DRD

Drdgold Ltd-Sponsored ADR Cross-source read$26.81 1.11%
MaterialsCUSIP 26152H301· EOD Sep 11, 2026

Among active 13F managers last quarter, 8 opened and 22 added, while 14 reduced; the largest holder to move was Van Eck Associates Corp (+24%). Over the last 180 days, 10 insiders sold and none bought, a net -$383K in open-market trades.

Tracked 13F holders
100
35 in Q2 2026 filings
13F value (tracked)
$208.7M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
30 adding · 14 trimming
Insiders · Form 4 open-market, 180d
0 buying · 10 selling · -$383K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$26.81 1.11%5Y +188.9%
$2.10$11.81$21.53$31.25$40.962021202220232024202520268107910869107691692161612181815171713818181220151915332129302629131210
Hover for who · click for detailEnd-of-day closing prices52w $19.65 – $39.18

Who owns DRD?

100 tracked 13F filers · ranked by shares held

100 tracked 13F filers disclose a position in DRD as of the latest SEC 13F filings, a combined $208.7M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Van Eck Associates Corp1.2M
$24.6M
+24%
Added · +224K sh
Q2 2026
2Connor, Clark & Lunn Investment Management Ltd.712K
$15.2M
+7.9%
Added · +52K sh
Q2 2026
3Arrowstreet Capital, Limited Partnership687K
$20.2M
−35%
Reduced · −363K sh
Q1 2026
4BlackRock, Inc.649K
$13.8M
−17%
Reduced · −129K sh
Q2 2026
5Marshall Wace, LLP512K
$15.0M
+31%
Added · +120K sh
Q1 2026
6Amundi508K
$14.9M
+9.1%
Added · +42K sh
Q1 2026
7American Century Companies Inc455K
$13.4M
−5.9%
Reduced · −28K sh
Q1 2026
8AQR Capital Management LLC351K
$10.3M
+11%
Added · +36K sh
Q1 2026
9Renaissance Technologies LLC350K
$10.3M
+58%
Added · +129K sh
Q1 2026
10Jane Street Group, LLC282K
$8.3M
−18%
Reduced · −62K sh
Q1 2026
11UBS Group AG214K
$6.3M
+132%
Added · +122K sh
Q1 2026
12Man Group plc200K
$4.3M
+24%
Added · +39K sh
Q2 2026
13Dimensional Fund Advisors LP169K
$5.0M
+3.0%
Added · +5K sh
Q1 2026
14Lazard Asset Management LLC154K
$4.5M
−11%
Reduced · −19K sh
Q1 2026
15Morgan Stanley127K
$3.7M
−25%
Reduced · −43K sh
Q1 2026
16Quadrature Capital Ltd116K
$2.5M
+177%
Added · +74K sh
Q2 2026
17Point72 Asset Management, L.P.114K
$2.4M
New
+114K sh
Q2 2026
18Two Sigma Investments, LP113K
$3.3M
New
+113K sh
Q1 2026
19Barclays PLC101K
$3.0M
+36%
Added · +27K sh
Q1 2026
20Citadel Advisors LLC93K
$2.0M
+62%
Added · +35K sh
Q2 2026
21Sei Investments Co80K
$2.3M
+61%
Added · +30K sh
Q1 2026
22Trexquant Investment LP76K
$1.6M
+51%
Added · +26K sh
Q2 2026
23Public Employees Retirement System Of Ohio64K
$1.4M
−13%
Reduced · −10K sh
Q2 2026
24Vident Advisory, LLC62K
$1.3M
+11%
Added · +6K sh
Q2 2026
25BNP Paribas Financial Markets59K
$1.7M
+811%
Added · +52K sh
Q1 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.

Is DRD being bought or sold by institutions?

Last quarter, 8 funds opened a new position in DRD and 22 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
8
funds took a first position
Added
22
added to an existing position
Reduced
14
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own DRD also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA51 funds$88.4B
Microsoft CorpMSFT51 funds$51.3B
Visa Inc-Class A SharesV51 funds$7.2B
Broadcom IncAVGO50 funds$35.0B
Eli Lilly & CoLLY50 funds$13.7B
JPMorgan Chase & CoJPM50 funds$9.0B
Chevron CorpCVX50 funds$7.8B
Bank Of America CorpBAC50 funds$7.0B
Unitedhealth Group IncUNH50 funds$6.7B
McDonald's CorpMCD50 funds$4.5B
Freeport-McMoran IncFCX50 funds$4.1B
McKesson CorpMCK50 funds$4.1B

Ranked by how many of DRD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DRD.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$383K
10 insiders
Net · 180d
-$383K
10 open-market transactions
DateInsiderRoleActionSharesValue
Sep 1, 2026Mashatola MphoGroup Fin. & Business Dev. MgrSell (S)5K$15K
Sep 1, 2026Pretorius DanielChief Executive Officer, DirectorSell (S)36K$98K
Sep 1, 2026Kruger KevinHead of Technical ServicesSell (S)8K$21K
Sep 1, 2026Schoeman JacobusChief Operating OfficerSell (S)19K$53K
Sep 1, 2026Hooijer HenrietteChief Financial Officer, DirectorSell (S)8K$23K
Sep 1, 2026Bornman RynoFinancial Manager Ergo Ops.Sell (S)5K$15K
Sep 1, 2026Moloto KgaboGeneral Manager FWGR Ops.Sell (S)12K$32K
Sep 1, 2026Gouws HenryHead of Prod., Dir. of ErgoSell (S)17K$46K
Sep 1, 2026Lindecke DeanGeneral Manager Ergo Ops.Sell (S)20K$55K
Sep 1, 2026Laas LihanFinancial Manager FWGR Ops.Sell (S)9K$25K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3932
Insiders
Form 4 open-market
010-$383K
US House
STOCK Act trades
00$0
Sector rotation
DRD is in Materials, which smart money is rotating OUT OF
$8.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

35 tracked filers in Q2 2026 filingsstill filing
054108Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $29.5M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for DRD

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Ask your agent what changed in DRD

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DRD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DRD.
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 DRD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.