Holdings
This document provides API documentation for the holdings tools.
get_top25_holders(ticker: str) -> str
Get top 25 institutional holders and their changes for a given stock ticker.
Parameters
ticker(str): The stock ticker symbol.
Sample Response
Top 25 Holders for NVDA:
| name | current_shares | position_change_type | source_date | shares_change | percent_change_in_% |
|:----------------------------------------------------------------------|:-----------------|:-----------------------|:--------------|:----------------|----------------------:|
| FMR LLC | 997.98M | reduction | 2025-06-30 | -3.95M | -0.39 |
| STATE STREET CORP | 978.21M | addition | 2025-06-30 | 9.55M | 0.99 |
| GEODE CAPITAL MANAGEMENT, LLC | 579.21M | addition | 2025-06-30 | 8.52M | 1.49 |
| CANTOR FITZGERALD, L. P. | 481.59M | addition | 2025-06-30 | 477.62M | 12043.5 |
| JPMORGAN CHASE & COMPANY | 462.59M | addition | 2025-06-30 | 41.49M | 9.85 |
| PRICE T ROWE ASSOCIATES INC | 406.33M | addition | 2025-06-30 | 31.34M | 8.36 |
| MORGAN STANLEY | 325.71M | reduction | 2025-06-30 | -18.47M | -5.37 |
| NORGES BANK | 325.25M | new | 2025-06-30 | 325.25M | nan |
| NORTHERN TRUST CORP | 261.15M | reduction | 2025-06-30 | -1.88M | -0.71 |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 237.52M | addition | 2025-06-30 | 30.73M | 14.86 |
| BANK OF AMERICA CORP | 201.70M | reduction | 2025-06-30 | -8.12M | -3.87 |
| VANGUARD GROUP INC | 2.23B | addition | 2025-06-30 | 39.47M | 1.8 |
| LEGAL & GENERAL GROUP PLC | 178.59M | addition | 2025-06-30 | 2.62M | 1.49 |
| GOLDMAN SACHS GROUP INC | 160.03M | addition | 2025-06-30 | 21.37M | 15.41 |
| BANK OF NEW YORK MELLON CORP | 156.93M | reduction | 2025-06-30 | -10.82M | -6.45 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 155.67M | addition | 2025-06-30 | 4.59M | 3.04 |
| NUVEEN, LLC | 148.75M | addition | 2025-06-30 | 9.52M | 6.84 |
| WELLINGTON MANAGEMENT GROUP LLP | 146.23M | addition | 2025-06-30 | 9.29M | 6.78 |
| CAPITAL WORLD INVESTORS | 142.98M | addition | 2025-06-30 | 3.29M | 2.36 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 142.48M | addition | 2025-06-30 | 46.23M | 48.03 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 142.07M | reduction | 2025-06-30 | -20.09M | -12.39 |
| INVESCO LTD. | 138.23M | addition | 2025-06-30 | 5.56M | 4.19 |
| JANE STREET GROUP, LLC | 136.93M | reduction | 2025-06-30 | -1.29M | -0.93 |
| AMUNDI | 123.64M | reduction | 2025-06-30 | -12.13M | -8.93 |
| BLACKROCK, INC | 1.91B | addition | 2025-06-30 | 7.94M | 0.42 |
Returns
str: A formatted string containing the top 25 institutional holders.
get_insider_trades(ticker: str) -> str
Get recent insider trading activity.
Parameters
ticker(str): The stock ticker symbol.
