# get_institutional_holders

The largest institutional holders of a stock from SEC Form 13F: manager, its type, shares, filer-reported value, quarter, filed date and the change vs its prior 13F. Each manager's latest 13F.

- Group: Ownership and leadership
- REST: `GET https://api.fundalyze.ai/api/public/v1/get_institutional_holders` with the parameters as the query string
- MCP: the `get_institutional_holders` tool on `https://api.fundalyze.ai/mcp`
- HTML page: https://fundalyze.ai/developers/reference/get_institutional_holders

## Parameters

| Parameter | Type | Default | Description |
|---|---|---|---|
| `ticker` (required) | string (up to 12 characters) | — | US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure. |
| `limit` | integer (1–100) | 20 | Holders to return, largest value first, 1-100. |

## Example

REST:

```bash
curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_institutional_holders?ticker=AAPL&limit=10"
```

MCP `tools/call`:

```json
{
  "name": "get_institutional_holders",
  "arguments": {
    "ticker": "AAPL",
    "limit": 10
  }
}
```

Response `text` (generated Oct 7, 2026):

```text
AAPL · institutional holders (SEC Form 13F) · each manager's latest 13F · top 10 by value of 6308 lines · value in USD millions as filed
manager,cik,manager_type,report_period,filed_date,shares,value_usd_m,status,change_shares
"BlackRock, Inc.",2012383,asset_manager_diversified,2026-06-30,2026-08-07,1162996939,336524.79,increased,18301514
VANGUARD CAPITAL MANAGEMENT LLC,2100119,index_passive,2026-06-30,2026-08-13,959107911,277527.47,increased,5260263
STATE STREET CORP,93751,asset_manager_diversified,2026-06-30,2026-09-22,615129929,177994.0,increased,12788520
"GEODE CAPITAL MANAGEMENT, LLC",1214717,index_passive,2026-06-30,2026-08-12,371336543,107174.64,increased,2719589
VANGUARD PORTFOLIO MANAGEMENT LLC,2100121,index_passive,2026-06-30,2026-08-13,334119156,96680.72,increased,2682101
... 5 more rows in the full answer (trimmed for the docs)
Share positions only (no options). status and change_shares compare with the manager's prior 13F; shares as filed, so a stock split shows as an increase. Quarters differ by manager while filings come in.
More: https://fundalyze.ai/stocks/nasdaq/aapl?tab=funds
```

Response `data`:

```json
{
  "ticker": "AAPL",
  "lines_total": 6308,
  "holders": [
    {
      "manager": "BlackRock, Inc.",
      "cik": 2012383,
      "manager_type": "asset_manager_diversified",
      "report_period": "2026-06-30",
      "filed_date": "2026-08-07",
      "shares": 1162996939,
      "value_usd_m": 336524.79,
      "status": "increased",
      "change_shares": 18301514,
      "source_url": "https://www.sec.gov/Archives/edgar/data/2012383/000201238326003238/0002012383-26-003238-index.html"
    },
    {
      "manager": "VANGUARD CAPITAL MANAGEMENT LLC",
      "cik": 2100119,
      "manager_type": "index_passive",
      "report_period": "2026-06-30",
      "filed_date": "2026-08-13",
      "shares": 959107911,
      "value_usd_m": 277527.47,
      "status": "increased",
      "change_shares": 5260263,
      "source_url": "https://www.sec.gov/Archives/edgar/data/2100119/000210011926001527/0002100119-26-001527-index.html"
    },
    {
      "manager": "STATE STREET CORP",
      "cik": 93751,
      "manager_type": "asset_manager_diversified",
      "report_period": "2026-06-30",
      "filed_date": "2026-09-22",
      "shares": 615129929,
      "value_usd_m": 177994,
      "status": "increased",
      "change_shares": 12788520,
      "source_url": "https://www.sec.gov/Archives/edgar/data/93751/000009375126000583/0000093751-26-000583-index.html"
    },
    {
      "manager": "GEODE CAPITAL MANAGEMENT, LLC",
      "cik": 1214717,
      "manager_type": "index_passive",
      "report_period": "2026-06-30",
      "filed_date": "2026-08-12",
      "shares": 371336543,
      "value_usd_m": 107174.64,
      "status": "increased",
      "change_shares": 2719589,
      "source_url": "https://www.sec.gov/Archives/edgar/data/1214717/000121471726000008/0001214717-26-000008-index.html"
    },
    {
      "manager": "VANGUARD PORTFOLIO MANAGEMENT LLC",
      "cik": 2100121,
      "manager_type": "index_passive",
      "report_period": "2026-06-30",
      "filed_date": "2026-08-13",
      "shares": 334119156,
      "value_usd_m": 96680.72,
      "status": "increased",
      "change_shares": 2682101,
      "source_url": "https://www.sec.gov/Archives/edgar/data/2100121/000210012126001018/0002100121-26-001018-index.html"
    }
  ]
}
```

Rows trimmed to the first 5 for the docs: holders had 10.

## Fields of `data`

| Field | Meaning |
|---|---|
| `holders` | The holders, largest filer-reported value first (list; see holders[]). |
| `ticker` | Ticker as listed in the SEC directory. |
| `lines_total` | 13F lines for this stock across every manager's latest 13F (a manager may file one stock on several lines) |
| `holders[].manager` | Manager name as filed |
| `holders[].cik` | Manager's SEC CIK |
| `holders[].manager_type` | Fundalyze label (hedge_fund, index_passive, bank_broker...), null if unlabelled |
| `holders[].report_period` | Quarter end the 13F covers |
| `holders[].filed_date` | Date the 13F was filed |
| `holders[].shares` | Shares held, as filed |
| `holders[].value_usd_m` | Filer-reported value, USD millions |
| `holders[].status` | new, increased, decreased or unchanged vs the manager's prior 13F |
| `holders[].change_shares` | Shares added (negative: sold) vs the prior 13F |
| `holders[].source_url` | The 13F on sec.gov |

## The link

Every answer ends with `More: <link>`, and REST returns the same URL as `link`: the fundalyze.ai page where the figures can be checked. Cite it when you show the data to others.