StockOwnership

Who owns a stock, as shares and % of shares outstanding: 13F institutions, insiders (Forms 3, 4 and 5, single-class issuers only), 13D and 13G blocks no 13F report already holds, and the remainder, flagged rather than clipped when negative. Registered funds are shown but never summed, since their shares sit inside their advisers' 13F reports. Each holder counts once: insiders who file 13Fs, holders a 13F filer reports, and the filers and persons of any 13D or 13G that names a 13F filer, directly or through filings naming one another, are left out of the other lines, by CIK and SEC reporting links, never by name. A foreign private issuer's count is in ordinary shares, a different unit, so it gets no percentages or remainder. The 13F shares are also split by holder type, style and location.

get/v1/stocks/{ticker}/ownership-summary

Request

Path parameters

tickerstring required

Listed security ticker (e.g. NVDA or VOO).

Query parameters

viewstring

default, or ultimate to add the 15 largest ultimate parents.

Response

OK

tickerstring nullable

The listed ticker read: the requested ETF series or share class, or the company's primary listing.

exactListingboolean

True when the listing is read on its own (an ETF series or a sibling share class): insiders and percentages are issuer-wide, so they are left out.

reportDatestring date nullable

The 13F quarter the institutional line reads; null when the listing has no 13F rows.

carriedFromstring date nullable

For a combined 13F quarter (its filing window is still open), the quarter whose positions filers yet to file carry; otherwise null.

sharesOutstandinginteger nullable

The issuer's entity-wide common shares on today's split basis; null when unavailable.

percentUnavailableReasonstring nullable

Why percentages of shares outstanding are unavailable (an exact listing, no count on record, or a foreign private issuer whose count is in ordinary shares); null when they are available.

insidersNotSummedReasonstring nullable

Why insiders are not summed (a multi-class issuer); null when they are.

remainingNegativeboolean

True when the summed disclosures exceed shares outstanding; remaining is then negative, flagged rather than clipped.

splitUnresolvedRowsinteger

Summed rows whose shares stay as filed because a split since cannot be attributed to the listing.

styleAsOfstring date nullable

The newest measured 13F quarter byStyle reads; null when none is measured.

Changes

No recorded changes to this operation across all 1 revision of this API.