get_investor | Fundalyze API docs

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

Parameters

Parameter	Type	Default	Description
`query`required	stringup 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`	stringone of holdings, changes	holdings	holdings = positions that quarter; changes = new, added, reduced and sold-out positions vs the filer's prior 13F.
`limit`	integer1–100	25	Rows 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_investor: curl

curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_investor?query=Warren%20Buffett"

get_investor: Python

import os

import requests

response = requests.get(
    "https://api.fundalyze.ai/api/public/v1/get_investor",
    params={
        "query": "Warren Buffett",
    },
    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_investor: JavaScript

const params = new URLSearchParams()
params.append("query", "Warren Buffett")

const response = await fetch(`https://api.fundalyze.ai/api/public/v1/get_investor?${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_investor: MCP

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

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

Response

Generated from live data on Oct 7, 2026; figures change as filings arrive. Rows trimmed to the first 5 for the docs: holdings had 25.

get_investor: response text

What an assistant reads (and what MCP returns).

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

get_investor: response data

The same content as JSON (REST).

{
  "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"
    }
  ]
}

Fields of data

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

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 (here, fundalyze.ai/investors/warren-buffett). 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_investor