Sample Response
COMPANY OFFICERS FOR NVDA:
- Mr. Jen-Hsun Huang (Co-Founder, CEO, President & Director)
- Ms. Colette M. Kress (Executive VP & CFO)
- Ms. Debora Shoquist (Executive Vice President of Operations)
- Mr. Timothy S. Teter J.D. (Executive VP, General Counsel & Secretary)
- Mr. Ajay K. Puri (Executive Vice President of Worldwide Field Operations)
- Mr. Chris A. Malachowsky (Co-Founder)
- Mr. Donald F. Robertson Jr. (VP & Chief Accounting Officer)
- Prof. William J. Dally Ph.D. (Chief Scientist & Senior VP of Research)
- Mr. Toshiya Hari (Vice President of Investor Relations & Strategic Finance)
- Ms. Mylene Mangalindan (VP of Corporate Communications)
| Insider Trading | Relationship | Date | Transaction | Cost | #Shares |
|:-------------------------------|:------------------------------|:-----------|:--------------|-------:|----------:|
| HUANG JEN HSUN | President and CEO | Sep 29 '25 | Sale | 182.34 | 75000 |
| HUANG JEN HSUN | President and CEO | Sep 25 '25 | Sale | 177.15 | 75000 |
| HUANG JEN HSUN | President and CEO | Sep 26 '25 | Sale | 176.96 | 75000 |
| HUANG JEN HSUN | Officer | Sep 29 '25 | Proposed Sale | 182.34 | 75000 |
| HUANG JEN HSUN | Officer | Sep 26 '25 | Proposed Sale | 176.96 | 75000 |
| HUANG JEN HSUN | Officer | Sep 25 '25 | Proposed Sale | 177.15 | 75000 |
| HUANG JEN HSUN | President and CEO | Sep 23 '25 | Sale | 179.48 | 75000 |
| HUANG JEN HSUN | President and CEO | Sep 22 '25 | Sale | 179.01 | 75000 |
| HUANG JEN HSUN | President and CEO | Sep 24 '25 | Sale | 177.6 | 75000 |
| HUANG JEN HSUN | Officer | Sep 24 '25 | Proposed Sale | 177.6 | 75000 |
| Drell Persis | Director | Sep 19 '25 | Sale | 177.65 | 40000 |
| STEVENS MARK A | Director | Sep 19 '25 | Sale | 176.39 | 350000 |
| HUANG JEN HSUN | Officer | Sep 23 '25 | Proposed Sale | 179.48 | 75000 |
| JONES HARVEY C | Director | Sep 18 '25 | Sale | 176.21 | 250000 |
| HUANG JEN HSUN | Officer | Sep 22 '25 | Proposed Sale | 179.01 | 75000 |
| Robertson Donald F Jr | Principal Accounting Officer | Sep 19 '25 | Sale | 176.37 | 3500 |
| Kress Colette | EVP & Chief Financial Officer | Sep 19 '25 | Sale | 176.4 | 30500 |
| Kress Colette | EVP & Chief Financial Officer | Sep 19 '25 | Sale | 176.4 | 20000 |
| HUANG JEN HSUN | President and CEO | Sep 19 '25 | Sale | 176.42 | 75000 |
| HUANG JEN HSUN | President and CEO | Sep 18 '25 | Sale | 175.69 | 75000 |
| HUANG JEN HSUN | President and CEO | Sep 17 '25 | Sale | 170.3 | 75000 |
| Colette Kress | Officer | Sep 19 '25 | Proposed Sale | 176.67 | 145780 |
| DONALD F ROBERTSON JR. | Officer | Sep 19 '25 | Proposed Sale | 176.24 | 3500 |
| HUANG JEN HSUN | Officer | Sep 19 '25 | Proposed Sale | 176.42 | 75000 |
| The Welch-Drell 2009 Revocable | On the board | Sep 19 '25 | Proposed Sale | 177.64 | 40000 |
| HARVEY C JONES | DIRECTOR | Sep 18 '25 | Proposed Sale | 176.17 | 250000 |
| HUANG JEN HSUN | Officer | Sep 18 '25 | Proposed Sale | 175.7 | 75000 |
| HUANG JEN HSUN | Officer | Sep 17 '25 | Proposed Sale | 170.3 | 75000 |
| Neal Stephen C | Director | Sep 12 '25 | Sale | 177.58 | 28000 |
| HUANG JEN HSUN | President and CEO | Sep 12 '25 | Sale | 177.72 | 75000 |
Returns
str: A formatted string containing the recent insider trading activity.