Beneficial ownership stakes above 5% from SEC Schedules 13D and 13G, by subject
Beneficial ownership stakes above 5% from SEC Schedules 13D and 13G, by subject ticker or filer CIK: holder, shares held, percent of class, stake type (activist or passive), voting power and filing date, with optional amendment history. Use when an agent asks who owns more than 5% of a company, or what a fund holds. Non-Professional use; Professional use needs a plan at financialdatasets.ai.
Paid test badge: not yet. The checks above are free: we call the tool without paying and read the payment request it sends back. The Verified badge needs paid calls whose answers match the promised output, and nobody can buy a badge.
Endpoint
GET https://api.financialdatasets.ai/beneficial-ownership
| Category | Company and compliance |
|---|---|
| Provider host | api.financialdatasets.ai |
| Networks | eip155:8453 |
| Payment schemes | exact |
| Self-reported calls, 30 days | 1 from 1 payers (the provider's figure, not ours) |
Our checks, last 30 days
We never call tools that send, buy, move money or file anything, not even without paying.
Example input (from the provider)
{
"method": "GET",
"queryParams": {
"limit": 1,
"ticker": "AAPL"
},
"type": "http"
}
Promised output schema (from the provider)
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"input": {
"additionalProperties": false,
"properties": {
"method": {
"enum": [
"GET",
"HEAD",
"DELETE"
],
"type": "string"
},
"queryParams": {
"properties": {
"cursor": {
"description": "Opaque pagination cursor from a previous response's next_page_url.",
"type": "string"
},
"filer_cik": {
"description": "The SEC CIK of the filer (the beneficial owner).",
"type": "string"
},
"filing_date": {
"description": "Filter by exact filing date in YYYY-MM-DD format.",
"type": "string"
},
"filing_date_gt": {
"description": "Filter by filing date greater than this date (YYYY-MM-DD).",
"type": "string"
},
"filing_date_gte": {
"description": "Filter by filing date greater than or equal to this date (YYYY-MM-DD).",
"type": "string"
},
"filing_date_lt": {
"description": "Filter by filing date less than this date (YYYY-MM-DD).",
"type": "string"
},
"filing_date_lte": {
"description": "Filter by filing date less than or equal to this date (YYYY-MM-DD).",
"type": "string"
},
"history": {
"default": false,
"description": "When true, returns the full amendment history of each stake instead of only its current state.",
"type": "boolean"
},
"limit": {
"default": 10,
"description": "The total number of rows to return (default: 10; no maximum).",
"type": "integer"
},
"ticker": {
"description": "The ticker symbol of the subject company.",
"type": "string"
},
"type": {
"description": "Filter by stake type: activist (Schedule 13D) or passive (Schedule 13G).",
"enum": [
"activist",
"passive"
],
"type": "string"
}
},
"required": [],
"type": "object"
},
"type": {
"const": "http",
"type": "string"
}
},
"required": [
"type",
"method"
],
"type": "object"
},
"output": {
"properties": {
"example": {
"type": "object"
},
"type": {
"type": "string"
}
},
"required": [
"type"
],
"type": "object"
}
},
"required": [
"input"
],
"type": "object"
}