| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | $153.8M | -2.5% | 1.351% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $152.3M | +0.6% | 1.338% | 0.00% |
| 6 | FMR LLC | 3.5M | $148.1M | -5.1% | 1.301% | 0.01% |
| 7 | FIRST TRUST ADVISORS LP | 2.7M | $114.4M | +20.4% | 1.005% | 0.07% |
| 8 | VOYA INVESTMENT MANAGEMENT LLC | 2.5M | $107.5M | -20.2% | 0.944% | 0.09% |
| 9 | Stephens Investment Management Group LLC | 2.4M | $102.5M | +13.4% | 0.900% | 1.10% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $88.6M | +4.7% | 0.778% | 0.02% |
| 11 | Invesco Ltd. | 1.9M | $82.4M | -16.7% | 0.724% | 0.01% |
| 12 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.7M | $71.2M | -3.3% | 0.626% | 0.11% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $66.4M | -2.7% | 0.583% | 0.00% |
| 14 | VAN ECK ASSOCIATES CORP | 1.5M | $65.5M | -11.6% | 0.576% | 0.04% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.1M | $50.6M | -9.5% | 0.422% | 0.02% |
| 16 | MILLENNIUM MANAGEMENT LLC | 1.2M | $50.5M | +373.1% | 0.444% | 0.02% |
| 17 | Capital International Investors | 1.1M | $48.1M | +2.8% | 0.422% | 0.01% |
| 18 | NORGES BANK | 992K | $42.3M | — | 0.372% | 0.00% |
| 19 | FEDERATED HERMES, INC. | 928K | $39.6M | +198.8% | 0.348% | 0.06% |
| 20 | GOLDMAN SACHS GROUP INC | 773K | $33.0M | +14.4% | 0.290% | 0.00% |
| 21 | MORGAN STANLEY | 745K | $31.8M | -25.3% | 0.279% | 0.00% |
| 22 | OBERWEIS ASSET MANAGEMENT INC/ | 628K | $26.8M | +39.8% | 0.236% | 0.55% |
| 23 | BANK OF AMERICA CORP /DE/ | 585K | $24.9M | +18.6% | 0.219% | 0.00% |
| 24 | Connor, Clark & Lunn Investment Management Ltd. | 583K | $24.9M | -4.6% | 0.218% | 0.05% |
| 25 | Nuveen, LLC | 550K | $23.5M | -32.8% | 0.206% | 0.01% |
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 DRS — a direct measure of their conviction.
| 25.45% |
| 0.33 pp |
| $1.89B |
| 1.0% |
| Q4 2024 | 239 | +17% | 25.78% | +0.28 pp | $1.91B | +19% |
| Q3 2024 | 205 | — | 25.50% | — | $1.60B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
DRS institutional ownership rose by 0.82 percentage points quarter-over-quarter, with a net change of +41 holders.
The top 10 institutions account for 52.1% of all reported 13F value in DRS, and the top 25 account for 76.4%.
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.