Holders
GET /v1/companies/{id}/holdersForm 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.
curl -H "X-API-Key: $BELFORT_API_KEY" \ "https://belfort-data-api.vercel.app/v1/companies/AAPL/holders?limit=25"Parameters
Section titled “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
Section titled “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
Section titled “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.
What to expect
Section titled “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.