Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in DRS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.1M | $228.4M | +2.3% | 1.923% | 0.00% |
| 2 | STATE STREET CORP | 4.4M | $194.7M | +9.6% | 1.639% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $164.7M | — | 1.386% | 0.01% |
| 4 | FMR LLC | 3.7M | $162.9M | +20.5% | 1.371% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $158.0M | — | 1.331% | 0.00% |
| 6 | VOYA INVESTMENT MANAGEMENT LLC | 3.2M | $140.5M | +96.7% | 1.183% | 0.15% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 3.1M | $136.1M | +36.4% | 1.153% | 0.06% |
| 8 | Invesco Ltd. | 2.3M | $103.2M | +34.7% | 0.869% | 0.02% |
| 9 | FIRST TRUST ADVISORS LP | 2.2M | $99.2M | -7.6% | 0.835% | 0.07% |
| 10 | Stephens Investment Management Group LLC | 2.1M | $94.3M | +107.6% | 0.794% | 1.29% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $88.3M | -0.7% | 0.743% | 0.02% |
| 12 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.7M | $76.9M | +31.3% | 0.647% | 0.13% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $71.2M | -0.8% | 0.599% | 0.00% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 1.5M | $66.7M | +93.7% | 0.562% | 0.01% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2M | $57.7M | — | 0.467% | 0.02% |
| 16 | Capital International Investors | 1.1M | $48.8M | — | 0.411% | 0.01% |
| 17 | MORGAN STANLEY | 998K | $44.4M | -16.7% | 0.374% | 0.00% |
| 18 | UBS Group AG | 904K | $40.3M | +3.9% | 0.339% | 0.01% |
| 19 | Nuveen, LLC | 818K | $36.4M | -31.3% | 0.307% | 0.01% |
| 20 | GOLDMAN SACHS GROUP INC | 675K | $30.1M | +28.4% | 0.253% | 0.00% |
| 21 | Munro Partners | 627K | $27.9M | +91.1% | 0.235% | 0.95% |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | 611K | $27.2M | +35.4% | 0.229% | 0.06% |
| 23 | Qube Research & Technologies Ltd | 532K | $23.7M | -60.2% | 0.199% | 0.03% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 521K | $23.2M | +5.0% | 0.196% | 0.00% |
| 25 | Bank of New York Mellon Corp | 517K | $23.0M | +3.1% | 0.194% | 0.00% |
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.
Filings activity in DRS during Q1 2026, grouped by how each filer changed its position.
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 | 329 | +4.8% | 21.35% | +4.85 pp | $2.76B | +29% |
| Q4 2025 | 314 | +1.3% | 16.50% | 4.52 pp | $2.14B | 21% |
| Q3 2025 | 310 | 1.3% | 21.02% | +0.53 pp | $2.72B | +2.6% |
| Q2 2025 | 314 | +28% | 20.49% | +5.89 pp | $2.65B | +40% |
| Q1 2025 | 245 | +2.5% | 14.60% | 0.15 pp | $1.89B | 1.0% |
| Q4 2024 | 239 | +17% | 14.75% | +2.39 pp | $1.91B | +19% |
| Q3 2024 | 205 | +23% | 12.36% | +0.29 pp | $1.60B | +2.4% |
| Q2 2024 | 166 | — | 12.07% | — | $1.56B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 19, 2026 | Jeffery Reuben III | Buy | 25K | $42.77 | $1.1M |
Quick answers to the most common questions about buying DRS stock.
Based on Q1 2026 13F filings, institutional ownership of Leonardo DRS, Inc. stands at 21.3%, held across 329 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of DRS, with approximately 5,130,821 shares worth $0.23B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of DRS.
Our composite Smart Money Score for DRS is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
75 institutions opened new positions in DRS during Q1 2026, while 60 fully exited. 202 added to existing positions and 49 trimmed.
DRS institutional ownership rose by 4.85 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 53.6% of all reported 13F value in DRS, and the top 25 account for 78.4%.
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.
Leonardo DRS, Inc. (DRS) Institutional Ownership