QW Research
MarketsScreenerInstitutionsInsidersStatusInsightsAPIAboutFAQ
HomeAboutFAQ
Request data / API access →

Data from SEC EDGAR filings: company financials and 13F holdings.

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

SEC EDGAR, already parsed — company fundamentals and the four-question verdicts built on them, Form 4 insider trades classified by what each one meant, and canonical 13F holdings with deduplicated filers and no CUSIP fragmentation. The messy part, 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/stocks/{ticker}/answers

The four questions, answered

Is the business good, are the earnings real, can it survive, and what is priced in — each with a verdict, the numbers driving it, and the strongest fact arguing the other way. Never aggregated into a score.

Request
curl -H "Authorization: Bearer <api_key>" \
  "https://qwresearch.com/api/v1/stocks/KO/answers"
Response
{
  "ticker": "KO",
  "cik": "0000021344",
  "answers": [
    {
      "question": "Q1",
      "title": "Is the business good?",
      "verdict": "strong",
      "headline": "Earns 44.92pts above its cost of capital, positive in 5 of the last 5 years.",
      "counter_evidence": "ROIC ex-goodwill is 189.99% against 52.87% reported — the return is earned on a capital base inflated by what was paid for acquisitions.",
      "drivers": [
        {
          "label": "ROIC − WACC spread",
          "value": 44.92,
          "unit": "pts",
          "trend": "widening",
          "note": "robust to a ±2pt WACC move"
        }
      ]
    }
  ],
  "config_version": "2026.10.20"
}
GET/data/insider-clusters

Insider buying clusters

Companies where several insiders bought on the open market in the same window — classified by what each trade MEANT, so dividend reinvestment, employee plans and 10b5-1 sales are excluded rather than counted as conviction.

Request
curl -H "Authorization: Bearer <api_key>" \
  "https://qwresearch.com/api/v1/data/insider-clusters?limit=10"
Response
{
  "window_days": 30,
  "min_buyers": 2,
  "items": [
    {
      "ticker": "GME",
      "company_name": "GameStop Corp.",
      "buyer_count": 3,
      "total_value_usd": 77512345,
      "max_stake_increase_pct": 2.9,
      "last_trade_date": "2026-10-13",
      "q1_verdict": "weak",
      "q4_verdict": "demanding"
    }
  ],
  "total_open_market_buys": 1284,
  "data_start_date": "2024-01-02"
}
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": 1897624733,
      "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