§ TRADING COMPANIES & DISTRIBUTORS
USD · Trading Companies & DistributorsDNOW
DNOW INC
USDSector · Trading Companies & DistributorsBeta · 0.83
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
168 increased/new, 104 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 1.10 | EPS (TTM) | -0.35 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 29.7M | 0.0% | −0% |
| WELLINGTON MANAGEMENT GROUP LLP | 16.9M | 0.0% | +56% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.4M | n/a | n/a |
| Dimensional Fund Advisors | 10.4M | 0.0% | +0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8.3M | n/a | n/a |
| State Street | 7.1M | 0.0% | −5% |
◇ AC INTELLIGENCE
Top institutional owners for DNOW as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER49.1% · 218 holders
PASSIVE / INDEX24.8% · 11 holders
QUALITY / COMPOUNDER11.3% · 22 holders
DEALER / BANK9.8% · 30 holders
DEEP VALUE5.7% · 5 holders
SYSTEMATIC / QUANT3.6% · 7 holders
INCOME / DEFENSIVE2.2% · 24 holders
TACTICAL / MACRO0.6% · 2 holders
ACTIVIST0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DNOW in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DNOW yet.