Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in GDS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD | 9.8M | $396.3M | 0.0% | 5.062% | 100.00% |
| 2 | Sachem Head Capital Management LP | 8.7M | $349.9M | -6.6% | 4.470% | 8.43% |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | 7.0M | $282.2M | 0.0% | 3.605% | 0.18% |
| 4 | Tekne Capital Management, LLC | 5.1M | $203.5M | 0.0% | 2.600% | 86.00% |
| 5 | BAMCO INC /NY/ | 4.6M | $185.2M | +21.5% | 2.366% | 0.56% |
| 6 | BARCLAYS PLC | 3.0M | $120.5M | +73.9% | 1.540% | 0.05% |
| 7 | 12 West Capital Management LP | 2.6M | $103.8M | -39.9% | 1.326% | 17.52% |
| 8 | UBS Group AG | 2.3M | $94.2M | +44.2% | 1.204% | 0.01% |
| 9 | Carrhae Capital LLP | 2.2M | $88.0M | +0.8% | 1.124% | 5.88% |
| 10 | BANK OF AMERICA CORP /DE/ | 2.2M | $87.7M | +25.5% | 1.121% | 0.01% |
| 11 | GOLDMAN SACHS GROUP INC | 2.0M | $82.5M | +407.7% | 1.054% | 0.01% |
| 12 | D. E. Shaw & Co., Inc. | 2.0M | $79.2M | β | 1.011% | 0.07% |
| 13 | MARSHALL WACE, LLP | 1.7M | $69.3M | +14.2% | 0.886% | 0.08% |
| 14 | WCM INVESTMENT MANAGEMENT, LLC | 1.7M | $68.1M | β | 0.892% | 0.16% |
| 15 | Point72 Asset Management, L.P. | 1.7M | $67.0M | +29.1% | 0.856% | 0.09% |
| 16 | MORGAN STANLEY | 1.6M | $64.2M | +38.8% | 0.820% | 0.00% |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.4M | $57.8M | +63.4% | 0.739% | 0.08% |
| 18 | BlackRock, Inc. | 1.2M | $49.8M | +83.2% | 0.636% | 0.00% |
| 19 | Avala Global LP | 1.2M | $49.6M | β | 0.633% | 2.38% |
| 20 | HSBC HOLDINGS PLC | 1.2M | $48.7M | β | 0.628% | 0.03% |
| 21 | DENDUR CAPITAL LP | 1.1M | $46.3M | β | 0.591% | 3.52% |
| 22 | AMERICAN CENTURY COMPANIES INC | 1.1M | $45.5M | -3.8% | 0.581% | 0.02% |
| 23 | Triata Capital Ltd | 1.1M | $43.8M | -63.4% | 0.560% | 7.94% |
| 24 | Cerity Partners LLC | 1.1M | $42.8M | +34.9% | 0.547% | 0.06% |
| 25 | CITADEL ADVISORS LLC | 1.0M | $40.9M | β | 0.522% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in GDS β a direct measure of their conviction.
Filings activity in GDS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new GDS position in Q1 2026
Institutions that fully closed their GDS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 198 | +16% | 56.28% | +15.75 pp | $3.56B | +39% |
| Q4 2025 | 171 | 12% | 40.53% | 6.41 pp | $2.56B | 14% |
| Q3 2025 | 194 | +26% | 46.94% | +10.63 pp | $2.97B | +29% |
| Q2 2025 | 154 | +1.3% | 36.31% | 24.60 pp | $2.30B | 40% |
| Q1 2025 | 152 | +17% | 60.91% | +36.43 pp | $3.85B | +149% |
| Q4 2024 | 130 | 5.1% | 24.48% | 175.51 pp | $1.55B | 89% |
| Q3 2024 | 137 | +34% | 199.99% | +190.13 pp | $14.61B | +2242% |
| Q2 2024 | 102 | β | 9.86% | β | $624M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying GDS stock.
Based on Q1 2026 13F filings, institutional ownership of GDS Holdings Limited stands at 56.3%, held across 198 reporting institutions.
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD is the largest reported institutional holder of GDS, with approximately 9,835,680 shares worth $0.40B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of GDS, including Point72 Asset Management, L.P., CITADEL ADVISORS LLC.
Our composite Smart Money Score for GDS is 74 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
52 institutions opened new positions in GDS during Q1 2026, while 25 fully exited. 113 added to existing positions and 30 trimmed.
GDS institutional ownership rose by 15.75 percentage points quarter-over-quarter, with a net change of +27 holders.
The top 10 institutions account for 53.7% of all reported 13F value in GDS, and the top 25 account for 77.7%.
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.
GDS Holdings Limited (GDS) Institutional Ownership