Churchill Downs Incorporated (CHDN) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership decreased this quarter (-44.99 pp), representing a broadly distributed shareholder base.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CHDN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.2M | $555.9M | -3.9% | 8.898% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.2M | $287.6M | +8.5% | 4.603% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $267.9M | +8.9% | 4.288% | 0.01% |
| 4 | FMR LLC | 2.9M | $264.2M | +72.5% | 4.229% | 0.01% |
| 5 | LONDON CO OF VIRGINIA | 2.5M | $220.9M | -5.0% | 3.536% | 1.26% |
| 6 | STATE STREET CORP | 2.0M | $183.7M | +2.3% | 2.939% | 0.00% |
| 7 | JANE STREET GROUP, LLC | 1.9M | $173.0M | +332.3% | 2.769% | 0.01% |
| 8 | CITADEL ADVISORS LLC | 1.8M | $165.3M | +40.0% | 2.646% | 0.01% |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4M | $129.5M | +4.9% | 2.072% | 0.06% |
| 10 | BALYASNY ASSET MANAGEMENT L.P. | 1.4M | $128.6M | +135.2% | 2.058% | 0.16% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $120.3M | -4.8% | 1.926% | 0.01% |
| 12 | JENNISON ASSOCIATES LLC | 1.3M | $112.7M | +10.8% | 1.804% | 0.07% |
| 13 | Boston Partners | 1.2M | $106.7M | +4.9% | 1.712% | 0.09% |
| 14 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.0M | $92.3M | -5.8% | 1.478% | 0.28% |
| 15 | BARCLAYS PLC | 1.0M | $90.4M | +1649.8% | 1.447% | 0.02% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 844K | $75.6M | +2.9% | 1.211% | 0.03% |
| 17 | NORGES BANK | 841K | $75.4M | — | 1.207% | 0.01% |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | 797K | $72.5M | -4.9% | 1.144% | 0.05% |
| 19 | UBS Group AG | 796K | $71.3M | +198.0% | 1.141% | 0.01% |
| 20 | Clearbridge Investments, LLC | 786K | $70.5M | +5.7% | 1.128% | 0.06% |
| 21 | BANK OF AMERICA CORP /DE/ | 771K | $69.1M | +22.7% | 1.106% | 0.00% |
| 22 | Jupiter Topco LLC | 756K | $67.8M | — | 1.085% | 0.03% |
| 23 | FULLER & THALER ASSET MANAGEMENT, INC. | 729K | $65.3M | — | 1.045% | 0.18% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 710K | $63.7M | +6.1% | 1.019% | 0.01% |
| 25 | Qube Research & Technologies Ltd | 685K | $61.4M | +142.9% | 0.983% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CHDN — a direct measure of their conviction.
Filings activity in CHDN during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new CHDN position in Q2 2026
Institutions that fully closed their CHDN position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 465 | +2.6% | 90.67% | 44.99 pp | $5.44B | 36% |
| Q1 2026 | 453 | 0.7% | 135.66% | +56.06 pp | $8.49B | +41% |
| Q4 2025 | 456 | +7.0% | 79.60% | +2.17 pp | $6.04B | +19% |
| Q3 2025 | 426 | +1.7% | 77.43% | +3.35 pp | $5.06B | 4.9% |
| Q2 2025 | 419 | +0.5% | 74.08% | 0.29 pp | $5.32B | 9.1% |
| Q1 2025 | 417 | 6.1% | 74.37% | 1.64 pp | $5.86B | 19% |
| Q4 2024 | 444 | +0.7% | 76.01% | 3.29 pp | $7.19B | +0.1% |
| Q3 2024 | 441 | — | 79.30% | — | $7.18B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CHDN stock.
Based on Q2 2026 13F filings, institutional ownership of Churchill Downs Incorporated stands at 90.7%, held across 465 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CHDN, with approximately 6,202,008 shares worth $0.56B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of CHDN, including JANE STREET GROUP, LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for CHDN is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
59 institutions opened new positions in CHDN during Q2 2026, while 52 fully exited. 168 added to existing positions and 216 trimmed.
CHDN institutional ownership fell by 44.99 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 43.7% of all reported 13F value in CHDN, and the top 25 account for 66.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.