{"uid":"cap_xwW3JCBNi5_lVq3fjl4ym","slug":"financial-datasets-beneficial-ownership-api-34fe57b6","name":"Financial Datasets Beneficial Ownership API","description":"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.","url":"https://api.financialdatasets.ai/beneficial-ownership?utm_source=zero.xyz","method":"GET","headers":{},"bodySchema":{"type":"object","$schema":"https://json-schema.org/draft/2020-12/schema","required":["input"],"properties":{"input":{"type":"object","required":["type","method"],"properties":{"type":{"type":"string","const":"http"},"method":{"enum":["GET","HEAD","DELETE"],"type":"string"},"queryParams":{"type":"object","required":[],"properties":{"type":{"enum":["activist","passive"],"type":"string","description":"Filter by stake type: activist (Schedule 13D) or passive (Schedule 13G)."},"limit":{"type":"integer","default":10,"description":"The total number of rows to return (default: 10; no maximum)."},"cursor":{"type":"string","description":"Opaque pagination cursor from a previous response's next_page_url."},"ticker":{"type":"string","description":"The ticker symbol of the subject company."},"history":{"type":"boolean","default":false,"description":"When true, returns the full amendment history of each stake instead of only its current state."},"filer_cik":{"type":"string","description":"The SEC CIK of the filer (the beneficial owner)."},"filing_date":{"type":"string","description":"Filter by exact filing date in YYYY-MM-DD format."},"filing_date_gt":{"type":"string","description":"Filter by filing date greater than this date (YYYY-MM-DD)."},"filing_date_lt":{"type":"string","description":"Filter by filing date less than this date (YYYY-MM-DD)."},"filing_date_gte":{"type":"string","description":"Filter by filing date greater than or equal to this date (YYYY-MM-DD)."},"filing_date_lte":{"type":"string","description":"Filter by filing date less than or equal to this date (YYYY-MM-DD)."}}}},"additionalProperties":false},"output":{"type":"object","required":["type"],"properties":{"type":{"type":"string"},"example":{"type":"object"}}}}},"responseSchema":null,"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.02","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"probe","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.02/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.02","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.02","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_CXoSQNAMMPt9rVIiKTXhJ","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.02","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Returns SEC Schedule 13D and 13G beneficial ownership stakes above 5% for a given company ticker or filer CIK, including holder details, shares held, percent of class, stake type, and filing dates.","exampleAgentPrompt":"Who owns more than 5% of Tesla? Show me both activist and passive beneficial ownership stakes filed with the SEC, including the most recent 20 filings.","exampleUseCases":[{"title":"Identify activist investors in a target company","prompt":"Which activist investors have filed Schedule 13D disclosures for GameStop in the last two years? I want to see who has a stake above 5% with intent to influence the company."},{"title":"Audit a fund's large equity positions","prompt":"What stocks does Vanguard — CIK 0000102909 — have a beneficial ownership stake greater than 5% in? Show me their passive 13G filings."},{"title":"Monitor new major stakeholders in a portfolio company","prompt":"Have there been any new beneficial ownership filings for NVDA since January 1, 2024? I want to know who holds more than 5% and whether they're activist or passive."}],"resultDescription":"A paginated list of beneficial ownership records, each containing the filer's name and CIK, the subject company ticker, number of shares held, percent of class owned, stake type (activist from 13D or passive from 13G), voting power, and the filing date. When history=true, the full amendment history for each stake is included. A next_page_url cursor is returned when more results are available.","failureModes":["Missing required query parameter (ticker or filer_cik not provided) — returns 400 Bad Request","Invalid ticker symbol — returns empty results or 404","Invalid date format (not YYYY-MM-DD) — returns 400 validation error","Payment not completed via x402 protocol — returns 402 Payment Required","Exceeding API rate limits — returns 429 Too Many Requests","CIK not found in SEC database — returns empty result set"],"whenToPreferThis":"Use this endpoint when you need SEC-sourced, structured beneficial ownership data (13D/13G) for any US-listed company or to look up what a specific institutional filer owns above 5%. Prefer this over general web search when you need machine-readable ownership percentages, filing dates, and stake type classification. It is distinct from the sibling 13D-only activist endpoint — use this one when you want both activist and passive stakes in a single query. It is also distinct from insider trading endpoints (Forms 4/5), which cover executive transactions rather than large external ownership blocks.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-10-27T12:58:41.549Z","isFirstParty":false,"canonicalSlug":"financial-datasets-beneficial-ownership-api-34fe57b6"}