get_institutional_holdings

Get institutional holdings · $0.02 per call (x402, USDC) Retrieves reported institutional holdings for one ticker across supported retained 13F history. Filter by manager name or CIK, report period, filing dates, amendments, share class and shares versus PUT/CALL positions. Returns typed quantities, native reported values, manager identities and source support. Identifier and filing-join checks hold ambiguous records; report dates differ from filing dates, and native value scales remain explicit. Current requests recheck stale mirror metadata; historical/pinned reads never switch snapshots. Continue with the returned snapshot ID/hash, as_of, filters and cursor or next_offset.

Input parameters

Parameter	Type	Required	Description
`cursor`	string	No	Archive continuation token; reuse with snapshot ID/hash, as_of and unchanged filters. max length 4096
`ticker`	string	Yes
`as_of`	string	No	Availability cutoff, separate from event/period filters. Historical reads never refresh.
`snapshot_id`	string	No	Pin continuation to the returned snapshot ID; reuse with snapshot_hash and as_of.
`snapshot_hash`	string	No
`filters_sha256`	string	No	Reuse the returned filter hash unchanged with continuation pages.
`offset`	integer	No	min 0; max 10000000
`limit`	integer	No	Matching typed observations per page; default32. min 1; max 100
`max_snapshot_age_hours`	number	No	Requested verification-age tolerance: default1hour for retained archives,24hours for closing-price references. Record dates and publication cadence are separate. max 87600
`date_from`	string	No	Inclusive native date lower bound, selected by date_field.
`date_to`	string	No	Inclusive native date upper bound, selected by date_field.
`date_field`	”period” \| “report”	No	Date meaning; defaults to period for facts/macro/holdings/returns, event for insider trades, observation for options/short volume, scheduled for calendar.
`manager_cik`	string	No
`manager_name`	string	No	min length 1; max length 128
`report_period`	string	No
`include_amendments`	boolean	No
`put_call`	”PUT” \| “CALL” \| “SHARES”	No	Reported 13F position category; SHARES excludes PUT/CALL reports.
`share_class`	string	No	min length 1; max length 128

Transports

MCP: tools/call with name get_institutional_holdings at https://beliefstate.ai/mcp (account access) or https://beliefstate.ai/v1/research/mcp (wallet access). See MCP integration.
x402 HTTP: POST https://beliefstate.ai/v1/research/get_institutional_holdings with the arguments as a JSON body. An unpaid request returns an HTTP 402 payment quote.

Example request

MCP

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_institutional_holdings",
    "arguments": {
      "ticker": "NVDA"
    }
  }
}

x402 HTTP

curl --request POST \
  --url 'https://beliefstate.ai/v1/research/get_institutional_holdings' \
  --header 'Content-Type: application/json' \
  --data '{"ticker":"NVDA"}'

The example shows request shape only. Identifiers are placeholders, not records.

All research tools

Contract version: 2026-11-08. Input parameters and tool metadata come from the shared executable catalog. REST API version: v1.

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Endpoints

Research tools

get_institutional_holdings

Input parameters

Transports

Example request

MCP

x402 HTTP

​Input parameters

​Transports

​Example request

​MCP

​x402 HTTP

​Related

Input parameters

Transports

Example request

MCP

x402 HTTP

Related