DRVN — DRIVEN BRANDS HLDGS INC
Reported value held$644.99M
Funds holding (latest)45
SectorConsumer Discretionary
Funds holding (Q2 2026)28
Institutional value$410.11M · 29.49M sh
New / Add / Cut / Exit5 / 12 / 10 / 1
Top-5 / Top-10 concentration81.2% / 93.2%
Institutional holdings change
Reducing -5.9%
(-1.84M sh)
Institutional value change
Up +4.0%
As of Q2 2026, 28 SEC-registered investment managers reported holding DRVN (DRIVEN BRANDS HLDGS INC) in their latest 13F filings, with a combined reported value of $410.11M across 29.49M shares. That is -5.9% by share count (-1.84M shares) versus the previous quarter, while reported value moved +4.0%. Ownership is concentrated: the five largest holders account for 81.2% of reported value and the top ten for 93.2%.
Compared with the prior quarter, 5 opened new positions, 12 added to existing stakes, 10 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
DRVN is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 9.52M | $132.65M | 0.01% | Add |
| BlackRock Inc history | 4.81M | $67.11M | 0.00% | Add |
| Baron Funds history | 4.50M | $62.77M | 0.15% | Hold |
| Goldman Sachs Group history | 3.39M | $47.23M | 0.00% | Reduce |
| Geode Capital Management history | 1.67M | $23.31M | 0.00% | Add |
| Millennium Management history | 1.26M | $17.60M | 0.01% | Reduce |
| Two Sigma Investments history | 729.72K | $10.17M | 0.01% | Add |
| Northern Trust Corp history | 580.66K | $8.09M | 0.00% | Add |
| Charles Schwab Investment Management history | 503.40K | $7.02M | 0.00% | Add |
| Bank of America Corp history | 438.32K | $6.11M | 0.00% | Reduce |
| Morgan Stanley history | 380.52K | $5.30M | 0.00% | Reduce |
| UBS Group AG history | 317.76K | $4.43M | 0.00% | Add |
| Citadel Advisors history | 312.63K | $4.36M | 0.00% | Reduce |
| BNY Mellon history | 266.53K | $3.72M | 0.00% | Add |
| Renaissance Technologies history | 125.10K | $1.74M | 0.00% | New |
| Arrowstreet Capital history | 111.56K | $1.56M | 0.00% | New |
| Invesco Ltd history | 109.71K | $1.53M | 0.00% | Reduce |
| Deutsche Bank AG history | 72.68K | $1.01M | 0.00% | Reduce |
| Wells Fargo & Co history | 60.08K | $837.45K | 0.00% | Add |
| JPMorgan Chase & Co history | 47.36K | $701.80K | 0.00% | New |
| Legal & General Investment Management America history | 49.02K | $683.30K | 0.00% | Reduce |
| AQR Capital Management history | 45.74K | $631.22K | 0.00% | Reduce |
| Citigroup Inc history | 34.58K | $482.02K | 0.00% | Add |
| Manulife Financial history | 30.59K | $426.38K | 0.00% | Reduce |
| Prudential Financial history | 21.70K | $302.57K | 0.00% | New |
| Marshall Wace history | 20.97K | $292.27K | 0.00% | New |
| PNC Financial Services history | 3.13K | $43.66K | 0.00% | Add |
| T. Rowe Price Associates history | 76.93K | $1.07K | 0.00% | Add |
Q1 2026 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 8.24M | $103.85M | 0.01% | Add |
| Baron Funds history | 4.50M | $56.75M | 0.17% | Reduce |
| BlackRock Inc history | 4.34M | $54.76M | 0.00% | Reduce |
| Goldman Sachs Group history | 3.77M | $47.55M | 0.01% | Reduce |
| Janus Henderson Group history | 2.48M | $31.33M | 0.02% | Hold |
| Geode Capital Management history | 1.58M | $19.94M | 0.00% | Add |
| Millennium Management history | 1.47M | $18.48M | 0.01% | Add |
| Morgan Stanley history | 1.05M | $13.24M | 0.00% | Reduce |
