smart-money
PIT-safe
Institutional Holdings (by issuer)
get_institutional_holdingsInstitutional and above
Returns top-N institutional holders of a US public company at a specific period_end (latest by default), with aggregate institutional shares, total market value, holder count, and HHI concentration (sum of squared share-of-total percentages). Sourced from Form 13F-HR via the b...
Example Call
example_call.pypython
# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool( "get_institutional_holdings", arguments={})print(result)Direct tool call:get_institutional_holdings(...)
Inputs
This tool takes no inputs.
Output Fields
Example Response
Illustrative
response.jsonjson
{}Shape only — field names match the live schema; values are placeholders, not real filings. See MCP server for the structured response shape.
Notes
Available from full tier and above.
Try this tool
Plan Access
Free (guest)
Not includedFree (token)
Not includedPro
Not includedInstitutional
Available