Ranked by reported Q1 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. | 9.7M | $109.9M | +1.7% | 12.953% | 0.00% |
| 2 | BILL & MELINDA GATES FOUNDATION TRUST | 7.0M | $79.3M | 0.0% | 9.344% | 0.25% |
| 3 | Rubric Capital Management LP | 6.0M | $68.2M | +43.8% | 8.030% | 0.84% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | $43.9M | — | 5.169% | 0.00% |
| 5 | Nikko Asset Management Americas, Inc. | 3.2M | $36.2M | +13.2% | 4.270% | 0.51% |
| 6 | Sumitomo Mitsui Trust Holdings, Inc. | 3.2M | $36.2M | -32.3% | 4.270% | 0.02% |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.7M | $30.5M | +17.2% | 3.593% | 0.01% |
| 8 | UBS ASSET MANAGEMENT AMERICAS INC | 2.7M | $30.2M | -28.4% | 3.560% | 0.01% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $29.6M | — | 3.485% | 0.00% |
| 10 | STATE STREET CORP | 2.2M | $24.9M | +2.8% | 2.933% | 0.00% |
| 11 | ARK Investment Management LLC | 2.1M | $23.5M | -2.1% | 2.766% | 0.18% |
| 12 | MORGAN STANLEY | 1.4M | $15.6M | +15.6% | 1.835% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $15.4M | -2.4% | 1.809% | 0.00% |
| 14 | UBS Group AG | 1.3M | $15.0M | -8.5% | 1.767% | 0.00% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 884K | $10.0M | -12.7% | 1.183% | 0.00% |
| 16 | BAILLIE GIFFORD & CO | 801K | $9.1M | -4.1% | 1.072% | 0.01% |
| 17 | GOLDMAN SACHS GROUP INC | 753K | $8.5M | +12.4% | 1.007% | 0.00% |
| 18 | Man Group plc | 681K | $7.7M | +54.3% | 0.911% | 0.01% |
| 19 | NORTHERN TRUST CORP | 573K | $6.5M | +3.2% | 0.767% | 0.00% |
| 20 | TUDOR INVESTMENT CORP ET AL | 551K | $6.3M | +25.4% | 0.737% | 0.02% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 534K | $6.1M | -38.2% | 0.715% | 0.00% |
| 22 | Prosight Management, LP | 511K | $5.8M | — | 0.683% | 0.95% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 510K | $5.8M | -1.2% | 0.682% | 0.00% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 444K | $5.0M | +174.6% | 0.594% | 0.00% |
| 25 | MILLENNIUM MANAGEMENT LLC | 417K | $4.7M | -57.4% | 0.558% | 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 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 | 221 | +1.8% | 67.60% | 47.40 pp | $730M | 41% |
| Q4 2025 | 217 | +0.5% | 115.00% | 14.03 pp | $1.24B | 11% |
| Q3 2025 | 216 | 6.1% | 129.03% | 0.13 pp | $1.39B | 0.1% |
| Q2 2025 | 230 | +8.0% | 129.16% | +12.63 pp | $1.39B | +11% |
| Q1 2025 | 213 | +0.5% | 116.53% | +10.61 pp | $1.26B | +10% |
| Q4 2024 | 212 | +5.0% | 105.92% | +6.67 pp | $1.14B | +6.7% |
| Q3 2024 | 202 | 0.5% | 99.25% | 7.14 pp | $1.07B | 6.7% |
| Q2 2024 | 203 | — | 106.39% | — | $1.15B | — |
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 Q1 2026 13F filings, institutional ownership of Schrödinger, Inc. stands at 67.6%, held across 221 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SDGR, with approximately 9,678,560 shares worth $0.11B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of SDGR, including BILL & MELINDA GATES FOUNDATION TRUST, ARK Investment Management LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC.
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.
50 institutions opened new positions in SDGR during Q1 2026, while 46 fully exited. 40 added to existing positions and 130 trimmed.
SDGR institutional ownership fell by 47.40 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 67.0% of all reported 13F value in SDGR, and the top 25 account for 86.9%.
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