Institutional holdings by stock symbol

Enter a company name to request Nasdaq institutional holdings. Your assistant finds the matching listing and organizes the available holder names, reported amounts and dates.

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Reuse my existing Toolmu connection; if setup is needed, follow https://toolmu.com/SKILL.md. Use get_tool for get-institutional-holdings-nasdaq (catalog ID 92ac1298-0fa9-4ff7-911a-387cab6aaf17), and check current availability, inputs, pricing and my authorized budget. Ask for a familiar company name when missing, not a code. Resolve the company through Nasdaq's official Symbol Lookup; if several listings match, ask which one the user means. If the user provides a stock code directly, use it as supplied. Set queryParams.symbol internally. Do not ask the user to choose a holdings category or record count. Only apply a category if the user clearly requests a plain-language type such as increased, decreased, new or closed holdings; map it internally. Organize returned holder records and summaries while keeping each reported date, share count, value scale and currency attached. Distinguish reported holdings from current positions or executed trades. Do not imply that returned records are complete or share a common reporting date. Report the actual execution outcome and confirmed charge where relevant.

Task:
Summarize institutional holdings reported for [Apple]. List the available institution names, share amounts and reporting dates.

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Nasdaq

Institutional holdings by stock symbol

Enter a company name to request Nasdaq institutional holdings. Your assistant finds the matching listing and organizes the available holder names, reported amounts and dates.

You receive

Receive available institutional ownership summaries, increased or decreased position information, new or sold-out position summaries, and institution-level holdings records. Detail rows can include holder names, source dates, shares held, share changes, percentage changes and labeled values. Your Agent can compare the returned records while preserving each date and unit.

Start with your task

Summarize institutional holdings reported for [Apple]. List the available institution names, share amounts and reporting dates.

What to know

Disclosures can lag current positions, and a holdings change is not a live trade record. Institution rows may use different dates. A record limit or source total does not establish complete coverage; keep summary and detail units separate and confirm currency before combining values.

Inputs & outputs

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

Input schema

Input schema
Field / Path	Type	Requirement	Meaning
Institutional holdings request`queryParams`	`object`	Required	Required request object containing the stock symbol and any holdings-category or institution-record choices. Required fields `symbol`
Holdings category`queryParams.type`	`string`	Optional	Optional holdings category. Described values are TOTAL, INCREASED, DECREASED, NEW and SOLD_OUT; use a category relevant to your task.
Institution record limit`queryParams.limit`	`integer`	Optional	Optional integer limit for institution-detail records in holdingsTransactions. It does not limit ownership or position summary totals.
Stock symbol`queryParams.symbol`	`string`	Required	Required stock symbol, such as AAPL. Use the stock code rather than a company name or institution name.

View raw JSON

{
  "type": "object",
  "required": [
    "queryParams"
  ],
  "properties": {
    "queryParams": {
      "type": "object",
      "required": [
        "symbol"
      ],
      "properties": {
        "type": {
          "type": "string",
          "description": "Holdings type filter: TOTAL, INCREASED, DECREASED, NEW, SOLD_OUT."
        },
        "limit": {
          "type": "integer",
          "description": "Max records to return in holdingsTransactions."
        },
        "symbol": {
          "type": "string",
          "description": "Stock symbol (e.g. AAPL)."
        }
      },
      "additionalProperties": false
    }
  },
  "additionalProperties": false
}

Result schema

Output fields have not been documented yet.

Additional notes

Supply a stock symbol for the request. You can also choose a holdings category and a record limit. The limit applies to institution-detail records; it is not a limit on the ownership and position summaries or a guarantee that every holder will be returned.

Available information can contain ownership totals, active-position categories, new or sold-out positions, and individual institution records. Keep any source total distinct from the number of rows actually received. Holder references, when provided as relative paths, need the Nasdaq website as their base before opening.

Preserve the labels that identify scale. A summary marked in millions and an institution value marked Value (In 1,000s) use different units. Shares and holding values are also different quantities. Keep monetary symbols and number formats, and confirm currency before converting or combining monetary values.

Retain each record’s source date. Different institutions can have different reporting dates, and disclosed holdings can lag actual positions. A calendar date is not an exact update instant; missing update-time information cannot be replaced by request completion.

Changes in reported shares and position categories describe holdings disclosures. They do not establish when a trade was executed, its price or a live buying-and-selling feed. Your Agent’s comparison and explanation are additional work; align dates and source basis before drawing conclusions from different records.

Nasdaq AAPL: institutional disclosure context

Questions about this tool.

Inputs, results and details to know before running it.

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It describes a change in reported holdings, not an executed trade with a known time and price. Disclosures can lag actual positions. Confirm the source comparison basis rather than assuming every change is measured quarter over quarter.

Institutional holdings by stock symbol

Institutional holdings by stock symbol

You receive

Start with your task

What to know

Inputs & outputs

Input schema

Result schema

Choose the company

Read dates and amounts together

Understand the reporting date

Questions about this tool.

You receive

Start with your task

What to know

Inputs & outputs

Input schema

Result schema

Choose the company

Read dates and amounts together

Understand the reporting date

Questions about this tool.

Does a holdings change show a trade happening now?

Why can the source total exceed the rows returned?

Can I compare detail values directly with summary values?

Does a $ symbol establish that values are in USD?

Do all holder dates describe the same current position?

How should my Agent use an institution reference?