---
title: "Changes to 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."
method: GET
path: "/financial-datasets/beneficial-ownership"
---

# Changes to 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 /financial-datasets/beneficial-ownership`

> Every recorded change to this operation, newest first.

## Timeline

Changed in 2 of 28 revisions.

- **2026-11-08** `857e915717f4`: 11 info
- **2026-08-21** `bf5b6f84d6e0`: 1 info

## Changes

- **2026-11-08** `857e915717f4`: 11 info
  - added the new optional `query` request parameter `cursor`
  - added the new optional `query` request parameter `filer_cik`
  - added the new optional `query` request parameter `filing_date`
  - added the new optional `query` request parameter `filing_date_gt`
  - added the new optional `query` request parameter `filing_date_gte`
  - added the new optional `query` request parameter `filing_date_lt`
  - added the new optional `query` request parameter `filing_date_lte`
  - added the new optional `query` request parameter `history`
  - added the new optional `query` request parameter `limit`
  - added the new optional `query` request parameter `ticker`
  - added the new optional `query` request parameter `type`
- **2026-08-21** `bf5b6f84d6e0`: 1 info
  - endpoint added

---

[Operation](https://skmtc.dev/orthogonal/apis/orthogonal-api-marketplace/docs/financial-datasets/beneficial-ownership/get.md) - [API](https://skmtc.dev/orthogonal/apis/orthogonal-api-marketplace.md) - [Page](https://skmtc.dev/orthogonal/apis/orthogonal-api-marketplace/changes/financial-datasets/beneficial-ownership/get)