# SEC Schedule 13D & 13G Activist Investor & 5%+ Ownership API (`mehdad-datalabs/sec-schedule-13d-13g-activist-investor-ownership-api`) Actor

Extract real-time SEC EDGAR Schedule 13D (Activist Takeover) and Schedule 13G (5%+ Whale Ownership) filings into clean JSON, CSV, or Excel. Track hostile buyouts, activist hedge fund campaigns, board seat proxy fights & major 5%+ block accumulation. Ready for n8n & MCP AI agents.

- **URL**: https://apify.com/mehdad-datalabs/sec-schedule-13d-13g-activist-investor-ownership-api.md
- **Developed by:** [Mehdad Sharifi](https://apify.com/mehdad-datalabs) (community)
- **Security:** Limited permissions
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $5.00 / 1,000 extracted 13d/13g ownership filings

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-event

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## SEC Schedule 13D & 13G Activist Investor, Hostile Takeover & 5%+ Whale Ownership API

Extract real-time SEC EDGAR Schedule 13D (SC 13D) and Schedule 13G (SC 13G) beneficial ownership filings directly into clean JSON, CSV, or Excel datasets. Instantly spot when an activist hedge fund, corporate raider, or institutional whale accumulates 5% or more of a public company's voting stock—or files a 13D/A buyout proposal, board seat demand, or stake increase.

Built for event-driven hedge funds, merger arbitrage desks, financial newsletters, n8n and Make automation workflows, and AI agents (Claude MCP and Cursor)—with zero SEC API keys or residential proxies required.

***

### Why Choose This SEC Schedule 13D & 13G Ownership Scraper?

| Feature | What You Get |
| :--- | :--- |
| Activist vs. Passive Whale Classification | Automatically distinguishes active takeover campaigns (Schedule 13D and 13D/A) from passive 5%+ institutional block stakes (Schedule 13G and 13G/A). |
| Modern & Legacy SEC Form Support | Captures both legacy EDGAR form codes (SC 13D, SC 13G) and modern SEC form codes (SCHEDULE 13D, SCHEDULE 13G) plus all amendments (/A). |
| Exact SEC Acceptance Timestamps | Includes the exact filing date and down-to-the-second SEC EDGAR acceptance timestamp so algorithmic traders can measure exact market reaction times. |
| Zero Proxy or API Key Costs | Connects directly to official SEC EDGAR endpoints with compliant rate-limiting—keeping your run costs near zero. |
| AI Agent & MCP Server Ready | Plug directly into Claude Desktop, Cursor, LangChain, n8n, Make, or Zapier for automated activist takeover and 5%+ whale alerts. |

***

### What Data Does This Actor Extract? (Sample JSON Output)

Every beneficial ownership filing is flattened into a clean, structured JSON record:

```
{
  "ticker": "DIS",
  "companyName": "WALT DISNEY CO",
  "cik": "0001744489",
  "formType": "SC 13D/A",
  "filingDate": "2026-04-01",
  "acceptanceDateTime": "2026-04-01T16:05:22.000Z",
  "intentClassification": "Activist Stake Amendment (Schedule 13D/A - Stake Change or Letter to Board)",
  "isActivist13D": true,
  "isAmendment": true,
  "signalStrength": "HIGH (Activist Campaign Update)",
  "accessionNumber": "0001193125-26-089142",
  "secFilingUrl": "https://www.sec.gov/Archives/edgar/data/1744489/000119312526089142/d13da.htm",
  "secIndexUrl": "https://www.sec.gov/Archives/edgar/data/1744489/000119312526089142/0001193125-26-089142-index.htm"
}
```

***

### How to Use SEC Schedule 13D & 13G Ownership Scraper

1. Enter Stock Tickers: Add one or more US public stock ticker symbols (e.g., DIS, INTC, PYPL, NVDA, AAPL, TSLA, CRM). The Actor resolves tickers to 10-digit SEC Central Index Keys (CIKs) automatically.
2. Choose Schedule Type Filter: Select ALL for both 13D and 13G filings, 13D_ACTIVIST_ONLY to isolate hostile takeovers and activist campaigns, or 13G_PASSIVE_ONLY for passive 5%+ institutional block stakes.
3. Set Max Filings Per Ticker: Choose how many recent 13D and 13G filings to extract per company (default: 15).
4. Run & Export: Click Start and download your dataset in JSON, CSV, Excel, or XML, or connect directly via the Apify REST API.

