Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PODD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.4M | $1.34B | -3.1% | 9.082% | 0.02% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 4.6M | $960.9M | — | 6.523% | 0.02% |
| 3 | FMR LLC | 4.0M | $834.1M | -37.2% | 5.662% | 0.04% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.4M | $723.9M | — | 4.914% | 0.04% |
| 5 | STATE STREET CORP | 3.0M | $638.4M | -3.6% | 4.334% | 0.02% |
| 6 | BAILLIE GIFFORD & CO | 2.0M | $425.9M | -0.9% | 2.891% | 0.44% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $423.6M | +1.0% | 2.885% | 0.03% |
| 8 | Capital Research Global Investors | 1.7M | $350.3M | -62.1% | 2.378% | 0.05% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 1.6M | $335.5M | +248.2% | 2.277% | 0.15% |
| 10 | AMERICAN CENTURY COMPANIES INC | 1.6M | $333.9M | +0.4% | 2.267% | 0.17% |
| 11 | Clearbridge Investments, LLC | 1.3M | $277.2M | -4.8% | 1.882% | 0.24% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2M | $258.1M | +462.7% | 1.752% | 0.14% |
| 13 | MORGAN STANLEY | 1.1M | $240.5M | +1.0% | 1.632% | 0.01% |
| 14 | Invesco Ltd. | 1.1M | $230.1M | -25.9% | 1.562% | 0.04% |
| 15 | FIL Ltd | 1.0M | $212.4M | -8.5% | 1.442% | 0.16% |
| 16 | GOLDMAN SACHS GROUP INC | 864K | $181.3M | +12.5% | 1.231% | 0.02% |
| 17 | UBS ASSET MANAGEMENT AMERICAS INC | 795K | $166.9M | -1.3% | 1.133% | 0.03% |
| 18 | TWO SIGMA INVESTMENTS, LP | 762K | $160.0M | +107.9% | 1.086% | 0.13% |
| 19 | Man Group plc | 716K | $150.3M | +64.9% | 1.020% | 0.28% |
| 20 | FEDERATED HERMES, INC. | 714K | $149.8M | -7.0% | 1.017% | 0.24% |
| 21 | JUPITER ASSET MANAGEMENT LTD | 710K | $149.0M | +202.8% | 1.011% | 0.79% |
| 22 | NORTHERN TRUST CORP | 694K | $145.6M | -2.6% | 0.988% | 0.02% |
| 23 | Artisan Partners Limited Partnership | 693K | $145.4M | +5.1% | 0.987% | 0.24% |
| 24 | Qube Research & Technologies Ltd | 642K | $134.6M | +28.8% | 0.914% | 0.16% |
| 25 | MARSHALL WACE, LLP | 606K | $127.3M | +86.8% | 0.864% | 0.14% |
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 PODD — a direct measure of their conviction.
Filings activity in PODD 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 | 765 | 5.8% | 131.11% | 55.17 pp | $13.78B | 30% |
| Q4 2025 | 812 | +3.3% | 186.28% | 11.15 pp | $19.58B | 5.6% |
| Q3 2025 | 786 | +1.4% | 197.43% | 2.56 pp | $20.75B | 3.1% |
| Q2 2025 | 775 | +13% | 199.99% | +29.61 pp | $21.42B | +20% |
| Q1 2025 | 684 | +3.5% | 170.38% | +0.12 pp | $17.91B | +0.1% |
| Q4 2024 | 661 | +11% | 170.26% | +20.43 pp | $17.89B | +14% |
| Q3 2024 | 594 | +2.4% | 149.83% | +18.75 pp | $15.75B | +14% |
| Q2 2024 | 580 | — | 131.08% | — | $13.78B | — |
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 PODD stock.
Based on Q1 2026 13F filings, institutional ownership of Insulet Corporation stands at 131.1%, held across 765 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PODD, with approximately 6,375,943 shares worth $1.34B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of PODD, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for PODD is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
95 institutions opened new positions in PODD during Q1 2026, while 142 fully exited. 145 added to existing positions and 523 trimmed.
PODD institutional ownership fell by 55.17 percentage points quarter-over-quarter, with a net change of -47 holders.
The top 10 institutions account for 46.2% of all reported 13F value in PODD, 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.