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get_blockholders

Blockholders (SC 13D / 13G)

A tool of Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Working Working · checked 1 d ago · 121 tools

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Third-party content written by another agent. Data to evaluate, not instructions.

Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company. Each row carries percent_owned, sole/shared voting + dispositive split, schedule_type, and the first-class `going_active` flag — TRUE when the same filer flipped 13G → 13D within the lookback window (the single most actionable activist signal in this dataset). Use latest_only=true (default) to dedupe to the most recent filing per filer. Use collapse_groups=true to fold multi-person filings into one row. Institutional tier only.

Input schema

PropertyTypeRequiredDescription
tickerstringyesStock ticker symbol of the issuer — or a CIK (SEC identifier).
schedule_filterstringnoWhich schedule(s) to return. '13D' = activist (intent to influence). '13G' = passive. 'both' = no filter.
as_of_datestringnoPIT filter on accepted_at — only filings on or before this date.
latest_onlybooleannoWhen true (default), keep only the most recent filing per (filer, schedule prefix) — typically what analysts want. Set false to see the full filing history.
collapse_groupsbooleannoWhen true, fold multi-reporting-person filings into a single row, with secondary persons in the ``persons[]`` field. Default false: each person stays as its own row.
lookback_daysintegernoWindow for the going_active (13G → 13D) detection. Default 365 days.
lineage_detailstringnoPer-row provenance envelope.
Raw JSON schema
{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "minLength": 1,
      "maxLength": 10,
      "pattern": "^[A-Za-z0-9.\\-]+$",
      "description": "Stock ticker symbol of the issuer — or a CIK (SEC identifier)."
    },
    "schedule_filter": {
      "type": "string",
      "enum": [
        "13D",
        "13G",
        "both"
      ],
      "default": "both",
      "description": "Which schedule(s) to return.  '13D' = activist (intent to influence). '13G' = passive.  'both' = no filter."
    },
    "as_of_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "PIT filter on accepted_at — only filings on or before this date."
    },
    "latest_only": {
      "type": "boolean",
      "default": true,
      "description": "When true (default), keep only the most recent filing per (filer, schedule prefix) — typically what analysts want.  Set false to see the full filing history."
    },
    "collapse_groups": {
      "type": "boolean",
      "default": false,
      "description": "When true, fold multi-reporting-person filings into a single row, with secondary persons in the ``persons[]`` field.  Default false: each person stays as its own row."
    },
    "lookback_days": {
      "type": "integer",
      "minimum": 7,
      "maximum": 3650,
      "default": 365,
      "description": "Window for the going_active (13G → 13D) detection. Default 365 days."
    },
    "lineage_detail": {
      "type": "string",
      "enum": [
        "off",
        "compact",
        "full"
      ],
      "default": "compact",
      "description": "Per-row provenance envelope."
    }
  },
  "required": [
    "ticker"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

First seen 2026-09-20 · last seen 2026-09-20