Tools / Companies

Beneficial owners

get_beneficial_owners

Who owns the company: 5%+ holders from their latest Schedule 13D/13G (holder, percent, shares, form and date; 13D marks active intent, 13G a passive stake), plus insiders' latest holdings from Form 4. Holders amended to 0% are listed as exited. For institutional 13F positions use get_institutional_holders.

Questions it answers

  • Who are the 5% holders of Apple, and how much do insiders hold?
  • Is there an activist 13D filer in Disney?

Parameters

ParameterDescription
symbolrequired
string
Ticker, CIK or company name
max_filings
integer = 40
Schedule 13D/13G filings to read, newest first

Use it from your agent

Add the TradingData MCP URL to Claude, ChatGPT, Cursor or any MCP client, then ask in plain words. The model sees this tool's description and calls it with the right parameters.

MCP server URL
https://mcp.tradingdata.io

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