> ## Documentation Index
> Fetch the complete documentation index at: https://docs.secapi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Ownership workflows

> Retrieve 13F, insider, and beneficial-ownership disclosures with the dates and filing evidence needed to interpret them

Use these workflows to turn a manager CIK, issuer ticker, or reporting-owner name into a source-cited ownership record. Start with the disclosure family that matches the question: 13F for a manager's reported holdings, Forms 3/4/5 for reported insider transactions, and Schedule 13D or 13G for beneficial ownership.

## Get a manager's latest reported 13F holdings

Pass a manager CIK to `GET /v1/owners/13f`. The response is a selected 13F report, not a live portfolio. Keep the report date, filing date, accession number, and filing URL with every downstream result.

```bash theme={null}
curl -H "x-api-key: $SECAPI_API_KEY" \
  "https://api.secapi.ai/v1/owners/13f?cik=0001067983&limit=20"
```

To select a particular report, use a `reportDate` or `filingDate` returned by the filing list:

```bash theme={null}
curl -H "x-api-key: $SECAPI_API_KEY" \
  "https://api.secapi.ai/v1/owners/13f/filings?cik=0001067983&limit=8"
```

```bash theme={null}
curl -H "x-api-key: $SECAPI_API_KEY" \
  "https://api.secapi.ai/v1/owners/13f?cik=0001067983&reportDate=2024-12-31&limit=20"
```

## Compare the latest two parsable reports

`POST /v1/owners/13f/compare` chooses the latest two parsable reports for one manager. It does not accept arbitrary quarter selectors. Use the filings endpoint and individual report requests when you need a specific pair of reports.

```bash theme={null}
curl -X POST \
  -H "content-type: application/json" \
  -H "x-api-key: $SECAPI_API_KEY" \
  -d '{"cik":"0001067983","limit":50}' \
  "https://api.secapi.ai/v1/owners/13f/compare"
```

The comparison rows identify `added`, `removed`, `changed`, or unchanged positions. A change in reported shares or value is a research lead, not evidence of a current trade, manager intent, or complete exposure.

## Check institutional holders of one issuer

Use the issuer-centric holder view when the question is who disclosed a position in one security:

```bash theme={null}
curl -H "x-api-key: $SECAPI_API_KEY" \
  "https://api.secapi.ai/v1/owners/institutional/ticker?ticker=AAPL&limit=25"
```

This view is based on a 13F cohort. Compare its `reportDate`, `filingDate`, and `accessionNumber` before joining it to a different quarter or calling it current ownership.

## Find 13D and 13G disclosures

Use `GET /v1/owners/13d-13g` for beneficial-ownership reports. You can filter by issuer, filer, SEC form, and filing date.

```bash theme={null}
curl -H "x-api-key: $SECAPI_API_KEY" \
  "https://api.secapi.ai/v1/owners/13d-13g?ticker=AAPL&forms=SC%2013D,SC%2013G&limit=25"
```

Keep the reported class, ownership percentage, amendment status, filing date, and source filing together. A beneficial-ownership filing is not a real-time cap table or a complete measure of economic exposure.

## Review reported insider transactions

Use `GET /v1/insiders` to retrieve normalized records from Forms 3, 4, and 5:

```bash theme={null}
curl -H "x-api-key: $SECAPI_API_KEY" \
  "https://api.secapi.ai/v1/insiders?ticker=AAPL&forms=4&limit=10"
```

For a narrow Form 4 queue, add a transaction-code filter:

```bash theme={null}
curl -H "x-api-key: $SECAPI_API_KEY" \
  "https://api.secapi.ai/v1/insiders?ticker=AAPL&forms=4&transaction_code=P&limit=10"
```

`transactionCode` and `transactionDirection` are different fields. Preserve both, along with the transaction date, filing date, accession number, and filing URL. The row may omit a price, title, or post-transaction ownership; leave absent fields absent rather than estimating them.

## Handle results and failures

List routes return pagination fields such as `hasMore` and `nextCursor`; use the returned cursor for the next page. Treat a non-2xx response as a failed request, retain `requestId` and `traceparent` for diagnosis, and do not turn an empty result into a claim that an issuer or manager has no relevant disclosure.

## Continue

* [Institutional ownership and insider trading API](/products/ownership)
* [13F holdings API](/seo/13f-data-api)
* [Insider trading API](/seo/insider-trading-api)