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Holders

View as Markdown
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.

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

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.

  • 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.