Who owns DSM
Which tracked institutional funds hold DSM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DSM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
7 tracked funds added or opened DSM while 7 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
DSM’s largest tracked holder by dollar value, Saba Capital Management, L.P., sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DSM 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 79 tracked filers holding DSM, 31 increased or opened the position and 43 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 DSM 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.
Full exits 4
- SIT INVESTMENT ASSOCIATES INC$13M
- Advisors Asset Management, Inc.$2M
- LORD, ABBETT & CO. LLC$1M
- PARK AVENUE SECURITIES LLC$1M
Largest adds
- Hennion & Walsh Asset Management, Inc.$4M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
- Saba Capital Management, L.P.$725K
- GUGGENHEIM CAPITAL LLC$562K
- Bank of New York Mellon Corp$474K
- ROBINSON CAPITAL MANAGEMENT, LLC$306K
Largest trims
- Bulldog Investors, LLP$1M
- Almitas Capital LLC$905K
- Pathstone Holdings, LLC$700K
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 |
|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,179,441 | $32M | 19.1% | 2026-Q2 |
| Bulldog Investors, LLP trimmed | 3,065,475 | $19M | 11.3% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 3,011,573 | $19M | 11.1% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 1,920,587 | $12M | 7.1% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 1,476,212 | $9M | 5.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 1,089,623 | $7M | 4.0% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 936,572 | $6M | 3.4% | 2026-Q2 |
| Almitas Capital LLC trimmed | 757,999 | $5M | 2.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 544,464 | $3M | 2.0% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 467,193 | $3M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 447,952 | $3M | 1.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 423,652 | $3M | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 268,067 | $2M | 1.0% | 2026-Q2 |
| Fiera Capital Corp trimmed | 258,371 | $2M | 1.0% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 250,343 | $2M | 0.9% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 195,902 | $1M | 0.7% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 187,555 | $1M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 180,248 | $1M | 0.7% | 2026-Q2 |
| 1607 Capital Partners, LLC | 159,401 | $980K | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 145,899 | $897K | 0.5% | 2026-Q2 |
| Nuveen, LLC | 136,099 | $837K | 0.5% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 112,022 | $689K | 0.4% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 107,584 | $662K | 0.4% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. | 100,339 | $617K | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 98,168 | $604K | 0.4% | 2026-Q2 |
| PFS Partners, LLC added | 93,163 | $573K | 0.3% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 91,598 | $563K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 88,101 | $542K | 0.3% | 2026-Q2 |
| Bridgewater Advisors Inc. | 92,770 | $538K | 0.3% | 2026-Q2 |
| Palogic Value Management, L.P. | 72,032 | $444K | 0.3% | 2026-Q2 |
| Opal Wealth Advisors, LLC added | 71,035 | $437K | 0.3% | 2026-Q2 |
| Noble Wealth Management PBC added | 65,733 | $404K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 63,180 | $389K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 62,270 | $383K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 60,102 | $370K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 59,072 | $363K | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 46,327 | $285K | 0.2% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 43,690 | $269K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 42,860 | $264K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 38,790 | $239K | 0.1% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. | 38,762 | $238K | 0.1% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 37,728 | $232K | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 33,407 | $205K | 0.1% | 2026-Q2 |
| Aviance Capital Partners, LLC trimmed | 30,983 | $191K | 0.1% | 2026-Q2 |
| Camelot Portfolios, LLC trimmed | 30,362 | $187K | 0.1% | 2026-Q2 |
| Ranch Capital Advisors Inc. added | 29,295 | $180K | 0.1% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. | 28,930 | $178K | 0.1% | 2026-Q2 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 27,796 | $171K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 25,000 | $154K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,546 | $133K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 21,435 | $132K | 0.1% | 2026-Q2 |
| Advisor OS, LLC added | 19,994 | $123K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 18,816 | $116K | 0.1% | 2026-Q2 |
| Novak & Powell Financial Services, Inc. added | 18,502 | $114K | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC | 17,234 | $106K | 0.1% | 2026-Q2 |
| CJM Wealth Advisers, Ltd. added | 15,847 | $97K | 0.1% | 2026-Q2 |
| Realta Investment Advisors | 15,247 | $94K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,166 | $93K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 14,309 | $88K | 0.1% | 2026-Q2 |
| BOKF, NA | 12,831 | $79K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 12,760 | $78K | 0.0% | 2026-Q2 |
| Everstar Asset Management, LLC | 12,100 | $74K | 0.0% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12,057 | $74K | 0.0% | 2026-Q2 |
| Mariner, LLC added | 11,676 | $72K | 0.0% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 10,317 | $63K | 0.0% | 2026-Q2 |
| Clear Street Group Inc. new | 10,001 | $62K | 0.0% | 2026-Q2 |
| SMITH, MOORE & CO. | 10,000 | $62K | 0.0% | 2026-Q2 |
| Cerity Partners LLC | 10,000 | $62K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 7,000 | $43K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 6,970 | $43K | 0.0% | 2026-Q2 |
| Smallwood Wealth Investment Management, LLC | 6,460 | $40K | 0.0% | 2026-Q2 |
| TORONTO DOMINION BANK new | 4,938 | $30K | 0.0% | 2026-Q2 |
| EASTERN BANK trimmed | 3,441 | $21K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 2,700 | $17K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 2,700 | $17K | 0.0% | 2026-Q2 |
| Quent Capital, LLC new | 2,000 | $12K | 0.0% | 2026-Q2 |
| Prestige Wealth Management Group LLC | 1,447 | $9K | 0.0% | 2026-Q2 |
| Darwin Wealth Management, LLC | 1,000 | $6K | 0.0% | 2026-Q2 |
| CITIGROUP INC | 1 | $6 | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 2,109,800 | $13M | 7.6% | 2026-Q1 stale (1 quarter behind) |
| Advisors Asset Management, Inc. trimmed | 328,325 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| LORD, ABBETT & CO. LLC added | 224,958 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC trimmed | 170,174 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. | 50,000 | $301K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Catalina Capital Group, LLC | 36,500 | $219K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC trimmed | 33,804 | $203K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 30,464 | $183K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Traub Capital Management LLC trimmed | 24,031 | $144K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| RIVERBRIDGE PARTNERS LLC added | 237,540 | $1M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ | 73,353 | $453K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Gridiron Partners, LLC trimmed | 48,891 | $302K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC added | 14,254 | $88K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| WHITEBOX ADVISORS LLC trimmed | 335,217 | $2M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| Lee Financial Co | 29,000 | $172K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Modern Wealth Management, LLC | 23,593 | $140K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Matisse Capital trimmed | 19,352 | $115K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WEDBUSH SECURITIES INC | 18,300 | $108K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Logan Stone Capital, LLC trimmed | 294,867 | $2M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| Rockefeller Capital Management L.P. added | 67,789 | $380K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Capital Market Strategies LLC added | 19,700 | $110K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.