# get_investor

A 13F filer's portfolio (super investors, funds): holdings with shares, filer-reported value and % of portfolio, or changes vs the prior 13F (new, added, reduced, sold out). query is a name or CIK; an ambiguous name returns candidates to retry with their CIK.

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

## Parameters

| Parameter | Type | Default | Description |
|---|---|---|---|
| `query` (required) | string (up to 100 characters) | — | Investor or 13F filer name (e.g. 'Warren Buffett', 'Pershing Square') or SEC CIK. |
| `quarter` | string | — | Quarter end, e.g. 2026-06-30 or 2026Q2. Default: the filer's latest 13F. |
| `view` | string (one of holdings, changes) | holdings | holdings = positions that quarter; changes = new, added, reduced and sold-out positions vs the filer's prior 13F. |
| `limit` | integer (1–100) | 25 | Rows 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_investor?query=Warren%20Buffett"
```

MCP `tools/call`:

```json
{
  "name": "get_investor",
  "arguments": {
    "query": "Warren Buffett"
  }
}
```

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

```text
Berkshire Hathaway Inc · CIK 1067983 · Warren Buffett · corporate_strategic · 13F holdings, quarter ending 2026-06-30 (filed 2026-08-14) · portfolio 299253.56 USD millions · values in USD millions as the filer reported them
ticker,issuer,class,put_call,shares,value_usd_m,pct_of_portfolio
AAPL,APPLE INC,COM,,227917808,65950.3,22.04
AXP,AMERICAN EXPRESS CO,COM,,151610700,51282.32,17.14
KO,COCA COLA CO,COM,,400000000,32508.0,10.86
GOOGL,ALPHABET INC,CAP STK CL A,,78791167,28157.6,9.41
BAC,BANK OF AMER CORP,COM,,483394015,27543.79,9.2
... 20 more rows in the full answer (trimmed for the docs)
SEC filing: https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.html
More: https://fundalyze.ai/investors/warren-buffett
```

Response `data`:

```json
{
  "cik": 1067983,
  "name": "Berkshire Hathaway Inc",
  "investor": "Warren Buffett",
  "manager_type": "corporate_strategic",
  "quarter": "2026-06-30",
  "filed_date": "2026-08-14",
  "accession_numbers": [
    "0001193125-26-352200"
  ],
  "source_url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.html",
  "view": "holdings",
  "positions": 29,
  "portfolio_value_usd_m": 299253.56,
  "portfolio_value_basis": "sum_of_lines",
  "holdings": [
    {
      "ticker": "AAPL",
      "issuer": "APPLE INC",
      "class": "COM",
      "put_call": null,
      "shares": 227917808,
      "value_usd_m": 65950.3,
      "pct_of_portfolio": 22.04,
      "cusip": "037833100"
    },
    {
      "ticker": "AXP",
      "issuer": "AMERICAN EXPRESS CO",
      "class": "COM",
      "put_call": null,
      "shares": 151610700,
      "value_usd_m": 51282.32,
      "pct_of_portfolio": 17.14,
      "cusip": "025816109"
    },
    {
      "ticker": "KO",
      "issuer": "COCA COLA CO",
      "class": "COM",
      "put_call": null,
      "shares": 400000000,
      "value_usd_m": 32508,
      "pct_of_portfolio": 10.86,
      "cusip": "191216100"
    },
    {
      "ticker": "GOOGL",
      "issuer": "ALPHABET INC",
      "class": "CAP STK CL A",
      "put_call": null,
      "shares": 78791167,
      "value_usd_m": 28157.6,
      "pct_of_portfolio": 9.41,
      "cusip": "02079K305"
    },
    {
      "ticker": "BAC",
      "issuer": "BANK OF AMER CORP",
      "class": "COM",
      "put_call": null,
      "shares": 483394015,
      "value_usd_m": 27543.79,
      "pct_of_portfolio": 9.2,
      "cusip": "060505104"
    }
  ]
}
```

Rows trimmed to the first 5 for the docs: holdings had 25.

## Fields of `data`

| Field | Meaning |
|---|---|
| `holdings` | The portfolio lines, largest first (list; see holdings[]). |
| `holdings[].class` | Security class as filed (COM, CL A...). |
| `holdings[].cusip` | CUSIP as filed. |
| `holdings[].issuer` | Issuer name as filed. |
| `holdings[].pct_of_portfolio` | Share of the filing's reported total, percent. |
| `holdings[].put_call` | PUT or CALL for option lines, else null. |
| `holdings[].shares` | Shares or principal amount as filed (not split-adjusted). |
| `holdings[].ticker` | Ticker when the CUSIP resolves to a listed security, else null. |
| `holdings[].value_usd_m` | Filer-reported value, USD millions. |
| `view` | holdings or changes: which view this answer carries. |
| `candidates[]` | Only when the name is ambiguous: cik, name, investor, manager_type, latest_quarter |
| `cik` | Filer's SEC CIK |
| `name` | Filer name |
| `investor` | Notable investor behind the filer, if any |
| `manager_type` | Fundalyze label (hedge_fund, index_passive...) |
| `quarter` | Quarter end shown (ISO) |
| `filed_date` | Date the 13F was filed |
| `accession_numbers` | The filing and any added-holdings amendments |
| `source_url` | The 13F on sec.gov |
| `positions` | Positions in the filing (holdings view) |
| `portfolio_value_usd_m` | Filer-reported total, USD millions |
| `portfolio_value_basis` | sum_of_lines, filing_cover_total (filings over 1,000 lines) or null (no reliable total) |
| `holdings[]` | ticker, issuer, class, put_call, shares, value_usd_m, pct_of_portfolio (percent), cusip |
| `prior_quarter` | Quarter compared with (changes view) |
| `counts` | Positions new, added, reduced, sold_out |
| `counts_cover` | all, or largest_lines (filings over 1,000 lines) |
| `changes[]` | ticker, issuer, class, put_call, status, shares, prior_shares, change_shares, value_usd_m, prior_value_usd_m, cusip |

## 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.