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: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 32; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 9 listed it in both
Shares listed: 28,418,276; combined, among listed positions
Reported value: $5.6bn; 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: 21 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,393,775.

Managers listing DRI in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, 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

32 of 32 holders

				Action		Filing
Capital World Investors	14,928,684	$2.9bn	0.40%	Trimmed	-232,593	13 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	6,848,992	$1.3bn	0.25%	Trimmed	-1,228,575	15 May 2026 (the filing on sec.gov)
Invesco Ltd	1,860,713	$365m	under 0.1%	Trimmed	-23,626	12 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	670,435	$131m	0.07%	Trimmed	-228,207	14 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	656,760	$129m	under 0.1%	Added	+18,003	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	611,784	$119m	0.05%	Added	+215,544	15 May 2026 (the filing on sec.gov)
MFS Investment Management	571,122	$112m	under 0.1%	Trimmed	-17,171	14 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	492,067	$97m	0.07%	Added	+123,341	27 Oct 2026 (the filing on sec.gov)
Jane Street Group LLC	377,960	$74m	under 0.1%	Added	+372,946	12 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	288,676	$57m	0.07%	Trimmed	-699,054	15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	166,059	$33m	under 0.1%	Added	+1,986	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	155,038	$30m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	132,683	$26m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	124,633	$23m	under 0.1%	Trimmed	-3,054	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	110,905	$22m	under 0.1%	Added	+106,880	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	80,807	$16m	under 0.1%	Added	+68,215	18 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	74,536	$15m	under 0.1%	Added	+35,988	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	64,515	$13m	under 0.1%	Added	+7,394	15 May 2026 (the filing on sec.gov)
Man Group PLC	58,792	$12m	under 0.1%	Trimmed	-138,604	15 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	36,669	$7.2m	under 0.1%	Added	+13,880	13 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	26,602	$5.2m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC	24,585	$4.8m	under 0.1%	Trimmed	-1,394	15 May 2026 (the filing on sec.gov)
Walleye Capital LLC	10,407	$2.0m	under 0.1%	Added	+6,296	13 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	8,911	$1.7m	under 0.1%	Added	+6,657	14 May 2026 (the filing on sec.gov)
PDT Partners LLC	8,603	$1.7m	0.10%	Added	+5,603	15 May 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

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Jane Street Group LLCexisting position · 377,960 shares now+372,946
AQR Capital Management LLCexisting position · 611,784 shares now+215,544
Millennium Management LLCnew position · 155,038 shares now+155,038
D. E. Shaw & Co.new position · 132,683 shares now+132,683
Neuberger Berman Group LLCexisting position · 492,067 shares now+123,341

Reductions

Wellington Management Group LLPexisting position · 6,848,992 shares now-1,228,575
Squarepoint Ops LLCexisting position · 288,676 shares now-699,054
Capital World Investorsexisting position · 14,928,684 shares now-232,593
Arrowstreet Capital LPexisting position · 670,435 shares now-228,207
Man Group PLCexisting position · 58,792 shares now-138,604

New positions and exits

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

New (5)

Millennium Management LLC$30m
D. E. Shaw & Co.$26m
Two Sigma Investments LP$5.2m
Brevan Howard Capital Management LP$978k
Maverick Capital Ltd$675k

Exited (3)

Schonfeld Strategic Advisors LLCwas $9.3m
Rokos Capital Management LLPwas $6.9m
Winton Group Ltdwas $1.0m

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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