> ## 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.

# Institutional Ownership and Insider Trading API

> Retrieve normalized 13F holdings, Form 3/4/5 transactions, 13D/13G reports, and executive-compensation data with SEC filing citations.

Ownership research usually starts with a simple question: who owns the security, who is changing that position, and what did the filing actually say? SEC API turns the relevant disclosure families into queryable records while keeping the accession number and filing URL beside the data.

Use this surface when you need to inspect a manager's 13F holdings, track reported insider transactions, review beneficial-ownership filings, or compare executive compensation. It is not a substitute for reading a filing when the investment decision depends on footnotes, amendments, or the terms of a transaction.

## Start with the question you have

| If you need to...                               | Use                                   | What to keep                                                               |
| ----------------------------------------------- | ------------------------------------- | -------------------------------------------------------------------------- |
| Inspect one manager's reported portfolio        | `GET /v1/owners/13f`                  | `reportDate`, `filingDate`, `accessionNumber`, and the holding fields      |
| Compare a manager's latest two parsable reports | `POST /v1/owners/13f/compare`         | both filing dates, row status, deltas, and provenance                      |
| Find holders of one issuer                      | `GET /v1/owners/institutional/ticker` | report date, manager identity, value, shares, and rank                     |
| Review reported insider transactions            | `GET /v1/insiders`                    | Form 4 code, direction, transaction date, accession number, and filing URL |
| Find a 13D or 13G disclosure                    | `GET /v1/owners/13d-13g`              | filer, ownership context, filing date, and source filing                   |

## First requests

Retrieve the latest parsable 13F report for a manager CIK:

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

Retrieve Form 4 transactions for an issuer:

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

The 13F response includes the manager name, filing date, period of report, accession number, holdings, and provenance. An insider row includes the reporting owner's name and role, Form 4 transaction code and direction, security title, transaction shares and price when reported, post-transaction ownership when reported, and the source filing.

## Compare a manager's latest reports

Use the comparison endpoint when you want the latest two **parsable** reports available to the service for a manager. The endpoint does not accept two arbitrary quarter selectors; inspect `currentFilingDate`, `previousFilingDate`, and the returned source provenance before describing a change as a particular quarter-over-quarter move. If you need the accession number for both reports, list the manager's filings and retrieve the selected reports separately.

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

For a specific reporting period, first list the manager's filings or request a report with `reportDate=YYYY-MM-DD`:

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

## Read ownership data carefully

* **13F is delayed and incomplete by design.** It reports a manager's qualifying holdings after quarter end, not a live portfolio, and it does not describe every asset class or position.
* **A row is not the whole thesis.** A new or reduced position can reflect rebalancing, client flows, derivatives, or other context that the holding row cannot settle.
* **Transaction code and direction are different fields.** Form 4 code `P` identifies a purchase transaction; `transactionDirection` describes whether the reported shares were acquired or disposed. Keep both when classifying activity.
* **Keep the source trail.** Preserve `accessionNumber` and `provenance.filingUrl` in downstream reports so an analyst can inspect the original filing.

## Continue from here

<CardGroup cols={3}>
  <Card title="Monitor 13F holdings" icon="chart-no-axes-combined" href="/tutorials/monitor-13f-holdings">
    Build a quarterly comparison workflow with REST, Python, and JavaScript.
  </Card>

  <Card title="Analyze insider trading" icon="user-check" href="/tutorials/analyze-insider-trading">
    Filter Form 4 transactions and preserve the filing evidence.
  </Card>

  <Card title="Ownership API reference" icon="book-open" href="/api-reference/owners">
    Inspect endpoint parameters and response contracts.
  </Card>
</CardGroup>