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 Dec 2025; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 22 Jan 2026
Managers listing it: 30; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 12 listed it in both
Shares listed: 29,812,051; combined, among listed positions
Reported value: $5.5bn; combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,059,629.

Managers listing DRI in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 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

30 of 30 holders

				Action		Filing
Capital World Investors	15,161,277	$2.8bn	0.38%	Added	+322,079	11 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP	8,077,567	$1.5bn	0.26%	Added	+3,613,781	17 Feb 2026 (the filing on sec.gov)
Invesco Ltd	1,884,339	$347m	under 0.1%	Added	+563,237	19 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC	987,730	$182m	0.19%	Trimmed	-79,558	13 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP	898,642	$165m	0.10%	Added	+28,463	13 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	638,757	$118m	under 0.1%	Trimmed	-1,973	17 Feb 2026 (the filing on sec.gov)
MFS Investment Management	588,293	$108m	under 0.1%	Trimmed	-25,839	22 Jan 2026 (the filing on sec.gov)
AQR Capital Management LLC	396,240	$73m	under 0.1%	Added	+27,877	17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	368,726	$68m	0.05%	Added	+72	27 Oct 2026 (the filing on sec.gov)
Man Group PLC	197,396	$36m	0.06%	Trimmed	-74,255	17 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	164,073	$30m	under 0.1%	Trimmed	-8,309	17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP	127,687	$23m	under 0.1%	Trimmed	-4,135	17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP	57,121	$11m	under 0.1%	Added	+39,099	17 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	50,268	$9.3m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC	38,548	$7.1m	under 0.1%	Trimmed	-58,592	17 Feb 2026 (the filing on sec.gov)
Rokos Capital Management LLP	37,616	$6.9m	under 0.1%	New	new	13 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp	35,946	$6.6m	under 0.1%	Added	+26,683	17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC	25,979	$4.8m	under 0.1%	Trimmed	-74,935	13 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	22,789	$4.2m	under 0.1%	Trimmed	-32,465	13 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	12,592	$2.3m	under 0.1%	Trimmed	-1,502	17 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP	7,183	$1.3m	under 0.1%	Trimmed	-7,101	13 Feb 2026 (the filing on sec.gov)
Winton Group Ltd	5,584	$1.0m	under 0.1%	Trimmed	-28,516	11 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	5,090	$937k	under 0.1%	Trimmed	-391,091	17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC	5,014	$923k	under 0.1%	Added	+710	12 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC	4,111	$757k	under 0.1%	Trimmed	-8,872	13 Feb 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

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Wellington Management Group LLPexisting position · 8,077,567 shares now+3,613,781
Invesco Ltdexisting position · 1,884,339 shares now+563,237
Capital World Investorsexisting position · 15,161,277 shares now+322,079
Schonfeld Strategic Advisors LLCnew position · 50,268 shares now+50,268
Susquehanna International Group LLPexisting position · 57,121 shares now+39,099

Reductions

Balyasny Asset Management LLCexisting position · 5,090 shares now-391,091
Marshall Wace LLPexisting position · 4,025 shares now-335,775
Squarepoint Ops LLCexisting position · 987,730 shares now-79,558
Verition Fund Management LLCexisting position · 25,979 shares now-74,935
Man Group PLCexisting position · 197,396 shares now-74,255

New positions and exits

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

New (6)

Exited (5)

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 →

Provided for information purposes only, not financial advice. The holdings shown here and anything drawn from them are illustrative, produced from assumptions you control, and must not be relied on for any investment, financial or business decision. Read the full notice

Not advice, and not a recommendation. Everything L3VLUP publishes is provided for information purposes only. Nothing here is financial, investment, legal, tax or accounting advice, a personal recommendation, or an offer or solicitation to buy or sell any security or financial instrument. It takes no account of anyone’s objectives, financial situation or needs.

Not a regulated adviser. L3VLUP does not provide regulated financial services. Speak to a suitably qualified and regulated professional before acting on anything you read here.

Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

Third-party data. Where live figures appear they come from third parties, including public filings and market feeds. They may be delayed, incomplete, restated, mis-tagged at source or simply wrong, and their providers do not endorse or verify this page. Every figure links to where it came from. Check it there before relying on it. Past performance is not a guide to future performance.

Company names and logos. Names, tickers and logos are the trademarks of their owners and appear only to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, none of them took part in preparing the exercise, and nothing here is a statement by or about any of them. See third-party names and marks.

No warranty, and limited liability. This page is provided “as is” without warranty of any kind. To the fullest extent permitted by law, L3VLUP accepts no liability for any loss or damage arising from use of, or reliance on, anything on it. Nothing in this notice limits any liability that cannot lawfully be limited.

Full terms: Information Purposes and No Advice · Terms