See a company’s reported institutional holders

See which institutions appear as holders in a company’s available reports. Review the reported period, share amounts and source links.

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For a request to see which institutions reported holding a named company’s shares, first confirm the exact company using the U.S. SEC’s official company-name search. If more than one company could match, ask for its official website or stock ticker; do not guess. Use Toolmu’s get-institutional-holders-secform4 lookup and organize the available institution names and links, report quarter and date, reported share amount, and the position’s share of the institution’s own portfolio when shown. Explain that report records are snapshots, not live holdings, and that a portfolio percentage describes the institution’s own investments rather than its ownership of the company. Keep zero, blank and missing history details distinct. Reuse Toolmu’s connection or setup guide and follow the user’s current budget.

Task:
[For Apple Inc., list institutions shown as holders in available reports. Include each report period and date, reported shares, portfolio percentage when shown, and source links. Label these as report records, not live holdings.]

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SECForm4

See a company’s reported institutional holders

See which institutions appear as holders in a company’s available reports. Review the reported period, share amounts and source links.

You receive

Results may include institution names and links to their portfolios, the report quarter and date, reported shares, each position’s share of the institution’s own portfolio when shown, and links to holding history.

Start with your task

[For Apple Inc., list institutions shown as holders in available reports. Include each report period and date, reported shares, portfolio percentage when shown, and source links. Label these as report records, not live holdings.]

What to know

These are report records, not live holdings, and the list may not include every institution. A portfolio percentage shows how much this position makes up of the institution’s own investments; it is not the institution’s share of the company. A zero or blank history section alone does not prove that no other holdings were reported.

Inputs & outputs

Inspect the current inputs, availability, and maximum charge before starting.

Input schema

Input schema
Field / Path	Type	Requirement	Meaning
queryParams`queryParams`	`object`	Required	Required fields `cik`
Company CIK`queryParams.cik`	`string`	Required	Required SEC identifier for the company whose reported holders you want, supplied as a string. This is the issuer’s CIK, not the CIK of an institution you want to examine.
Company display name`queryParams.name`	`string`	Optional	Optional company name for display context. It does not select a different issuer or replace the required CIK.
Display stock symbol`queryParams.symbol`	`string`	Optional	Optional ticker for display context. The company CIK remains the documented lookup identifier.
Shares outstanding`queryParams.shares_outstanding`	`integer`	Optional	Optional integer defined by the input contract for ownership-percentage calculation. Use a count for the same issuer and an identified observation period; the saved request does not verify optional calculation results.

View raw JSON

{
  "type": "object",
  "required": [
    "queryParams"
  ],
  "properties": {
    "queryParams": {
      "type": "object",
      "required": [
        "cik"
      ],
      "properties": {
        "cik": {
          "type": "string",
          "description": "SEC CIK number of the company (e.g. '320193' for Apple Inc)"
        },
        "name": {
          "type": "string",
          "description": "Company name for display context"
        },
        "symbol": {
          "type": "string",
          "description": "Stock ticker symbol for display context"
        },
        "shares_outstanding": {
          "type": "integer",
          "description": "Number of shares outstanding for ownership percentage calculation"
        }
      },
      "additionalProperties": false
    }
  },
  "additionalProperties": false
}

Result schema

No fixed output contract is available. Field types reflect saved result evidence; individual responses can differ.

