Ownership

Beneficial ownership history

Returns all Schedule 13D/13G filings for a stock, including historical entries. Unlike /api/ownership/beneficial-owners (which shows only the latest filing per owner), this endpoint shows every filing — useful for tracking how a beneficial owner's position has changed over time.

get/api/ownership/beneficial-owners/history

Query parameters

symbolstring

Stock ticker symbol. Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.

cikinteger

SEC Central Index Key (CIK).

cusipstring

CUSIP identifier (9 characters).

composite_figistring

Composite OpenFIGI identifier.

share_class_figistring

Share-class OpenFIGI identifier.

Response

All beneficial ownership filings sorted by date (descending)

reportingPersonNamestring

Name of the beneficial owner

reportingPersonCikinteger nullable

CIK of the reporting person

activistboolean

Whether this is a 13D (activist) filer

percentOfClassnumber nullable

Ownership percentage at the time of filing

aggregateAmountOwnednumber nullable

Total shares owned at the time of filing

reportDatestring nullable

Filing report date (YYYY-MM-DD)

accessionNumberstring nullable

SEC accession number

filingTypestring nullable

SEC form type (13G, 13D, 13G/A, 13D/A)

intentstring nullable

Classified investor intent:

Value	Meaning
active	Activist — seeks board seats, proxy fights, corporate changes
strategic	Passive — investment purposes only

Example response

[
  {
    "reportingPersonName": "The Vanguard Group",
    "percentOfClass": 9.47,
    "aggregateAmountOwned": 1415826462,
    "reportDate": "2025-07-29",
    "filingType": "13G"
  }
]