Financial Datasets — Get beneficial ownership
financialdatasets_get_beneficial_ownershipGet 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. Uses the caller's OpenAny gateway credentials. Charges and authorization are determined by the gateway.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | No | Filter by stake type: activist (Schedule 13D) or passive (Schedule 13G). | |
| limit | No | 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 | No | 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. | |
| ticker | No | The ticker symbol of the subject company. Provide ticker or filer_cik, not both. | |
| history | No | When true, returns the full amendment history of each stake instead of only its current state. | |
| filer_cik | No | 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. | |
| filing_date | No | Filter by exact filing date in YYYY-MM-DD format. | |
| filing_date_gt | No | Filter by filing date greater than this date (YYYY-MM-DD). | |
| filing_date_lt | No | Filter by filing date less than this date (YYYY-MM-DD). | |
| filing_date_gte | No | Filter by filing date greater than or equal to this date (YYYY-MM-DD). | |
| filing_date_lte | No | Filter by filing date less than or equal to this date (YYYY-MM-DD). |