Who owns Danaos (DAC)
Which tracked institutional funds hold DAC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DAC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
29 tracked funds added or opened DAC while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DAC’s largest tracked holder by dollar value, RBF Capital, LLC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DAC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 126 tracked filers holding DAC, 68 increased or opened the position and 65 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DAC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- CREDIT AGRICOLE S A$2M
- BARCLAYS PLC$1M
- XTX Topco Ltd$986K
- Point72 Asset Management, L.P.$907K
- Nuveen, LLC$664K
- HSBC HOLDINGS PLC$606K
Full exits 13
- ACADIAN ASSET MANAGEMENT LLC$78M
- HRT FINANCIAL LP$5M
- DGS Capital Management, LLC$3M
- MARSHALL WACE, LLP$3M
- Jump Financial, LLC$2M
- SHIKIAR ASSET MANAGEMENT INC$2M
Largest adds
- BlackRock, Inc.$29M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10M
- ION Fund Management Ltd$7M
- Qube Research & Technologies Ltd$5M
- RBF Capital, LLC$4M
- OSAIC HOLDINGS, INC.$3M
Largest trims
- GOLDMAN SACHS GROUP INC$6M
- RENAISSANCE TECHNOLOGIES LLC$5M
- CITADEL ADVISORS LLC$4M
- UBS Group AG$4M
- TWO SIGMA INVESTMENTS, LP$3M
- MILLENNIUM MANAGEMENT LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RBF Capital, LLC | 418,015 | $51M | 13.7% | 2026-Q2 |
| ION Fund Management Ltd added | 410,977 | $50M | 13.4% | 2026-Q2 |
| BlackRock, Inc. added | 319,132 | $39M | 10.4% | 2026-Q2 |
| No Street GP LP | 250,000 | $31M | 8.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 223,665 | $27M | 7.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 153,710 | $19M | 5.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 121,616 | $15M | 4.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 100,352 | $12M | 3.3% | 2026-Q2 |
| MORGAN STANLEY added | 72,077 | $9M | 2.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 64,716 | $8M | 2.1% | 2026-Q2 |
| Hi-Line Capital Management, LLC added | 61,467 | $8M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 60,946 | $7M | 2.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 50,276 | $6M | 1.7% | 2026-Q2 |
| ADVISORY RESEARCH INC added | 47,412 | $6M | 1.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 46,741 | $6M | 1.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 46,238 | $6M | 1.5% | 2026-Q2 |
| PDT Partners, LLC added | 42,564 | $5M | 1.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 35,753 | $4M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 33,902 | $4M | 1.1% | 2026-Q2 |
| SEB Asset Management AB added | 28,969 | $4M | 0.9% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 23,014 | $3M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 17,578 | $2M | 0.6% | 2026-Q2 |
| Midwest Professional Planners, LTD. added | 16,855 | $2M | 0.6% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 16,020 | $2M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 15,387 | $2M | 0.5% | 2026-Q2 |
| CREDIT AGRICOLE S A new | 15,000 | $2M | 0.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 14,508 | $2M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 12,701 | $2M | 0.4% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 12,601 | $2M | 0.4% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 12,410 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 12,278 | $2M | 0.4% | 2026-Q2 |
| BARCLAYS PLC new | 12,208 | $1M | 0.4% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC trimmed | 11,736 | $1M | 0.4% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 10,823 | $1M | 0.4% | 2026-Q2 |
| Creative Planning added | 10,758 | $1M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,740 | $1M | 0.4% | 2026-Q2 |
| PFG Advisors added | 10,622 | $1M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 9,582 | $1M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 8,946 | $1M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 8,694 | $1M | 0.3% | 2026-Q2 |
| JMN Financial LLC added | 8,371 | $1M | 0.3% | 2026-Q2 |
| XTX Topco Ltd trimmed | 8,058 | $986K | 0.3% | 2026-Q2 |
| Tidal Investments LLC trimmed | 8,035 | $983K | 0.3% | 2026-Q2 |
| Marex Group Ltd trimmed | 7,700 | $942K | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 7,416 | $907K | 0.2% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 6,233 | $763K | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 6,114 | $748K | 0.2% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 5,909 | $723K | 0.2% | 2026-Q2 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC added | 5,675 | $700K | 0.2% | 2026-Q2 |
| Aquatic Capital Management LLC added | 5,518 | $675K | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 5,424 | $664K | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. | 5,260 | $644K | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 5,217 | $638K | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 4,961 | $606K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 4,953 | $606K | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 4,878 | $597K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 4,673 | $572K | 0.2% | 2026-Q2 |
| DIVERSIFIED TRUST CO added | 4,478 | $548K | 0.1% | 2026-Q2 |
| COMMONS CAPITAL, LLC | 4,336 | $531K | 0.1% | 2026-Q2 |
| Westhampton Capital, LLC | 4,255 | $521K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 4,072 | $498K | 0.1% | 2026-Q2 |
| Balefire, LLC trimmed | 3,974 | $486K | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC new | 3,821 | $468K | 0.1% | 2026-Q2 |
| CastleKnight Management LP trimmed | 3,600 | $441K | 0.1% | 2026-Q2 |
| Oceanic Investment Management LTD new | 3,557 | $435K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 3,440 | $419K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. | 3,125 | $382K | 0.1% | 2026-Q2 |
| Ballentine Partners, LLC added | 3,000 | $367K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 2,850 | $349K | 0.1% | 2026-Q2 |
| U S GLOBAL INVESTORS INC trimmed | 2,804 | $343K | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC trimmed | 2,780 | $340K | 0.1% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC trimmed | 2,528 | $309K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,432 | $298K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 2,374 | $290K | 0.1% | 2026-Q2 |
| COMMERCE BANK | 2,360 | $289K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 2,212 | $271K | 0.1% | 2026-Q2 |
| Clark Asset Management, LLC | 2,181 | $267K | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 2,170 | $266K | 0.1% | 2026-Q2 |
| Stirlingshire Investments, Inc. new | 2,148 | $263K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 2,134 | $261K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC | 2,083 | $255K | 0.1% | 2026-Q2 |
| Glenview Trust Co | 2,000 | $245K | 0.1% | 2026-Q2 |
| Ballew Advisors, Inc added | 1,995 | $244K | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC added | 1,972 | $241K | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,942 | $238K | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 1,940 | $237K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 1,909 | $234K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 1,880 | $230K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,877 | $230K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 1,829 | $224K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,796 | $220K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance new | 1,790 | $219K | 0.1% | 2026-Q2 |
| State of Wyoming added | 1,737 | $213K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 1,229 | $150K | 0.0% | 2026-Q2 |
| Founders Capital Management | 900 | $110K | 0.0% | 2026-Q2 |
| WealthCollab, LLC added | 880 | $108K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 655 | $80K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 430 | $53K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 426 | $52K | 0.0% | 2026-Q2 |
| Walleye Capital LLC trimmed | 348 | $43K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.