get_insider_holdings
TOOLGet insider holdingsscope: dataflow:insider.read · read-only
Tool description, as exposed to the agent
Returns what the insiders of a company currently hold in that company. Use search_securities first to obtain the company_id. Each row is an insider owner (owner_id) with the shares, capital fraction, votes fraction, and market value of their holding in the currency the company's shares trade in (value_currency names it; pass the optional currency argument to convert into another code), plus the date the holding became effective. mode selects the beneficial-owner or manager perspective; results are ordered by capital, largest first. Pair with get_company_insiders (same company_id) for who these owners are and their roles. Successful calls may consume Dataflow credits.Parameters
| Parameter | Type | Description | |
|---|---|---|---|
| company_id | integer | required | Company whose insiders' holdings to return, from search_securities. Nonzero integer; the sign of the ID has NO meaning. Pass it through verbatim. |
| at | string | optional | Optional snapshot date in YYYY-MM-DD. Defaults to today UTC. Maximum 5 years in the past. |
| mode | 'beneficial' | 'manager' | optional | Ownership perspective. Market convention differs by market: for UK (GB) companies the standard perspective is 'manager', for Nordic companies (SE, NO, DK, FI, IS) it is 'beneficial'. Defaults to your organisation's configured perspective ('beneficial' unless configured otherwise).default "beneficial" |
| adjust_treasury | boolean | optional | Denominator behind every capital and votes fraction in the response. false computes them on total issued shares, including any treasury shares the company holds itself, which is the Nordic standard. true computes them on shares outstanding, excluding treasury shares, which is the UK standard and makes the same holding read slightly higher. Defaults to your organisation's configured basis (unadjusted unless configured otherwise). get_shares_outstanding reports both share counts whatever you pass here.default false |
| limit | integer | optional | Maximum number of insider holdings, ordered by capital descending. Hard cap 100.default 25 · min 1 · max 100 |
| currency | string | optional | Optional ISO 4217 currency code (e.g. 'GBP', 'USD', 'SEK') to convert this response's money fields into. Omit it and each money field is reported in the currency that company's own shares trade in, which is the currency the figure is natively denominated in. Every money field is labelled with its own currency either way, so read that label rather than assuming one. Pass a code when you are comparing or adding up companies from different markets - that is the only case where a single currency is needed. |
Billing
Pricing key: insider.holdings. Successful calls consume Dataflow credits per your contract. See Credits & pricing.