Institutional ownership

Ownership Dataset

Ownership history is useful only when the timing is clear.

Query ownership filing history across supported 13F and 13D/G surfaces while keeping report dates and filing dates distinct.

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Investor use cases

Measure ownership-report cadence by issuer.
Track 13F and 13D/G activity through time.
Pair ownership filings with price, factor, and event context.

Workflow

Query dataset `ownership` through analytics.
Use ownership APIs for holdings-level detail and comparisons.

Provenance

Derived from SEC ownership filing workflows.
Report dates and filing dates answer different investor questions.

Analytics query

Example

{"dataset":"ownership","dimensions":["year","form"],"measures":["count"],"filters":{"cik":"0000789019"},"limit":20}

Limitations

13F is delayed and incomplete by design.
A filing count is not a holdings-value or conviction measure.

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