Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TDAY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Two Seas Capital LP | 14.0M | $99.0M | -3.5% | 9.548% | 4.11% |
| 2 | Apollo Management Holdings, L.P. | 12.1M | $85.5M | 0.0% | 8.245% | 1.39% |
| 3 | Alta Fundamental Advisers LLC | 10.7M | $75.8M | -5.1% | 7.307% | 29.83% |
| 4 | BlackRock, Inc. | 10.2M | $71.8M | -1.3% | 6.920% | 0.00% |
| 5 | GOLDMAN SACHS GROUP INC | 7.2M | $50.5M | +29.9% | 4.867% | 0.01% |
| 6 | COOPERMAN LEON G | 6.3M | $44.2M | +1.7% | 4.263% | 1.45% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 5.9M | $41.7M | β | 4.021% | 0.00% |
| 8 | Philosophy Capital Management LLC | 4.3M | $30.3M | -33.4% | 2.923% | 3.47% |
| 9 | D. E. Shaw & Co., Inc. | 3.8M | $26.8M | -25.8% | 2.585% | 0.03% |
| 10 | VR Advisory Services Ltd | 3.7M | $26.0M | β | 2.503% | 3.07% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 3.5M | $24.4M | -6.6% | 2.350% | 0.01% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $22.3M | +2.1% | 2.147% | 0.00% |
| 13 | Whitefort Capital Management, LP | 3.1M | $22.0M | -34.6% | 2.124% | 6.70% |
| 14 | STATE STREET CORP | 3.1M | $21.9M | +1.7% | 2.115% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.9M | $20.3M | -6.4% | 1.955% | 0.00% |
| 16 | FOURSIXTHREE CAPITAL LP | 2.3M | $16.3M | +1.5% | 1.568% | 6.35% |
| 17 | Jefferies Financial Group Inc. | 2.0M | $14.1M | +33.3% | 1.360% | 0.10% |
| 18 | MILLER VALUE PARTNERS, LLC | 2.0M | $13.9M | -42.1% | 1.339% | 3.62% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $11.6M | β | 1.119% | 0.00% |
| 20 | NORTHERN TRUST CORP | 1.5M | $10.5M | +3.4% | 1.010% | 0.00% |
| 21 | Shay Capital LLC | 1.4M | $10.2M | β | 0.982% | 0.89% |
| 22 | Oasis Management Co Ltd. | 1.3M | $9.4M | β | 0.904% | 1.70% |
| 23 | MORGAN STANLEY | 1.1M | $8.1M | +65.6% | 0.781% | 0.00% |
| 24 | FMR LLC | 1.0M | $7.4M | +51.6% | 0.711% | 0.00% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 988K | $7.0M | +18.3% | 0.671% | 0.00% |
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 TDAY β a direct measure of their conviction.
Filings activity in TDAY during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TDAY position in Q1 2026
Institutions that fully closed their TDAY 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 | 216 | +19% | 79.70% | +21.04 pp | $907M | +36% |
| Q4 2025 | 182 | 4.7% | 58.66% | +13.91 pp | $668M | +31% |
| Q3 2025 | 191 | +6.1% | 44.75% | +6.53 pp | $510M | +17% |
| Q2 2025 | 180 | +1.7% | 38.22% | +8.40 pp | $435M | +28% |
| Q1 2025 | 177 | 12% | 29.82% | 22.49 pp | $340M | 43% |
| Q4 2024 | 200 | +7.0% | 52.31% | 2.77 pp | $596M | 5.0% |
| Q3 2024 | 187 | +11% | 55.08% | +12.29 pp | $627M | +29% |
| Q2 2024 | 169 | β | 42.79% | β | $487M | 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 TDAY stock.
Based on Q1 2026 13F filings, institutional ownership of USA TODAY Co., Inc. stands at 79.7%, held across 216 reporting institutions.
Two Seas Capital LP is the largest reported institutional holder of TDAY, with approximately 14,045,443 shares worth $0.10B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of TDAY.
Our composite Smart Money Score for TDAY is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
58 institutions opened new positions in TDAY during Q1 2026, while 24 fully exited. 137 added to existing positions and 21 trimmed.
TDAY institutional ownership rose by 21.04 percentage points quarter-over-quarter, with a net change of +34 holders.
The top 10 institutions account for 60.8% of all reported 13F value in TDAY, and the top 25 account for 84.9%.
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.
USA TODAY Co., Inc. (TDAY) Institutional Ownership