v1

latestOpenAPI 3.0.1MIT2026-07-263267128.2 KB

Beneficial Ownership

Get beneficial ownership

Get beneficial-ownership stakes (SEC Schedules 13D and 13G: holders of more than 5% of a class of shares), one row per reporting person. Query by ticker (who owns this company) or by filer_cik (what stakes does this filer hold); provide exactly one of the two. By default each stake's current state is returned; set history=true for the full amendment chain. Use type=activist for 13D stakes (intent to influence control) or type=passive for 13G stakes.

get/beneficial-ownership

Query parameters

tickerstring

The ticker symbol of the subject company. Provide ticker or filer_cik, not both.

filer_cikstring

The SEC CIK of the filer (the beneficial owner). Provide ticker or filer_cik, not both. Use the /beneficial-ownership/filers endpoint to look up CIKs by owner name.

type'activist' | 'passive'

Filter by stake type: activist (Schedule 13D) or passive (Schedule 13G).

historyboolean

When true, returns the full amendment history of each stake instead of only its current state.

filing_datestring date

Filter by exact filing date in YYYY-MM-DD format.

filing_date_gtestring date

Filter by filing date greater than or equal to this date (YYYY-MM-DD).

filing_date_ltestring date

Filter by filing date less than or equal to this date (YYYY-MM-DD).

filing_date_gtstring date

Filter by filing date greater than this date (YYYY-MM-DD).

filing_date_ltstring date

Filter by filing date less than this date (YYYY-MM-DD).

limitinteger

The maximum number of rows to return (default: 10, max: 1000).

Response

Beneficial ownership response