# Holders

> Which institutional managers reported holding a company on Form 13F, for one report period.

```text
GET /v1/companies/{id}/holders
```

Form 13F turned around: given a company, the managers that reported holding it, for one report period. Sorted by `value_usd`, largest first. Every row carries its source accession.

```bash
curl -H "X-API-Key: $BELFORT_API_KEY" \
  "https://belfort-data-api.vercel.app/v1/companies/AAPL/holders?limit=25"
```

## Parameters

| Parameter | Values | Default |
|---|---|---|
| `period` | A report period end, `YYYY-MM-DD`. | The newest period on file |
| `limit` | 1–100 rows per page. | 25 |
| `cursor` | The previous page's `meta.next_cursor`. Paging stays on the same period. | |

## One holder

| Field | Meaning |
|---|---|
| `issuer_cik`, `period_end` | The company held, and the report period. |
| `manager_cik`, `manager_name` | The manager that reported the holding. |
| `accession`, `filed`, `is_amendment` | The 13F filing, the day it was filed, and whether it's an amendment. |
| `cusip` | The security, as filed. |
| `map_method` | How the CUSIP was linked to this company. See below. |
| `value`, `value_unit`, `value_usd` | The value as filed, its unit, and the value in dollars. |
| `shares_or_principal`, `put_call` | The position's size, and whether it's an option. |

## How a holding is linked to a company

A 13F lists securities by CUSIP and by the manager's own spelling of the issuer's name, never by the SEC company number. We link a CUSIP to a company only when **two independent pieces of evidence agree**:

- `13dg`: a Schedule 13D or 13G filing states both the company's CIK and the security's CUSIP.
- `issuer_prefix`: the CUSIP's issuer prefix was proven for exactly one company, and every name the SEC's official list of 13(f) securities gives that CUSIP matches the company's name.
- `name_match`: the official list's issuer name matches exactly one company with no close rival, the company has a ticker, and every listed name for the CUSIP is covered by the company's name history.

When the evidence doesn't agree, the holding is left out rather than guessed. **About 35% of 13F holding rows can't be linked this way and aren't served**, so the holder list is incomplete. The measured check is on [Quality](/quality/#holders).

## What to expect

- **Don't add up filers that share a manager** unless that relationship is stated. Related filers can report the same position.
- **One period per answer.** Ask for another with `period`.

---
Source: https://docs.belfortagent.xyz/datasets/holders/