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/api/v1/ownership/beneficial-ownership/issuers/{cik}/summary

Ownership summary for an issuer — all beneficial owners with latest positions.

Ownership summary for an issuer — all beneficial owners with latest positions.

10 tokensSince v3.0.0

Why use this

Per-issuer roll-up of all 13D/13G beneficial owners — the >5%-of-class shareholder list as of the most recent filing per `(filer, issuer)` pair (amendments collapsed to the latest). Drives the 'Beneficial Owners' panel on every issuer-overview page. The right answer to 'who controls this company outside of mutual-fund passive ownership?' — surfacing activists (Carl Icahn at AAPL, Bill Ackman at QSR), strategic holders (Berkshire's preferred-stock-and-warrants in BAC), and 13G-passive concentrated holders (Vanguard, BlackRock, State Street). For per-FILER portfolio across multiple issuers use `/ownership/beneficial-ownership/filers/{cik}/portfolio`.

Common use case

Build an ownership breakdown chart, identify top shareholders, detect activist positions.

Per-issuer roll-up of all 13D/13G beneficial owners — current ownership state derived from the latest filing per filer (amendments collapsed). Drives the "Beneficial Owners" panel on issuer-overview pages. For per-filer portfolio across multiple issuers use GET /api/v1/ownership/beneficial-ownership/filers/{cik}/portfolio.

Parameters

NameInRequiredDefaultAllowedDescriptionExample
cikpathrequiredIssuer CIK (the company being looked up — NOT the filer). Accepts both 10-char zero-padded form (`0000320193`) and unpadded (`320193`). Returns 404 when no 13D/13G filings have ever been filed against this issuer (e.g. very-thinly-held private companies or pre-IPO names).0000320193

Response schema

FieldTypeNullableDescription
issuerCikstringnoIssuer CIK echoed back in 10-char zero-padded form regardless of input.
issuerTickerstringyesResolved issuer ticker (canonical hyphen form). Null when the issuer has no public-equity ticker (private-company M&A targets, foreign issuers without ADRs, dissolved entities).
nameOfIssuerstringnoIssuer name from the most recent filing's cover page (typically all-caps EDGAR convention). Multiple historical filings may have used variant names (rare; e.g. post-rebrand) — most-recent name wins.
asOfstringnoISO-8601 UTC timestamp of the most-recent 13D/13G filing across all filers on this issuer. Use to gauge data freshness — values older than 12 months on a heavily-held name (where 13G's are mandatory annually) indicate either ingest staleness or a true ownership-stability period.
beneficialOwnersarraynoArray of current beneficial owners — one row per `(filerCik, latest_filing)`. Sorted by `latestPercent DESC` (largest holder first). Excludes filers whose most-recent filing reported < 0.01% (cessation-of-ownership amendments). Empty array when the issuer has had filings but ALL have been cessations.
beneficialOwners[].filerCikstringnoFiler CIK in 10-char zero-padded form. The stable identifier — pass to `/ownership/beneficial-ownership/filers/{cik}/portfolio` for this filer's full beneficial-ownership book.
beneficialOwners[].filerNamestringnoFiler name from the most recent filing (typically all-caps EDGAR convention). Casing preserved verbatim.
beneficialOwners[].latestPercentnumberyesMost recent reported `percent_of_class` for this filer. Above 5.00 by definition (filing trigger). Null only on legacy filings that omitted the field.
beneficialOwners[].latestSharesnumberyesMost recent reported aggregate share count. Includes shared voting + dispositive power. NOT split-adjusted.
beneficialOwners[].latestFiledAtstringnoISO-8601 UTC timestamp of the most recent filing by this filer. Useful for sorting by recency vs by size — a 5.5% holder who just filed is more actionable than a 25% holder whose last filing was 3 years ago.
beneficialOwners[].purposestringyesClassified intent from the most recent filing — `passive`, `activist`, `m&a`, `going-private`, `proxy-fight`, `recapitalization`, etc. Null on legacy pre-classification filings. The signal-density metric for the holder list.

Sample response

·
  • "issuerCik": "0000320193"
  • "issuerTicker": "AAPL"
  • "nameOfIssuer": "APPLE INC"
  • "asOf": "2026-05-01T20:55:12.000Z"
  • "beneficialOwners":
    ]
}

Errors

StatusLabelDescription
200OKRequest succeeded.
400Bad RequestInvalid query, body, or path parameter.
401UnauthorizedMissing or invalid Authorization header / api_Token.
402Payment RequiredInsufficient token balance for this call. Top up
429Too Many RequestsRate limit exceeded for your tier (see /pricing for tier limits). Tier limits
500Server ErrorUnexpected server-side failure. Retry with backoff; report if persistent.

Code samples

curl "https://api.finradar.ai/api/v1/ownership/beneficial-ownership/issuers/{cik}/summary?api_Token=YOUR_API_KEY" \
  -H "Authorization: Bearer YOUR_JWT_TOKEN"

Generate an API key in /account/credentials to run live queries (literal YOUR_API_KEY placeholder shown until then).

Try it

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