get_stock_holders

com.holdingsintel/mcp · Verify this server

Returns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination. WHEN TO USE: The user asks who owns a stock, which institutions hold it, how large each disclosed position is, or wants all currently processed holders for a quarter. PARAMETERS: - ticker_or_cusip: one ticker or exact CUSIP - quarter: required YYYY-QN filing quarter - cursor: pass the previous next_cursor to continue Ticker input is expanded only when every matching CUSIP belongs to the same issuer prefix; ticker collisions require an exact CUSIP. The exact set used is returned in security.scoped_cusips, while security.resolved_cusip identifies the row supplying listing status/detail. Each holder row remains a distinct disclosed CUSIP position; different share classes are never silently merged. Exited positions are excluded. WHEN NOT TO USE: - Use get_13f_activity for new, increased, decreased, or exited positions - Use get_fund_holdings for one fund's full portfolio RETURNS: Resolved security identity and listing-status detail plus deterministically paginated holder positions with fund identity, shares, value, portfolio weight, change, conviction, nullable valuation/cost/P&L estimates, and page-scoped price coverage. No source-wide total is claimed. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.