shareholder_registry

For issuers: read the top N holders of a managed company’s shareholder registry, sorted by ownership descending. Returns name, total shares owned, and ownership as a percentage. Personal contact details are intentionally excluded — see export_shareholder_registry for the full file.

Authentication

Requires sign-in and issuer access to the requested company. Call list_managed_companies first to get a valid companyId.

Inputs

Field	Type	Required	Description
company	integer	Yes	Company id of a company the signed-in user is authorized to manage.
limit	integer	No	How many top holders to return. Default 100, maximum 1000. Increase only if the user explicitly asks.

Output

A summary envelope with the company id, the requested limit, a count, and the list of top holders:

Field	Type	Description
companyId	integer	The company id used for the lookup.
count	integer	Number of holders returned (the top N).
limit	integer	Requested limit (default 100).
holders	array	Top holders by ownership, descending.

Each row in holders contains:

Field	Type	Description
name	string	Holder name (individual or entity).
total	integer	Total shares owned across all share classes.
ownership	number	Ownership as a percentage in [0, 100], e.g. 3.86 for 3.86%.

Email addresses, internal person ids, per-share-class positions[], and ownershipWithoutTreasury are stripped by the adapter and never reach the model context.

Example Prompts

• “Show me the top 50 holders for my company.”
• “Who are the top 10 shareholders of company 42?”
• “What is the ownership percentage of the largest shareholder of my company?”

Notes for Agents

• Privacy first: if the user asks for emails or contact details, do not retry with raised limits — those fields are never returned by this tool. Use export_shareholder_registry instead, which writes the full data to a downloadable file rather than into the chat.
• A 403 means the signed-in user does not have issuer access for the given company. Re-run list_managed_companies and retry with a valid id.
• A 404 means the company does not exist. Re-run list_managed_companies and retry with a valid id.
• A 401 means the session expired. Call sign_in and retry.