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/api/v1/ownership/holders/{uuid}

Get holder detail with alternate CIKs and cross-system flags.

Get holder detail with alternate CIKs and cross-system flags.

5 tokensSince v3.0.0

Why use this

Full profile of a unified holder by UUID — includes alternate CIKs (multi-CIK holders post-merger), name aliases (former names + DBAs), cross-system filing-volume metadata (per-regime counts + first/last filing dates), and the same `is_insider/is_institutional/is_beneficial_owner` flags surfaced by the search endpoint. The natural detail-page backend after a [GET /api/v1/ownership/holders](/docs/ownership-and-positions/unified-holders/get-ownership-holders) search palette resolves a UUID. Pair with [GET /api/v1/ownership/holders/{uuid}/filing-history](/docs/ownership-and-positions/unified-holders/get-ownership-holders-uuid-filing-history) for the filing timeline view.

Common use case

Building a comprehensive holder-profile page (e.g. `/holders/{uuid}`) with all CIKs, name aliases, filing-volume metadata, and cross-system flags. Also useful for verifying that the Phase 47 linker has correctly clustered identities — if an expected alternate CIK is missing from `alternate_ciks[]`, the linker may need a manual override (rare; <0.5% of holders).

Full unified-holder profile by UUID. Includes alternate CIKs (rare; multi-CIK post-merger holders), name aliases (former names + DBAs — Facebook -> Meta Platforms appears here), per-regime filing counts (Form 4 / 13F / 13D-G), and the same cross-system flags surfaced by the search endpoint. The natural detail-page backend for /holders/{uuid} profile pages. The Phase 47 holder-linker uses deterministic (canonical_cik, normalized_name) clustering — UUIDs are stable across re-runs for the same cluster so they're safe to persist client-side. For the chronological filing-feed view of the same holder use GET /api/v1/ownership/holders/{uuid}/filing-history; for position-by-issuer drill-downs use GET /api/v1/ownership/positions/{holder_uuid}/issuer/{issuer_cik}; for cross-source filing rollups grouped by source-type use GET /api/v1/ownership/cross-reference/{holder_uuid}.

Parameters

NameInRequiredDefaultAllowedDescriptionExample
uuidpathrequiredHolder UUID — the stable Phase-47 identifier. Look up via [GET /api/v1/ownership/holders](/docs/ownership-and-positions/unified-holders/get-ownership-holders) (`q` or `cik` search). UUIDs are deterministic across linker re-runs for the same `(canonical_cik, normalized_name)` cluster, so they're safe to persist client-side. Returns 404 on unknown UUIDs.7f1a2b30-c4d5-46e7-9f01-23456789abcd

Response schema

FieldTypeNullableDescription
holder_uuidstringnoEchoed UUID identifier.
namestringnoCanonical holder name.
typestringnoPrimary classification — `individual` / `institution` / `group`.
primary_cikstringyesPrimary 10-character zero-padded SEC CIK (the canonical CIK chosen by the linker; typically the most-filed CIK across all regimes). Null on holders identified by name-only.
alternate_ciksarraynoArray of alternate 10-char zero-padded CIKs the same holder has used across filings. Multi-CIK holders are uncommon (post-merger institutions, holding-company-vs-subsidiary distinctions, or 13F-filer-vs-Section-16-filer CIK splits). Empty array for the typical single-CIK holder.
name_aliasesarraynoArray of historical name variants the holder has filed under (former names, DBAs, post-rebrand identifiers). E.g. Facebook -> Meta Platforms appears here as `["FACEBOOK INC", "META PLATFORMS INC"]`. Useful for surfacing 'formerly known as' on profile pages.
is_insiderbooleanno`true` when the holder has filed Form 3/4/5.
is_institutionalbooleanno`true` when the holder has filed 13F-HR/NT.
is_beneficial_ownerbooleanno`true` when the holder has filed Schedule 13D/G.
filing_countsobjectnoPer-regime filing counts: `{ form_4: integer, form_13f: integer, form_13dg: integer }`. Useful for activity-level visualization on profile pages (e.g. donut chart of filing-type distribution).
first_filing_atstringyesISO-8601 UTC timestamp of the holder's earliest known filing across all three regimes. Null on rare holders with empty filing history.
last_filing_atstringyesISO-8601 UTC timestamp of the holder's most-recent filing. Useful for sorting profile pages by recency or surfacing 'last seen' on dashboards.

Sample response

·
  • "holder_uuid": "7f1a2b30-c4d5-46e7-9f01-23456789abcd"
  • "name": "BERKSHIRE HATHAWAY INC"
  • "type": "institution"
  • "primary_cik": "0001067983"
  • "alternate_ciks": []
  • "name_aliases":
    • "BERKSHIRE HATHAWAY INC"
    ]
  • "is_insider": false
  • "is_institutional": true
  • "is_beneficial_owner": true
  • "filing_counts":
    • "form_4": 0
    • "form_13f": 102
    • "form_13dg": 8
    }
  • "first_filing_at": "1999-11-15T17:00:00Z"
  • "last_filing_at": "2026-04-15T20:14:32Z"
}

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/holders/{uuid}?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).