***

### SEC Schedule 13D & 13G Filing Codes Reference

Under Section 13(d) and 13(g) of the U.S. Securities Exchange Act, any investor or fund that acquires beneficial ownership of more than 5% of a public company's voting shares must disclose their stake to the SEC:

| Filing Type | Official Meaning | Market Catalyst Signal |
| :--- | :--- | :--- |
| SC 13D / SCHEDULE 13D | Initial 5%+ Activist Ownership Disclosure | Highest Bullish Catalyst — Filed within 5 business days when an activist hedge fund (Elliott Management, Bill Ackman, Carl Icahn, Starboard Value, Trian) crosses 5% ownership with intent to influence management, force a buyout, spin off divisions, or demand board seats. |
| SC 13D/A / SCHEDULE 13D/A | Activist Ownership Amendment | High Catalyst — Filed promptly whenever an activist increases or decreases their stake by 1% or more, or attaches an open letter, whitepaper, or buyout offer under Item 4 (Purpose of Transaction). |
| SC 13G / SCHEDULE 13G | Initial 5%+ Passive Whale Stake | Moderate-High Signal — Filed by institutional asset managers (Vanguard, BlackRock, State Street, Fidelity, sovereign wealth funds) or passive investors crossing the 5% ownership threshold without hostile takeover intent. |
| SC 13G/A / SCHEDULE 13G/A | 5%+ Institutional Ownership Update | Moderate Signal — Shows whether major 5%+ institutional block holders are accumulating additional shares or reducing their position below 5%. |

***

### Transparent Pay-Per-Event Pricing

You only pay for the exact beneficial ownership filings extracted:

- Actor Startup (apify-actor-start): USD 0.01 per run.
- Extracted Ownership Filing (ownership-filing-extracted): USD 0.005 per parsed Schedule 13D or 13G filing (USD 5.00 per 1,000 filings).
- Free Tier Friendly: With Apify's free USD 5.00 monthly credit, you can extract nearly 1,000 Schedule 13D and 13G ownership records every month for free.

***

### Top Use Cases

- Event-Driven & Activist Hedge Fund Tracking: Spot new Schedule 13D filings the moment an activist fund discloses a 5%+ stake—historically one of the strongest abnormal-return catalysts in US equities.
- Merger Arbitrage & Hostile Buyout Monitoring: Track Schedule 13D/A amendments to monitor consortium buyout bids, go-private proposals, and board proxy fights.
- Financial Newsletter & Trading Community Alerts: Connect this Actor to n8n, Make, Telegram, or Discord to alert subscribers whenever a 5%+ whale stake is disclosed in watchlist stocks.
- AI Financial Research Agents (MCP): Give Claude Desktop, Cursor, or LangChain live access to verified SEC Schedule 13D and 13G filings via Apify's Model Context Protocol (MCP) server.

***

### Frequently Asked Questions (FAQ)

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

Both Schedule 13D and Schedule 13G are mandatory SEC filings triggered when an investor or fund acquires more than 5% of a public company's voting stock. Schedule 13D must be filed by "active" investors who intend to influence corporate control, replace executives, demand board seats, or push for a sale of the company. Schedule 13G is a shorter form permitted only for "passive" institutional or individual investors who certify they do not intend to change or influence control of the company.

#### How fast must an activist investor file Schedule 13D under the SEC rules?

Under modernized SEC beneficial ownership rules, an activist investor must file an initial Schedule 13D within 5 business days after crossing the 5% ownership threshold, and must file a Schedule 13D/A amendment within 2 business days of any material change (such as a 1% change in ownership or a change in takeover intent).

#### How can I connect this SEC 13D/13G API to Python, Google Sheets, or n8n?

You can trigger this Actor via the Apify REST API, the apify-client Python or Node.js SDK, or the native Apify integration node inside n8n, Make, and Zapier to automatically route 13D and 13G filings into Google Sheets, Slack, Telegram, or your quantitative trading database.

