Ownership

Get beneficial ownership

Returns Schedule 13D and 13G beneficial-ownership stakes (holdings above 5%) from SECForm4’s 13D and 13G feeds (go/service/beneficialownership.go). Without type, both feeds are scanned and merged, newest filing first; type narrows to one. Exactly one of ticker or filer_cik is required; passing both, or neither, answers a bad_request ErrorResponse body at zero cost. filer_cik is matched only against whichever CIK-like alias a feed row happens to carry, and the verified 13D/13G item shape carries none, so a filer_cik query legitimately returns an empty list rather than a guess. history is accepted for parity but history=true answers a bad_request ErrorResponse body: these feeds carry only each stake’s latest reported state, never a full amendment chain. FRESHNESS: measured live on 2026-09-04, the newest 13D record was filed 2026-03-06, roughly six months behind. This is not a real-time feed; read each row’s own filing_date/event_date to judge recency.

GET

beneficial-ownership

curl --request GET \
  --url https://financialdatasets.rip/beneficial-ownership \
  --header 'X-API-KEY: <api-key>'

const options = {method: 'GET', headers: {'X-API-KEY': '<api-key>'}};

fetch('https://financialdatasets.rip/beneficial-ownership', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://financialdatasets.rip/beneficial-ownership",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://financialdatasets.rip/beneficial-ownership"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("X-API-KEY", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://financialdatasets.rip/beneficial-ownership")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["X-API-KEY"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "beneficial_owners": [
    {
      "ticker": "AAPL",
      "reporting_person_name": "Example Capital Management LLC",
      "form_type": "SCHEDULE 13G",
      "type": "passive",
      "filing_date": "2026-03-06",
      "aggregate_amount_beneficially_owned": 1171112,
      "percent_of_class": 16.07
    }
  ]
}

Authorizations

X-API-KEY

string

header

required

The caller's own Monid API key (get one at https://monid.ai?fpr=dhruv-15136b). Passed straight through to Monid on every call, so usage bills the caller's own wallet — this is never a shared server-side credential, and the server never logs or stores it. Missing, empty, or malformed values answer 401 unauthorized before any paid call is attempted.

Query Parameters

ticker

string

Ticker of the issuer whose stakes to list, for example AAPL.

filer_cik

string

SEC CIK of a reporting person. See the route description: the verified feed shape carries no CIK, so this legitimately returns an empty list.

type

enum<string>

Narrows to activist (Schedule 13D) or passive (Schedule 13G) stakes. Omit to scan both feeds.

Available options:

activist,

passive

history

boolean

default:false

Accepted for Financial Datasets parameter parity. history=true answers a bad_request ErrorResponse body; only each stake's current reported state is available.

filing_date

string<date>

Restricts to stakes whose filing_date exactly equals this date (YYYY-MM-DD).

filing_date_gte

string<date>

Restricts to stakes filed on or after this date (YYYY-MM-DD).

filing_date_lte

string<date>

Restricts to stakes filed on or before this date (YYYY-MM-DD).

filing_date_gt

string<date>

Restricts to stakes filed strictly after this date (YYYY-MM-DD).

filing_date_lt

string<date>

Restricts to stakes filed strictly before this date (YYYY-MM-DD).

limit

integer

default:10

Number of records to retrieve (default: 10, max: 1000).

Required range: 1 <= x <= 1000

cursor

string

Opaque base64url pagination cursor from a previous response's next_page_url. Omit for the first page.

Response

Illustrative shape (no captured live sample committed for this route); values are structural placeholders, not a claim about real reported figures.

List envelope: {"beneficial_owners": [...]}, with next_page_url present only when more records remain.

beneficial_owners

BeneficialOwner · object[]

required

Show child attributes

next_page_url

string

Absolute URL of the next page. Present only when more records remain.

Get beneficial ownership

curl --request GET \
  --url https://financialdatasets.rip/beneficial-ownership \
  --header 'X-API-KEY: <api-key>'

const options = {method: 'GET', headers: {'X-API-KEY': '<api-key>'}};

fetch('https://financialdatasets.rip/beneficial-ownership', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://financialdatasets.rip/beneficial-ownership",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://financialdatasets.rip/beneficial-ownership"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("X-API-KEY", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://financialdatasets.rip/beneficial-ownership")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["X-API-KEY"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "beneficial_owners": [
    {
      "ticker": "AAPL",
      "reporting_person_name": "Example Capital Management LLC",
      "form_type": "SCHEDULE 13G",
      "type": "passive",
      "filing_date": "2026-03-06",
      "aggregate_amount_beneficially_owned": 1171112,
      "percent_of_class": 16.07
    }
  ]
}

Financial statements

Financial metrics

Earnings

Filings

Prices

News

Insider trades

Screener

Company

KPIs

Not implemented

Macroeconomics

Index funds

Institutional holdings

Ownership

Get beneficial ownership

Authorizations

Query Parameters

Response