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Institutional Ownership & Insider Trading API

Track institutional holders, insider transactions, and beneficial ownership across the full SEC disclosure surface. 13F holdings, Forms 3/4/5 insider trades, executive compensation, and board composition in one API family.

Why use this

Ownership data is scattered across multiple SEC form types and filing families. The OMNI Ownership surface normalizes 13F institutional holdings, insider trades, beneficial ownership filings, and compensation disclosures into a single query interface with cross-quarter comparison built in.
  • 13F institutional holdings — query by investor or ticker, with historical quarterly extracts
  • Insider transactions — Forms 3, 4, and 5 with transaction type, shares, price, and relationship
  • Cross-quarter comparison — diff holdings between any two reporting periods in one call
  • Compensation and board — executive compensation and board member data linked to the same entity graph
  • Beneficial ownership — 13D/13G filings with ownership percentage and intent classification

Quick start

# Institutional holders for a ticker
curl -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  "https://api.secapi.ai/v1/owners/institutional/ticker?ticker=AAPL&limit=10"

# Insider transactions
curl -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  "https://api.secapi.ai/v1/insiders?ticker=AAPL&limit=10"

Example: compare 13F holdings across quarters

curl -X POST -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"investorCik":"0001067983","periodA":"2023-09-30","periodB":"2023-06-30"}' \
  "https://api.secapi.ai/v1/owners/13f/compare"

Response shape (institutional holders)

{
  "holders": [
    {
      "investorName": "BERKSHIRE HATHAWAY INC",
      "investorCik": "0001067983",
      "sharesHeld": 905560000,
      "value": 157400000000,
      "reportDate": "2023-09-30",
      "changeFromPrior": -10000000
    }
  ],
  "pagination": {
    "total": 4200,
    "page": 1,
    "limit": 10
  }
}

Endpoints

EndpointDescription
GET /v1/owners/institutional/tickerInstitutional holders by ticker
GET /v1/owners/institutional/investorHoldings by investor CIK
GET /v1/owners/institutional/extractHistorical quarterly extract
GET /v1/owners/13f13F filing detail
GET /v1/owners/13f/filings13F filing index
POST /v1/owners/13f/compareCross-quarter diff
GET /v1/owners/13d-13gBeneficial ownership filings
GET /v1/insidersInsider transactions (Forms 3/4/5)
GET /v1/compensationExecutive compensation
GET /v1/boardBoard composition