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_cursor → cursor. 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 advertised to MCP clients and mirrored by the REST query string.
| Name | Type | Required | Default | Constraints | Description |
|---|---|---|---|---|---|
| ticker | string | Yes | — | — | A 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. |
| limit | integer | No | 20 | min 1, max 100 | Owners to return, newest first (1-100). |
| cursor | string | null | No | null | — | Opaque pagination cursor from a previous response's `pagination.next_cursor`; omit to start from the newest. |
Provenance
Sources behind every value this tool returns.
- sec_edgar_ownershipU.S. Securities and Exchange Commission (EDGAR)
Dataset registry: stocks_ownership_filings