***

### Explore Our Complete 20-API Financial, Biotech & B2B Intelligence Suite

- [SEC Form 4 Insider Trading Scraper & XML Parser API](https://apify.com/mehdad-datalabs/sec-form-4-insider-trading-scraper-xml-parser-api)
- [SEC Form 13F Institutional Holdings & Hedge Fund Whale Scraper](https://apify.com/mehdad-datalabs/sec-13f-institutional-holdings-hedge-fund-whale-scraper)
- [SEC Form N-PORT Mutual Fund & ETF Portfolio Holdings API](https://apify.com/mehdad-datalabs/sec-nport-etf-mutual-fund-holdings-xml-scraper)
- [SEC 10-K & 10-Q XBRL Financial Statements & Earnings API](https://apify.com/mehdad-datalabs/sec-10k-10q-xbrl-financial-statements-earnings-api)
- [SEC Form 8-K Corporate Events, M\&A & Executive Change Scraper](https://apify.com/mehdad-datalabs/sec-8k-corporate-events-ma-executive-change-scraper)
- [SEC Form S-1 IPO Pipeline & Form 144 Insider Sale Notice API](https://apify.com/mehdad-datalabs/sec-ipo-s1-form144-insider-sale-scraper)
- [SEC Form D Startup Funding, VC Raise & Founder B2B Lead API](https://apify.com/mehdad-datalabs/sec-form-d-startup-funding-vc-b2b-lead-scraper)
- [SEC DEF 14A Executive Compensation & Proxy Statement API](https://apify.com/mehdad-datalabs/sec-def14a-ceo-executive-compensation-proxy-scraper)
- [SEC Form 20-F & 6-K Global ADR & Foreign Stock Filings API](https://apify.com/mehdad-datalabs/sec-20f-6k-foreign-adr-international-stock-scraper)
- [CFPB Fintech & Bank Consumer Complaint Intelligence API](https://apify.com/mehdad-datalabs/cfpb-fintech-bank-consumer-complaint-b2b-scraper)
- [FDIC US Bank Directory, Deposits, Assets & B2B Lead API](https://apify.com/mehdad-datalabs/fdic-us-bank-directory-deposits-assets-b2b-scraper)
- [FDA 510(k) Medical Device Clearances & MedTech B2B Lead API](https://apify.com/mehdad-datalabs/fda-510k-medical-device-clearances-medtech-b2b-scraper)
- [FDA Drug, Device & Food Recall Enforcement & Legal Lead API](https://apify.com/mehdad-datalabs/fda-product-recalls-safety-enforcement-b2b-scraper)
- [US Pharmacy, Clinical Lab & Medical Supply B2B Lead API](https://apify.com/mehdad-datalabs/us-pharmacy-medical-lab-dme-b2b-lead-scraper)
- [US Public Company B2B Directory, SIC & HQ Phone API](https://apify.com/mehdad-datalabs/us-public-company-b2b-profile-sic-hq-phone-scraper)
- [US Federal Government Contract Awards & DoD B2B Lead Scraper](https://apify.com/mehdad-datalabs/us-federal-government-contract-awards-dod-b2b-scraper)
- [FDA Drug Approvals, NDA/BLA Biotech Catalyst & Pharma API](https://apify.com/mehdad-datalabs/fda-drug-approvals-biotech-catalyst-pharma-b2b-scraper)
- [ClinicalTrials.gov Phase 1-3 Biotech Catalyst & B2B Lead API](https://apify.com/mehdad-datalabs/clinical-trials-biotech-catalyst-cro-b2b-lead-scraper)
- [US Doctor, Dentist & Medical Clinic B2B Lead Scraper API](https://apify.com/mehdad-datalabs/us-doctor-dentist-clinic-healthcare-b2b-lead-scraper)

# Actor input Schema

## `tickers` (type: `array`):

Enter US stock ticker symbols to extract Schedule 13D (Activist Takeover/Influence) and Schedule 13G (5%+ Major Block Ownership) filings.

## `scheduleFilter` (type: `string`):

Choose 'ALL' for both 13D and 13G filings, '13D_ACTIVIST_ONLY' to isolate hostile/activist campaigns, or '13G_PASSIVE_ONLY' for passive 5%+ institutional stakes.

## `maxFilingsPerTicker` (type: `integer`):

Maximum number of recent Schedule 13D/13G filings and amendments to extract per company.

## Actor input object example

```json
{
  "tickers": [
    "DIS",
    "INTC",
    "NVDA",
    "AAPL"
  ],
  "scheduleFilter": "ALL",
  "maxFilingsPerTicker": 15
}
```

# Actor output Schema

## `dataset` (type: `string`):

Clean table of parsed SEC Schedule 13D activist campaigns and 13G 5%+ institutional ownership disclosures

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {};

// Run the Actor and wait for it to finish
const run = await client.actor("mehdad-datalabs/sec-schedule-13d-13g-activist-investor-ownership-api").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {}

# Run the Actor and wait for it to finish
run = client.actor("mehdad-datalabs/sec-schedule-13d-13g-activist-investor-ownership-api").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{}' |
apify call mehdad-datalabs/sec-schedule-13d-13g-activist-investor-ownership-api --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,mehdad-datalabs/sec-schedule-13d-13g-activist-investor-ownership-api"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/yAGikMOaXJYf8jirB/builds/7vhIyt2b4BxdzMK11/openapi.json