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DRS in the 13F filings

Leonardo DRS Inc · CUSIP 52661A108

Sector · IndustrialsTheme · Aerospace and defence
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 4 listed it in both
Shares listed
17,249,004
combined, among listed positions
Reported value
$588m
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,774.

Managers listing DRS 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.

28 of 28 holders

ActionFiling
Fidelity (FMR LLC)3,036,209$104munder 0.1%Trimmed-1,199,14517 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC2,255,400$77munder 0.1%Added+981,95617 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,100,982$72munder 0.1%Trimmed-470,80717 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,887,797$64munder 0.1%Added+111,61217 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,720,244$59munder 0.1%Trimmed-530,12719 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,043,175$36munder 0.1%Added+920,23117 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP869,364$30munder 0.1%Added+835,52717 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP773,817$26munder 0.1%Trimmed-3,12017 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC607,029$21m0.07%Added+317,99717 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC451,236$15munder 0.1%Added+337,45013 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp411,278$14munder 0.1%Added+191,22417 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC359,573$12munder 0.1%Added+305,74612 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC273,928$9.3munder 0.1%Trimmed-36,99917 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC265,394$9.0munder 0.1%Trimmed-116,60012 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP262,642$9.0munder 0.1%Trimmed-1,619,37017 Feb 2026 (the filing on sec.gov)
Man Group PLC202,696$6.9munder 0.1%Added+1,52717 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP152,900$5.2munder 0.1%Added+47,71213 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC139,295$4.7munder 0.1%Added+50,04517 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP82,557$2.8munder 0.1%Trimmed-37,05317 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP81,149$2.8m0.09%Added+6,55210 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP58,167$2.0munder 0.1%Trimmed-97,41217 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP50,350$1.7munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP42,874$1.5munder 0.1%Added+6,83417 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP41,714$1.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd33,329$1.1munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

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

Increases

Reductions

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 (3)

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.
2 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

01234Q4 2022Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
DRS by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20222$7.3mn.a.n.a.
Q1 20231$1.7mn.a.n.a.
Q2 20231$3.4mn.a.n.a.
Q3 20231$4.5mn.a.n.a.
Q4 20232$101m20
Q1 20242$98m11
Q2 20242$117m20
Q3 20242$111m11
Q4 20243$118m12
Q1 20252$102m02
Q2 20254$109m22
Q3 20254$109m23
Q4 20254$27m1713
Q1 20263$207m1418
Q2 20263$242m1516

Compare with…

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

DRS and RTX →DRS and BA →DRS and TDG →Choose a stock to compare with DRS →

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 DRS, latest filings →Back to the 13F Explorer →