Institutional Ownership by Company · MarketBeat

Search MarketBeat for institutions holding [company name] shares. Confirm the intended company if similar results appear. Compare report dates, share counts and values, with the two percentages explained in plain language.

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Use search-stocks-marketbeat to look up [company name], then get-institutional-ownership-marketbeat for the company I confirm. Search results may include stocks, funds and articles. If several company matches seem possible, show the names in plain language and ask me which one I mean; never choose the first result automatically. Use details already available for the confirmed company. If no clear match appears, ask only for a fuller company name; [company name] is the only information I should need to provide. This lookup cannot narrow entries to a particular institution or time period. Show institution names, report dates, share counts and values when present; separate the stock’s share of the institution’s portfolio from the institution’s share of the company. Keep reported percentage changes with their signs, and preserve unavailable or incomplete entries. Do not treat a report date as a quarter-end date or infer current holdings, actual trades, cash flows, a complete owner list or investment advice. Use my existing Toolmu connection or https://toolmu.com/SKILL.md and stay within my approved budget.

Task:
Find investment firms holding [company name] shares. If several match, ask me to choose. Show names, report dates, number of shares and values. Explain the percent of each firm’s investments in this stock and the percent of the company it owns. Keep changes and incomplete entries as shown.

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MarketBeat

Institutional Ownership by Company · MarketBeat

You receive

Start with a company name to find MarketBeat institutional ownership entries. After you confirm the company, review institution names, reporting dates, share counts and reported values. Two percentages answer different questions: how much of the institution’s portfolio is in the stock, and how much of the company the institution holds.

Start with your task

Find investment firms holding [company name] shares. If several match, ask me to choose. Show names, report dates, number of shares and values. Explain the percent of each firm’s investments in this stock and the percent of the company it owns. Keep changes and incomplete entries as shown.

What to know

Reporting dates can differ and do not prove current holdings. A reported percentage change does not identify individual purchases or sales, and the returned entries are not a complete live list of owners.

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 `ticker`
Stock ticker`queryParams.ticker`	`string`	Required	Required stock ticker symbol, such as AAPL. It selects the stock whose reported institutional holders you want to review; a company name is not the documented input.
Stock exchange`queryParams.exchange`	`string`	Optional	Optional exchange string, such as NYSE or NASDAQ. Provide it when known; no default exchange is documented.

View raw JSON

{
  "type": "object",
  "required": [
    "queryParams"
  ],
  "properties": {
    "queryParams": {
      "type": "object",
      "required": [
        "ticker"
      ],
      "properties": {
        "ticker": {
          "type": "string",
          "description": "Stock ticker symbol (e.g. 'AAPL')."
        },
        "exchange": {
          "type": "string",
          "description": "Stock exchange (e.g. 'NYSE', 'NASDAQ')."
        }
      },
      "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
Returned holder entries`result.data.items`	`array`	Array of source entries, with holder rows carrying the fields below when provided. Incomplete entries and non-date source text can also occur. The array does not establish complete ownership coverage.
Source holder name`result.data.items[].Major Shareholder Name`	`string`	Source-reported shareholder name string. Preserve the name as supplied; it is not a verified unique institution ID or proof of current beneficial ownership. May be absent on incomplete entries.
Source reporting-date text`result.data.items[].Reporting Date`	`string`	Source Reporting Date text. It does not separately establish quarter-end position date, exact filing timestamp or a current holding. Some entries can contain non-date source text, so inspect the actual value.
Reported shares held`result.data.items[].Shares Held`	`string`	Source share-count string, retaining formatting separators and its row’s reporting context. It is not a trade volume or proof of a live position. May be absent on incomplete entries; do not replace missing data with zero.
Source holding market value`result.data.items[].Market Value`	`string`	Source-labelled holding-value string with currency marks and magnitude suffixes when shown. Preserve its display; no separate currency code, valuation date or calculation method is established. This is not the company’s market capitalization. May be absent on incomplete entries.
Source portfolio weight`result.data.items[].% of Portfolio`	`string`	Source percentage label for this stock within the holder’s portfolio. It uses a portfolio basis distinct from company ownership; the return does not define full portfolio scope or the formula. Preserve displayed precision. May be absent on incomplete entries.
Source company-ownership percentage`result.data.items[].Ownership in Company`	`string`	Source percentage label for the holder’s ownership in this company, distinct from its portfolio weight. Preserve displayed precision and read it with Shares Held; 0.000% does not alone establish no holding. Exact denominator scope is not separately established. May be absent on incomplete entries.
Source quarterly share-change text`result.data.items[].Quarterly Change in Shares`	`string`	Source quarterly share-change text, shown as signed percentages or N/A. Preserve any supplied percentage and sign; it is not an absolute share delta, percentage-point change, executed trade or dollar flow. Exact comparison periods and formula are not separately provided; N/A is not zero. May be absent on incomplete entries.
Source details text`result.data.items[].Details`	`string`	Source Details string when supplied. It can be blank or absent; this field alone does not establish an original filing link, filing contents or a missing-data explanation.

Additional notes

For the linked AAPL page, MarketBeat attributes institutional ownership data to quarterly 13F filings submitted to the SEC and adds them as published. That source context does not make Reporting Date a separately verified quarter-end holding date or establish every holder’s current position.

Market Value retains the source holding-value label and display units. Its valuation date and method are not separate returned fields. Portfolio weight, company ownership and quarterly share change have different meanings, so retain their individual labels instead of combining them into one percentage or trading-flow measure.

MarketBeat AAPL holder table and data-source note

Questions about this tool.

Inputs, results and details to know before running it.

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One shows this stock as a share of the institution’s reported portfolio; the other shows the institution’s reported share of the company. Their meanings and underlying totals differ, so keep them separate.

Institutional Ownership by Company · MarketBeat

Institutional Ownership by Company · MarketBeat

You receive

Start with your task

What to know

Inputs & outputs

Input schema

Result schema

Enter a company name

Choose the right company

Understand the two percentages

Questions about this tool.

You receive

Start with your task

What to know

Inputs & outputs

Input schema

Result schema

Enter a company name

Choose the right company

Understand the two percentages

Questions about this tool.

What is the difference between the two percentages?

Does a report date mean the holdings were measured at quarter end?

Does a reported increase mean the institution bought shares?

How should I read a rounded, unavailable or incomplete value?