Who owns DRI (DRI)
Which tracked institutional funds hold DRI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DRI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
280 tracked funds added or opened DRI while 120 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
DRI’s largest tracked holder by dollar value, Capital World Investors, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DRI 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 2025-Q4 and 2026-Q1, across 1022 tracked filers holding DRI, 503 increased or opened the position and 425 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 DRI between the 2025-Q4 and 2026-Q1 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 47
- VANGUARD CAPITAL MANAGEMENT LLC$1.5B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B
- VANGUARD FIDUCIARY TRUST CO$130M
- Vanguard Global Advisers, LLC$49M
- HRT FINANCIAL LP$42M
- VANGUARD ASSET MANAGEMENT, Ltd$41M
Full exits 44
- VANGUARD GROUP INC$2.6B
- Alyeska Investment Group, L.P.$113M
- Qube Research & Technologies Ltd$80M
- Interval Partners, LP$45M
- Brandywine Global Investment Management, LLC$30M
- Arbejdsmarkedets Tillaegspension$24M
Largest adds
- BANK OF AMERICA CORP /DE/$221M
- AMERIPRISE FINANCIAL INC$202M
- BAHL & GAYNOR INC$139M
- Capital World Investors$136M
- JANE STREET GROUP, LLC$73M
- CITIGROUP INC$66M
Largest trims
- BlackRock, Inc.$281M
- JPMORGAN CHASE & CO$164M
- WELLINGTON MANAGEMENT GROUP LLP$144M
- Squarepoint Ops LLC$125M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$111M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$34M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital World Investors trimmed | 14,928,684 | $2.9B | 13.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 7,888,193 | $1.5B | 6.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,473,998 | $1.5B | 6.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 6,846,120 | $1.3B | 6.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,355,047 | $1.0B | 4.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 4,861,580 | $953M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,565,772 | $699M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,443,672 | $674M | 3.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 3,366,224 | $660M | 2.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,212,283 | $630M | 2.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,910,387 | $373M | 1.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,821,651 | $357M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 1,787,425 | $350M | 1.6% | 2026-Q1 |
| Newport Trust Company, LLC trimmed | 1,782,919 | $350M | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,687,096 | $331M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,420,486 | $279M | 1.2% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 1,387,401 | $272M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,265,473 | $248M | 1.1% | 2026-Q1 |
| BAHL & GAYNOR INC added | 1,010,176 | $198M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,010,169 | $198M | 0.9% | 2026-Q1 |
| UBS Group AG added | 964,757 | $189M | 0.8% | 2026-Q1 |
| Hamlin Capital Management, LLC trimmed | 851,038 | $167M | 0.7% | 2026-Q1 |
| Capital International Investors added | 718,203 | $141M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 716,363 | $140M | 0.6% | 2026-Q1 |
| Legal & General Group Plc added | 696,348 | $137M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 670,435 | $131M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 663,283 | $130M | 0.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 656,760 | $129M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 610,387 | $119M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 596,479 | $117M | 0.5% | 2026-Q1 |
| Boston Partners trimmed | 593,089 | $116M | 0.5% | 2026-Q1 |
| NORGES BANK trimmed | 554,029 | $115M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 578,094 | $113M | 0.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 571,122 | $112M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 543,589 | $107M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 516,919 | $101M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 493,253 | $97M | 0.4% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 492,067 | $97M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 463,984 | $91M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 440,344 | $86M | 0.4% | 2026-Q1 |
| Amundi added | 393,541 | $77M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 381,654 | $75M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 377,960 | $74M | 0.3% | 2026-Q1 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC trimmed | 339,543 | $67M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 337,800 | $66M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 331,679 | $65M | 0.3% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 324,122 | $64M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 304,919 | $60M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 288,676 | $57M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 277,495 | $54M | 0.2% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 272,083 | $53M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 259,984 | $51M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 259,244 | $51M | 0.2% | 2026-Q1 |
| J. Safra Sarasin Holding AG added | 254,045 | $50M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 252,782 | $50M | 0.2% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 252,684 | $50M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 251,293 | $49M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 250,915 | $49M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 248,100 | $49M | 0.2% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 225,805 | $44M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 225,395 | $44M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 221,645 | $43M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 214,993 | $42M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 212,074 | $42M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 211,459 | $41M | 0.2% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 207,878 | $41M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 192,832 | $38M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 191,520 | $38M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 183,310 | $36M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 176,589 | $35M | 0.2% | 2026-Q1 |
| Capital International, Inc./CA/ added | 168,725 | $33M | 0.1% | 2026-Q1 |
| AEGON ASSET MANAGEMENT UK Plc trimmed | 165,217 | $32M | 0.1% | 2026-Q1 |
| Clear Trail Advisors, LLC added | 160,688 | $32M | 0.1% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. trimmed | 160,347 | $31M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 155,038 | $30M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 150,541 | $30M | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 149,156 | $29M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 145,169 | $28M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 143,326 | $28M | 0.1% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 142,136 | $28M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 140,001 | $27M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 139,335 | $27M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 138,913 | $27M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 139,790 | $27M | 0.1% | 2026-Q1 |
| TD Asset Management Inc trimmed | 136,833 | $27M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 132,683 | $26M | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 132,651 | $26M | 0.1% | 2026-Q1 |
| Willis Investment Counsel | 122,600 | $24M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO trimmed | 117,630 | $23M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 14,012,299 | $2.6B | 11.5% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 615,702 | $113M | 0.5% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 435,406 | $80M | 0.4% | 2025-Q4 stale |
| WESTWOOD HOLDINGS GROUP INC trimmed | 314,564 | $69M | 0.3% | 2025-Q2 stale |
| Junto Capital Management LP trimmed | 224,957 | $47M | 0.2% | 2025-Q1 stale |
| Interval Partners, LP added | 245,618 | $45M | 0.2% | 2025-Q4 stale |
| 1832 Asset Management L.P. trimmed | 180,550 | $39M | 0.2% | 2025-Q2 stale |
| COOKSON PEIRCE & CO INC added | 146,610 | $32M | 0.1% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC added | 161,426 | $30M | 0.1% | 2025-Q4 stale |
| Arbejdsmarkedets Tillaegspension new | 131,295 | $24M | 0.1% | 2025-Q4 stale |
| CSM Advisors, LLC new | 105,673 | $23M | 0.1% | 2025-Q2 stale |
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.