Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in RDN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.9M | $626.7M | -2.0% | 13.903% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.3M | $309.2M | — | 6.860% | 0.02% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 6.1M | $200.9M | — | 4.456% | 0.01% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 5.9M | $196.8M | +4.0% | 4.365% | 0.04% |
| 5 | STATE STREET CORP | 5.8M | $190.3M | +0.8% | 4.221% | 0.01% |
| 6 | DONALD SMITH & CO., INC. | 4.6M | $152.4M | +52.9% | 3.380% | 2.74% |
| 7 | AMERICAN CENTURY COMPANIES INC | 4.6M | $151.7M | +9.2% | 3.364% | 0.08% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.4M | $113.0M | +6.2% | 2.507% | 0.01% |
| 9 | CITADEL ADVISORS LLC | 2.1M | $70.1M | -29.6% | 1.555% | 0.03% |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.1M | $68.8M | -3.5% | 1.526% | 0.23% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $64.6M | -67.2% | 1.433% | 0.01% |
| 12 | BNP Paribas Asset Management Holding S.A. | 1.7M | $55.0M | +6.6% | 1.220% | 0.06% |
| 13 | TWO SIGMA INVESTMENTS, LP | 1.6M | $54.5M | +96.4% | 1.209% | 0.04% |
| 14 | NORTHERN TRUST CORP | 1.6M | $54.3M | +3.4% | 1.204% | 0.01% |
| 15 | BRUNI J V & CO /CO | 1.6M | $52.6M | +0.3% | 1.166% | 5.49% |
| 16 | MORGAN STANLEY | 1.5M | $50.3M | -7.8% | 1.116% | 0.00% |
| 17 | Polar Capital Holdings Plc | 1.5M | $49.6M | — | 1.101% | 0.18% |
| 18 | Allianz Asset Management GmbH | 1.4M | $45.7M | -5.6% | 1.014% | 0.05% |
| 19 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1.3M | $44.5M | +162.2% | 0.987% | 0.07% |
| 20 | GOLDMAN SACHS GROUP INC | 1.2M | $39.7M | +37.7% | 0.881% | 0.00% |
| 21 | River Road Asset Management, LLC | 1.1M | $37.3M | +129.4% | 0.827% | 0.42% |
| 22 | Bank of New York Mellon Corp | 1.1M | $37.2M | -4.8% | 0.824% | 0.01% |
| 23 | UBS ASSET MANAGEMENT AMERICAS INC | 1.1M | $35.0M | +219.4% | 0.777% | 0.01% |
| 24 | MILLENNIUM MANAGEMENT LLC | 915K | $30.3M | +35.0% | 0.672% | 0.02% |
| 25 | Qube Research & Technologies Ltd | 888K | $29.4M | +7.7% | 0.652% | 0.03% |
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 RDN — a direct measure of their conviction.
Filings activity in RDN 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 | 369 | 0.5% | 77.75% | 10.78 pp | $3.67B | 12% |
| Q4 2025 | 371 | +1.1% | 88.53% | 0.27 pp | $4.18B | 0.3% |
| Q3 2025 | 367 | +6.1% | 88.80% | +0.47 pp | $4.19B | +0.5% |
| Q2 2025 | 346 | +2.7% | 88.33% | +6.56 pp | $4.17B | +8.0% |
| Q1 2025 | 337 | +4.7% | 81.77% | 42.70 pp | $3.86B | 34% |
| Q4 2024 | 322 | +0.3% | 124.47% | +32.77 pp | $5.88B | +36% |
| Q3 2024 | 321 | +1.9% | 91.70% | +6.94 pp | $4.33B | +8.2% |
| Q2 2024 | 315 | — | 84.76% | — | $4.00B | — |
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 RDN stock.
Based on Q1 2026 13F filings, institutional ownership of Radian Group Inc. stands at 77.8%, held across 369 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of RDN, with approximately 18,945,358 shares worth $0.63B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of RDN, including CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for RDN is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
61 institutions opened new positions in RDN during Q1 2026, while 63 fully exited. 104 added to existing positions and 202 trimmed.
RDN institutional ownership fell by 10.78 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 56.6% of all reported 13F value in RDN, and the top 25 account for 75.1%.
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.