get_institutional_holders | Fundalyze API docs

RESTGET https://api.fundalyze.ai/api/public/v1/get_institutional_holdersMCPget_institutional_holders

Parameters

Parameter	Type	Default	Description
`ticker`required	stringup to 12 characters	—	US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure.
`limit`	integer1–100	20	Holders to return, largest value first, 1-100.

Example

A real call and its answer. Replace fdz_live_YOUR_KEY with your key, or set FUNDALYZE_API_KEY for the Python and JavaScript versions.

get_institutional_holders: curl

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

get_institutional_holders: Python

import os

import requests

response = requests.get(
    "https://api.fundalyze.ai/api/public/v1/get_institutional_holders",
    params={
        "ticker": "AAPL",
        "limit": 10,
    },
    headers={"Authorization": f"Bearer {os.environ['FUNDALYZE_API_KEY']}"},
    timeout=60,
)
response.raise_for_status()
answer = response.json()
print(answer["text"])
print("Calls left today:", response.headers.get("X-Quota-Remaining"))

get_institutional_holders: JavaScript

const params = new URLSearchParams()
params.append("ticker", "AAPL")
params.append("limit", "10")

const response = await fetch(`https://api.fundalyze.ai/api/public/v1/get_institutional_holders?${params}`, {
  headers: { Authorization: `Bearer ${process.env.FUNDALYZE_API_KEY}` },
})
const answer = await response.json()
if (!response.ok) throw new Error(`${response.status}: ${answer.detail}`)
console.log(answer.text)
console.log('Calls left today:', response.headers.get('X-Quota-Remaining'))

get_institutional_holders: MCP

The same call as an MCP tools/call: what an assistant sends.

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

Response

Generated from live data on Oct 7, 2026; figures change as filings arrive. Rows trimmed to the first 5 for the docs: holders had 10.

get_institutional_holders: response text

What an assistant reads (and what MCP returns).

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

get_institutional_holders: response data

The same content as JSON (REST).

{
  "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"
    }
  ]
}

Fields of data

What each field of data means. rows[].field is a field of each row in the rows list.

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 (here, fundalyze.ai/stocks/nasdaq/aapl?tab=funds). Cite it when you show the data to others, as the attribution rules ask.

Errors

A bad parameter is a 400 naming it, an unknown ticker a 404, a busy key or a used-up day a 429. Every status and message: Errors.

This page as Markdown, for language models and scripts: /developers/md/reference/get_institutional_holders