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Data sourced from SEC EDGAR 13F filings. Updated quarterly.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

QW Research © 2026

REST API · MCP for AI agents

QW Research Data API

Clean, canonical SEC 13F institutional-holdings data — deduplicated filers, canonical tickers (no CUSIP fragmentation), ownership, crowding, consensus, and fund skill/alpha metrics. The messy part of EDGAR, already solved, over a simple JSON API.

Interactive reference →Get a free key
Base URL
https://qwresearch.com/api/v1
Authentication

Send your key as a header Authorization: Bearer <api_key>, or as ?api_key=<api_key> in the URL. Evaluation endpoints also work without a key; the demo and premium / higher limits require one. Get a free key.

Quickstart

Every endpoint returns JSON. Send your key as a Bearer token, or as ?api_key= in the URL:

Request
curl -H "Authorization: Bearer <api_key>" \
  "https://qwresearch.com/api/v1/data/top-filers?limit=5"

Popular endpoints

A sample of what the API returns — real responses from the live data.

GET/data/top-filers?limit=25

Top institutional filers

The largest 13F filers ranked by portfolio value, with quarter-over-quarter change and skill (alpha) metrics attached.

Request
curl -H "Authorization: Bearer <api_key>" \
  "https://qwresearch.com/api/v1/data/top-filers?limit=25"
Response
{
  "period": "2026-03-31",
  "count": 25,
  "items": [
    {
      "cik": "0002012383",
      "company_name": "BlackRock, Inc.",
      "period_of_report": "2026-03-31",
      "total_value_thousands": 5723531457,
      "holdings_count": 50651,
      "value_change_pct": -3.3,
      "annualized_alpha": -0.027409,
      "alpha_consistency": 0.0,
      "alpha_quarters": 5
    }
  ]
}
GET/institutional/most-held?limit=25

Most widely held stocks

The stocks held by the most institutions, with institutional ownership %, total value, and shares — grouped by canonical ticker (no CUSIP fragmentation).

Request
curl -H "Authorization: Bearer <api_key>" \
  "https://qwresearch.com/api/v1/institutional/most-held?limit=25"
Response
{
  "period": "2026-03-31",
  "items": [
    {
      "ticker": "MSFT",
      "company_name": "Microsoft Corporation",
      "cusip": "594918104",
      "total_institutions_holding": 5944,
      "institutional_ownership_pct": 71.84,
      "total_value_thousands": 1897624733611,
      "total_shares_held": 5336395214
    }
  ]
}
GET/stocks/{ticker}/ownership

Stock institutional ownership

Institutional ownership for any stock: % of shares held, number of institutions, total shares, quarter-over-quarter change, and a crowding signal.

Request
curl -H "Authorization: Bearer <api_key>" \
  "https://qwresearch.com/api/v1/stocks/AAPL/ownership"
Response
{
  "ticker": "AAPL",
  "company_name": "Apple Inc.",
  "period": "2026-03-31",
  "institutional_ownership_pct": 63.38,
  "total_institutions_holding": 5858,
  "total_shares_held": 9309145113,
  "company_shares_outstanding": 14687356000,
  "signal": "neutral"
}
GET/funds/{cik}/overview

Fund profile & skill

Any fund's profile: AUM, rank, holdings, plus raw price-return alpha and Fama-French "skill" alpha (with t-stat and significance) — the metrics behind our research.

Request
curl -H "Authorization: Bearer <api_key>" \
  "https://qwresearch.com/api/v1/funds/0001067983/overview"
Response
{
  "fund": {
    "cik": "0001067983",
    "fund_name": "BERKSHIRE HATHAWAY INC",
    "aum_usd": 263095703570,
    "total_positions": 29,
    "aum_rank": 76,
    "annualized_alpha": -0.044819,
    "alpha_consistency": 44.2,
    "ff_alpha_tstat": -0.8557,
    "ff_alpha_significant": false,
    "skill_badge": "No Clear Edge"
  }
}

57 endpoints, fully documented

Funds (behavior, sectors, turnover, factor decomposition, hit-rate), stocks (holders, ownership history), institutional flows (top buys/sells, ownership race), crowding & consensus, capital migration, and natural-language /ask endpoints — with a live “try it” playground.

Open the full interactive reference →

Get an API key

The free tier is self-serve — no email needed. Grab a key and start hitting the API in a minute. For higher limits, bulk exports, or custom datasets, email us.

Get a free keyinfo@qwresearch.com