Research institutional ownership of a stock
A detailed list of institutional holders for a specific stock, including their position values, quarter-over-quarter changes, and direct citations to SEC Form 13F filings.
How it works
Read-onlyData and analysis
The agent identifies the target stock ticker and invokes the holdings_by_security tool. It parses the returned JSON to extract institutional names, share counts, and value metrics. The agent verifies the data by checking the provided accession numbers and EDGAR URLs to ensure the information is sourced from official SEC filings, providing a citation-complete report for the user.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
Prompt for Research institutional ownership of a stock
Find the top institutional holders for Apple Inc. (AAPL) based on the latest SEC Form 13F filings. List the top 5 holders by position value, including their share count changes from the previous quarter and the specific filing accession numbers.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
Who owns a stock: institutional holders from SEC Form 13F ranked by position value, with quarter-over-quarter share changes, each row citing its accession number and EDGAR URL.Documentation · Aether