DRI in the 13F filings

Darden Restaurants Inc · CUSIP 237194105

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 30 Jun 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 28; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 9 listed it in both
Shares listed: 25,125,005; combined, among listed positions
Reported value: $5.2bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 14 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,293,271.

Managers listing DRI in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

28 of 28 holders

				Action		Filing
Capital World Investors	15,169,444	$3.1bn	0.37%	Added	+240,760	12 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP	3,884,070	$800m	0.14%	Trimmed	-2,964,922	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	1,373,006	$283m	under 0.1%	Trimmed	-487,707	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	745,227	$153m	0.05%	Added	+133,443	14 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP	725,742	$150m	0.07%	Added	+55,307	13 Aug 2026 (the filing on sec.gov)
MFS Investment Management	577,256	$119m	under 0.1%	Added	+6,134	3 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	552,193	$114m	under 0.1%	Trimmed	-104,567	14 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	480,911	$99m	0.07%	Trimmed	-11,156	27 Oct 2026 (the filing on sec.gov)
Two Sigma Investments LP	351,342	$72m	0.05%	Added	+324,740	14 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	309,420	$64m	under 0.1%	Added	+143,361	13 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	225,699	$46m	0.05%	Trimmed	-62,977	14 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	189,376	$39m	0.17%	New	new	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	123,697	$24m	under 0.1%	Trimmed	-936	14 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	67,975	$14m	0.09%	Added	+59,064	14 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	64,165	$13m	under 0.1%	Trimmed	-16,642	14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	59,971	$12m	under 0.1%	Trimmed	-4,544	14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	51,830	$11m	under 0.1%	Trimmed	-22,706	2 Sep 2026 (the filing on sec.gov)
Millennium Management LLC	43,284	$8.9m	under 0.1%	Trimmed	-111,754	14 Aug 2026 (the filing on sec.gov)
PDT Partners LLC	39,355	$8.1m	0.43%	Added	+30,752	14 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC	31,122	$6.4m	under 0.1%	Added	+6,537	14 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	25,958	$5.3m	under 0.1%	Added	+20,970	14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC	7,512	$1.5m	under 0.1%	Trimmed	-370,448	14 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP	6,765	$1.4m	under 0.1%	Trimmed	-725	14 Aug 2026 (the filing on sec.gov)
Winton Group Ltd	6,578	$1.4m	under 0.1%	New	new	7 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	6,125	$1.3m	under 0.1%	Added	+4,406	14 Aug 2026 (the filing on sec.gov)

Page 1 of 2

What managers have written about DRI

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

Starboard Value's letter to the Darden Restaurants board (July 2014)15 Jul 2014 · Activist letter · Subject of the letter · Starboard Value LP’s 13F
Before the letter
30 Jun 2014 (Q2 2014 13F): 8,215,061 shares, reported at $380m.
After the letter
30 Sep 2014 (Q3 2014 13F): 11,635,000 shares, reported at $599m.
3,419,939 more shares listed at 30 Sep 2014 than at 30 Jun 2014.

Every letter beside its positions →

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Two Sigma Investments LPexisting position · 351,342 shares now+324,740
Capital World Investorsexisting position · 15,169,444 shares now+240,760
Voloridge Investment Management LLCnew position · 189,376 shares now+189,376
Fidelity (FMR LLC)existing position · 309,420 shares now+143,361
AQR Capital Management LLCexisting position · 745,227 shares now+133,443

Reductions

Wellington Management Group LLPexisting position · 3,884,070 shares now-2,964,922
Invesco Ltdexisting position · 1,373,006 shares now-487,707
Jane Street Group LLCexisting position · 7,512 shares now-370,448
Millennium Management LLCexisting position · 43,284 shares now-111,754
T. Rowe Price Associates Incexisting position · 552,193 shares now-104,567

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (7)

D. E. Shaw & Co.was $26m
Marshall Wace LLPwas $22m
Man Group PLCwas $12m
Hudson Bay Capital Management LPwas $7.2m
Maverick Capital Ltdwas $675k
Tudor Investment Corpwas $602k
Woodline Partners LPwas $344k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

12 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

DRI by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2013	7	$959m	n.a.	n.a.
Q3 2013	5	$837m	n.a.	n.a.
Q4 2013	4	$1.3bn	n.a.	n.a.
Q1 2014	5	$1.2bn	n.a.	n.a.
Q2 2014	7	$1.6bn	n.a.	n.a.
Q3 2014	8	$2.2bn	n.a.	n.a.
Q4 2014	9	$2.2bn	n.a.	n.a.
Q1 2015	11	$2.2bn	n.a.	n.a.
Q2 2015	13	$1.4bn	n.a.	n.a.
Q3 2015	11	$1.5bn	n.a.	n.a.
Q4 2015	14	$1.5bn	n.a.	n.a.
Q1 2016	13	$1.2bn	n.a.	n.a.
Q2 2016	18	$982m	n.a.	n.a.
Q3 2016	15	$635m	n.a.	n.a.
Q4 2016	11	$646m	n.a.	n.a.
Q1 2017	10	$724m	n.a.	n.a.
Q2 2017	12	$715m	n.a.	n.a.
Q3 2017	12	$707m	n.a.	n.a.
Q4 2017	15	$1.3bn	n.a.	n.a.
Q1 2018	17	$1.4bn	n.a.	n.a.
Q2 2018	24	$2.3bn	n.a.	n.a.
Q3 2018	23	$2.1bn	n.a.	n.a.
Q4 2018	26	$2.2bn	n.a.	n.a.
Q1 2019	24	$2.3bn	n.a.	n.a.
Q2 2019	16	$2.2bn	n.a.	n.a.
Q3 2019	14	$2.1bn	n.a.	n.a.
Q4 2019	15	$1.5bn	n.a.	n.a.
Q1 2020	18	$987m	n.a.	n.a.
Q2 2020	18	$1.7bn	n.a.	n.a.
Q3 2020	14	$2.2bn	n.a.	n.a.
Q4 2020	15	$3.0bn	n.a.	n.a.
Q1 2021	22	$2.7bn	n.a.	n.a.
Q2 2021	17	$3.1bn	n.a.	n.a.
Q3 2021	11	$3.1bn	n.a.	n.a.
Q4 2021	12	$3.0bn	n.a.	n.a.
Q1 2022	11	$2.7bn	n.a.	n.a.
Q2 2022	12	$2.5bn	n.a.	n.a.
Q3 2022	7	$2.4bn	n.a.	n.a.
Q4 2022	15	$2.7bn	n.a.	n.a.
Q1 2023	16	$3.2bn	n.a.	n.a.
Q2 2023	16	$3.9bn	n.a.	n.a.
Q3 2023	15	$3.3bn	n.a.	n.a.
Q4 2023	13	$3.8bn	7	6
Q1 2024	11	$3.8bn	5	6
Q2 2024	11	$3.4bn	9	4
Q3 2024	12	$3.6bn	6	7
Q4 2024	15	$3.9bn	7	9
Q1 2025	17	$4.4bn	9	8
Q2 2025	18	$5.6bn	15	5
Q3 2025	14	$4.5bn	8	6
Q4 2025	12	$5.2bn	15	20
Q1 2026	11	$5.2bn	21	14
Q2 2026	13	$4.6bn	14	21

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

DRI and AMZN →DRI and TSLA →DRI and HD →Choose a stock to compare with DRI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own DRI, latest filings →Back to the 13F Explorer →

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