| Two Sigma Investments history | 626.31K | $7.90M | 0.01% | New |
| Bank of America Corp history | 581.33K | $7.33M | 0.00% | Reduce |
| Citadel Advisors history | 552.21K | $6.96M | 0.00% | Add |
| Northern Trust Corp history | 550.21K | $6.94M | 0.00% | Add |
| Charles Schwab Investment Management history | 452.57K | $5.71M | 0.00% | Reduce |
| UBS Group AG history | 309.21K | $3.90M | 0.00% | Reduce |
| BNY Mellon history | 258.03K | $3.25M | 0.00% | Reduce |
| Deutsche Bank AG history | 187.04K | $2.36M | 0.00% | Add |
| Invesco Ltd history | 113.53K | $1.43M | 0.00% | Add |
| AQR Capital Management history | 89.97K | $1.12M | 0.00% | Reduce |
| Legal & General Investment Management America history | 52.45K | $661.43K | 0.00% | Reduce |
| Manulife Financial history | 31.09K | $391.98K | 0.00% | Reduce |
| Wells Fargo & Co history | 23.89K | $301.27K | 0.00% | Reduce |
| Citigroup Inc history | 6.08K | $76.71K | 0.00% | Add |
| PNC Financial Services history | 3.12K | $39.29K | 0.00% | Reduce |
| T. Rowe Price Associates history | 62.79K | $792 | 0.00% | Add |
Q4 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.85M | $86.72M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.47M | $81.13M | 0.00% | Add |
| Baron Funds history | 5.00M | $74.10M | 0.20% | Hold |
| BlackRock Inc history | 4.67M | $69.23M | 0.00% | Add |
| Goldman Sachs Group history | 3.83M | $56.70M | 0.01% | Add |
| JPMorgan Chase & Co history | 3.23M | $47.93M | 0.01% | Add |
| Janus Henderson Group history | 2.48M | $36.71M | 0.02% | Add |
| Geode Capital Management history | 1.54M | $22.77M | 0.00% | Reduce |
| Millennium Management history | 1.26M | $18.72M | 0.01% | Add |
| Bank of America Corp history | 1.20M | $17.76M | 0.00% | Add |
| Morgan Stanley history | 1.07M | $15.81M | 0.00% | Add |
| UBS Group AG history | 628.99K | $9.32M | 0.00% | Add |
| Northern Trust Corp history | 544.69K | $8.07M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 501.33K | $7.43M | 0.00% | Hold |
| BNY Mellon history | 266.85K | $3.95M | 0.00% | Add |
| AQR Capital Management history | 195.57K | $2.90M | 0.00% | Add |
| Deutsche Bank AG history | 178.78K | $2.65M | 0.00% | Add |
| Citadel Advisors history | 162.25K | $2.40M | 0.00% | Add |
| Invesco Ltd history | 112.63K | $1.67M | 0.00% | Reduce |
| Legal & General Investment Management America history | 68.42K | $1.01M | 0.00% | Reduce |
| Wells Fargo & Co history | 65.35K | $968.46K | 0.00% | Add |
| Manulife Financial history | 31.50K | $466.81K | 0.00% | Reduce |
| Arrowstreet Capital history | 19.43K | $287.89K | 0.00% | Reduce |
| Marshall Wace history | 14.39K | $213.32K | 0.00% | Reduce |
| Amundi US history | 11.42K | $169.23K | 0.00% | New |
| PNC Financial Services history | 3.18K | $47.19K | 0.00% | Reduce |
| Citigroup Inc history | 2.28K | $33.80K | 0.00% | Reduce |
| T. Rowe Price Associates history | 51.49K | $764 | 0.00% | Add |
Q3 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.56M | $89.61M | 0.00% | Reduce |
| Baron Funds history | 5.00M | $80.55M | 0.21% | Hold |
| BlackRock Inc history | 4.62M | $74.44M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 3.91M | $62.95M | 0.00% | Reduce |
| Goldman Sachs Group history | 3.33M | $53.71M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 3.15M | $50.72M | 0.01% | Reduce |
