277 tracked 13F filers disclose a position in DNOW as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $353.6M | 29.7M | ▼−0.1% Reduced · −26K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $124.1M | 10.4M | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $123.7M | 10.4M | ▲+0.1% Added · +8K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $99.2M | 8.3M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $94.4M | 7.3M | ▲+2.5% Added · +176K sh | Q2 2026 | |
| 6 | Engine Capital Management, LP | $61.5M | 5.2M | ▲New +5.2M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $61.9M | 4.8M | ▲+4.7% Added · +216K sh | Q2 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $53.1M | 4.5M | ▼−17% Reduced · −936K sh | Q1 2026 | |
| 9 | GREENHAVEN ASSOCIATES INC | $56.3M | 4.3M | ▲+427% Added · +3.5M sh | Q2 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $48.4M | 4.1M | ▲24× Added · +3.9M sh | Q1 2026 | |
| 11 | River Road Asset Management, LLC | $47.7M | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 12 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $46.4M | 3.9M | ▲+6.0% Added · +221K sh | Q1 2026 | |
| 13 | ACK Asset Management LLC | $38.9M | 3.0M | ▲New +3.0M sh | Q2 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35.4M | 3.0M | ▲+0.6% Added · +18K sh | Q1 2026 | |
| 15 | PZENA INVESTMENT MANAGEMENT LLC | $37.5M | 2.9M | ▼−6.5% Reduced · −202K sh | Q2 2026 | |
| 16 | AMERICAN CENTURY COMPANIES INC | $33.8M | 2.8M | ▼−31% Reduced · −1.3M sh | Q1 2026 | |
| 17 | FULLER & THALER ASSET MANAGEMENT, INC. | $36.6M | 2.8M | ▼−3.4% Reduced · −100K sh | Q2 2026 | |
| 18 | BAUPOST GROUP LLC/MA | $36.2M | 2.8M | ▼−23% Reduced · −837K sh | Q2 2026 | |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $31.3M | 2.6M | ▼−35% Reduced · −1.4M sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $26.3M | 2.2M | ▼−43% Reduced · −1.7M sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $22.3M | 1.9M | ▲+3.4% Added · +61K sh | Q1 2026 | |
| 22 | MARSHALL WACE, LLP | $22.2M | 1.9M | ▲+302% Added · +1.4M sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $22.0M | 1.8M | ▼−3.8% Reduced · −74K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $20.8M | 1.7M | ▼−15% Reduced · −305K sh | Q1 2026 | |
| 25 | Global Alpha Capital Management Ltd. | $21.0M | 1.6M | ▼−46% Reduced · −1.4M sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 16 funds opened a new position in DNOW and 16 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 146 funds | $213.7B |
| AMAZON.COM INCAMZN | 144 funds | $157.6B |
| META PLATFORMS INC-CLASS AMETA | 141 funds | $90.6B |
| JPMORGAN CHASE & COJPM | 139 funds | $47.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 139 funds | $29.5B |
| NVIDIA CORPNVDA | 138 funds | $316.3B |
| ALPHABET INC-CL AGOOGL | 137 funds | $124.1B |
| UNITEDHEALTH GROUP INCUNH | 137 funds | $23.4B |
| APPLE INCAAPL | 135 funds | $237.5B |
| ALPHABET INC-CL CGOOG | 135 funds | $106.2B |
| MICRON TECHNOLOGY INCMU | 135 funds | $30.7B |
| BROADCOM INCAVGO | 133 funds | $125.5B |
Ranked by how many of DNOW's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Cherechinsky David A | President and CEO, Director | Sell (S) | 58K | $969K |
| Aug 10, 2026 | Cherechinsky David A | President and CEO, Director | Sell (S) | 198K | $3.3M |
| Aug 10, 2026 | Johnson Mark B | See Remarks | Sell (S) | 22K | $369K |
| Aug 10, 2026 | Johnson Mark B | See Remarks | Sell (S) | 50K | $843K |
| Aug 10, 2026 | Johnson Mark B | See Remarks | Sell (S) | 41K | $683K |
| Aug 10, 2026 | Chang Raymond W | VP and General Counsel | Sell (S) | 44K | $741K |
| Aug 10, 2026 | Chang Raymond W | VP and General Counsel | Sell (S) | 33K | $554K |
| Feb 19, 2025 | Munson Kelly T. | See Remarks | Sell (S) | 10K | $175K |
| Dec 2, 2024 | COPPINGER PAUL M | Director | Sell (S) | 26K | $395K |
| Aug 12, 2024 | Surratt Fanny R. | See Remarks | Sell (S) | 4K | $44K |
| May 14, 2024 | Johnson Mark B | See remarks | Sell (S) | 47K | $635K |
| May 14, 2024 | Cherechinsky David A | President and CEO, Director | Sell (S) | 124K | $1.7M |
Connected entities for DNOW
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DNOW/capital-change-brief"
Use Arkolith's capital_change_brief for DNOW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DNOW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.