Result schema
Field / Path	Type	Meaning
Response report quarter`result.data.currentQuarter`	`string`	Quarter selected by the source for the holder response, expressed as YYYYQn. It describes reporting context, not a date of current ownership; no quarter-selection input is documented for this Tool.
Reported holder rows`result.data.tableData`	`array`	Institutional-holder entries for the requested company and the supplied reporting context. The observed row count does not establish a limit or complete shareholder coverage.
Holder and source reference`result.data.tableData[].holder`	`string`	Source HTML containing an institution name and a portfolio-page link. The URL may be relative to secform4.com; read the name and link while preserving their relationship.
Holder report quarter`result.data.tableData[].quarter`	`string`	Reported quarter attached to the row. Keep it with the share figures instead of interpreting them as current positions.
Source report time`result.data.tableData[].report_date_time`	`string`	Source date/time text, which may include HTML line breaks. It is reporting context, not a transaction timestamp; no timezone or UTC offset is established here.
Reported shares held`result.data.tableData[].newShares`	`number`	The supplier maps newShares to Shares Held. Keep the source quantity with its report quarter and security type; the key name alone does not mean the shares were newly bought.
Source share change`result.data.tableData[].sharesChanged`	`number`	Source share-change figure used for comparison with the previous report. Preserve its sign and report-quarter context. Comparison coverage and backend calculation are unverified; the figure does not confirm executed purchases or sales.
Weight in holder’s portfolio`result.data.tableData[].portWeight`	`string`	Source Portfolio (%) value for this position in the institution’s portfolio. It is not the institution’s ownership percentage of the issuer.
Source security type`result.data.tableData[].put_call`	`string`	The supplier’s formatter maps string 0 to Stock, 1 to Put Option and 2 to Call Option. Preserve other source codes rather than treating them as booleans, and do not infer that options are absent because history arrays are empty.
Source position value`result.data.tableData[].value`	`number`	Numeric value the supplier displays as USD currency, using compact notation for display. The formatter does not multiply the raw number; preserve the value without adding a thousands multiplier or treating it as a current valuation.
Source position price`result.data.tableData[].price`	`number`	Price displayed with the position’s value and formatted by the supplier in USD. Its backend calculation and precise observation time are not established; it should not be presented as a live quote or verified cost basis.
Holding-history reference`result.data.tableData[].history`	`string`	Source HTML link to the institution’s history for this security. Relative links can be resolved against secform4.com; the referenced page contents are not embedded in this row.
Historical quarter labels`result.data.quarterList`	`array`	Source quarter-end labels used for the returned history series. Match values to these labels only when the corresponding series provides observations; empty arrays do not supply a value for every quarter.
Historical holder counts`result.data.holderCntList`	`array`	Source series plotted as # Holders against quarterList. Preserve returned zeros and compare its period with the holder rows; it does not guarantee complete contemporaneous owner counts.
Historical stock-share counts`result.data.stockShareCntList`	`array`	Source series plotted as shares held against quarterList. Retain raw values, including zeros, without assuming current ownership or complete aggregation coverage.
Historical put-option series`result.data.putShareCntList`	`array`	Source historical series labelled Put Options. Keep the supplied quantities and quarter labels without converting them to option-contract counts. An empty series does not establish that no put options exist.
Historical call-option series`result.data.callShareCntList`	`array`	Source historical series labelled Call Options. Keep the supplied quantities and quarter labels without converting them to option-contract counts. An empty series does not establish that no call options exist.

Additional notes

Search by company name

Start with the company name; you do not need to look up a filing number. The SEC’s official company-name search can help confirm which company the reports refer to. If the match is unclear, provide the company’s official website or stock ticker.

Institution and holding-history links open separate source pages; a holder row does not include every detail from those pages.

Questions about this tool.

Inputs, results and details to know before running it.

Get connected

Yes. Start with the company name. The SEC’s official search lets an assistant check company names against public filing records. If the name is unclear or may match several companies, share the official company website or stock ticker so the right company can be confirmed.

See a company’s reported institutional holders

See a company’s reported institutional holders

You receive

Start with your task

What to know

Inputs & outputs

Input schema

Result schema

Search by company name

Connect your AI assistant to Toolmu

Start with the company name

Check when the holdings were reported

Questions about this tool.

You receive

Start with your task

What to know

Inputs & outputs

Input schema

Result schema

Search by company name

Connect your AI assistant to Toolmu

Start with the company name

Check when the holdings were reported

Questions about this tool.

Can I use a company name?

Does a zero or blank mean no institution holds the company’s shares?