FIfinancialdatasets
Beneficial Ownership

Get beneficial ownership

Changed on

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

Request

  • Base URL
    https://api.financialdatasets.ai
  • Auth
    API key in header X-API-KEY

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 total number of rows to return (default: 10; no maximum). This is the total across all pages, not a page size: each page holds up to 10 records, linked by next_page_url.

cursorstring

Opaque pagination cursor from a previous response's next_page_url. When provided, all other query parameters are ignored: the cursor carries the original request's filters. Treat it as opaque; do not construct or modify it.

Response

Beneficial ownership response

next_page_urlstring

Absolute URL of the next page of results. Present only when more results remain; request it as-is to continue. Each page holds up to 10 records.

Changes

  • 5872e134b56cRevision changes
    • info

      added the new optional query request parameter cursor

    • info

      added the optional property to the response with the status