Who owns Guardian Pharmacy Services (GRDN)
Which tracked institutional funds hold GRDN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GRDN 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
64 tracked funds added or opened GRDN while 34 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
GRDN’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GRDN 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 178 tracked filers holding GRDN, 105 increased or opened the position and 75 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 GRDN 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 10
- BRAUN STACEY ASSOCIATES INC$14M
- RIVERBRIDGE PARTNERS LLC$10M
- MITCHELL CAPITAL MANAGEMENT CO$6M
- Crews Bank & Trust$4M
- TRUIST FINANCIAL CORP$4M
- Y-Intercept (Hong Kong) Ltd$4M
Full exits 10
- T. Rowe Price Investment Management, Inc.$39M
- ACADIAN ASSET MANAGEMENT LLC$7M
- Hudson Bay Capital Management LP$5M
- CSM Advisors, LLC$3M
- BESSEMER GROUP INC$3M
- Inspire Investing, LLC$2M
Largest adds
- FMR LLC$50M
- FIRST TRUST ADVISORS LP$16M
- DIMENSIONAL FUND ADVISORS LP$14M
- ROYAL BANK OF CANADA$13M
- VANGUARD CAPITAL MANAGEMENT LLC$12M
- MORGAN STANLEY$9M
Largest trims
- BROWN ADVISORY INC$25M
- CITADEL ADVISORS LLC$17M
- MARSHALL WACE, LLP$14M
- Nuveen, LLC$11M
- TWO SIGMA INVESTMENTS, LP$8M
- JENNISON ASSOCIATES LLC$5M
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 |
|---|---|---|---|---|
| FMR LLC added | 3,241,612 | $136M | 12.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,729,032 | $72M | 6.4% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,575,989 | $66M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,379,750 | $58M | 5.1% | 2026-Q2 |
| Woodline Partners LP added | 1,306,340 | $55M | 4.8% | 2026-Q2 |
| Valiant Capital Management, L.P. | 1,186,658 | $50M | 4.4% | 2026-Q2 |
| Boston Partners trimmed | 983,868 | $41M | 3.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 966,206 | $40M | 3.6% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 951,637 | $40M | 3.5% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 869,836 | $36M | 3.2% | 2026-Q2 |
| BOONE CAPITAL MANAGEMENT LLC added | 711,939 | $30M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 646,695 | $27M | 2.4% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 626,664 | $26M | 2.3% | 2026-Q2 |
| STATE STREET CORP added | 590,114 | $25M | 2.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 524,013 | $22M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 516,094 | $22M | 1.9% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 510,161 | $21M | 1.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 461,307 | $19M | 1.7% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 422,427 | $18M | 1.6% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 345,229 | $14M | 1.3% | 2026-Q2 |
| BRAUN STACEY ASSOCIATES INC new | 339,947 | $14M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 312,004 | $13M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 307,879 | $13M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 301,400 | $13M | 1.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. | 275,000 | $12M | 1.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 258,239 | $11M | 1.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 246,285 | $10M | 0.9% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC new | 244,585 | $10M | 0.9% | 2026-Q2 |
| Nuveen, LLC trimmed | 220,791 | $9M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 211,383 | $9M | 0.8% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC | 200,000 | $8M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 194,442 | $8M | 0.7% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 185,383 | $8M | 0.7% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 174,364 | $7M | 0.6% | 2026-Q2 |
| Ranger Investment Management, L.P. added | 173,458 | $7M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 171,690 | $7M | 0.6% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 169,528 | $7M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 163,166 | $7M | 0.6% | 2026-Q2 |
| Lisanti Capital Growth, LLC trimmed | 152,025 | $6M | 0.6% | 2026-Q2 |
| MITCHELL CAPITAL MANAGEMENT CO new | 143,873 | $6M | 0.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 131,893 | $6M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 126,944 | $5M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 120,607 | $5M | 0.4% | 2026-Q2 |
| Trexquant Investment LP trimmed | 112,168 | $5M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 110,908 | $5M | 0.4% | 2026-Q2 |
| Crews Bank & Trust new | 101,127 | $4M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 98,895 | $4M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 98,209 | $4M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 97,513 | $4M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 87,775 | $4M | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP | 87,096 | $4M | 0.3% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 85,036 | $4M | 0.3% | 2026-Q2 |
| J. Goldman & Co LP trimmed | 79,219 | $3M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 77,777 | $3M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 73,872 | $3M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 73,841 | $3M | 0.3% | 2026-Q2 |
| UBS Group AG added | 72,519 | $3M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 71,617 | $3M | 0.3% | 2026-Q2 |
| Kiker Wealth Management, LLC added | 65,604 | $3M | 0.2% | 2026-Q2 |
| Legato Capital Management LLC added | 63,310 | $3M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 61,000 | $3M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 60,122 | $3M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 53,322 | $2M | 0.2% | 2026-Q2 |
| Jain Global LLC added | 52,351 | $2M | 0.2% | 2026-Q2 |
| Ghisallo Capital Management LLC trimmed | 50,000 | $2M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 44,798 | $2M | 0.2% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 44,354 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 42,977 | $2M | 0.2% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 40,422 | $2M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 36,041 | $2M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 35,996 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 33,818 | $1M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 32,718 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 32,169 | $1M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A | 30,000 | $1M | 0.1% | 2026-Q2 |
| Maven Securities LTD | 30,000 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 27,700 | $1M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 26,999 | $1M | 0.1% | 2026-Q2 |
| Diametric Capital, LP new | 26,173 | $1M | 0.1% | 2026-Q2 |
| TD Asset Management Inc | 25,864 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 25,773 | $1M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 24,374 | $1M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 24,249 | $1M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 23,656 | $990K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 21,873 | $916K | 0.1% | 2026-Q2 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 21,000 | $879K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 20,953 | $877K | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 20,321 | $851K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,953 | $794K | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 18,810 | $788K | 0.1% | 2026-Q2 |
| Round Rock Advisors LLC added | 18,524 | $776K | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 17,886 | $749K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 17,624 | $738K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 15,515 | $650K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 14,866 | $622K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 14,800 | $620K | 0.1% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC new | 14,505 | $607K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 14,323 | $600K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 14,236 | $596K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 14,017 | $587K | 0.1% | 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.