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yf_ticker_institutional_holders

Returns detailed information about institutional investors holding positions in a ticker, including investment firms, pension funds, and other institutional entities.

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Parameters

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ticker
string
required
Ticker symbol (e.g., “AAPL”, “MSFT”)
​
response_format
enum
default:"json"
Output format: json or markdown
​
preview_limit
integer
default:25
Number of rows to preview in markdown format (max 200)
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save
object
Save results to file

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Returns

A DataFrame containing institutional holder details:
  • Holder: Name of the institutional investor
  • Shares: Number of shares held
  • Date Reported: Date of the most recent filing
  • % Out: Percentage of outstanding shares
  • Value: Market value of the position

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Example Usage

const result = await use_mcp_tool({
  server_name: "finmcp",
  tool_name: "yf_ticker_institutional_holders",
  arguments: {
    ticker: "TSLA",
    response_format: "markdown",
    preview_limit: 10
  }
});

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Example Response

{
  "data": {
    "__type__": "dataframe",
    "columns": ["Holder", "Shares", "Date Reported", "% Out", "Value"],
    "index": [0, 1, 2, 3, 4],
    "data": [
      ["Vanguard Group, Inc. (The)", 234567890, "2024-12-31", 0.0734, 45678901234],
      ["Blackrock Inc.", 198765432, "2024-12-31", 0.0622, 38765432109],
      ["State Street Corporation", 123456789, "2024-12-31", 0.0386, 24098765432],
      ["Geode Capital Management, LLC", 98765432, "2024-12-31", 0.0309, 19265432109],
      ["Capital International Investors", 87654321, "2024-12-31", 0.0274, 17109876543]
    ]
  }
}

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yf_ticker_mutualfund_holders

Returns information about mutual funds holding positions in a ticker. This is useful for understanding retail-accessible fund exposure to a stock.

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Parameters

​
ticker
string
required
Ticker symbol (e.g., “AAPL”, “MSFT”)
​
response_format
enum
default:"json"
Output format: json or markdown
​
preview_limit
integer
default:25
Number of rows to preview in markdown format (max 200)
​
save
object
Save results to file

​
Returns

A DataFrame containing mutual fund holder details:
  • Holder: Name of the mutual fund
  • Shares: Number of shares held
  • Date Reported: Date of the most recent filing
  • % Out: Percentage of outstanding shares
  • Value: Market value of the position

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Example Usage

const result = await use_mcp_tool({
  server_name: "finmcp",
  tool_name: "yf_ticker_mutualfund_holders",
  arguments: {
    ticker: "NVDA",
    response_format: "json"
  }
});

​
Example Response

{
  "data": {
    "__type__": "dataframe",
    "columns": ["Holder", "Shares", "Date Reported", "% Out", "Value"],
    "index": [0, 1, 2, 3],
    "data": [
      ["Vanguard Total Stock Market Index Fund", 123456789, "2024-09-30", 0.0500, 15432109876],
      ["Vanguard 500 Index Fund", 98765432, "2024-09-30", 0.0400, 12345678901],
      ["Fidelity 500 Index Fund", 87654321, "2024-09-30", 0.0355, 10987654321],
      ["SPDR S&P 500 ETF Trust", 76543210, "2024-09-30", 0.0310, 9876543210]
    ]
  }
}

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Use Cases

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Institutional Holders

  • Identify smart money flows and institutional sentiment
  • Track changes in major institutional positions quarter-over-quarter
  • Assess institutional concentration risk
  • Research which firms are accumulating or reducing positions

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Mutual Fund Holders

  • Understand which retail-accessible funds provide exposure to a stock
  • Identify index fund holdings vs. active fund holdings
  • Compare fund weightings across different mutual fund families
  • Analyze potential selling pressure from fund redemptions

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Differences

Institutional Holders includes:
  • Investment management firms
  • Hedge funds
  • Pension funds
  • Insurance companies
  • Banks and financial institutions
Mutual Fund Holders includes:
  • Registered mutual funds
  • ETFs
  • Index funds
  • Actively managed funds

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