stocks tool

Public

stocks_get_beneficial_owners

The current >5% beneficial owners of one US public company.

Description

The current >5% beneficial owners of one US public company.

Returns the shared envelope. data echoes identity (ticker, cik, company_name) plus coverage_start, and data.owners is one row per reporting person — their LATEST Schedule 13D/13G event, newest filing first. Each owner carries name, cik (null when the cover page had none), person_type, percent_of_class and shares_beneficially_owned (decimal strings; null when the filing omitted them), schedule_type (13D = activist/control intent, 13G = passive or institutional), submission_type (the EDGAR form label as filed, e.g. SCHEDULE 13D/A), amendment_number, date_of_event, filed_date, and accession_number for citation. A percent_of_class below 5 means the person's latest amendment reported dropping under the 5% threshold — an exit signal, deliberately kept.

Coverage: structured 13D/13G filings from 2024-12-18 (the SEC's structured-XML mandate) for the S&P 500 pilot subject universe. Quarterly institutional-manager snapshots (13F) are a different dataset and are NOT served here. An empty owners list for a covered company is a normal success (no 13D/13G events on record).

Bounds: default 20, max 100 owners per page; page via pagination.next_cursorcursor. Errors carry machine codes: unknown_entity (with did-you-mean suggestions) for an unknown ticker, out_of_coverage for a company outside the pilot universe, bad_parameter for a malformed ticker, limit, or cursor.

Example: stocks_get_beneficial_owners(ticker="AAPL", limit=10).

Parameters

Input schema

NameTypeRequiredDefaultDescription
tickerstringYesA US public company by ticker symbol ('AAPL', 'BRK.B'). Use this to see who currently holds >5% of the company per Schedule 13D/13G filings.
limitintegerNo20Owners to return, newest first (1-100).
cursorstring | nullNonullOpaque pagination cursor from a previous response's `pagination.next_cursor`; omit to start from the newest.

Provenance

Sources

Dataset registry: stocks_ownership_filings