Among active 13F managers last quarter, 2 opened and 35 added, while 19 reduced; the largest holder to move was Centersquare Investment Management LLC (+13%). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$444K in open-market trades.
The legs disagree, or only one of them leans.
280 tracked 13F filers disclose a position in DRH 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 37.6M | $352.0M | ▲+0.2% Added · +74K sh | Q1 2026 | |
| 2 | Vanguard Portfolio Management LLC | 23.6M | $220.7M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 3 | State Street Corp | 12.1M | $149.0M | ▲+0.2% Added · +28K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 9.2M | $85.9M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 5 | Bank Of America Corp | 9.0M | $84.2M | ▲+7.2% Added · +607K sh | Q1 2026 | |
| 6 | Alyeska Investment Group, L.P. | 8.1M | $75.8M | ▼−7.8% Reduced · −685K sh | Q1 2026 | |
| 7 | Centersquare Investment Management LLC | 7.3M | $88.5M | ▲+13% Added · +825K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 6.2M | $75.6M | ▲+5.1% Added · +304K sh | Q2 2026 | |
| 9 | UBS Group AG | 5.7M | $53.5M | ▲+117% Added · +3.1M sh | Q1 2026 | |
| 10 | Charles Schwab Investment Management Inc | 5.4M | $50.6M | ▼−3.2% Reduced · −177K sh | Q1 2026 | |
| 11 | JPMorgan Chase & Co | 4.3M | $40.3M | ▼−11% Reduced · −508K sh | Q1 2026 | |
| 12 | Dimensional Fund Advisors LP | 3.0M | $27.9M | ▲+1.3% Added · +37K sh | Q1 2026 | |
| 13 | Pzena Investment Management LLC | 2.8M | $34.5M | ▼−0.2% Reduced · −5K sh | Q2 2026 | |
| 14 | Northern Trust Corp | 2.8M | $26.5M | ▲+0.5% Added · +13K sh | Q1 2026 | |
| 15 | Heitman Real Estate Securities LLC | 2.7M | $25.1M | ▲New +2.7M sh | Q1 2026 | |
| 16 | Morgan Stanley | 2.6M | $24.0M | ▼−4.3% Reduced · −116K sh | Q1 2026 | |
| 17 | Arrowstreet Capital, Limited Partnership | 2.4M | $22.6M | ▲+4.0% Added · +92K sh | Q1 2026 | |
| 18 | AQR Capital Management LLC | 2.2M | $20.4M | ▲+21% Added · +375K sh | Q1 2026 | |
| 19 | Healthcare Of Ontario Pension Plan Trust Fund | 2.2M | $20.3M | ▼−5.3% Reduced · −121K sh | Q1 2026 | |
| 20 | Schroder Investment Management Group | 2.1M | $19.5M | ▼−1.3% Reduced · −27K sh | Q1 2026 | |
| 21 | Victory Capital Management Inc | 2.1M | $19.5M | ▲+4.0% Added · +80K sh | Q1 2026 | |
| 22 | Balyasny Asset Management L.P. | 1.8M | $16.6M | ▲+48% Added · +578K sh | Q1 2026 | |
| 23 | Systematic Financial Management LP | 1.7M | $16.3M | ▼−2.9% Reduced · −51K sh | Q1 2026 | |
| 24 | Two Sigma Investments, LP | 1.6M | $14.8M | ▲+240% Added · +1.1M sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | 1.6M | $14.7M | ▼−1.6% Reduced · −26K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 2 funds opened a new position in DRH and 35 added to an existing one, while 19 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 154 funds | $354.3B |
| Microsoft CorpMSFT | 154 funds | $246.3B |
| Amazon.com IncAMZN | 150 funds | $184.7B |
| Meta Platforms Inc-Class AMETA | 149 funds | $102.8B |
| Visa Inc-Class A SharesV | 149 funds | $53.0B |
| Unitedhealth Group IncUNH | 148 funds | $27.4B |
| Chevron CorpCVX | 148 funds | $26.9B |
| Apple IncAAPL | 147 funds | $271.7B |
| Alphabet Inc-CL AGOOGL | 147 funds | $151.4B |
| Micron Technology IncMU | 147 funds | $36.1B |
| Costco Wholesale CorpCOST | 147 funds | $33.4B |
| Alphabet Inc-CL CGOOG | 146 funds | $113.9B |
Ranked by how many of DRH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DRH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 14, 2026 | Lepori Stephanie | Director | Buy (P) | 111 | $1K |
| Jun 12, 2026 | Merrill Kathleen | Director | Sell (S) | 20K | $238K |
| May 13, 2026 | Hartmeier Michael A. | Director | Sell (S) | 20K | $209K |
| Apr 14, 2026 | Lepori Stephanie | Director | Buy (P) | 131 | $1K |
| Mar 3, 2026 | Spierto Steve | SVP, Chief Accounting Officer | Sell (S) | 4K | $40K |
| Jan 14, 2026 | Lepori Stephanie | Director | Buy (P) 2 lots, same day | 188 | $2K |
| Oct 14, 2025 | Lepori Stephanie | Director | Buy (P) | 154 | $1K |
| Mar 11, 2025 | Donnelly Jeffrey | Chief Executive Officer, Director | Buy (P) | 10K | $80K |
| Feb 2, 2023 | Brugger Mark W | President and CEO, Director | Sell (S) | 24K | $243K |
| Nov 8, 2021 | Tennis William J | EVP & General Counsel | Sell (S) | 30K | $327K |
| Mar 8, 2021 | Brugger Mark W | President and CEO, Director | Sell (S) | 200K | $2.0M |
| Dec 4, 2020 | Quinn Briony R. | Sr. Vice President & Treasurer | Sell (S) | 10K | $89K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 55 | 35 | – |
Insiders Form 4 open-market | 1 | 2 | -$444K |
US House STOCK Act trades | 0 | 0 | $0 |
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.
Connected entities for DRH
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/DRH/capital-change-brief"
Use Arkolith's capital_change_brief for DRH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for DRH. Filings are public domain, sourced to SEC EDGAR.