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Large holders from Schedules 13D and 13G

Holders of more than 5% of a US company are available through REST and MCP, as current stakes or as the full filing history.

Holders of more than 5% of a US company are available through REST and MCP, as current stakes or as the full filing history.

What changed

  • Added GET /v1/companies/{company_id}/beneficial-owners and GET /v1/investors/{cik}/beneficial-ownership, with the MCP tools filings_list_beneficial_owners and filings_list_investor_beneficial_ownership.
  • Added name search for holders and companies: GET /v1/beneficial-ownership/filers and GET /v1/beneficial-ownership/companies, with the MCP tools filings_search_beneficial_ownership_filers and filings_search_beneficial_ownership_companies.
  • Coverage is US Schedules 13D and 13G and their amendments, with history from October 2024. A route answers each holder's current stake by default, and every filing with history=true.
  • A holder's stakes page can hold fewer rows than limit and still end with a next_cursor. Keep reading until next_cursor is null.
  • Each successful call is billed as a Companies call, a search with no hits included.

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