Leonardo Drs Inc (DRS) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

DRS ranks #1619 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

DRS is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

380 institutions disclose a position in DRS, but none treat it as a major bet — even Essex Investment Management Co LLC, its most concentrated holder, allocates just 1.4% of its own portfolio to it.

Cliff Asness has added to its DRS position for two straight quarters, increasing it by $111.0M to reach $187.9M today.

Qube Research & Technologies Ltd has trimmed its DRS position for two straight quarters, cutting it by $30.4M while still holding $15.1M.

DRS is down 1.8% today, but institutions show net buying of $396.6M this quarter — a divergence between today's price move and the underlying institutional flow.

DRS posted net income of $322.0M over the trailing twelve months.

• Profitable — net income of $322.0M over the trailing twelve months
• Revenue grew 10.5% year over year
• Net income improved year over year, from $250.0M to $322.0M
• Generated $366.0M in positive operating cash flow
• Current ratio of 1.89x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.64x equity — within a conventional range