Dnow Inc. (DNOW) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership decreased this quarter (-12.79 pp), while top 10 holders maintain a highly concentrated 54.9% of value.
Institutional Ownership132.5%$2.2B total value · ▼ 12.79 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score40 / 100Neutral
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow312 holders+9 net flow (+74 / -65)
AI Insights & Key Takeaways
- Positive Institutional Flow (+9)
- Renaissance Technologies Llc maintains a significant position
- Top 10 holders control 54.9% of institutional value
- No Insider Signal
Top Institutional Holders of DNOW
Ranked by reported Q1 2026 13F market value
Top 10 Holders
54.9%
Top 25 Holders
76.6%
Share of total reported institutional value in DNOW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 29.7M | $353.6M | -0.1% | 25.188% | 0.01% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 16.9M | $201.0M | +56.1% | 14.319% | 0.04% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.4M | $124.1M | — | 8.843% | 0.01% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 10.4M | $123.7M | +0.1% | 8.808% | 0.03% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 8.3M | $99.2M | — | 7.068% | 0.00% |
| 6 | STATE STREET CORP | 7.1M | $84.6M | -4.5% | 6.027% | 0.00% |
| 7 | Engine Capital Management, LP | 5.2M | $61.5M | — | 4.382% | 7.43% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4.6M | $54.2M | +2.8% | 3.863% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 4.5M | $53.1M | -17.4% | 3.782% | 0.08% |
| 10 | FIRST TRUST ADVISORS LP | 4.1M | $48.4M | +2335.0% | 3.449% | 0.03% |
| 11 | River Road Asset Management, LLC | 4.0M | $47.7M | — | 3.401% | 0.54% |
| 12 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.9M | $46.4M | +6.0% | 3.304% | 0.15% |
| 13 | Verbena Value LP | 3.3M | $39.3M | -10.5% | 2.798% | 6.43% |
| 14 | PZENA INVESTMENT MANAGEMENT LLC | 3.1M | $36.9M | -25.6% | 2.626% | 0.12% |
| 15 | Global Alpha Capital Management Ltd. | 3.0M | $35.8M | +8.4% | 2.552% | 2.15% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.0M | $35.4M | +0.6% | 2.520% | 0.01% |
| 17 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.9M | $34.8M | -15.3% | 2.476% | 0.12% |
| 18 | AMERICAN CENTURY COMPANIES INC | 2.8M | $33.8M | -31.1% | 2.405% | 0.02% |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.6M | $31.3M | -34.8% | 2.231% | 0.04% |
| 20 | GOLDMAN SACHS GROUP INC | 2.2M | $26.3M | -42.9% | 1.872% | 0.00% |
| 21 | NORTHERN TRUST CORP | 1.9M | $22.3M | +3.4% | 1.587% | 0.00% |
| 22 | MARSHALL WACE, LLP | 1.9M | $22.2M | +302.3% | 1.584% | 0.02% |
| 23 | MORGAN STANLEY | 1.8M | $22.0M | -3.8% | 1.566% | 0.00% |
| 24 | Nuveen, LLC | 1.7M | $20.8M | -14.9% | 1.478% | 0.01% |
| 25 | ROYCE & ASSOCIATES LP | 1.7M | $19.8M | +17.2% | 1.407% | 0.19% |
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 DNOW — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in DNOW during Q1 2026, grouped by how each filer changed its position.
- VANGUARD GROUP INC$258.4M
- Boston Partners$104.2M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$49.9M
- JPMORGAN CHASE & CO$22.9M
- BALYASNY ASSET MANAGEMENT LLC$13.7M
- JACOBS LEVY EQUITY MANAGEMENT, INC$10.5M
- Hillsdale Investment Management Inc.$6.6M
- Point72 Asset Management, L.P.$3.3M
- DENALI ADVISORS LLC$3.2M
- Engineers Gate Manager LP$1.8M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.8M
- CAPITAL FUND MANAGEMENT S.A.$1.2M
DNOW Institutional Ownership by Quarter
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 312 | +3.0% | 132.52% | 12.79 pp | $2.19B | 8.8% |
| Q4 2025 | 303 | +8.2% | 145.31% | +46.14 pp | $2.40B | +47% |
| Q3 2025 | 280 | 1.1% | 99.17% | +11.09 pp | $1.64B | +13% |
| Q2 2025 | 283 | +3.3% | 88.08% | 13.88 pp | $1.46B | 14% |
| Q1 2025 | 274 | +4.2% | 101.96% | +22.36 pp | $1.69B | +28% |
| Q4 2024 | 263 | 0.4% | 79.60% | +0.39 pp | $1.32B | +0.5% |
| Q3 2024 | 264 | 1.5% | 79.21% | 6.62 pp | $1.31B | 7.7% |
| Q2 2024 | 268 | — | 85.83% | — | $1.42B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
DNOW — Frequently Asked Questions
Quick answers to the most common questions about buying DNOW stock.
What percentage of DNOW is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Dnow Inc. stands at 132.5%, held across 312 reporting institutions.
Who is the largest institutional holder of DNOW?
BlackRock, Inc. is the largest reported institutional holder of DNOW, with approximately 29,691,475 shares worth $0.35B as of Q1 2026.
Is DNOW a hedge fund favorite?
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of DNOW, including RENAISSANCE TECHNOLOGIES LLC.
What is DNOW's Smart Money Score?
Our composite Smart Money Score for DNOW is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought DNOW this quarter?
74 institutions opened new positions in DNOW during Q1 2026, while 65 fully exited. 56 added to existing positions and 182 trimmed.
How is institutional ownership of DNOW changing?
DNOW institutional ownership fell by 12.79 percentage points quarter-over-quarter, with a net change of +9 holders.
How concentrated is DNOW ownership among the top holders?
The top 10 institutions account for 54.9% of all reported 13F value in DNOW, and the top 25 account for 76.6%.
Where does this DNOW institutional ownership data come from?
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.