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SEC Filing Data

Free Acquisition Ownership Tracker

Track beneficial ownership changes from SEC Schedule 13D/13G filings. Search any stock to see who is acquiring significant stakes, voting power, and dispositive control — powered by official SEC data.

SEC 13D/13G Filings
Voting & Dispositive Power
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Beneficial Ownership Filings

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What Is Acquisition of Beneficial Ownership?

Acquisition of beneficial ownership refers to the process by which an individual, institution, or group gains voting power or investment control over a significant portion of a publicly traded company's shares. Under U.S. securities law, any person or entity that acquires beneficial ownership of more than 5% of a company's outstanding equity securities must disclose their holdings to the SEC by filing a Schedule 13D or Schedule 13G. These filings provide transparency into who holds significant stakes in public companies and whether they intend to influence corporate governance.

Our free Acquisition Ownership Tracker lets you search any U.S. stock ticker to instantly view all Schedule 13D/13G filings. You can see the reporting person's name, their citizenship or place of organization, the number of shares beneficially owned, voting and dispositive power breakdown, and the percentage of the class held — all sourced directly from SEC EDGAR.

How to Use This Beneficial Ownership Tracker

  1. 1

    Enter a Ticker Symbol

    Type the stock ticker symbol of the company you want to investigate (e.g., AAPL for Apple, MSFT for Microsoft, TSLA for Tesla). The search is case-insensitive.

  2. 2

    Review Ownership Filings

    View all Schedule 13D/13G filings for the company, including the reporting person's name, filing date, shares beneficially owned, voting power (sole and shared), dispositive power, and percent of class. Click the SEC link to view the original filing.

  3. 3

    Export or Refresh Data

    Click the Export CSV button to download the results for offline analysis. Use the Refresh button to reload the latest data. Use pagination controls to browse through large result sets.

Understanding Beneficial Ownership Data

Each record in the results represents a Schedule 13D or 13G filing submitted to the SEC. The reporting person is the individual or entity that has acquired beneficial ownership. The CIK (Central Index Key) is the SEC's unique identifier for the company. The CUSIP is a nine-character alphanumeric code that uniquely identifies the security.

Voting power indicates the authority to vote shares at shareholder meetings. Sole voting power means the person can vote independently; shared voting power means the authority is shared with others. Dispositive power (investment power) indicates the authority to sell or transfer shares. The amount beneficially owned is the total number of shares over which the person has voting or dispositive power, and the percent of class shows what fraction of the company's outstanding shares this represents.

Why Track Beneficial Ownership Changes?

Spot Activist Investors

Identify when activist investors or hedge funds acquire significant stakes, which often precedes corporate governance changes or stock price movements.

Track Institutional Interest

Monitor when large institutions, insurance companies, or mutual funds build positions in a stock — a signal of institutional confidence.

100% Free

No subscription, no hidden fees. Search any stock, view all beneficial ownership filings, and export to CSV completely free.

Frequently Asked Questions

What is beneficial ownership and why does it matter?

Beneficial ownership refers to any person or entity that directly or indirectly has voting power or investment (dispositive) power over a security. Under SEC rules, anyone who acquires more than 5% of a company's outstanding shares must file a Schedule 13D or 13G disclosure. Tracking these filings helps investors identify major stakeholders, potential activist campaigns, and institutional interest in a stock.

What is the difference between Schedule 13D and 13G?

Schedule 13D is required when an investor acquires more than 5% of a company's shares with the intent to influence or control the company (activist investors). Schedule 13G is a shorter version filed by passive investors — such as institutional investors, insurance companies, or mutual funds — who hold more than 5% but do not intend to change or influence control of the company.

What do sole and shared voting power mean?

Sole voting power means the reporting person has exclusive authority to vote the shares. Shared voting power means the voting authority is shared with one or more other persons or entities. The same distinction applies to dispositive power, which refers to the authority to sell or dispose of the shares.

What is dispositive power?

Dispositive power (also called investment power) is the authority to sell, transfer, or otherwise dispose of securities. Sole dispositive power means the person can act alone; shared dispositive power means the authority is shared with others. This is a key indicator of who actually controls the shares.

Is this acquisition ownership tracker free?

Yes, Pineify's Acquisition Ownership Tracker is completely free. You can search any U.S. stock, view all beneficial ownership filings, and export the data to CSV without any registration, subscription, or hidden fees.

How often is the beneficial ownership data updated?

The data is sourced from SEC EDGAR filings and is updated as new Schedule 13D and 13G filings are submitted. Companies and individuals are required to file amendments when their ownership changes materially, so the data reflects the most recent disclosures available.

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