| Janus Henderson Group history | 2.27M | $36.53M | 0.02% | Reduce |
| Geode Capital Management history | 1.56M | $25.10M | 0.00% | Add |
| Morgan Stanley history | 1.05M | $16.86M | 0.00% | Add |
| Millennium Management history | 834.97K | $13.45M | 0.01% | Reduce |
| Bank of America Corp history | 620.55K | $10.00M | 0.00% | Add |
| Northern Trust Corp history | 555.56K | $8.95M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 500.55K | $8.06M | 0.00% | Add |
| BNY Mellon history | 249.75K | $4.02M | 0.00% | Hold |
| UBS Group AG history | 231.85K | $3.74M | 0.00% | Reduce |
| Deutsche Bank AG history | 177.11K | $2.85M | 0.00% | Add |
| Arrowstreet Capital history | 168.28K | $2.71M | 0.00% | Reduce |
| Two Sigma Investments history | 147.90K | $2.38M | 0.00% | New |
| Renaissance Technologies history | 120.30K | $1.94M | 0.00% | New |
| Invesco Ltd history | 116.47K | $1.88M | 0.00% | Reduce |
| AQR Capital Management history | 109.26K | $1.75M | 0.00% | Add |
| Legal & General Investment Management America history | 77.05K | $1.24M | 0.00% | Reduce |
| Principal Global Investors history | 62.48K | $1.01M | 0.00% | Reduce |
| Wells Fargo & Co history | 53.65K | $864.27K | 0.00% | Add |
| Marshall Wace history | 48.68K | $784.19K | 0.00% | Reduce |
| Franklin Resources history | 41.24K | $664.33K | 0.00% | Hold |
| Citadel Advisors history | 37.00K | $596.07K | 0.00% | Add |
| Manulife Financial history | 33.46K | $538.99K | 0.00% | Reduce |
| Citigroup Inc history | 7.32K | $117.89K | 0.00% | Reduce |
| PNC Financial Services history | 3.20K | $51.60K | 0.00% | Hold |
| T. Rowe Price Associates history | 45.68K | $736 | 0.00% | Add |
Q2 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.63M | $98.92M | 0.00% | Add |
| Baron Funds history | 5.00M | $87.80M | 0.24% | Hold |
| BlackRock Inc history | 4.64M | $81.46M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.13M | $72.61M | 0.00% | Reduce |
| Goldman Sachs Group history | 3.39M | $59.53M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 3.32M | $58.31M | 0.01% | Reduce |
| Janus Henderson Group history | 2.94M | $51.58M | 0.03% | Add |
| Geode Capital Management history | 1.52M | $26.72M | 0.00% | Hold |
| Millennium Management history | 915.52K | $16.08M | 0.01% | Reduce |
| Northern Trust Corp history | 591.89K | $10.39M | 0.00% | Reduce |
| Morgan Stanley history | 542.94K | $9.53M | 0.00% | Add |
| Bank of America Corp history | 525.68K | $9.23M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 491.75K | $8.64M | 0.00% | Add |
| UBS Group AG history | 292.72K | $5.14M | 0.00% | Reduce |
| Arrowstreet Capital history | 255.16K | $4.48M | 0.00% | Add |
| BNY Mellon history | 250.18K | $4.39M | 0.00% | Add |
| Principal Global Investors history | 175.85K | $3.09M | 0.00% | Add |
| Deutsche Bank AG history | 171.46K | $3.01M | 0.00% | Reduce |
| Marshall Wace history | 169.75K | $2.98M | 0.00% | Add |
| Invesco Ltd history | 120.33K | $2.11M | 0.00% | Reduce |
| AQR Capital Management history | 99.57K | $1.75M | 0.00% | Add |
| Legal & General Investment Management America history | 78.79K | $1.38M | 0.00% | Add |
| Wells Fargo & Co history | 48.97K | $859.84K | 0.00% | Add |
| Franklin Resources history | 41.24K | $724.12K | 0.00% | New |
