DNOW
Dnow Inc. · Industrials · Industrial - Distribution
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow -1.7% ·
net new positions +15.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 95 | -2 | 128.12M | $1.66B | +6 | −9 |
| Q1 2026 | 101 | -4 | 129.27M | $1.54B | +10 | −14 |
| Q4 2025 | 105 | 0 | 145.73M | $1.93B | +1 | −1 |
| Q3 2025 | 19 | +1 | 54.39M | $829.51M | +1 | −1 |
| Q2 2025 | 16 | 0 | 47.19M | $699.78M | — | — |
| Q1 2025 | 13 | 0 | 15.31M | $261.48M | — | — |
| Q4 2024 | 13 | +2 | 14.79M | $192.46M | +2 | — |
| Q3 2024 | 10 | -3 | 10.79M | $139.55M | — | −3 |
| Q2 2024 | 13 | — | 12.56M | $172.43M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 4.26M | — | $55.36M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 3.28M | -6.2% | $42.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 2.42M | -0.9% | $31.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 2.42M | -0.9% | $31.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 1.44M | -5.2% | $18.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.03M | -9.6% | $13.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.03M | -9.6% | $13.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.03M | -9.6% | $13.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 548.17K | -9.1% | $7.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 548.17K | -9.1% | $7.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 548.17K | -9.1% | $7.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 548.17K | -9.1% | $7.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 521.46K | -30.8% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 521.46K | -30.8% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Millennium Management ✦ | 520.70K | +145.4% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 307.71K | +117.4% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Norges Bank ✦ (passive) | 296.41K | -21.5% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 98.90K | -3.3% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 50.22K | New | $653,310 | 0.0% | New | 1 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 17.39K | New | $226,309 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $653,310 | 0.0% |
| Arrowstreet Capital | $226,309 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 316 holders, 190.12M shares, $2.19B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 43.62K sh · $740,685
Officer · 32.62K sh · $553,837
Officer, Director · 57.93K sh · $969,152
Officer, Director · 198.21K sh · $3.32M
Officer · 21.98K sh · $369,128
Officer · 50.18K sh · $842,539
Officer · 40.67K sh · $682,933
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology