Guru Ownership Trend
Guru Analysis for Leidos Holdings, Inc. (LDOS)
Leidos Holdings, Inc. (LDOS), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $432.28 M.
Top institutional holders include HOTCHKIS & WILEY and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $132.76 M net inflow during the quarter.
Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 78.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Leidos Holdings, Inc. (LDOS)
Major holders include HOTCHKIS & WILEY ($169.38 M), Cliff Asness ($83.47 M), Richard Pzena ($25.52 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.34 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $132.76 M, with 5 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited LDOS. The total reported sell value was $73.71 M.
Yes, 2 managers opened new positions in LDOS, and 3 increased their existing holdings. The total reported buy value was $206.46 M.
