---
title: "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"
tags: ["Financial Datasets"]
---

# 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`

## Request

- Base URL: `https://api.orthogonal.com/mpp`
- URL: `https://api.orthogonal.com/mpp/financial-datasets/beneficial-ownership`
- Auth: none declared

## Query parameters

- `ticker` string
- `filer_cik` string
- `type` string
- `history` boolean
- `filing_date` string
- `filing_date_gte` string
- `filing_date_lte` string
- `filing_date_gt` string
- `filing_date_lt` string
- `limit` integer
- `cursor` string

## Response `200`

Successful response

## Other responses

- `402`: Payment Required (x402 / MPP / np)

## 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`
  - …7 more
- **2026-08-21** `bf5b6f84d6e0`: 1 info
  - endpoint added

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

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[API](https://skmtc.dev/orthogonal/apis/orthogonal-api-marketplace.md) - [All operations](https://skmtc.dev/orthogonal/apis/orthogonal-api-marketplace/llms.txt) - [OpenAPI document](https://skmtc.dev/orthogonal/apis/orthogonal-api-marketplace/revisions/f3e9572f3f12?raw)