Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SDGR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.5M | $171.0M | +8.7% | 14.081% | 0.00% |
| 2 | GATES FOUNDATION TRUST | 7.0M | $113.5M | 0.0% | 9.344% | 0.33% |
| 3 | Rubric Capital Management LP | 6.4M | $104.0M | +6.7% | 8.565% | 0.95% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | $61.5M | -1.9% | 5.069% | 0.00% |
| 5 | Sumitomo Mitsui Trust Group, Inc. | 2.7M | $44.0M | -15.2% | 3.622% | 0.03% |
| 6 | Amova Asset Management Americas, Inc. | 2.7M | $43.9M | -15.2% | 3.622% | 0.57% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $43.7M | +3.3% | 3.602% | 0.00% |
| 8 | STATE STREET CORP | 2.3M | $37.3M | +4.9% | 3.076% | 0.00% |
| 9 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.2M | $36.1M | -16.5% | 2.973% | 0.01% |
| 10 | ARK Investment Management LLC | 2.2M | $35.0M | +4.2% | 2.883% | 0.23% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 2.0M | $31.8M | +340.5% | 2.618% | 0.01% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $23.9M | +8.9% | 1.969% | 0.00% |
| 13 | MORGAN STANLEY | 1.2M | $20.2M | -9.2% | 1.666% | 0.00% |
| 14 | CITADEL ADVISORS LLC | 985K | $16.0M | +211.9% | 1.318% | 0.00% |
| 15 | UBS Group AG | 964K | $15.7M | -27.0% | 1.290% | 0.00% |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 867K | $14.1M | -67.7% | 1.160% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 733K | $11.9M | -2.6% | 0.981% | 0.00% |
| 18 | NORTHERN TRUST CORP | 650K | $10.6M | +13.3% | 0.869% | 0.00% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 636K | $10.3M | -28.0% | 0.852% | 0.00% |
| 20 | Nuveen, LLC | 614K | $10.0M | +388.2% | 0.822% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 587K | $9.5M | +15.1% | 0.785% | 0.00% |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 524K | $8.5M | — | 0.701% | 0.03% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 521K | $8.5M | -2.4% | 0.698% | 0.00% |
| 24 | Capricorn Fund Managers Ltd | 434K | $7.1M | — | 0.581% | 0.56% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 412K | $6.7M | +3.7% | 0.552% | 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 SDGR — a direct measure of their conviction.
Filings activity in SDGR during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SDGR position in Q2 2026
Institutions that fully closed their SDGR position in Q2 2026
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 232 | +1.8% | 88.04% | 3.59 pp | $1.06B | +41% |
| Q1 2026 | 228 | +3.2% | 91.63% | 7.80 pp | $748M | 41% |
| Q4 2025 | 221 | +0.5% | 99.43% | +0.90 pp | $1.27B | 11% |
| Q3 2025 | 220 | 4.3% | 98.53% | 0.21 pp | $1.43B | +2.2% |
| Q2 2025 | 230 | +8.0% | 98.74% | +7.09 pp | $1.39B | +11% |
| Q1 2025 | 213 | +0.5% | 91.65% | +5.67 pp | $1.26B | +10% |
| Q4 2024 | 212 | +5.0% | 85.98% | +2.27 pp | $1.14B | +6.7% |
| Q3 2024 | 202 | — | 83.71% | — | $1.07B | — |
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 SDGR stock.
Based on Q2 2026 13F filings, institutional ownership of Schrödinger, Inc. stands at 88.0%, held across 232 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SDGR, with approximately 10,521,724 shares worth $0.17B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of SDGR, including GATES FOUNDATION TRUST, ARK Investment Management LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for SDGR is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in SDGR during Q2 2026, while 38 fully exited. 160 added to existing positions and 24 trimmed.
SDGR institutional ownership fell by 3.59 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 65.4% of all reported 13F value in SDGR, and the top 25 account for 84.8%.
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.
Schrödinger, Inc. (SDGR) Institutional Ownership