| Manulife Financial history | 33.71K | $591.88K | 0.00% | Reduce |
| Citigroup Inc history | 25.81K | $453.21K | 0.00% | Reduce |
| Citadel Advisors history | 11.90K | $208.96K | 0.00% | Reduce |
| PNC Financial Services history | 3.20K | $56.25K | 0.00% | Hold |
| Lazard Asset Management history | 216.42K | $3.80K | 0.01% | Hold |
| T. Rowe Price Associates history | 43.42K | $763 | 0.00% | Add |
Q1 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.60M | $96.05M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.33M | $91.31M | 0.01% | Add |
| Baron Funds history | 5.00M | $85.70M | 0.25% | Add |
| BlackRock Inc history | 4.69M | $80.31M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 3.75M | $64.25M | 0.01% | Reduce |
| Goldman Sachs Group history | 3.48M | $59.59M | 0.01% | Reduce |
| Janus Henderson Group history | 2.86M | $51.13M | 0.03% | Add |
| Geode Capital Management history | 1.53M | $26.15M | 0.00% | Add |
| Millennium Management history | 1.21M | $20.66M | 0.01% | Reduce |
| Northern Trust Corp history | 609.64K | $10.45M | 0.00% | Add |
| Bank of America Corp history | 536.98K | $9.20M | 0.00% | Add |
| Morgan Stanley history | 518.25K | $8.88M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 485.79K | $8.33M | 0.00% | Reduce |
| UBS Group AG history | 359.47K | $6.16M | 0.00% | Add |
| BNY Mellon history | 247.18K | $4.24M | 0.00% | Reduce |
| D. E. Shaw & Co history | 198.68K | $3.41M | 0.00% | Reduce |
| Deutsche Bank AG history | 176.23K | $3.02M | 0.00% | Reduce |
| Principal Global Investors history | 166.26K | $2.85M | 0.00% | New |
| Invesco Ltd history | 137.80K | $2.36M | 0.00% | Reduce |
| Marshall Wace history | 131.89K | $2.26M | 0.00% | Reduce |
| Arrowstreet Capital history | 130.60K | $2.24M | 0.00% | Add |
| AQR Capital Management history | 95.04K | $1.63M | 0.00% | Reduce |
| Legal & General Investment Management America history | 76.79K | $1.32M | 0.00% | Add |
| Citigroup Inc history | 47.31K | $810.98K | 0.00% | Reduce |
| Citadel Advisors history | 47.07K | $806.81K | 0.00% | Add |
| Manulife Financial history | 42.86K | $734.67K | 0.00% | Add |
| Wells Fargo & Co history | 35.48K | $608.13K | 0.00% | Add |
| PNC Financial Services history | 3.20K | $54.90K | 0.00% | Hold |
| Lazard Asset Management history | 215.74K | $3.70K | 0.01% | New |
| T. Rowe Price Associates history | 40.07K | $687 | 0.00% | Add |
New Positions (Q2 2026)
- Renaissance Technologies 125.10K sh · $1.74M
- Arrowstreet Capital 111.56K sh · $1.56M
- JPMorgan Chase & Co 47.36K sh · $701.80K
- Prudential Financial 21.70K sh · $302.57K
- Marshall Wace 20.97K sh · $292.27K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 2.48M sh · $31.33M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 1.60M | 3.05M | 2.29M | 2.44M | 2.51M | 2.56M | 2.46M | 2.22M | 9.40K | 105.57K | 2.82M | 2.60M | 2.59M | 4.49M | 5.33M | 4.13M | 3.91M | 5.47M | 8.24M | 9.52M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 4.72M | 4.72M | 4.69M | 4.64M | 4.62M | 4.67M | 4.34M | 4.81M |
| Baron Funds | 1.89M | 1.85M | 2.00M | 2.27M | 2.27M | 2.27M | 2.27M | 2.50M | 1.75M | 1.75M | 2.00M | 3.00M | 3.50M | 4.75M | 5.00M | 5.00M | 5.00M | 5.00M | 4.50M | 4.50M |
| Goldman Sachs Group | 93.44K | 151.36K | 78.83K | 61.07K | 113.04K | 163.44K | 70.64K | 54.07K | 612.80K | 328.44K | 378.12K | 1.05M | 3.72M | 3.60M | 3.48M | 3.39M | 3.33M | 3.83M | 3.77M | 3.39M |
