---
title: "Institutional holders or insider transactions for a company. Returns a normalized Holding page."
method: POST
path: "/v2/ops/finance.ownership"
tags: ["finance"]
---

# Institutional holders or insider transactions for a company. Returns a normalized Holding page.

`POST /v2/ops/finance.ownership`

## Request

- Base URL: `https://api.agentkey.app`
- URL: `https://api.agentkey.app/v2/ops/finance.ownership`
- Auth: HTTP bearer

holder_type=institution lists holders with shares and, where reported, value / percent: A-shares via Tushare's top-10 lists, US symbols via SEC 13F filings (one row per reporting manager, newest filing first, 10 per page); holder_type=insider lists recent US insider transactions (shares after the trade, signed change, transaction date).

Fixed price: 0.1 credits per successful call, whichever provider serves it.

## Request body

- object
  - `cursor` string: Opaque pagination cursor from the previous response's next_cursor. Send the same query parameters with it.
  - `fields` string[]: Projection: keep only these dotted paths of data, e.g. ["items.id", "items.text"].
  - `holder_type` 'institution' | 'insider': Which holder population to list.
  - `include_raw` boolean: Attach the raw upstream payload as `raw` (not a stable contract; truncated above 256 KB).
  - `limit` integer: Maximum number of holdings to return.
  - `provider` string: Shorthand for routing.only = [provider].
  - `routing` Routing: Provider routing override. order: try these providers first; only: restrict to these (equivalent to pinning); allow_fallbacks: false tries only the first eligible provider.
    - `allow_fallbacks` boolean: false = try only the first eligible provider.
    - `only` string[]: Restrict to these providers.
    - `order` string[]: Providers to try first, in order.
    - `strategy` 'auto': How eligible providers are ordered. auto = the method's curated order. fastest / stable / popular are specified but not implemented yet (400 until then). The price is fixed whatever the strategy; mutually exclusive with order.
  - `symbol` string, required: Ticker: AAPL, 600519.SH.

## Response `200`

Success envelope

- OwnershipPageEnvelope: Success envelope whose data is a OwnershipPage.
  - `attempts` Attempt[], required
    - `error_type` string: validation | not_found | rate_limit | timeout | upstream_unauthorized | upstream_unavailable | provider_error
    - `provider` string, required: Provider slug.
    - `refunded` boolean: true when the reservation for this attempt was refunded.
    - `status` integer, required: HTTP status AgentKey mapped this attempt to (200 on success).
    - `took_ms` integer, required
    - `tool` string, required: Registry tool name (Provider/operation) that was called.
    - `upstream_status` integer: The provider's real HTTP status; absent when nothing was received.
  - `credits_charged` number, required: Credits charged for this call (the method's fixed price).
  - `data` object, required: One page of holdings.
    - `items` Holding[], required
      - `as_of` string, date, nullable, required: Report period end or transaction date, YYYY-MM-DD.
      - `change` number, nullable, required: Change in shares versus the previous report / the transaction size, signed.
      - `holder` string, required: Holder name as filed.
      - `holder_type` 'institution' | 'insider' | 'individual' | 'null', nullable, required: Kind of holder; null when the vendor does not say.
      - `percent` number, nullable, required: Percent of shares outstanding (5.2 = 5.2 %).
      - `shares` number, nullable, required: Shares held at as_of (for insider records, shares held after the transaction).
      - `value` number, nullable, required: Position value in the listing currency when the vendor reports it.
    - `next_cursor` string, nullable, required: Opaque cursor for the next page; null when exhausted or the provider cannot page.
  - `op` string, required: Method name.
  - `op_version` integer, required: Method version that served the call.
  - `provider` string, required: Provider that actually served the call.
  - `raw` unknown
  - `raw_truncated` boolean
  - `request_id` string, required: Correlation id; quote it in support requests.
  - `took_ms` integer, required
  - `unsupported_fields` string[], required: Output paths this provider structurally does not supply; such fields are null for a different reason than 'missing on this record'.

## Other responses

- `400`: Validation error (unknown field, bad cursor, bad routing)
- `402`: Insufficient credits
- `404`: Not found (method, or upstream object)
- `429`: Rate limited upstream
- `502`: All providers failed
- `504`: Timed out

---

[API](https://skmtc.dev/agentkey/apis/agentkey-scenario-methods.md) - [All operations](https://skmtc.dev/agentkey/apis/agentkey-scenario-methods/llms.txt) - [OpenAPI document](https://skmtc.dev/agentkey/apis/agentkey-scenario-methods/revisions/a7cf5b682fdd?raw)