GET/beneficial-ownership

Get beneficial ownership

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.

Financial Datasets·$0.025 per call

Example code

// Using @orth/sdk - The simplest way to call APIs
// Install: npm install @orth/sdk
import Orthogonal from "@orth/sdk";

const orthogonal = new Orthogonal({
  apiKey: process.env.ORTHOGONAL_API_KEY,
});

const output = await orthogonal.run({
  api: "financial-datasets",
  path: "/beneficial-ownership"
});

console.log(output);

Query parameters

ticker

string

The ticker symbol of the subject company. Provide ticker or filer_cik, not both.

filer_cik

string

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

string

Filter by stake type: activist (Schedule 13D) or passive (Schedule 13G).

history

boolean

When true, returns the full amendment history of each stake instead of only its current state.

filing_date

string

Filter by exact filing date in YYYY-MM-DD format.

filing_date_gte

string

Filter by filing date greater than or equal to this date (YYYY-MM-DD).

filing_date_lte

string

Filter by filing date less than or equal to this date (YYYY-MM-DD).

filing_date_gt

string

Filter by filing date greater than this date (YYYY-MM-DD).

filing_date_lt

string

Filter by filing date less than this date (YYYY-MM-DD).

limit

integer

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`.

cursor

string

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.