use get_analyst_recommendations). Institutional and fund holdings come from quarterly filings, so they can be a few months old; insider trades are filed within days and are the fresher signal.
Returns Markdown by default, or JSON when response_format='json'. Missing data for the chosen category returns a short message.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Stock ticker symbol (e.g., 'AAPL', 'MSFT', 'TSLA') | |
| holder_type | No | Type of ownership data: 'institutional', 'mutualfund', 'major', 'insider_transactions' (each trade), 'insider_purchases' (6-month net buying summary), or 'insider_roster' (insiders and their current stakes) | institutional |
| response_format | No | Output format: 'markdown' for human-readable or 'json' for machine-readable | markdown |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | No | One row per holder or transaction; columns depend on holderType. | |
| note | No | ||
| ticker | No | ||
| message | No | Set instead of data when there is nothing to return for this request (for example, no dividends on record). | |
| truncated | No | ||
| holderType | No | ||
| returnedRecords | No |