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# stocks_search_ownership_filings

Search Schedule 13D/13G ownership filings, newest first.

| Field | Value |
| --- | --- |
| Category | Stocks (`stocks`) |
| Exposure | public |
| MCP tool | `stocks_search_ownership_filings` |
| Documentation | https://www.agentdatasets.com/docs/tools/stocks_search_ownership_filings |

## Description

Search Schedule 13D/13G ownership filings, newest first.

The event feed behind `stocks_get_beneficial_owners`: one row per
FILING (not per person), so a monitoring agent can poll "what was
filed since date X" by passing `filed_from`, or watch one company or
one filer. All filters are optional and combine with AND. Each filing
carries `accession_number`, `schedule_type` (`13D` = activist/control
intent, `13G` = passive/institutional), `submission_type`,
`amendment_number`, subject identity (`subject_name`, `subject_cik`),
`cusip`, `date_of_event`, `filed_date`, and its cover-page
`reporting_persons` (name, cik, percent_of_class,
shares_beneficially_owned as decimal strings, person_type).

Coverage: structured 13D/13G filings from 2024-12-18 (the SEC's
structured-XML mandate) for the S&P 500 pilot subject universe.
Quarterly 13F manager snapshots are a different dataset and are NOT
served here. An empty page for valid filters is a normal success.

Bounds: default 20, max 100 filings per page; page via
`pagination.next_cursor` → `cursor`. Errors carry machine codes:
`unknown_entity` (with suggestions) for an unknown ticker,
`out_of_coverage` for a company outside the pilot universe,
`bad_parameter` for an invalid schedule_type, date range, limit, or
cursor.

Example: `stocks_search_ownership_filings(schedule_type="13D",
filed_from="2026-06-01")`.

## Parameters

Input schema advertised to MCP clients and mirrored by the REST query string.

| Parameter | In | Type | Required | Default | Constraints | Description |
| --- | --- | --- | --- | --- | --- | --- |
| ticker | input | `string \| null` | no | null | — | Optional subject-company filter by ticker symbol ('AAPL'). Omit to see filings across all covered companies. |
| filer_name | input | `string \| null` | no | null | — | Optional case-insensitive substring match on a reporting person's name ('Vanguard', 'Icahn'). |
| schedule_type | input | `string \| null` | no | null | — | Optional schedule filter: '13D' (activist/control intent) or '13G' (passive/institutional). Invalid values return bad_parameter. |
| filed_from | input | `string (date) \| null` | no | null | — | Earliest filed date to include (inclusive, ISO YYYY-MM-DD). |
| filed_to | input | `string (date) \| null` | no | null | — | Latest filed date to include (inclusive, ISO YYYY-MM-DD). |
| limit | input | `integer` | no | 20 | min 1, max 100 | Filings to return, newest first (1-100). |
| cursor | input | `string \| null` | no | null | — | Opaque pagination cursor from a previous response's `pagination.next_cursor`; omit to start from the newest. |

## Provenance

- `sec_edgar_ownership` — U.S. Securities and Exchange Commission (EDGAR), Beneficial-ownership cover-page facts from structured Schedule 13D/13G filings (reporting persons, percent of class, shares, schedule and event dates) (SEC EDGAR public records disseminated without copyright restrictions; substantive content is filer-submitted). See https://www.agentdatasets.com/docs/attribution.md

Dataset registry: `stocks_ownership_filings`.