| Geode Capital Management | 748.68K | 834.54K | 841.20K | 835.66K | 838.91K | 900.53K | 930.12K | 948.27K | 993.19K | 1.02M | 1.04M | 1.49M | 1.51M | 1.51M | 1.53M | 1.52M | 1.56M | 1.54M | 1.58M | 1.67M |
| Millennium Management | 1.90M | 1.43M | 1.85M | 2.12M | 2.01M | 1.98M | 2.65M | 2.83M | 6.78M | 6.94M | 6.21M | 3.65M | 4.13M | 2.19M | 1.21M | 915.52K | 834.97K | 1.26M | 1.47M | 1.26M |
| Two Sigma Investments | 81.50K | 67.69K | — | — | 20.00K | — | 103.77K | — | — | — | 93.81K | — | — | — | — | — | 147.90K | — | 626.31K | 729.72K |
| Northern Trust Corp | 270.11K | 274.96K | 255.34K | 260.07K | 260.71K | 270.57K | 280.52K | 284.13K | 299.38K | 295.11K | 283.48K | 288.05K | 540.26K | 578.22K | 609.64K | 591.89K | 555.56K | 544.69K | 550.21K | 580.66K |
| Charles Schwab Investment Management | 398.60K | 404.56K | 416.32K | 413.09K | 445.28K | 462.57K | 460.90K | 462.43K | 337.29K | 354.54K | 357.29K | 491.89K | 492.01K | 496.07K | 485.79K | 491.75K | 500.55K | 501.33K | 452.57K | 503.40K |
| Bank of America Corp | 49.67K | 79.49K | 195.13K | 251.60K | 339.52K | 224.75K | 222.10K | 91.19K | 284.08K | 464.38K | 677.42K | 733.50K | 468.35K | 348.63K | 536.98K | 525.68K | 620.55K | 1.20M | 581.33K | 438.32K |
| Morgan Stanley | 307.13K | 185.90K | 261.00K | 277.62K | 361.28K | 340.26K | 248.93K | 265.48K | 647.99K | 2.27M | 2.43M | 1.10M | 1.25M | 677.18K | 518.25K | 542.94K | 1.05M | 1.07M | 1.05M | 380.52K |
| UBS Group AG | 33.00K | 18.28K | 16.21K | 40.01K | 43.88K | 2.56K | 71.48K | 30.01K | 100.68K | 6.43K | 256.83K | 108.18K | 90.68K | 306.96K | 359.47K | 292.72K | 231.85K | 628.99K | 309.21K | 317.76K |
| Citadel Advisors | 461.88K | 200.63K | 110.82K | 34.30K | 414.65K | 62.38K | 510.07K | 1.05M | 1.92M | 109.14K | 111.45K | 49.90K | 37.10K | 13.10K | 47.07K | 11.90K | 37.00K | 162.25K | 552.21K | 312.63K |
| BNY Mellon | 137.37K | 181.30K | 178.02K | 191.90K | 194.64K | 195.14K | 205.90K | 202.77K | 208.01K | 186.46K | 167.47K | 233.04K | 176.29K | 254.54K | 247.18K | 250.18K | 249.75K | 266.85K | 258.03K | 266.53K |
| Renaissance Technologies | 204.00K | 27.00K | 71.50K | 139.60K | 31.10K | — | — | — | — | — | — | — | — | — | — | — | 120.30K | — | — | 125.10K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | 60.24K | — | — | 14.52K | 114.33K | 130.60K | 255.16K | 168.28K | 19.43K | — | 111.56K |
| Invesco Ltd | 40.53K | 41.52K | 67.84K | 101.25K | 735.65K | 799.41K | 111.75K | 83.72K | 95.97K | 93.93K | 147.65K | 124.06K | 124.84K | 143.12K | 137.80K | 120.33K | 116.47K | 112.63K | 113.53K | 109.71K |
| Deutsche Bank AG | 173.82K | 140.88K | 121.80K | 122.17K | 166.37K | 126.29K | 124.15K | 124.47K | 2.62K | 167.14K | 124.10K | 1.61M | 160.00K | 181.54K | 176.23K | 171.46K | 177.11K | 178.78K | 187.04K | 72.68K |
| Wells Fargo & Co | 75.63K | 92.81K | 101.49K | 43.96K | 55.07K | 52.56K | 52.84K | 52.22K | 41.32K | 30.01K | 14.18K | 26.96K | 25.81K | 34.72K | 35.48K | 48.97K | 53.65K | 65.35K | 23.89K | 60.08K |
| JPMorgan Chase & Co | 3.70M | 3.76M | 4.40M | 4.52M | 3.94M | 3.96M | 4.34M | 4.56M | 4.89M | 4.94M | 5.38M | 4.97M | 4.31M | 4.00M | 3.75M | 3.32M | 3.15M | 3.23M | — | 47.36K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details