Schedule 13G is the short form of beneficial ownership report, for investors who own more than 5% of a company's voting stock without trying to influence it: index funds, other institutions and passive holders. Anyone planning to push for change files the longer Schedule 13D instead.
EDGAR renamed the form from SC 13G to SCHEDULE 13G in December 2024, so the query covers both.
Query syntax
Fields: formType, ticker, cik, companyName, filedAt, accessionNo, items (8-K item numbers), sic, state, periodOfReport. Join terms with AND, OR and NOT and group them with parentheses.
- Exact value:
formType:"10-K"(quotes keep the hyphen and spaces) - Any of a list:
ticker:(AAPL, MSFT, NVDA) - Date range:
filedAt:[2026-01-01 TO 2026-06-30] - Prefix:
formType:10-K*also matches 10-K/A and 10-KT - Part of a name:
companyName:"bank of"
Full reference with every field: filing search docs.