# Financial Datasets Beneficial Ownership API

> Financial Datasets Beneficial Ownership API is a paid API for AI agents from api.financialdatasets.ai, paid per call via x402, $0.02/call, status unknown (last checked 2026-10-27).

Returns SEC Schedule 13D and 13G beneficial ownership stakes above 5% for a given company ticker or filer CIK, including holder details, shares held, percent of class, stake type, and filing dates.

## Facts

- Endpoint: GET https://api.financialdatasets.ai/beneficial-ownership?utm_source=zero.xyz
- Price: $0.02/call
- Payment: x402
- Status: unknown
- Last checked: 2026-10-27
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/financial-datasets-beneficial-ownership-api-34fe57b6
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_xwW3JCBNi5_lVq3fjl4ym

Status and success rate cover calls made through Zero and Zero's own probes. Third-party monitors may report differently.

## How to call it through Zero

Zero handles the 402 payment challenge and records the run. With the Zero CLI installed (`npm i -g @zeroxyz/cli`):

```sh
zero fetch --capability financial-datasets-beneficial-ownership-api-34fe57b6
```

Example prompt: Who owns more than 5% of Tesla? Show me both activist and passive beneficial ownership stakes filed with the SEC, including the most recent 20 filings.

## When to prefer this

Use this endpoint when you need SEC-sourced, structured beneficial ownership data (13D/13G) for any US-listed company or to look up what a specific institutional filer owns above 5%. Prefer this over general web search when you need machine-readable ownership percentages, filing dates, and stake type classification. It is distinct from the sibling 13D-only activist endpoint — use this one when you want both activist and passive stakes in a single query. It is also distinct from insider trading endpoints (Forms 4/5), which cover executive transactions rather than large external ownership blocks.

## Known failure modes

- Missing required query parameter (ticker or filer_cik not provided) — returns 400 Bad Request
- Invalid ticker symbol — returns empty results or 404
- Invalid date format (not YYYY-MM-DD) — returns 400 validation error
- Payment not completed via x402 protocol — returns 402 Payment Required
- Exceeding API rate limits — returns 429 Too Many Requests
- CIK not found in SEC database — returns empty result set

## How this service works

Beneficial ownership stakes above 5% from SEC Schedules 13D and 13G, by subject ticker or filer CIK: holder, shares held, percent of class, stake type (activist or passive), voting power and filing date, with optional amendment history. Use when an agent asks who owns more than 5% of a company, or what a fund holds. Non-Professional use; Professional use needs a plan at financialdatasets.ai.

## Output

A paginated list of beneficial ownership records, each containing the filer's name and CIK, the subject company ticker, number of shares held, percent of class owned, stake type (activist from 13D or passive from 13G), voting power, and the filing date. When history=true, the full amendment history for each stake is included. A next_page_url cursor is returned when more results are available.

## Request schema (JSON Schema)

```json
{
 "type": "object",
 "$schema": "https://json-schema.org/draft/2020-12/schema",
 "required": [
  "input"
 ],
 "properties": {
  "input": {
   "type": "object",
   "required": [
    "type",
    "method"
   ],
   "properties": {
    "type": {
     "type": "string",
     "const": "http"
    },
    "method": {
     "enum": [
      "GET",
      "HEAD",
      "DELETE"
     ],
     "type": "string"
    },
    "queryParams": {
     "type": "object",
     "required": [],
     "properties": {
      "type": {
       "enum": [
        "activist",
        "passive"
       ],
       "type": "string",
       "description": "Filter by stake type: activist (Schedule 13D) or passive (Schedule 13G)."
      },
      "limit": {
       "type": "integer",
       "default": 10,
       "description": "The total number of rows to return (default: 10; no maximum)."
      },
      "cursor": {
       "type": "string",
       "description": "Opaque pagination cursor from a previous response's next_page_url."
      },
      "ticker": {
       "type": "string",
       "description": "The ticker symbol of the subject company."
      },
      "history": {
       "type": "boolean",
       "default": false,
       "description": "When true, returns the full amendment history of each stake instead of only its current state."
      },
      "filer_cik": {
       "type": "string",
       "description": "The SEC CIK of the filer (the beneficial owner)."
      },
      "filing_date": {
       "type": "string",
       "description": "Filter by exact filing date in YYYY-MM-DD format."
      },
      "filing_date_gt": {
       "type": "string",
       "description": "Filter by filing date greater than this date (YYYY-MM-DD)."
      },
      "filing_date_lt": {
       "type": "string",
       "description": "Filter by filing date less than this date (YYYY-MM-DD)."
      },
      "filing_date_gte": {
       "type": "string",
       "description": "Filter by filing date greater than or equal to this date (YYYY-MM-DD)."
      },
      "filing_date_lte": {
       "type": "string",
       "description": "Filter by filing date less than or equal to this date (YYYY-MM-DD)."
      }
     }
    }
   },
   "additionalProperties": false
  },
  "output": {
   "type": "object",
   "required": [
    "type"
   ],
   "properties": {
    "type": {
     "type": "string"
    },
    "example": {
     "type": "object"
    }
   }
  }
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/financial-datasets-beneficial-ownership-api-34fe57b6/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from api.financialdatasets.ai](https://www.zero.xyz/host/api.financialdatasets.ai/llms.txt)