Guru Ownership Trend
Guru Analysis for Quad/Graphics, Inc. (QUAD)
Quad/Graphics, Inc. (QUAD), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $45.98 M.
Top institutional holders include Bill Miller and HOTCHKIS & WILEY.
Notably, Bill Miller has expressed high conviction in this stock, allocating 5.06% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $176,229.41 net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 90.9%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 6.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Quad/Graphics, Inc. (QUAD)
Major holders include Bill Miller ($21.4 M), HOTCHKIS & WILEY ($8.88 M), Renaissance Technologies (RenTech) ($5.67 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 4.53 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $176,229.41, with 2 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited QUAD. The total reported sell value was $1.37 M.
Yes, 0 managers opened new positions in QUAD, and 2 increased their existing holdings. The total reported buy value was $1.19 M.